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20.61 (1y: -37%)
Market Cap 2.42 B P/E(ttm) 6.70
Enterprise Value 1.66 B P/B 2.50
APOL- NAS (USA)
Apollo Group Inc
  • Currently 4.5/5
Business Predictability Rank: 4.5-Star (On Watch)
Back Testing Results:
Average gain of all 4.5-Star stocks: 10.6% per year.
% of Stocks that are in still loss if held for 10yrs: 10%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$20.61
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry		 vs
history
Cash to Debt 1.773
APOL's Cash to Debt is ranked higher than
55% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 4.40 vs. APOL: 1.773 )
APOL' s 10-Year Cash to Debt Range
Min: 1.64   Max: No Debt
Current: 1.77
Equity to Asset 0.236
APOL's Equity to Asset is ranked lower than
61% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.40 vs. APOL: 0.236 )
APOL' s 10-Year Equity to Asset Range
Min: 0.13   Max: 0.72
Current: 0.24
0.13
0.72
Interest Coverage 64.1
APOL's Interest Coverage is ranked lower than
51% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 207.50 vs. APOL: 64.1 )
APOL' s 10-Year Interest Coverage Range
Min: 64   Max: No Debt
Current: 64.1
F-Score: 7
Z-Score: 6.73
M-Score: -2.7
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry		 vs
history
Operating margin (%) 15.90
APOL's Operating margin (%) is ranked higher than
79% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 8.30 vs. APOL: 15.90 )
APOL' s 10-Year Operating margin (%) Range
Min: 15.9   Max: 31.7
Current: 15.9
15.9
31.7
Net-margin (%) 9.9
APOL's Net-margin (%) is ranked higher than
71% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 5.70 vs. APOL: 9.9 )
APOL' s 10-Year Net-margin (%) Range
Min: 9.9   Max: 19.8
Current: 9.9
9.9
19.8
ROE (%) 45.5
APOL's ROE (%) is ranked higher than
94% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 11.60 vs. APOL: 45.5 )
APOL' s 10-Year ROE (%) Range
Min: 22.4   Max: 68.6
Current: 45.5
22.4
68.6
ROA (%) 14.7
APOL's ROA (%) is ranked higher than
94% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 6.40 vs. APOL: 14.7 )
APOL' s 10-Year ROA (%) Range
Min: 14.7   Max: 34.1
Current: 14.7
14.7
34.1
ROC (Joel Greenblatt) (%) 312.00
APOL's ROC (Joel Greenblatt) (%) is ranked higher than
95% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 38.00 vs. APOL: 312.00 )
APOL' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 113.2   Max: 827.4
Current: 312
113.2
827.4
Revenue Growth (%) 8.7
APOL's Revenue Growth (%) is ranked higher than
79% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 7.10 vs. APOL: 8.7 )
APOL' s 10-Year Revenue Growth (%) Range
Min: 8.7   Max: 25.4
Current: 8.7
8.7
25.4
EBITDA Growth (%) -0.6
APOL's EBITDA Growth (%) is ranked higher than
78% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 10.90 vs. APOL: -0.6 )
APOL' s 10-Year EBITDA Growth (%) Range
Min: -0.6   Max: 28.4
Current: -0.6
-0.6
28.4
EPS Growth (%) -2.1
APOL's EPS Growth (%) is ranked higher than
83% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 6.60 vs. APOL: -2.1 )
APOL' s 10-Year EPS Growth (%) Range
Min: -2.1   Max: 32.4
Current: -2.1
-2.1
32.4
ยป APOL's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

APOL Guru Trades in Q2 2012

Ray Dalio 462,236 sh (+1004.85%)
John Rogers 637,955 sh (+719.15%)
Steven Cohen 97,971 sh (+51.54%)
Richard Pzena 4,265,666 sh (+46.99%)
Donald Yacktman 7,203,135 sh (+28.59%)
Joel Greenblatt 249,583 sh (+7.32%)
Jeff Auxier 150,460 sh (+6.34%)
Larry Robbins Sold Out
Jeremy Grantham 164,800 sh (-15.1%)
Jim Simons 1,132,902 sh (-20.66%)
Paul Tudor Jones 17,200 sh (-38.79%)
Mark Hillman 6,008 sh (-55.27%)
» More
Q3 2012

APOL Guru Trades in Q3 2012

Ruane Cunniff 700,000 sh (New)
Sarah Ketterer 543,620 sh (New)
Ray Dalio 982,533 sh (+112.56%)
John Rogers 1,191,445 sh (+86.76%)
Richard Pzena 6,940,906 sh (+62.72%)
Paul Tudor Jones 22,200 sh (+29.07%)
Joel Greenblatt 299,034 sh (+19.81%)
Jeff Auxier 160,010 sh (+6.35%)
Donald Yacktman 7,246,139 sh (+0.6%)
Yacktman Focused Fund 2,700,000 sh (unchged)
Yacktman Fund 3,300,000 sh (unchged)
Mark Hillman Sold Out
Jim Simons 978,547 sh (-13.62%)
Jeremy Grantham 124,308 sh (-24.57%)
Steven Cohen 11,546 sh (-88.21%)
» More
Q4 2012

