Professional
Added to YB: 2024-04-22
Pitch date: 2024-04-21
ATGE [bearish]
Adtalem Global Education Inc.
-116.3%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Adtalem Global Education Inc., together with its subsidiaries, provides healthcare education in the United States, Barbados, St.
Market Cap
$3.5B
Pitch Price
$46.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.79
P/E
14.63
EV/Sales
2.18
Sector
Diversified Consumer Services
Category
N/A
Idea Brunch with Fahmi Quadir of Safkhet Capital - $ATGE
ATGE: For-profit edu gets billions in taxpayer $, but students suffer. Walden acquisition was desperate & shortsighted. Lower DoE financial score = higher collateral needs. New student enrollment declining. Exam performance & grad rates dismal. Attrition undisclosed. Bipartisan concern over student debt from for-profits like ATGE. Risks: regulations, investigations, impairments.
Read full article (3 min)