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IDP Education Limited (IEL) Fair Value & Analysis

Consumer Defensive · AU · Market cap A$555M

IE IDP Education Limited IEL · AU
PriceA$2.29
Fair ValueA$3.52
Upside+53.7%
Quality95/100
Evidence: High Range A$2.07 – A$4.40

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 6 days ago

Share price +2.2% over the past month.

Price vs Fair Value (12 months)

A$6.66 A$2.00 Fair Value A$3.52 Jun 2025 Jun 2026

12‑month range A$2.00 – A$6.66 · fair‑value band A$2.07 – A$4.40 · the A$2.29 price screens below the A$3.52 fair value. As of Jun 24, 2026.

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Analysis

IDP Education Limited (IEL) currently trades at A$2.29, while our model-based Fair Value estimate is A$3.52 — implying the stock looks roughly 53.7% undervalued today. We read business quality at 95/100 (high quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, IDP Education Limited generated revenue of A$860M at a net margin of 0.1%. Revenue declined 4.5% year over year. It earns a return on equity of 0.5%. Net debt stands at A$273M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$860M
Revenue growth (YoY) -4.5%
Net margin 0.1%
Return on equity 0.5%
Free cash flow A$71.7M FY2025
P/E ratio 66.5
More key figures
Operating margin 11.4%
EPS (TTM) A$0.0300
Dividend yield 3.9%
EPS growth (YoY) -65.8%
Net debt A$273M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

IDP Education Limited engages in the placement of students into education institutions in Australia, the United Kingdom, the United States, Canada, New Zealand, and Ireland. Its services include counselling, application processing, pre-departure guidance, student placement and examinations, English language teaching, client relation, online students recruitment, as well as shared services. The company is also involved in the distribution and administration of International English Language Testing System tests for study, work, and migration purposes. In addition, it operates English language schools; and provides digital marketing, event, consultancy, and data services, as well as peer to peer software services. The company was founded in 1969 and is headquartered in Docklands, Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

IDP Education Limited reported revenue of A$882M in FY2025 versus A$526M in FY2021, a compound +13.8%/yr. Reported net income was A$44.5M in FY2025, compounding +2.9%/yr from FY2021.

Revenue +13.8%/yr
FY21 A$526M
FY22 A$791M
FY23 A$978M
FY24 A$1.0B
FY25 A$882M
Net income +2.9%/yr
FY21 A$39.7M
FY22 A$103M
FY23 A$149M
FY24 A$133M
FY25 A$44.5M

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Similar stocks

6 more Education & Training Services stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
New Oriental Education & Technology Group EDUN 966.48 MXN 51.39 MXN -95%
TAL Education Group T1AL34 R$4.86 R$0.9200 -81%
Graham Holdings GHC $1,141 $1,253 +10%
Laureate Education, Inc LAUR $36.49 $39.86 +9%
Covista Inc CVSA $124.45 $150.42 +21%
Stride, Inc LRN $82.32 $140.28 +70%

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Frequently asked questions

Is IDP Education Limited (IEL) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$3.52 versus a price of A$2.29 — about +54% (undervalued). Model-based estimate, not financial advice.
What is the fair value of IEL?
Our 21-model fair value for IDP Education Limited is A$3.52 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$2.29.
What is the quality score of IEL?
IDP Education Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of IDP Education Limited (IEL)?
IDP Education Limited reported trailing-twelve-month revenue of about A$860M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of IEL?
The net profit margin of IDP Education Limited is about 0.1%, meaning it keeps roughly 0.1% of revenue as net income. Based on the latest reported figures.
Does IDP Education Limited pay a dividend?
IDP Education Limited currently shows a dividend yield of about 3.88% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.