Added to YB: 2026-05-19
Pitch date: 2026-05-15
LGCY [bullish]
Legacy Education Inc.
-1.35%
current return
Author Info
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Company Info
Legacy Education Inc. provides education services to students, high school graduates, and working parents in the United States.
Market Cap
$157.7M
Pitch Price
$11.87
Price Target
14.50 (+24%)
Dividend
N/A
EV/EBITDA
8.97
P/E
20.58
EV/Sales
1.94
Sector
Diversified Consumer Services
Category
growth
Legacy Education (LGCY) Executive Summary: Why Clinical Placements Are Legacy Education’s Hidden Asset
LGCY: Healthcare vocational training w/ 67% rev growth to $21.4M, beat est by 29% in Q3'26. Clinical placement moat = hard-to-replicate hospital slots. Ed service expense improved 270bps to 51.7% of rev; 15.4% ROE vs 5% industry avg. $21.7M cash, $0.6M debt. 1st out-of-state expansion underway. G&A rising 390bps offsetting margin gains; net income growth 15% vs 30% rev growth signals investment drag. Trading 18.7x P/E, 1.9x P/S. $14.50 PT (+16%). Risks: 90/10 rule, G&A creep, rev growth cooling to 15% from 50%.
Read full article (14 min)