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Grand Canyon Education (Lope)

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  • Grand Canyon Education (Lope)


    Consulta aquí qué empresas tienen los inversores en sus carteras en las estadísticas de Invertirenbolsa.info



    Última entrada en una empresa que me parece muy interesante. Universidades con certificados para master, doctorados, etc.
    Fortaleza financiera, grandes ratios financieros. Espectacular Roic, Roe de los últimos años. Crecimiento EPS por encima del 15%, poca deuda. Crecimiento proyectado, van a ampliar aulas, centros.
    Fijaros en los ratios y balances

    http://financials.morningstar.com/ra...&culture=en-US

    Grafico


  • #2
    Vuelve a máximos

    Comentario


    • #3
      Para lo que crece (15% anual) no está tan cara, lo que habría que saber es si es realmente sostenible, porque como la compres en pleno boom y frene el crecimiento se pegará una buena "galleta". Ratios ajustados a día de hoy:

      - EV/EBITDA 14
      - EV/FCF 20

      El guidance que dan para 2018 es de ventas 1.050M, margen operativo del 28,5% y EPS 4,7$ (P/E 2018: 23,3x)

      ¿Conoces comparables de EEUU?
      Cartera
      Blog personal: Euro Value
      Twitter: @adrivalue

      Comentario


      • #4
        Originalmente publicado por luscofusco Ver Mensaje
        Para lo que crece (15% anual) no está tan cara, lo que habría que saber es si es realmente sostenible, porque como la compres en pleno boom y frene el crecimiento se pegará una buena "galleta". Ratios ajustados a día de hoy:

        - EV/EBITDA 14
        - EV/FCF 20

        El guidance que dan para 2018 es de ventas 1.050M, margen operativo del 28,5% y EPS 4,7$ (P/E 2018: 23,3x)

        ¿Conoces comparables de EEUU?

        Yo llevo un año aproximadamente con ella, pero pienso mantenerme en principio para largo plazo. Pienso que puede seguir creciendo a igual o mayor ritmo durante los próximos años. Se estan expandiendo muy bien por India, China y otros paises. Margen de beneficios es muy grande, tienen miles de alumnos on line, programas de gestión informática para abaratar costes,, etc.
        Tengo otra americana de universidades privadas, muy buena, Grand Canyon Educatión, también con buenos ratios.
        Sigo una Tal Educatión, pero la veo carísima, ésta lleva años muy buenos, pero per desorbitado.

        Un saludo

        Comentario


        • #5
          Originalmente publicado por jerez1 Ver Mensaje
          Yo llevo un año aproximadamente con ella, pero pienso mantenerme en principio para largo plazo. Pienso que puede seguir creciendo a igual o mayor ritmo durante los próximos años. Se estan expandiendo muy bien por India, China y otros paises. Margen de beneficios es muy grande, tienen miles de alumnos on line, programas de gestión informática para abaratar costes,, etc.
          Tengo otra americana de universidades privadas, muy buena, Grand Canyon Educatión, también con buenos ratios.
          Sigo una Tal Educatión, pero la veo carísima, ésta lleva años muy buenos, pero per desorbitado.

          Un saludo

          Me refería a la otra australiana que tengo en cartera, Idp Education.

          Grand Canyonn

          https://www.thelincolnianonline.com/...lue-bmrry.html

          Comentario


          • #6
            Aquí vienen los ratios financieros de más de 5 años. Me parece muy buena empresa

            http://financials.morningstar.com/ra...&culture=en-US

            Comentario


            • #7
              Originalmente publicado por jerez1 Ver Mensaje
              Aquí vienen los ratios financieros de más de 5 años. Me parece muy buena empresa

              http://financials.morningstar.com/ra...&culture=en-US

              Se pone de nuevo en subida libre...

