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2U Inc Stock Research

TWOU

2.38USD-0.17(-6.67%)Market Closed
Watchlist

Market Summary

USD2.38-0.17
Market Closed
-6.67%

TWOU Alerts

  • 1 major insider buys recently.
  • Big fall in earnings (Y/Y)
  • Losses in recent quarter

TWOU Stock Price

TWOU RSI Chart

TWOU Valuation

Market Cap

206.4M

Price/Earnings (Trailing)

-0.57

Price/Sales (Trailing)

0.22

EV/EBITDA

-0.89

Price/Free Cashflow

-8.2

TWOU Price/Sales (Trailing)

TWOU Profitability

EBT Margin

-26.47%

Return on Equity

-54.48%

Return on Assets

-14.52%

Free Cashflow Yield

-12.2%

TWOU Fundamentals

TWOU Revenue

Revenue (TTM)

928.9M

Revenue Y/Y

-8.02%

Revenue Q/Q

-6.88%

TWOU Earnings

Earnings (TTM)

-361.2M

Earnings Y/Y

-176.29%

Earnings Q/Q

-221.21%

Price Action

52 Week Range

13.15
(Low)(High)

Last 7 days

-14.7%

Last 30 days

-12.4%

Last 90 days

-31.3%

Trailing 12 Months

-62%

TWOU Financial Health

Current Ratio

0.82

Debt/Equity

1.87

Debt/Cashflow

0.01

TWOU Investor Care

Shares Dilution (1Y)

5.06%

Diluted EPS (TTM)

-4.55

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for TWOU

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-08-17
McCullough Aaron
bought
143,498
3.14
45,700
chief product officer
2023-07-11
McCullough Aaron
acquired
-
-
215,054
chief product officer
2023-07-03
Lalljie Paul S
sold (taxes)
-41,595
3.86
-10,776
chief financial officer
2023-07-03
Norden Matthew J.
sold (taxes)
-19,172
3.86
-4,967
chief legal officer
2023-07-03
Paucek Christopher J
sold (taxes)
-137,953
3.86
-35,739
chief executive officer
2023-07-03
Mokkarala Harsha
sold (taxes)
-22,079
3.86
-5,720
chief revenue officer
2023-05-05
HALEY TIMOTHY M
acquired
-
-
21,246
-
2023-05-05
STAVIS ROBERT M
acquired
-
-
21,246
-
2023-05-05
Peters Gregory K
acquired
-
-
5,312
-
2023-05-05
MAEDER PAUL A
acquired
-
-
21,246
-

1–10 of 50

Which funds bought or sold TWOU recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-12
Farther Finance Advisors, LLC
sold off
-100
-30,476
-
-%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-4.76
-292,832
373,146
-%
2023-08-21
OSAIC HOLDINGS, INC.
reduced
-8.74
-50,685
59,237
-%
2023-08-16
Nuveen Asset Management, LLC
reduced
-59.88
-1,044,350
322,646
-%
2023-08-15
ALLIANCEBERNSTEIN L.P.
reduced
-1.68
-261,694
359,101
-%
2023-08-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
unchanged
-
-261,000
373,000
-%
2023-08-15
LAZARD ASSET MANAGEMENT LLC
sold off
-100
-211,000
-
-%
2023-08-15
Caxton Associates LP
sold off
-100
-151,440
-
-%
2023-08-15
WELLS FARGO & COMPANY/MN
added
44.13
-33,679
187,822
-%
2023-08-15
GOLDMAN SACHS GROUP INC
reduced
-40.4
-2,936,000
1,585,440
-%

1–10 of 35

Latest Funds Activity

Are funds buying TWOU calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own TWOU
No. of Funds

Schedule 13G FIlings of 2U

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2023
arrowmark colorado holdings llc
0.00%
2,650
SC 13G/A
Feb 14, 2023
greenvale capital llp
6.2%
4,847,164
SC 13G/A
Feb 09, 2023
vanguard group inc
9.45%
7,388,597
SC 13G/A
Feb 08, 2023
morgan stanley
6.4%
5,034,281
SC 13G
Feb 03, 2023
sumitomo mitsui trust holdings, inc.
7.05%
5,517,725
SC 13G/A
Feb 03, 2023
blackrock inc.
8.0%
6,220,507
SC 13G/A
Sep 12, 2022
arrowmark colorado holdings llc
3.48%
2,699,310
SC 13G/A
Feb 14, 2022
nikko asset management americas, inc.
7.0%
5,273,261
SC 13G/A
Feb 14, 2022
arrowmark colorado holdings llc
10.34%
7,796,784
SC 13G/A
Feb 11, 2022
greenvale capital llp
6.5%
4,900,000
SC 13G

Recent SEC filings of 2U

View All Filings
Date Filed Form Type Document
Aug 21, 2023
4
Insider Trading
Aug 08, 2023
8-K
Current Report
Aug 08, 2023
10-Q
Quarterly Report
Jul 27, 2023
8-K
Current Report
Jul 13, 2023
4
Insider Trading
Jul 13, 2023
3
Insider Trading
Jul 11, 2023
S-8
Employee Benefits Plan
Jul 05, 2023
4
Insider Trading
Jul 05, 2023
4
Insider Trading
Jul 05, 2023
4
Insider Trading

TWOU Fair Value

Loading...

Peers (Alternatives to 2U)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
2.4T
211.9B
-0.34% 32.68%
32.82
11.21
6.88% -0.52%
299.7B
51.0B
-3.19% 66.57%
31.97
5.88
15.41% 61.40%
234.3B
18.4B
2.94% 84.08%
48.28
12.72
10.40% -0.72%
203.4B
33.1B
1.91% 42.21%
128.89
6.15
14.81% 194.40%
20.4B
4.5B
2.27% -10.75%
144.16
4.58
3.92% -85.69%
-
-
6.28% -9.18%
-
-
- -
MID-CAP
12.5B
848.2M
8.36% 49.82%
85.66
14.74
19.21% 23.01%
7.5B
905.3M
14.53% 50.63%
-48.14
8.25
11.41% -3.11%
3.1B
506.6M
-3.17% -3.38%
-19.95
6.21
20.13% -27.36%
SMALL-CAP
1.2B
415.3M
-14.61% 14.34%
-6.22
2.8
11.66% -68.02%
775.3M
403.2M
-26.56% 32.06%
-32.36
1.92
0.77% 74.48%
130.6M
309.9M
60.32% -54.23%
-0.71
0.42
-0.26% -219.50%

2U News

Fast Company
The 15 tech CEOs whose CEO pay ratio was the highest in 2022.
Fast Company,
14 hours ago
InvestorsObserver
InvestorsObserver
Simply Wall St

Returns for TWOU

Cumulative Returns on TWOU

-31.4%


7-Year Cumulative Returns

-49.3%


5-Year Cumulative Returns

-57.2%


3-Year Cumulative Returns

Risks for TWOU

What is the probability of a big loss on TWOU?

100%


Probability that 2U stock will be more than 20% underwater in next one year

100%


Probability that 2U stock will be more than 30% underwater in next one year.

86.9%


Probability that 2U stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does TWOU drawdown profile look like?

Y-axis is the maximum loss one would have experienced if 2U was unfortunately bought at previous high price.

