Obermatt

IDP Education

ASX:IEL · AU000000IEL5
Diversified Consumer ServicesSmall

360

20
EV / EBIT81
Price / Owner Earnings11
Owner Earnings Yield41
Dividend Yield97
Price/Sales84
EV / Gross Profit32
Price/Book79
Return on Capital26
Cash Return on Capital35
Return on Equity23
EBIT Margin19
Gross Profitability17
Cash Conversion100
Accruals67
Owner Earnings Margin37
Sales growth10
Profit Growth55
Long-Term EPS Growth73
Owner Earnings Growth16
Reinvestment9
Price momentum17
Debt load34
Refinancing81
Debt Payback9
Liquidity32
Analyst ratings18
Opinion Changes35
Price Target Upside100
Market mood5
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

IDP Education clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryAustralia
IndustryDiversified Consumer Services
SizeSmall
TypePublic Company
ExchangeASX
Founded2005
Employees5,583
ISINAU000000IEL5
Last UpdateApr 2, 2026
Themes
Language LearningEdTechE-learningEducation

Description

IDP Education Limited engages in the placement of students into education institutions. Business Segments The company has structured its operations into three primary geographic segments such as Asia, Australasia, and the Rest of the World. Each se…

Analysis

Middle-of-the-road

IDP Education Limited is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is expensive. You pay 104.7× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 29% yearly growth; analysts expect 7%. The market is pricing in far more than analysts expect: heroic expectations.

The trajectory is tepid and the balance sheet is stretched. The company scores 8/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
39
2023202420252026

All-time high

69

Jan 2023

All-time low

19

Jan 2025

Average rank

47

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
84
22
11
5
Price/Earnings
85
31
22
10
Price/Book
79
14
3
3
Dividend Yield
97
63
45
35
Value (overall)
94
23
11
9

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →