Adtalem Global Education (ATGE) AI Stock Analysis

• Market Cap: $3.65B
• Dividend Yield: N/A
• Average Volume (3M): 617.06K
• Price to Earnings (P/E): 15.4
• Beta (1Y): 0.75
• Revenue Growth: 12.24%
• EPS Growth: 52.97%
• Country: US
• Employees: 4,624
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Education & Training Services
• EPS (TTM): 1.75
• Shares Outstanding: 36,328,545
• 10 Day Avg. Volume: 589,759
• 30 Day Avg. Volume: 617,059
• PEG Ratio: 0.25
• Price to Book (P/B): 3.29
• Price to Sales (P/S): 2.64
• P/FCF Ratio: 16.41
• Enterprise Value/Market Cap: 1.70
• Enterprise Value/Revenue: 3.39
• Enterprise Value/Gross Profit: 5.80
• Enterprise Value/Ebitda: 14.00
• 1Y Price Target: $163.67
• Price Target Upside: 57.95% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 3
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 79 Outperform
• Price Target: $114.00 ▲(10.02% Upside)

Adtalem Global Education's overall stock score is driven by strong financial performance and positive earnings call insights, highlighting robust enrollment and financial growth. The technical analysis presents mixed signals, while the valuation is reasonable. The company's strategic initiatives and share buyback program further enhance its investment appeal.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong demand for educational programs, enhancing market position and supporting long-term financial health.

Cash Flow Management

Strong cash flow generation supports ongoing operations and investments, ensuring financial stability and strategic flexibility.

Strategic Partnerships

Strategic partnerships enhance educational offerings, positioning the company to capitalize on industry trends and technological advancements.

Negative Factors

Chamberlain Enrollment Challenges

Enrollment challenges at Chamberlain University indicate potential weaknesses in marketing and operational execution, affecting growth prospects.

Post-Licensure Enrollment Softness

Ongoing enrollment softness in post-licensure programs could hinder revenue growth and impact the company's educational market share.

Leadership Transition

Leadership changes at Chamberlain University may disrupt strategic continuity and affect the institution's future growth and stability.

Adtalem Global Education Business Overview & Revenue Model

Company Description

Adtalem Global Education Inc. provides workforce solutions worldwide. It operates through three segments, Chamberlain, Walden, and Medical and Veterinary. The Chamberlain segment offers degree and non-degree programs in the nursing and health professions postsecondary education industry. This segment operates Chamberlain University. The Walden segment offers online certificates, bachelor's, master's, and doctoral degrees, including nursing, education, counseling, business, psychology, public health, social work and human services, public administration and public policy, and criminal justice. This segment also operates Walden University. The Medical and Veterinary segment provides degree and non-degree programs in the medical and veterinary postsecondary education industry. This segment operates American University of the Caribbean School of Medicine, Ross University School of Medicine, and Ross University School of Veterinary Medicine. The company was formerly known as DeVry Education Group Inc. and changed its name to Adtalem Global Education Inc. in May 2017. Adtalem Global Education Inc. was incorporated in 1987 and is based in Chicago, Illinois.

How the Company Makes Money

Adtalem Global Education generates revenue primarily through tuition and fees paid by students enrolled in its educational programs. The company operates several institutions, including medical and nursing schools, which often charge higher tuition rates due to the specialized nature of their programs. Additionally, ATGE earns revenue from online education offerings, adult and continuing education programs, and professional certification courses. The company may also benefit from partnerships with employers looking to upskill their workforce, as well as government funding for education programs. Financial aid and federal student loans are significant factors in driving enrollment and, consequently, revenue for the company.

Adtalem Global Education Financial Statement Overview

Summary

Adtalem Global Education demonstrates strong financial health with consistent revenue and profit growth, efficient operational management, and a stable financial position. The company shows robust profitability margins and healthy cash flow generation, supporting ongoing operations and investments.

Income Statement

Adtalem Global Education shows strong financial performance with consistent revenue growth, highlighted by a 2.51% increase in the TTM period. The company maintains healthy profitability margins, including a gross profit margin of 58.51% and a net profit margin of 13.74%. The EBIT and EBITDA margins are also robust at 19.96% and 23.50%, respectively, indicating efficient operational management.

Balance Sheet

The balance sheet reflects a stable financial position with a manageable debt-to-equity ratio of 0.53, showing prudent leverage. Return on equity is strong at 17.49%, indicating effective use of shareholder funds. The equity ratio stands at 50.82%, suggesting a solid capital structure with a good proportion of assets financed by equity.

Cash Flow

Cash flow analysis reveals a positive trajectory with a 12.42% growth in free cash flow in the TTM period. The operating cash flow to net income ratio is 0.66, and the free cash flow to net income ratio is 0.85, both indicating healthy cash generation relative to earnings. This suggests strong cash flow management and the ability to support ongoing operations and investments.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	1.83B	1.79B	1.58B	1.45B	1.38B	899.25M
Gross Profit	1.07B	1.02B	886.10M	802.34M	722.07M	441.34M
EBITDA	444.41M	397.67M	346.96M	328.95M	297.42M	182.75M
Net Income	251.96M	237.06M	136.78M	93.36M	310.99M	70.03M
Balance Sheet
Total Assets	2.87B	2.75B	2.74B	2.81B	3.03B	3.08B
Cash, Cash Equivalents and Short-Term Investments	279.69M	213.96M	234.40M	287.57M	365.74M	1.32B
Total Debt	775.95M	774.00M	847.85M	896.19M	1.07B	1.29B
Total Liabilities	1.41B	1.32B	1.37B	1.35B	1.54B	1.78B
Stockholders Equity	1.46B	1.43B	1.37B	1.46B	1.49B	1.30B
Cash Flow
Free Cash Flow	323.20M	287.57M	246.88M	165.90M	-20.45M	143.53M
Operating Cash Flow	379.13M	337.90M	295.77M	191.91M	10.60M	192.20M
Investing Cash Flow	-48.41M	-41.92M	-47.85M	23.74M	-551.80M	-56.69M
Financing Cash Flow	-331.41M	-316.02M	-301.80M	-288.51M	-424.48M	676.47M

Adtalem Global Education Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 103.62
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ATGE, the sentiment is Negative. The current price of 103.62 is above the 20-day moving average (MA) of 95.23, below the 50-day MA of 110.58, and below the 200-day MA of 119.01, indicating a neutral trend. The MACD of -1.50 indicates Negative momentum. The RSI at 56.65 is Neutral, neither overbought nor oversold. The STOCH value of 84.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ATGE.

Adtalem Global Education Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ATGE	79 Outperform	$3.65B	15.42	17.38%	―	12.24%	52.97%
GHC	75 Outperform	$4.81B	6.59	17.20%	0.65%	4.13%	228.37%
LOPE	74 Outperform	$4.64B	22.67	27.77%	―	7.05%	-2.63%
STRA	73 Outperform	$1.89B	16.73	6.76%	2.99%	3.74%	-8.40%
LAUR	73 Outperform	$4.99B	24.77	20.15%	―	2.01%	-13.82%
PRDO	72 Outperform	$1.89B	12.53	16.14%	1.90%	24.23%	17.56%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%

Adtalem Global Education Corporate Events

Adtalem Announces New $750M Share Buyback Program

On December 15, 2025, Adtalem Global Education announced the completion of a $150 million share repurchase program and the authorization of a new $750 million share repurchase initiative, set to run through December 2028. This move reflects the company’s confidence in its strategic direction and financial strength, allowing it to invest in growth opportunities while returning capital to shareholders. Since February 2022, Adtalem has returned $913 million to shareholders and reduced its debt significantly, demonstrating robust operational execution and financial management.

Adtalem Announces Retirement of Chamberlain University President

On October 6, 2025, Adtalem Global Education announced the retirement of Dr. Karen Cox, President of Chamberlain University, after nearly 40 years in healthcare and nursing education. Under her leadership since 2018, Chamberlain University became the largest school of nursing in the U.S., significantly expanding its student base and strengthening its position as a leading grantor of Bachelor of Science in Nursing degrees. The company has initiated an external search for her successor, highlighting the impact of her tenure on the institution’s growth and commitment to academic excellence.