Enrollment And RetentionAnalyst emphasizes stronger new student demand, improved retention and expanding B2B partnerships as primary drivers that can lift enrollments and revenue.
Operating Efficiency And Capital ReturnsAnalyst notes a cash-generative model, limited capital intensity and no debt that support potential dividend distributions and share repurchase programs.
ValuationAnalyst highlights that the stock trades at a steep discount to comparable education companies, creating room for multiple expansion if growth and margin improvements materialize.