              Comentario


              • #8
                Originalmente publicado por jerez1 Ver Mensaje
                Se pone de nuevo en subida libre...
                Sigue fuerte y el 2 mayo resultados

                https://globenewswire.com/news-relea...l-Details.html

                Comentario


                • #9
                  Originalmente publicado por jerez1 Ver Mensaje
                  Sigue fuerte y el 2 mayo resultados

                  https://globenewswire.com/news-relea...l-Details.html

                  Buenos resultados


                  For the three months ended March 31, 2018:
                  • Net revenue increased 11.1% to $275.7 million for the first quarter of 2018, compared to $248.2 million for the first quarter of 2017.
                  • End-of-period enrollment increased 9.6% to 91,378 at March 31, 2018, from 83,352 at March 31, 2017, as ground enrollment increased 9.6% to 17,386 at March 31, 2018, from 15,857 at March 31, 2017 and online enrollment increased 9.6% to 73,992 at March 31, 2018, from 67,495 at March 31, 2017.
                  • Operating income for the three months ended March 31, 2018 was $90.1 million, an increase of 17.6% as compared to $76.6 million for the same period in 2017. The operating margin for the three months ended March 31, 2018 was 32.7%, compared to 30.9% for the same period in 2017.
                  • The tax rate in the three months ended March 31, 2018 was 18.8% compared to 26.5% in the same period in 2017. The lower effective tax rate year over year is a result of the Tax Cuts and Jobs Act (the "Act") which was signed into law on December 22, 2017. The Act reduces the corporate federal tax rate from a maximum of 35% to a flat 21% rate effective January 1, 2018. Additionally, the University continues to benefit from the adoption of the share-based compensation standard, which resulted in the recognition of excess tax benefits from share-based compensation awards that vested or settled in the consolidated income statement. Excess tax benefits recorded for the three months ended March 31, 2018 and 2017 were $5.3 million and $8.5 million, respectively. The inclusion of excess tax benefits and deficiencies as a component of our income tax expense will increase volatility within our provision for income taxes as the amount of excess tax benefits or deficiencies from share-based compensation awards are dependent on our stock price at the date the restricted awards vest, our stock price on the date an option is exercised, and the quantity of options exercised.
                  • Net income increased 31.8% to $73.7 million for the first quarter of 2018, compared to $55.9 million for the same period in 2017.
                  • Diluted net income per share was $1.52 for the first quarter of 2018, compared to $1.16 for the same period in 2017.
                  • Adjusted EBITDA increased 16.2% to $108.0 million for the first quarter of 2018, compared to $92.9 million for the same period in 2017.


                  http://investors.gcu.edu/phoenix.zht...cle&ID=2346477

                  Comentario


                  • #10
                    Originalmente publicado por jerez1 Ver Mensaje
                    Buenos resultados


                    For the three months ended March 31, 2018:
                    • Net revenue increased 11.1% to $275.7 million for the first quarter of 2018, compared to $248.2 million for the first quarter of 2017.
                    • End-of-period enrollment increased 9.6% to 91,378 at March 31, 2018, from 83,352 at March 31, 2017, as ground enrollment increased 9.6% to 17,386 at March 31, 2018, from 15,857 at March 31, 2017 and online enrollment increased 9.6% to 73,992 at March 31, 2018, from 67,495 at March 31, 2017.
                    • Operating income for the three months ended March 31, 2018 was $90.1 million, an increase of 17.6% as compared to $76.6 million for the same period in 2017. The operating margin for the three months ended March 31, 2018 was 32.7%, compared to 30.9% for the same period in 2017.
                    • The tax rate in the three months ended March 31, 2018 was 18.8% compared to 26.5% in the same period in 2017. The lower effective tax rate year over year is a result of the Tax Cuts and Jobs Act (the "Act") which was signed into law on December 22, 2017. The Act reduces the corporate federal tax rate from a maximum of 35% to a flat 21% rate effective January 1, 2018. Additionally, the University continues to benefit from the adoption of the share-based compensation standard, which resulted in the recognition of excess tax benefits from share-based compensation awards that vested or settled in the consolidated income statement. Excess tax benefits recorded for the three months ended March 31, 2018 and 2017 were $5.3 million and $8.5 million, respectively. The inclusion of excess tax benefits and deficiencies as a component of our income tax expense will increase volatility within our provision for income taxes as the amount of excess tax benefits or deficiencies from share-based compensation awards are dependent on our stock price at the date the restricted awards vest, our stock price on the date an option is exercised, and the quantity of options exercised.
                    • Net income increased 31.8% to $73.7 million for the first quarter of 2018, compared to $55.9 million for the same period in 2017.
                    • Diluted net income per share was $1.52 for the first quarter of 2018, compared to $1.16 for the same period in 2017.
                    • Adjusted EBITDA increased 16.2% to $108.0 million for the first quarter of 2018, compared to $92.9 million for the same period in 2017.


