Hello, everyone,

After his vacation, Juan told me about the rising number of students in his home country.

The thirst for education is growing. And more and more people are realizing that a good education is often the key to success.

A good example is “Juan,” who, of course, immediately started doing some research. And he sent us this from his home country Laureate Education $LAUR (+0%)

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As always, we’d love to hear your thoughts and feedback on the prompts.

Laureate Education, Inc. operates a portfolio of degree-granting institutions (the Laureate International Universities network) in Mexico and Peru. The Laureate International Universities network offers a range of bachelor’s and master’s degree programs through on-campus, online, and hybrid formats. The company provides its educational services through two reportable segments: Mexico and Peru. It owns the Universidad del Valle de México (UVM) and the Universidad Tecnológica de México (UNITEC) in Mexico. It also owns the Universidad Peruana de Ciencias Aplicadas (UPC), the Universidad Privada del Norte (UPN), and CIBERTEC in Peru. Its institutions in Mexico and Peru offer students in the traditional higher education sector a private educational alternative with various brands and price points in each market and for each field of study. The company offers a variety of degree programs, including medicine and health sciences, engineering and information technology, as well as business and management.

Record High for Laureate Education

Summary of the Report

The stock of Laureate Education (LAUR) have reached a new all-time high of $37.92 . The company is showing strong market performance:

• a 71.7% increase in share price over the past year —a clear sign of investor confidence.
• Market capitalization: $5.3 billion
• Current P/E ratio: 19.98 – according to InvestingPro, this may be slightly above fair value.
• Management is aggressively buying back its own shares, which is seen as a positive sign for the future.

In addition, Laureate reported strong Q1 2026 results:

• Revenue exceeded expectations
• Loss per share lower than forecast
• Reasons: Efficient financial management and favorable exchange rates

In addition, Julian Coulter (Google) was elected to the Board of Directors—a strategic move that brings additional expertise to the company.

Rekordhoch für Laureate Education: Aktie steigt auf 37,92 US-Dollar Von Investing.com

Geographic Revenue Breakdown:

2025 (USD)

Mexico 877 million

Peru 824 million

United States 142,000 thousand

PLEASE NOTE:

Unfortunately, the figures on Market Screener were not up to date. As a result, some of them were incorrect. The company does not pay dividends. I strongly urge you to read the comment @Raketentoni .

Please accept my apologies for the incorrect data and any inconvenience caused.

Juan’s Conclusion on the Financial Metrics (Laureate Education 2025–2028)

Juan leans back, pushes up his glasses, and grins slightly.

**“Laureate is delivering picture-perfect growth: high revenue, high EBIT, high FCF—and all with stable, slightly rising margins. The company is printing cash without any debt stress, because net debt actually remains negative. I like that.

The FCF jump in 2028 is a real highlight—that’s where the business model demonstrates its scalability. ROE remains in the high double digits, and EPS is growing steadily.

To me, this looks like a quality compounder that doesn’t make a big splash but delivers solid results year after year.”**

Market Value 4,986

Number of Shares (in thousands) 139,987

Publication Date 02/19/2026

Juan’s Top 2 Arguments for Laureate (Valuation & Growth)

1️⃣ Valuation easing coupled with earnings growth P/E ratio falls every year, EPS rises every year. This is the kind of scenario where the market often realizes too late that the stock is actually undervalued.

2️⃣ FCF strength is increasingly factored into the price Free cash flow is growing steadily, and the FCF yield is rising toward 8%. For Juan, this is the strongest signal of quality in the entire set of financial figures.

Performance

1 week: +1.51%

1 month: +0.41%

6 months: +6.78%

1 year: +60.80%

3 years: +194.59%

July 27, 2026, 5:42:08 PM •

Nasdaq (USD)

37.10 USD

July 27, 2026, 5:59:06 PM •

Lang & Schwarz (EUR)

32.60 EUR

$LAUR (+0%)

4/4

Apart from the big companies, I always invest in niche companies. Most people here will probably know that.

One of them that I have had in my portfolio for around 2.5 years is $LAUR (+0%) They run universities in the USA and Central America. The input for the investment at the time was that more and more people are studying in the USA as well as here in beautiful Germany. This is now also reflected in the share price. In the past 12 months, the share price has risen by around 90% and has now reached its ATH with a P/E ratio of 17. Historically speaking, this is still a fair value for the share. Despite reported sales and profit losses for the current financial year, there is currently only one direction for the share - upwards.

$LAUR (+0%)

Published its quarterly figures today at noon.

EPS exceeded by 250%.

EBITDA exceeded by 28.6%.

Almost 25000 more students than last year.

The trend that more and more people are studying has also arrived in America/South America.

By the way, the share is in the test portfolio 😉