IDP Education Limited (IEL.AX)

Consumer Defensive · ASX · Australia

AUD2.11+2.93% today

Fundamentals

Market capAUD416.47M
P/E ratio71.3
Dividend yield2.73%
Revenue growth (YoY)-4.5%
Profit margin0.1%
Return on equity0.5%
52-week rangeAUD2.00 to AUD6.74

Valuation and ratings

DCF fair valueAUD1.61
Upside to fair value-23.7%
Analyst target (mean)AUD4.20
Analyst rangeAUD2.25 to AUD8.20
Analysts covering13
Consensus viewbuy
Moat score14/100
Overall rating23/100, Sell

Fair value: AUD1.61 (-23.7%), see how we got there

IDP Education Limited trades at AUD2.11, which is 24% above the AUD1.61 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 14 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 71.3 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

IEL.AX dividend history

Dividend yield2.73%
Paid, trailing 12 monthsAUD0.080 per share
Most recent paymentAUD0.030, ex 3 Mar 2026
Ex-dividend date4 Mar 2026
5-year growth (p.a.)-3.2%
Consecutive years paid10

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)AUD0.0301
2025AUD0.1402
2024AUD0.3402
2023AUD0.4102
2022AUD0.2702
2021AUD0.0801
2020AUD0.1651
2019AUD0.1952
2018AUD0.1502
2017AUD0.1252
2016AUD0.0551

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

IEL.AX earnings and analyst estimates

EPS estimate, next yearAUD0.24
Expected EPS growth+1.3%
Expected revenue growth-1.2%

Recommendation mix, 13 analyst ratings

8 buy3 hold2 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About IDP Education Limited

IDP Education Limited engages in the placement of students into education institutions in Australia, the United Kingdom, the United States, Canada, New Zealand, and Ireland. Its services include counselling, application processing, pre-departure guidance, student placement and examinations, English language teaching, client relation, online students recruitment, as well as shared services. The company is also involved in the distribution and administration of International English Language Testing System tests for study, work, and migration purposes. In addition, it operates English language schools; and provides digital marketing, event, consultancy, and data services, as well as peer to peer software services. The company was founded in 1969 and is headquartered in Docklands, Australia.

Industry: Education & Training ServicesEmployees: 6,000HQ: Australia

IEL.AX passes 2 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Common questions

Is IDP Education Limited (IEL.AX) undervalued?

Against our discounted cash flow estimate of AUD1.61, IEL.AX at AUD2.11 is 24% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.

What is IEL.AX's P/E ratio?

IEL.AX trades at 71.3 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

Does IDP Education Limited (IEL.AX) pay a dividend?

Yes. IDP Education Limited yields 2.73% at the current share price. It has paid AUD0.080 per share over the trailing twelve months. It has paid a dividend in each of the last 10 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

The full research page for IEL.AX, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.