2U
TWOU
2U trades at 1.0x EV/NTM revenue on a $811.7M enterprise value. Revenue grew -16.8% year over year to $198.4M in the quarter ending March 2024, an annual run rate of $793.0M.
ARR ($M)
793
Net Dollar Retention
--
ARR Growth
-16.9%
EV / NTM Revenue
1.0x
Payback Period
EV / Run Rate
1.0x
Price & Key Metrics
Price Performance
Company Details
Share Price: 0.45
Last Filing Date: 2024-03-31
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2008
IPO Year: 2014
Description
2U is an educational technology company that partners with leading nonprofit colleges and universities to offer online degree programs. The company supplies its partner universities with a cloud-based software-as-a-service platform coupled with a suite of technology-enabled services, including coursework design, infrastructural support and capital to deliver instruction to students.
Categories
EdTech
Vertical SaaS
B2B SaaS
Enterprise Software
Valuation
Market Cap: 38.04
Enterprise Value: 811.728
EV / Revenue Run Rate: 1.0x
EV / NTM Revenue: 1.0x
EV / 2026 Revenue Estimates: --
EV / 2027 Revenue Estimates: --
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 793
ARR Growth %: -17%
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 793
ARR: 793
2026 Revenue Estimates: --
2027 Revenue Estimates: --
2028 Revenue Estimates: --
LTM Revenue: 905
Last Year Run Rate: 954
Growth
Revenue Growth: -17%
ARR Growth: -17%
Growth Persistence: --
2026 Revenue Growth Estimates: --
2027 Revenue Growth Estimates: --
2028 Revenue Growth Estimates: --
Financials
Quarterly
Calendar Year
Frequently Asked Questions
How fast is 2U growing?
2U grew revenue -16.8% year over year, reaching $198.4M in the quarter ending March 2024.
What multiple does 2U trade at?
2U trades at 1.0x EV/NTM revenue and 1.0x EV/run-rate, on an enterprise value of $811.7M.
Is 2U profitable?
For 2U, operating income was -$27.3M last quarter and LTM free cash flow margin is -0.6%.
What sector is 2U in?
Public Comps classifies 2U under EdTech, Vertical SaaS, B2B SaaS, and Enterprise Software.
Where does Public Comps get 2U's data?
Figures come from 2U's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.