Laureate Education, Inc. has undergone a transformation, focusing on profitable operations in Mexico and Peru, serving 420,000 students. They offer affordable private universities to lower- and middle-class families in Latin America. With a three-year revenue CAGR of 13% and EBIT margins of 24%, the company displays strong growth and profitability. They are expected to open two new campuses in September 2025 and expand healthcare education. LAUR trades at 8.3x EV/EBITDA, below peers, indicating potential for re-rating to 11-12x, with a price target of $34-37. Despite risks, LAUR offers upside potential and downside protection for investors.
Read more at Yahoo Finance: Laureate Education, Inc. (LAUR): A Bull Case Theory