                    http://investors.gcu.edu/phoenix.zht...cle&ID=2346477

                    Gran potencial y aún barata, 1,59 dólares de bpa en el trimestre, equivaldría a per 17 con gran crecimiento, cotizando a 108 dólares la acción

                    Comentario


                    • #11
                      Originalmente publicado por jerez1 Ver Mensaje
                      Gran potencial y aún barata, 1,59 dólares de bpa en el trimestre, equivaldría a per 17 con gran crecimiento, cotizando a 108 dólares la acción

                      Grand Canyon Education Delivers Another Solid Quarter, but Big Changes Are on the Horizon
                      Investors need to understand the changes coming as Grand Canyon University splits off a non-profit entity.
                      Brian Stoffel
                      ( TMFCheesehead)
                      May 4, 2018 at 10:52AM
                      To say that Grand Canyon Education ( NASDAQ:LOPE) is an enigma is an understatement. Over the past 10 years, for-profit colleges and universities have been lambasted, and shares in the industry have suffered mightily. It all started with an undercover Government Accountability Office investigation that demonstrated predatory behaviors among recruiters and snowballed from there.
                      But Grand Canyon has forged a very different path. The school -- which started out as a non-profit and only made the switch to for-profit in 2004 to help with financial troubles -- has spent a ton of money on its physical campus to go along with online offerings. It also has a very popular Division I athletics program -- the first of its kind for for-profit schools.
                      Perhaps that helps explain why, in this age when for-profits seem to be flailing, Grand Canyon is adding students and cash to its bottom line. This week's earnings report indicated more of the same for the school, though enormous changes are on the horizon.

                      IMAGE SOURCE: GETTY IMAGES.
                      Grand Canyon earnings: The raw numbers
                      Before we dig into those huge changes, let's take a look at how the school performed on the headline metrics.
                      Metric Q1 2018 Q1 2017 GrowthRevenue$276 million$248 million11%EPS$1.52$1.1631%Free cash flow$84 million$88 million(5%)
                      DATA SOURCE: GRAND CANYON.
                      It's worth pointing out that the fall in free cash flow was to be expected. Grand Canyon is still investing heavily in on-campus projects. This quarter, that included money put toward two new residence halls, one classroom building, a parking garage, and computer equipment and software costs for the online section of the school.
                      The real story is the impressive growth in profitability. While revenue was up 11%, operational expenses jumped just 8%. The company spent less of its revenue on instructional costs, admissions, advertising, and marketing than it did last year. That's important, because all but the first of those divisions will be part of the new Grand Canyon Education -- which will not include the actual university -- after the split occurs in the near future (more on that below).
                      Just as important, enrollment numbers remained strong across the board.
                      Enrollment Type Q1 2018 Q1 2017 GrowthOn campus 17,38615,8579.6%Online73,99267,4959.6%Total91,37883,3529.6%
                      DATA SOURCE: GRAND CANYON.
                      The coming change to non-profit status
                      But while all this is good news for the current state of the company, it's important to understand the coming split between Grand Canyon Education (GCE, a for-profit services company) and Grand Canyon University (GCU, a non-profit school). While current shareholders have access to the former, they will no longer hold a direct stake in the latter.
                      The details are being hammered out, but the school expects to receive guidance or approval from the U.S. Department of Education by the end of May, and plans on sharing exactly how the split will occur within the next two months. Thus far, the details are as follows.
                      • GCU will pay GCE a note of roughly $850 million for the academic, student housing, and athletic buildings.
                      • 35% of all staff (all in academics) and all part-time and student-workers will be transferred to GCU employees.
                      • GCE will retain all non-education staff.
                      • GCE will provide services including technological support, marketing, promotion, and financial aid.

                      It is expected that the two entities will sign a 15-year contract with hefty fees if it is exited early. The contract will allow GCE to earn about 60% of revenues from GCU for providing the above-mentioned services.
                      But, as CEO Brian Mueller pointed out in the company's conference call, GCE will be allowed to provide services for other schools as well. When asked how quickly GCE would expand its role beyond just providing services for GCU, here's what he had to say:
                      ... what we want to figure out is what our role should be in that whole market. It's going to be very different than most because we have a customer already that has 90,000 students. And so the role that we play in the marketplace is going to reflect a positioning that takes that into account. And so when the thing gets done, we'll take 3 to 6 months and talk to people and figure out what our position should be, and then we'll move in to it on a gradual basis. But we have a tremendous advantage because we've got a customer that's got 90,000 students, it's producing 30-plus percent of margins, which is going to put us in a lead role in this thing right away and allow us to be very selective in terms of who we bring on.

