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LOPE

Grand Canyon Education, Inc.

LOPE · NASDAQConsumer Discretionary
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Academicinputsfaculty, curriculum, clin…Tech &recruiting…cloud, LMS, ad platformsGCE servicesenginethe hub that runs the sch…Universitypartnerswho own the degreesStudents &employerswho actually payFACFaculty & instructorsCLNClinical placement sitesTECCloud & tech vendorsADSMarketing & ad platformsHALHalo LMSGCEGrand Canyon EducationGCUGrand Canyon UniversityPTROther university partnersSTUStudentsEMPHealthcare employers
Company details
Market cap
$5.0B
P/E ratio
22×
Div yield
0%
EPS (TTM)
$7.73
Profit margin
22%
Rev. growth
+7.5%
Revenue
$1.03B
Univ. partners
22
In plain English
Grand Canyon Education isn't a university — it's the outsourced engine behind them. It sold its own campus to a nonprofit in 2018 and now runs the technology, marketing, counseling and back-office for 22 university partners, taking a slice of tuition on each. About 86% of its ~$1.03B revenue comes from a single client, Grand Canyon University, which pays GCE 60% of its adjusted gross revenue under a 15-year contract.
In simple terms
What Grand Canyon Education, Inc. really sells
Grand Canyon Education isn't a university — it's the outsourced engine behind them. It sold its own campus to a nonprofit in 2018 and now runs the technology, marketing, counseling and back-office for 22 university partners, taking a slice of tuition on each. About 86% of its ~$1.03B revenue comes from a single client, Grand Canyon University, which pays GCE 60% of its adjusted gross revenue under a 15-year contract.
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