IDP Education Limited (IDPUF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
IDP Education Limited (IDPUF) trades at $2.03. IDP Education Limited is a global education company that places students in international institutions and administers English language tests. Market cap: $565.02M, Sector: Consumer defensive.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for IDPUF: IDPUF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates IDPUF against Consumer Defensive peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
IDPUF: 1/1 perspectives are bearish.
How is this calculated? →IDP Education Limited (IDPUF) Consumer Business Overview
IDP Education Limited facilitates international student placements and English language testing, with a focus on Australia, the UK, the US, Canada, New Zealand, and Ireland. The company's diverse service offerings and global presence position it within the expanding international education sector.
What Is the Investment Thesis for IDPUF?
IDP Education Limited presents a compelling investment case based on its established market position and the growing demand for international education. The company's diverse service offerings, including student placement, English language testing, and digital marketing, provide multiple revenue streams. A key value driver is the increasing number of students seeking international education opportunities, particularly in English-speaking countries. IDP's administration of the IELTS test also provides a stable revenue stream. However, investors may want to evaluate potential risks, including fluctuations in international student mobility, changes in government regulations, and competition from other education agencies. With a P/E ratio of 146.46 and a dividend yield of 1.97%, IDP's valuation reflects its growth potential and established market presence.
Based on FMP financials and quantitative analysis
IDPUF Key Highlights
- Market Cap of $565.02M indicates IDP Education's significant presence in the education sector.
- P/E ratio of 146.46 reflects investor expectations of future earnings growth.
- Gross Margin of 30.6% demonstrates the company's ability to manage costs effectively.
- Dividend Yield of 1.97% provides a steady income stream for investors.
- Beta of 0.90 suggests lower volatility compared to the overall market.
Who Are IDPUF's Competitors?
IDPUF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CEGHF China Education Group Holdings Limited | $0.41 | +0.00% | $1.16B | 52 |
| GBSMF Ginebra San Miguel Inc. | $2.09 | +0.00% | $598.35M | 48 |
| HCHOF Hotel Chocolat Group plc | $4.68 | +4.00% | $658.94M | 53 |
| AIU Meta Data Limited | $0.61 | +2.50% | $37.56M | 64 |
| PRDO Perdoceo Education Corporation | $34.43 | +3.55% | $2.16B | 62 |
| TAL TAL Education Group | $9.89 | +0.87% | $6.02B | 62 |
| GOTU Gaotu Techedu Inc. | $1.75 | -0.29% | $632.99M | 60 |
| GNS Genius Group Limited | $0.19 | -2.69% | $15.66M | 47 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IDPUF's Key Strengths?
- Strong brand reputation and recognition.
- Extensive network of partner institutions.
- Global presence and reach.
- Diverse service offerings.
What Are IDPUF's Weaknesses?
- Reliance on international student mobility.
- Exposure to changes in government regulations.
- Competition from other education agencies.
- Profit Margin of 0.9%
What Could Drive IDPUF Stock Higher?
- Increasing demand for international education driven by globalization and economic development.
- Expansion of digital marketing and online recruitment services.
- Strategic partnerships with educational institutions in key destination countries.
What Are the Key Risks for IDPUF?
- Fluctuations in international student mobility due to geopolitical events or economic downturns.
- Changes in government regulations and immigration policies.
- Increased competition from online education platforms.
- Impact of global health crises on international travel and education.
What Are the Growth Opportunities for IDPUF?
- Growth opportunity 1: Expanding digital marketing and online student recruitment services presents a significant growth opportunity for IDP Education. The increasing reliance on digital channels for student recruitment allows IDP to reach a wider audience and enhance its service offerings. The global digital marketing market for education is projected to reach $XX billion by 2028, providing a substantial market opportunity for IDP to capitalize on. Timeline: Ongoing.
- Growth opportunity 2: Increasing the number of partnerships with educational institutions in key destination countries, such as the United States and Canada, can drive student placement growth. By expanding its network of partner institutions, IDP can offer students a wider range of study options and increase its placement volume. The market for international student placement is expected to grow at a rate of X% annually over the next five years. Timeline: Ongoing.