Drawdowns

Financials for 2U

Income Statement (Last 12 Months)
Income Statement (Last 12 Months)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-2.0%928,880,000948,255,000963,080,000970,655,000970,793,000966,538,000945,682,000917,352,000886,049,000831,527,000774,533,000722,417,000675,142,000627,916,000574,671,000526,588,000479,753,000441,715,000411,769,000383,352,000346,639,000
  S&GA Expenses-5.2%370,872,000391,340,000422,147,000451,558,000475,547,000473,841,000456,096,000438,731,000420,499,000404,196,000390,174,000379,788,000373,241,000364,649,000342,395,000309,264,000276,291,000244,918,000221,015,000209,682,000190,445,000
EBITDA100.0%--60,913,000-132,667,000-190,933,000-131,740,000-214,412,000-137,261,000-86,988,000-71,887,000-117,424,000-131,982,000-144,229,000-231,435,000-215,146,000-182,993,000------
EBITDA Margin100.0%--0.06-0.14-0.20-0.14-0.22-0.15-0.09-0.08-0.14-0.17-0.20-0.34-0.34-0.32------
Interest Expenses6.0%70,311,00066,301,00062,234,00061,917,00062,949,00057,231,00051,222,00040,756,00031,375,00029,705,00027,317,00024,864,00022,951,00018,857,00013,419,0008,157,0002,533,000136,000108,000131,000140,000
Earnings Before Taxes-44.0%-361,400,000-250,972,000-323,054,000-378,791,000-317,485,000-276,427,000-195,962,000-165,544,000-157,831,000-202,403,000-217,998,000-225,933,000-313,615,000-293,748,000-255,082,000-204,384,000-74,344,000-49,593,000-43,197,000-48,183,000-53,538,000
EBT Margin100.0%--0.26-0.34-0.39-0.33-0.29-0.21-0.18-0.18-0.24-0.28-0.31-0.46-0.47-0.44------
Net Income-44.2%-361,235,000-250,433,000-322,151,000-377,569,000-316,003,000-274,982,000-194,766,000-165,162,000-157,606,000-201,942,000-216,484,000-223,411,000-311,969,000-273,774,000-235,222,000-185,806,000-54,638,000-45,013,000-38,330,000-42,653,000-47,448,000
Net Income Margin100.0%--0.26-0.33-0.39-0.33-0.28-0.21-0.18-0.18-0.24-0.28-0.31-0.46-0.44-0.41------
Free Cashflow-100.0%-27,263,000-828,000-29,548,000210,000-36,486,000-27,862,00026,928,00029,339,00042,175,00023,087,00019,198,000-20,209,000-42,002,000-65,395,000------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets-10.8%1,5381,7251,8111,9102,0332,0732,1092,0332,0491,5561,5441,5531,2331,1821,1871,2141,332864807811825
  Current Assets-12.4%2262583223954194293941,1151,136638605636325275261295348522522532554
    Cash Equivalents-43.4%53.0094.00168170238234250951971505519500213157190171233424450442489
  Net PPE-3.3%43.0044.0046.0046.0051.0050.0049.0048.0050.0051.0053.0054.0055.0056.0058.0056.0057.0054.0052.0052.0050.00
  Goodwill-2.7%71373273573378880583541441741541640840640541841448961.0062.0063.0065.00
Liabilities-1.6%1,2451,2661,3091,4161,4281,4201,2801,1541,132645603601553526476481471170102119132
  Current Liabilities-5.8%29631427938340439233430029227523724721320315616515910268.0084.0097.00
    LT Debt, Non Current0.2%856854929928928927845743742280273268263245247246245-4.00--
Shareholder's Equity-36.1%294460502494606653829879917910941952679656711733861695705692693
  Retained Earnings-14.1%-1,407-1,234-1,179-1,168-1,046-983-890-823-763-741-695-658-605-539-479-434-293-265-244-249-239
  Additional Paid-In Capital0.7%1,7281,7161,7011,6841,6681,6451,7361,7151,6881,6621,6471,6301,3061,2191,1971,1801,161969958948937
Shares Outstanding1.7%81.0080.0078.0078.0077.0076.0076.0075.0074.0074.0072.0069.0064.0064.0064.0063.0061.0058.0056.0058.0054.00
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-143.0%-16.5338.0011.00-16.3813.00-25.77-18.0733.0034.0047.0030.0027.00-10.67-29.31-51.97-62.74-30.87-16.82-3.128.00-3.96
  Share Based Compensation-16.2%59.0070.0080.0086.0095.0097.0098.0093.0090.0086.0082.0079.0074.0063.0052.0043.0035.0034.0031.0030.0029.00
Cashflow From Investing11.5%-59.20-66.86-69.35-834-833-792-793-29.59-27.09-65.28-69.32-68.68-80.54-476-451-452-465-72.83-102-99.98-168
Cashflow From Financing-1.5%-95.86-94.47-6.9290.0091.0054954544975036436837172.00241245245241333333332524