                      https://www.fool.com/investing/2018/...olid-quar.aspx

                      Comentario


                      • #12
                        Originalmente publicado por jerez1 Ver Mensaje
                        Grand Canyon Education Delivers Another Solid Quarter, but Big Changes Are on the Horizon
                        Investors need to understand the changes coming as Grand Canyon University splits off a non-profit entity.
                        Brian Stoffel
                        ( TMFCheesehead)
                        May 4, 2018 at 10:52AM
                        To say that Grand Canyon Education ( NASDAQ:LOPE) is an enigma is an understatement. Over the past 10 years, for-profit colleges and universities have been lambasted, and shares in the industry have suffered mightily. It all started with an undercover Government Accountability Office investigation that demonstrated predatory behaviors among recruiters and snowballed from there.
                        But Grand Canyon has forged a very different path. The school -- which started out as a non-profit and only made the switch to for-profit in 2004 to help with financial troubles -- has spent a ton of money on its physical campus to go along with online offerings. It also has a very popular Division I athletics program -- the first of its kind for for-profit schools.
                        Perhaps that helps explain why, in this age when for-profits seem to be flailing, Grand Canyon is adding students and cash to its bottom line. This week's earnings report indicated more of the same for the school, though enormous changes are on the horizon.

                        IMAGE SOURCE: GETTY IMAGES.
                        Grand Canyon earnings: The raw numbers
                        Before we dig into those huge changes, let's take a look at how the school performed on the headline metrics.
                        Metric Q1 2018 Q1 2017 GrowthRevenue$276 million$248 million11%EPS$1.52$1.1631%Free cash flow$84 million$88 million(5%)
                        DATA SOURCE: GRAND CANYON.
                        It's worth pointing out that the fall in free cash flow was to be expected. Grand Canyon is still investing heavily in on-campus projects. This quarter, that included money put toward two new residence halls, one classroom building, a parking garage, and computer equipment and software costs for the online section of the school.
                        The real story is the impressive growth in profitability. While revenue was up 11%, operational expenses jumped just 8%. The company spent less of its revenue on instructional costs, admissions, advertising, and marketing than it did last year. That's important, because all but the first of those divisions will be part of the new Grand Canyon Education -- which will not include the actual university -- after the split occurs in the near future (more on that below).
                        Just as important, enrollment numbers remained strong across the board.
                        Enrollment Type Q1 2018 Q1 2017 GrowthOn campus 17,38615,8579.6%Online73,99267,4959.6%Total91,37883,3529.6%
                        DATA SOURCE: GRAND CANYON.
                        The coming change to non-profit status
                        But while all this is good news for the current state of the company, it's important to understand the coming split between Grand Canyon Education (GCE, a for-profit services company) and Grand Canyon University (GCU, a non-profit school). While current shareholders have access to the former, they will no longer hold a direct stake in the latter.
                        The details are being hammered out, but the school expects to receive guidance or approval from the U.S. Department of Education by the end of May, and plans on sharing exactly how the split will occur within the next two months. Thus far, the details are as follows.
                        • GCU will pay GCE a note of roughly $850 million for the academic, student housing, and athletic buildings.
                        • 35% of all staff (all in academics) and all part-time and student-workers will be transferred to GCU employees.
                        • GCE will retain all non-education staff.
                        • GCE will provide services including technological support, marketing, promotion, and financial aid.

                        It is expected that the two entities will sign a 15-year contract with hefty fees if it is exited early. The contract will allow GCE to earn about 60% of revenues from GCU for providing the above-mentioned services.
                        But, as CEO Brian Mueller pointed out in the company's conference call, GCE will be allowed to provide services for other schools as well. When asked how quickly GCE would expand its role beyond just providing services for GCU, here's what he had to say:
                        ... what we want to figure out is what our role should be in that whole market. It's going to be very different than most because we have a customer already that has 90,000 students. And so the role that we play in the marketplace is going to reflect a positioning that takes that into account. And so when the thing gets done, we'll take 3 to 6 months and talk to people and figure out what our position should be, and then we'll move in to it on a gradual basis. But we have a tremendous advantage because we've got a customer that's got 90,000 students, it's producing 30-plus percent of margins, which is going to put us in a lead role in this thing right away and allow us to be very selective in terms of who we bring on.

