Does Laureate Education, Inc. have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores Laureate Education, Inc. (LAUR) 45.8 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 25, returns on capital 15, balance-sheet safety 100, capital discipline 69.

Is LAUR stock trading below its intrinsic value?

Against a deliberately conservative owner-earnings model (9% discount rate, 4% assumed growth, capped at 4%), estimated intrinsic value is $30.63 per share versus a recent price of $36.45 — 19% above value. This is an educational estimate computed from primary SEC filings, not investment advice.

How has LAUR's Moat Score changed over time?

The record logs 3 readings since Jul 17, 2026; the latest reads 45.8 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

Laureate Education, Inc.

LAUR · Consumer Discretionary · $5.2B mkt cap · FY2025 filings · Shallow moat ·

Doesn't clear the bar

Shallow moat

The four filters

Pricing power25

Median gross margin 23.4% over 10y, stable.

Returns on capital15

Median ROIC 5.3%, above the 9% hurdle in 40% of years.

Balance-sheet safety100

Net cash position — no leverage risk.

Capital discipline69

Owner earnings +8.8%/yr, share count n/a.

Margin of safety

Above valueOn sale

19% above value

Owner earnings (normalized): $243.2M
Est. intrinsic value / share: $30.63
Recent price: $36.45
Discount to value: 19% above value

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

12 years of fundamentals

The business, in plain English

Laureate Education, Inc. booked $1.7B of revenue in FY2025 in the Consumer Discretionary sector and kept 28.3% of it as gross profit — a moderate-margin business by that measure. After every other cost, 16.5% of each revenue dollar reached the bottom line.

Across the filed record, revenue shrank from $4.3B (FY2015) to $1.7B (FY2025) — about −8.8% a year compounded over 10 years.

It earned 26.1% on invested capital in FY2025, with a median of 5.3% across 10 filed years. The Returns on Capital filter above scores it 15/100.

The balance sheet carried $127.7M of total debt in FY2025 against $281.6M of owner earnings — roughly 0.5 years of owner earnings to retire it all. Balance-Sheet Safety scores it 100/100.

The share count rose 7.2% between FY2016 and FY2025 — existing owners have been diluted over the record. Capital Discipline scores it 69/100.

Put together: Balance-Sheet Safety is the strongest of the four filters (100/100) and Returns on Capital the weakest (15/100), which is how LAUR lands at 46/100 — a Shallow moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

RevenueSales, as filed$1.7B FY2025

Gross marginRevenue kept after cost of goods28.3% FY2025

Return on invested capitalOperating profit on the capital employed26.1% FY2025

Owner earningsCash an owner could take out$281.6M FY2025

Gaps in a line mean that item isn’t in LAUR’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Moat Score history

Moat Score over timeLast scored reading of each day, on the 0–100 scale45.8 / 100

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — LAUR has read Shallow moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Consumer Discretionary context

#179 of 340 scored Consumer Discretionary companies, ranked by Moat Score.

Nearest peers by Moat Score

#177MPAA MOTORCAR PARTS OF AMERICA, INC.46.1 out of 100, Shallow moatShallow moat
#178SBDS Solo Brands, Inc.46.0 out of 100, Shallow moatShallow moat
#180NNUP NOCOPI TECHNOLOGIES, INC.45.5 out of 100, Shallow moatShallow moat
#181SFIX STITCH FIX, INC.45.1 out of 100, Shallow moatShallow moat

Compare LAUR with its nearest peers →All Consumer Discretionary companies on the Index →

Common questions about LAUR

Does Laureate Education, Inc. have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores Laureate Education, Inc. (LAUR) 45.8 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 25, returns on capital 15, balance-sheet safety 100, capital discipline 69.
Is LAUR stock trading below its intrinsic value?: Against a deliberately conservative owner-earnings model (9% discount rate, 4% assumed growth, capped at 4%), estimated intrinsic value is $30.63 per share versus a recent price of $36.45 — 19% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has LAUR's Moat Score changed over time?: The record logs 3 readings since Jul 17, 2026; the latest reads 45.8 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell LAUR. See the disclaimer.