$40.84 $0.70 (1.7%)

01:16 PM EDT on 05/21/19

2U, Inc. (NASDAQ:TWOU)

CAPS Rating: 5 out of 5

Current Price $40.84 Mkt Cap $2.4B
Open $40.55 P/E Ratio 0.00
Prev. Close $40.14 Div. (Yield) $0.00 (0.0%)
Daily Range $40.45 - $41.14 Volume 112,483
52-Wk Range $38.65 - $80.42 Avg. Daily Vol. 12

Caps

How do you think NASDAQ:TWOU will perform against the market?

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All Players

148 Outperform
4 Underperform
 

All-Star Players

69 Outperform
2 Underperform
 

Wall Street

1 Outperform
1 Underperform
 

Top NASDAQ:TWOU Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

wadethefred (43.02)
Submitted November 18, 2018

Great business model of partnering with the best and oldest education institutions to provide online services. Involved in all aspects of education not just as a learning platform. They're involved with admissions, placement, advising, faculty… More

Top Bear Pitch

There are no pitches that meet the Top Bear criteria. Explain

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NASDAQ:TWOU VS S&P 500 (SPY)

NASDAQ:TWOU Summary

Fools bullish on NASDAQ:TWOU are also bullish on:

Recent Community Commentary

Read the most recent pitches from players about TWOU.

Recs

0
Member Avatar MarkFitzFool (45.61) Submitted: 5/10/2019 3:41:41 PM : Outperform Start Price: $41.87 NASDAQ:TWOU Score: -2.22

Leader and Top Dog in a field that will only keep growing with time! Online courses will absolutely become more and more prevalent in the coming years, especially with non-traditional students. Eventually, I foresee many more degrees, nationwide and world-wide, being earned online, especially given the cost compared to traditional tuition plus room and board. Many people who already have Bachelor degrees will turn to online graduate programs, and graduate degrees are becoming increasingly necessary in the jog market. Also, look at their institution partnerships on their website and you'll see several top universities and colleges! Very bright future for 2U!

Recs

0
Member Avatar Jimb05 (86.20) Submitted: 4/2/2019 7:44:26 PM : Outperform Start Price: $73.80 NASDAQ:TWOU Score: -47.71

Revenue growth

2016 37 39 40 33
2017 37 32 35 51
2018 42 50 52 33

This quarter they started coming up against normal comps. in the short courses, thus the drop from 50% to 33%.

Since they bought the company in short courses a year ago, they have been able to double enrollment and increase the tuition 50%. This gives me a lot of confidence in management, as they spotted an opportunity and executed on it.

They have forecast growth for next year at 34% (top end of the range.) Last year they beat the initial year guidance by 2%.

I think they can grow in the mid 30's for the foreseeable future.

* Cash flow is staying around break even, investing all cash for growth.
* Partnering with premier universities, 10-15 year contracts.
* Clear leader with barriers to entry.
* Benefit to customers: they get a degree from a good university at a lower cost.
* Benefit to universities: income without doing anything extra.
* Demand should increase because of student debt, need for lower cost higher education.
* Trading at a P/S of about 10.
* P/S expand to 12-13, with 34% growth, a 50% return in a year.

Bear Case

* Companies no longer require a degree, give an aptitude test to hire.
* Students don't value the college degree anymore.
* They learn the skills at lower cost or free on the internet, Khan Academy, ETC

Recs

0
Member Avatar cnirtire (46.12) Submitted: 2/4/2019 6:39:28 PM : Outperform Start Price: $59.48 NASDAQ:TWOU Score: -36.69

This is the perfect opportunity. Their plan can only expand. This company is in its infancy compared to where it can go.

Leaderboard

Find the members with the highest scoring picks in TWOU.

Score Leader

ershler

ershler (85.59) Score: +146.34

The Score Leader is the player with the highest score across all their picks in TWOU.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Patrockk 73.77 9/11/2014 Outperform 5Y $15.78 +158.56% +43.55% +115.01 0 Comment
mstanphi 43.40 4/3/2014 Outperform 1Y $15.85 +157.41% +51.64% +105.78 0 Comment
wmtworker 78.66 3/3/2015 Outperform 5Y $17.38 +134.75% +35.88% +98.88 0 Comment
pprimo 29.47 1/29/2015 Outperform 5Y $17.95 +127.30% +43.05% +84.24 0 Comment
Twou < 20 11/2/2015 Outperform 5Y $20.98 +94.47% +37.70% +56.77 0 Comment
toshimelonhead 97.69 3/23/2015 Outperform 5Y $22.50 +81.33% +36.32% +45.01 0 Comment
ADGrange 73.16 12/12/2017 Underperform 1Y $63.70 -35.95% +7.61% +43.56 0 Comment
camistocks 47.01 4/11/2016 Outperform 5Y $23.79 +71.50% +39.76% +31.74 0 Comment
cmilteer3 < 20 1/6/2017 Outperform 3Y $30.84 +32.30% +26.63% +5.67 0 Comment
Hydrargyrum 64.37 12/22/2016 Outperform 3Y $30.96 +31.80% +27.46% +4.34 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 86.03 1/10/2017 Underperform 3W $34.45 +18.43% +26.67% +8.23 0 Comment
TrackBMOCapital < 20 12/2/2014 Outperform NS $18.35 +122.34% +39.38% +82.97 0 Comment

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