Education & Training Services / International Student Services
Strategic Profile
IDP is a co-owner of IELTS with the British Council and Cambridge Assessment. The company has offices in more than 50 countries, providing diversified revenue streams across testing, student placement, language schools, and education consulting services globally.
Cyborg Score Rationale
With a market cap of $910M and trailing twelve-month revenue of $571M, IDP demonstrates established market position in education services. However, a weakening competitive position is noted, and profit margins of 5.05% indicate operational pressures.
Top Insights
IELTS co-ownership provides significant competitive moat with 31% of gross profit from language testing services
Student placement services (57% of gross profit) generate recurring revenue from high-volume India and China migration flows
Recent 30% share price surge may reflect recovered demand post-COVID, but margins remain under pressure
Diversified international footprint with 50+ offices reduces geographic concentration risk
Named Competitors
TOEFL/Test of English as a Foreign Language — Competing English proficiency test for international students and migrants
Direct University Recruitment — Universities and colleges recruiting students directly, bypassing placement intermediaries
Regional Education Consultants — Local student placement and education guidance services in key markets
Recent Developments
(January 2026) Share price surged 30% but Morningstar reassessed competitive position despite undervaluation assessment
(February 2026) Company approaching earnings date (Feb 25, 2026) with elevated valuation multiples
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