- Growth opportunity 3: Leveraging the IELTS test administration to expand into new markets and regions represents a strategic growth opportunity. The increasing demand for English language proficiency testing globally provides a favorable environment for IDP to grow its IELTS business. The global English language testing market is projected to reach $XX billion by 2027. Timeline: Ongoing.
- Growth opportunity 4: Developing and offering new English language training programs can attract a broader range of students and generate additional revenue streams. By expanding its portfolio of language training programs, IDP can cater to diverse student needs and increase its market share. The global English language training market is expected to grow at a rate of X% annually over the next five years. Timeline: Ongoing.
- Growth opportunity 5: Acquiring smaller education agencies or language testing providers can accelerate IDP's growth and expand its market presence. Strategic acquisitions can provide access to new markets, technologies, and customer segments. The market for education agency acquisitions is active, with numerous opportunities for IDP to consolidate its position. Timeline: Ongoing.
What Opportunities Does IDPUF Have?
- Expanding digital marketing and online recruitment services.
- Increasing partnerships with educational institutions.
- Leveraging IELTS test administration to enter new markets.
- Developing new English language training programs.
What Threats Does IDPUF Face?
- Fluctuations in international student mobility.
- Changes in government regulations and immigration policies.
- Economic downturns in key source countries.
- Increased competition from online education platforms.
What Are IDPUF's Competitive Advantages?
- Established brand reputation and recognition in the international education market.
- Extensive network of partner educational institutions.
- Proprietary IELTS test administration system.
- Global presence and reach.
What Does IDPUF Do?
Founded in 1969, IDP Education Limited has evolved into a leading international education organization. Initially focused on placing Australian students abroad, IDP has expanded its services to include student placement in multiple countries, including the United Kingdom, the United States, Canada, New Zealand, and Ireland. The company's core business involves counseling students, processing applications, providing pre-departure guidance, and administering student placement and examinations. IDP also operates English language schools and administers the International English Language Testing System (IELTS) tests, a crucial requirement for study, work, and migration. Furthermore, IDP Education provides digital marketing and event services to connect institutions with prospective students. Headquartered in Docklands, Australia, IDP Education leverages its extensive network and expertise to facilitate international education opportunities for students worldwide.
What Products and Services Does IDPUF Offer?
- Places students into education institutions in Australia, the United Kingdom, the United States, Canada, New Zealand, and Ireland.
- Provides counseling services to students seeking international education.
- Processes student applications for admission to educational institutions.
- Offers pre-departure guidance to students preparing to study abroad.
- Administers student placement and examinations.
- Operates English language schools.
- Distributes and administers International English Language Testing System (IELTS) tests.
- Provides digital marketing and event services to educational institutions.
How Does IDPUF Make Money?
- Generates revenue from student placement services, earning commissions from educational institutions.
- Derives income from English language testing, charging fees for IELTS exams.
- Receives revenue from English language training programs.
- Offers digital marketing and event services to educational institutions for a fee.
What Industry Does IDPUF Operate In?
IDP Education operates within the global education and training services industry, which is experiencing growth driven by increasing demand for international education and workforce development. The market is competitive, with numerous education agencies and language testing providers. IDP Education distinguishes itself through its comprehensive service offerings and established partnerships with educational institutions. The industry is also influenced by government regulations, immigration policies, and economic conditions in key source and destination countries.
Who Are IDPUF's Key Customers?
- Students seeking international education opportunities.
- Educational institutions in Australia, the United Kingdom, the United States, Canada, New Zealand, and Ireland.
- Individuals requiring English language proficiency testing for study, work, or migration purposes.
FY2026 estForward Outlook
Wall Street analysts project IDP Education Limited revenue of about $841.7M for fiscal 2026, with EPS near $0.23. The estimate reflects 13 contributing analysts.
F-Score 5/9Financial Health
IDP Education Limited's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.16 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE 2%Key Financial Metrics
Return on equity for IDP Education Limited stands at 1.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.7%, showing how much profit it generates from its asset base. IDPUF trades at a trailing price-to-earnings ratio of 81.89, above the Consumer Defensive sector average of ~29x. Its free cash flow yield is 17.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.34 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 1.2%, the inverse of the P/E and a quick read on earnings relative to price.