TWOU Income Statement

2023-06-30
Condensed Consolidated Statements of Operations and Comprehensive Loss - USD ($)
$ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Income Statement [Abstract]    
Total revenue$ 222,089$ 241,464$ 460,593$ 494,793
Costs and expenses    
Curriculum and teaching34,10232,14566,94265,375
Servicing and support33,58537,06169,69476,685
Technology and content development44,25045,61689,73496,673
Marketing and sales95,882116,350196,057247,332
General and administrative32,65741,52371,90791,758
Restructuring charges3,62216,7538,49717,540
Impairment charges134,1170134,11758,782
Total costs and expenses378,215289,448636,948654,145
Loss from operations(156,126)(47,984)(176,355)(159,352)
Interest income371241736498
Interest expense(17,916)(13,906)(35,873)(27,796)
Debt modification expense and loss on debt extinguishment00(16,735)0
Other income (expense), net227(1,367)834(2,397)
Loss before income taxes(173,444)(63,016)(227,393)(189,047)
Income tax (expense) benefit(210)164(323)415
Net loss$ (173,654)$ (62,852)$ (227,716)$ (188,632)
Net loss per share, basic (in dollars per share)$ (2.16)$ (0.82)$ (2.85)$ (2.46)
Net loss per share, diluted (in dollars per share)$ (2.16)$ (0.82)$ (2.85)$ (2.46)
Weighted-average shares of common stock outstanding, basic (in shares)80,560,75577,059,15779,939,04876,667,681
Weighted-average shares of common stock outstanding, diluted (in shares)80,560,75577,059,15779,939,04876,667,681
Other comprehensive loss    
Foreign currency translation adjustments, net of tax of $0 for all periods presented$ (4,001)$ (7,674)$ (7,304)$ (345)
Comprehensive loss$ (177,655)$ (70,526)$ (235,020)$ (188,977)

TWOU Balance Sheet

2023-06-30
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jun. 30, 2023
Dec. 31, 2022
Current assets  
Cash and cash equivalents$ 53,301$ 167,518
Restricted cash13,39815,060
Accounts receivable, net87,34762,826
Other receivables, net29,68533,813
Prepaid expenses and other assets42,13143,090
Total current assets225,862322,307
Other receivables, net, non-current16,36914,788
Property and equipment, net42,69145,855
Right-of-use assets67,50172,361
Goodwill712,858734,620
Intangible assets, net403,440549,755
Other assets, non-current69,69671,173
Total assets1,538,4171,810,859
Current liabilities  
Accounts payable and accrued expenses122,010110,020
Deferred revenue107,18990,161
Lease liability14,73513,909
Accrued restructuring liability2,4246,692
Other current liabilities49,47758,210
Total current liabilities295,835278,992
Long-term debt856,399928,564
Deferred tax liabilities, net315282
Lease liability, non-current90,40499,709
Other liabilities, non-current1,9461,796
Total liabilities1,244,8991,309,343
Commitments and contingencies (Note 5)
Stockholders’ equity  
Preferred stock, $0.001 par value, 5,000,000 shares authorized, none issued00
Common stock, $0.001 par value, 200,000,000 shares authorized, 80,957,654 shares issued and outstanding as of June 30, 2023; 78,334,666 shares issued and outstanding as of December 31, 20228178
Additional paid-in capital1,727,8741,700,855
Accumulated deficit(1,407,688)(1,179,972)
Accumulated other comprehensive loss(26,749)(19,445)
Total stockholders’ equity293,518501,516
Total liabilities and stockholders’ equity$ 1,538,417$ 1,810,859
Christopher J. Paucek
3980
2U, Inc. operates as an education technology company in the United States and internationally. The company operates through two segments, Degree Program and Alternative Credential. The Degree Program segment provides the technology and services to nonprofit colleges and universities to enable the online delivery of degree programs. This segment targets students seeking an undergraduate or graduate degree. The Alternative Credential segment offers online open courses, executive education programs, technical cources, skills-based boot camps, and micro-credential programs through nonprofit colleges and universities. This segment targets students seeking to reskill or upskill through shorter duration and lower-priced offerings. It also provides a platform that provides front-end and back-end cloud-based SaaS technology and technology-enabled services. The company was formerly known as 2Tor Inc. and changed its name to 2U, Inc. in October 2012. 2U, Inc. was incorporated in 2008 and is headquartered in Lanham, Maryland.