BPI

Head-to-Head Battle: For-Profit Sector Value Stocks- Apollo Group vs Strayer Education

(via www.marginofsafetyportfolio.com)

The good old days of tremendous profitability and returns on invested capital far in excess of other sectors are likely gone for the for-profit education sector. The recent economic downturn, while initially bolstering enrollments, have coupled with stringent new government regulations that will squeeze margins of the sector and has eroded the economic moat for many stocks in the sector.