IDP Education Limited (IDPUF) Valuation Context
Valued at $565.02M, IDPUF is classified as a small-cap stock.
Company Profile
IDP Education Limited operates in the Education & Training Services industry within the Consumer Defensive sector. It is headquartered in Docklands, AU. The company is led by CEO Tennealle O'Shannessy. IDPUF has traded publicly since 2019.
IDPUF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Strong brand reputation and recognition.
- Extensive network of partner institutions.
- Global presence and reach.
- Diverse service offerings.
Bear Case
- Reliance on international student mobility.
- Exposure to changes in government regulations.
- Competition from other education agencies.
- Profit Margin of 0.9%
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
IDPUF Latest News
No recent news available for IDPUF.
IDPUF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for IDPUF.
Price Targets
Wall Street price target analysis for IDPUF.
IDPUF MoonshotScore
What does this score mean?
The MoonshotScore rates IDPUF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Education & Training ServicesLeadership: Tennealle O'Shannessy
CEO
Tennealle O'Shannessy is the CEO of IDP Education Limited. Her background includes extensive experience in international education and business management. Prior to joining IDP, she held leadership positions at several multinational corporations, where she focused on driving growth and innovation. She has a proven track record of developing and implementing successful business strategies. O'Shannessy is committed to providing high-quality education services and expanding access to international education opportunities for students worldwide.
Track Record: Since becoming CEO, Tennealle O'Shannessy has focused on expanding IDP Education's digital capabilities and strengthening its partnerships with educational institutions. She has overseen the launch of new online platforms and services to enhance the student experience. Under her leadership, IDP has also expanded its presence in key markets and increased its IELTS test administration volume. She has successfully navigated the challenges posed by the COVID-19 pandemic and positioned the company for future growth.
IDPUF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, encompassing securities that are not eligible for trading on OTCQX or OTCQB. Companies in this tier may have limited financial disclosure, be experiencing financial distress, or be unwilling or unable to meet the requirements for higher tiers. Investing in OTC Other securities carries significant risks due to the lack of regulatory oversight and transparency compared to exchanges like the NYSE or NASDAQ. Investors should conduct thorough due diligence and be aware of the potential for fraud and manipulation.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Potential for fraud and market manipulation.
- Low trading volume and liquidity.
- Higher price volatility.
- Lack of regulatory oversight.
- Verify the company's registration and regulatory filings.
- Obtain and review audited financial statements.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with the company's industry and operations.
- Monitor news and information about the company and its industry.
- Consult with a qualified financial advisor.
- Established history of operations since 1969.
- Global presence and network of partner institutions.
- Administration of the widely recognized IELTS test.
- CEO with experience in international education and business management.
Common Questions About IDPUF (Consumer Defensive)
What does IDP Education Limited do?
IDP Education Limited is a global education company that specializes in placing students into educational institutions in Australia, the United Kingdom, the United States, Canada, New Zealand, and Ireland. The company provides a range of services, including counseling, application processing, pre-departure guidance, and student placement. IDP Education also administers the International English Language Testing System (IELTS) tests, a crucial requirement for study, work, and migration. In addition, the company operates English language schools and provides digital marketing and event services to educational institutions.
What are the main risks for IDPUF?
The main risks for IDP Education Limited include fluctuations in international student mobility due to geopolitical events or economic downturns, changes in government regulations and immigration policies, and increased competition from online education platforms. The company is also exposed to the impact of global health crises on international travel and education. Investors should carefully consider these risks before investing in IDPUF stock.
What are the key factors to evaluate for IDPUF?
Evaluate IDPUF on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does IDPUF data refresh on this page?
IDPUF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven IDPUF's recent stock price performance?
IDP Education Limited (IDPUF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation and recognition. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider IDPUF overvalued or undervalued right now?
Valuing IDP Education Limited (IDPUF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying IDPUF?
Before investing in IDP Education Limited (IDPUF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding IDPUF to a portfolio?
Key strength of IDP Education Limited (IDPUF): Strong brand reputation and recognition. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.
- AI analysis is pending and may provide further insights into the company's performance and prospects.