                        https://www.fool.com/investing/2018/...olid-quar.aspx

                        Buscando máximos de nuevo

                        Comentario


                        • #13
                          Originalmente publicado por jerez1 Ver Mensaje
                          Buscando máximos de nuevo

                          Vuelve al verde y se pone en subida libre

                          Comentario


                          • #14
                            Originalmente publicado por jerez1 Ver Mensaje
                            Vuelve al verde y se pone en subida libre

                            Sigue tirando con fuerza

                            Comentario


                            • #15
                              Originalmente publicado por jerez1 Ver Mensaje
                              Sigue tirando con fuerza


                              De nuevo en subida libre, pasó de los 111 dólares

                              Comentario


                              • #16
                                Originalmente publicado por jerez1 Ver Mensaje
                                De nuevo en subida libre, pasó de los 111 dólares

                                Sigue muy fuerte, consenso


                                http://www.4-traders.com/GRAND-CANYO...549/consensus/

                                Comentario


                                • #17
                                  Originalmente publicado por luscofusco Ver Mensaje
                                  Para lo que crece (15% anual) no está tan cara, lo que habría que saber es si es realmente sostenible, porque como la compres en pleno boom y frene el crecimiento se pegará una buena "galleta". Ratios ajustados a día de hoy:

                                  - EV/EBITDA 14
                                  - EV/FCF 20

                                  El guidance que dan para 2018 es de ventas 1.050M, margen operativo del 28,5% y EPS 4,7$ (P/E 2018: 23,3x)

                                  ¿Conoces comparables de EEUU?

                                  Compañero, otra vez en subida libre

                                  Comentario


                                  • #18
                                    Es una maquina de subir, junto a IdP Educatión, este tipo de empresas suelen dar mucha rentabilidad.
                                    Grand Canyon Educatión, se vuelve a poner en subida libre , ha comenzado la sesión muy fuerte.

                                    Ultimas noticias

                                    https://www.nasdaq.com/article/zacks...group-cm970469

                                    Comentario


                                    • #19
                                      Originalmente publicado por jerez1 Ver Mensaje
                                      Es una maquina de subir, junto a IdP Educatión, este tipo de empresas suelen dar mucha rentabilidad.
                                      Grand Canyon Educatión, se vuelve a poner en subida libre , ha comenzado la sesión muy fuerte.

                                      Ultimas noticias

                                      https://www.nasdaq.com/article/zacks...group-cm970469

                                      Grand Canyon Education (LOPE) Lifted to Buy at Zacks Investment Research

                                      Posted by Justin Noah on Jun 5th, 2018



                                      in[COLOR=#FFFFFF !important]Share

                                      [/COLOR]
                                      Zacks Investment Research upgraded shares of Grand Canyon Education (NASDAQ:LOPE) from a hold rating to a buy rating in a research report report published on Saturday, May 26th. They currently have $123.00 price target on the stock.
                                      According to Zacks, “Grand Canyon Education, Inc. is a regionally accredited provider of online postsecondary education services focused on offering graduate and undergraduate degree programs in its core disciplines of education, business, and healthcare. In addition to its online programs, it offers programs at its traditional campus in Phoenix, Arizona and onsite at the facilities of employers. “
                                      Get Grand Canyon Education alerts:

                                      Other equities analysts have also issued research reports about the stock. BidaskClub raised shares of Grand Canyon Education from a hold rating to a buy rating in a report on Tuesday, May 22nd. Barrington Research reissued a buy rating on shares of Grand Canyon Education in a research report on Tuesday, May 15th. Robert W. Baird reaffirmed an outperform rating and issued a $105.00 target price (up from $100.00) on shares of Grand Canyon Education in a research report on Thursday, February 22nd. Piper Jaffray Companies raised their target price on shares of Grand Canyon Education to $114.00 and gave the stock an overweight rating in a research report on Thursday, February 22nd. They noted that the move was a valuation call. Finally, ValuEngine raised shares of Grand Canyon Education from a hold rating to a buy rating in a research report on Friday, February 2nd. Seven research analysts have rated the stock with a buy rating, The company currently has a consensus rating of Buy and a consensus target price of $110.80.

                                      Comentario


                                      • #20
                                        Libros de Gregorio Hernández Jiménez (invertirenbolsa.info)
                                        Nuevo máximo histórico, le veo mucho crecimiento y está subiendo con mucha fuerza desde resultados

                                        Comentario



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