APOL Guru Trades in Q4 2012

Ruane Cunniff 1,802,250 sh (+157.46%)
Sarah Ketterer 1,161,520 sh (+113.66%)
Ray Dalio 1,849,684 sh (+88.26%)
Paul Tudor Jones 37,000 sh (+66.67%)
Joel Greenblatt 440,602 sh (+47.34%)
Jeff Auxier 217,010 sh (+35.62%)
Steven Cohen 15,585 sh (+34.98%)
Richard Pzena 7,145,678 sh (+2.95%)
Donald Yacktman 7,458,859 sh (+2.94%)
Yacktman Focused Fund 2,705,000 sh (+0.19%)
Jeremy Grantham 72,201 sh (unchged)
Yacktman Fund 3,300,000 sh (unchged)
John Rogers 1,024,207 sh (-14.04%)
Jim Simons 499,225 sh (-48.98%)
» More
Q1 2013

APOL Guru Trades in Q1 2013

First Pacific Advisors 2,889,300 sh (New)
Robert Rodriguez 1,262,500 sh (New)
Steven Cohen 119,734 sh (+668.26%)
Joel Greenblatt 615,139 sh (+39.61%)
Jim Simons 686,925 sh (+37.6%)
Paul Tudor Jones 46,000 sh (+24.32%)
Jeremy Grantham 79,583 sh (+10.22%)
John Rogers 1,090,832 sh (+6.51%)
Sarah Ketterer 1,226,320 sh (+5.58%)
Jeff Auxier 225,260 sh (+3.8%)
Donald Yacktman 7,606,039 sh (+1.97%)
Yacktman Fund 3,300,000 sh (unchged)
Yacktman Focused Fund 2,705,000 sh (unchged)
Ray Dalio Sold Out
Richard Pzena 5,424,905 sh (-24.08%)
Ruane Cunniff 900,000 sh (-50.06%)
» More
» Details

Insider Trades

Latest Guru Trades with APOL

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Robert Rodriguez 2013-03-31 New Buy2.57%$16.2 - $22.03 $ 20.619%1262500
Ray Dalio 2013-03-31 Sold Out 0.39%$16.2 - $22.03 $ 20.619%0
Joel Greenblatt 2013-03-31 Add 39.61%0.15%$16.2 - $22.03 $ 20.619%615139
Ruane Cunniff 2013-03-31 Reduce -50.06%0.14%$16.2 - $22.03 $ 20.619%900000
Ray Dalio 2012-12-31 Add 88.26%0.18%$18.63 - $29.1 $ 20.61-4%1849684
Joel Greenblatt 2012-12-31 Add 47.34%0.17%$18.63 - $29.1 $ 20.61-4%440602
Ruane Cunniff 2012-12-31 Add 157.46%0.17%$18.63 - $29.1 $ 20.61-4%1802250
Ray Dalio 2012-09-30 Add 112.56%0.2%$26.05 - $36.86 $ 20.61-30%982533
Ruane Cunniff 2012-09-30 New Buy0.15%$26.05 - $36.86 $ 20.61-30%700000
Donald Yacktman 2012-06-30 Add 28.59%0.38%$31.13 - $39.25 $ 20.61-40%7203135
Ray Dalio 2012-06-30 Add 1004.85%0.23%$31.13 - $39.25 $ 20.61-40%462236
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on Apollo Group Inc

Yacktman Funds Comments on Apollo Group - Mar 13, 2013

Our investment in Apollo Group (APOL) declined as the business is facing a large number of issues, including enrollment pressures and competitive challenges from other higher education institutions. We think, over the long term, the company's competitive position is solid and the valuation is compelling.

From Yacktman Funds 2012 annual letter.


Check out Donald Yacktman latest stock trades

Top Ranked Articles about Apollo Group Inc

Apollo Group: This Unloved Company Is Significantly Undervalued
May 9, 2013
- Apollo Group: This Unloved Company Is Significantly Undervalued
Apollo Group Inc. (APOL) provides online and on-premise educational programs and related services to undergraduate, masters and doctoral students. Read more...
FPA Capital Fund Finds Only 2 Purchase-Worthy Stocks in Q1
April 10, 2013
Robert Rodriguez - FPA Capital Fund Finds Only 2 Purchase-Worthy Stocks In Q1
FPA Capital Fund (FPPTX), the fund formerly run by legendary investor Bob Rodriguez, has two new managers, Dennis Bryan and Rikard Ekstrand, who took over in 2010. The two managers pick the stocks, while Rodriguez serves in a supporting role to the research and portfolio management teams at FPA Capital. Read more...
Yacktman Funds Comments on Apollo Group
March 13, 2013
Our investment in Apollo Group (APOL) declined as the business is facing a large number of issues, including enrollment pressures and competitive challenges from other higher education institutions. We think, over the long term, the company's competitive position is solid and the valuation is compelling. Read more...
Richard Pzena Reduces APOL as Phoenix Rises for Others
March 11, 2013
Richard Pzena,Jeff Auxier - Richard Pzena Reduces APOL As Phoenix Rises For Others
Richard Pzena of Pzena Investment Management LLC reduced his Apollo Group Inc. (APOL) shares by 23.54% on Feb. 28, 2013. His current APOL shares are at 5,463,455, bought at $16.95, with a change from average of 1%. The current APOL price per share is $17.06. Apollo Group Inc. was incorporated in Arizona in 1981. Perhaps best known for its subsidiary, The University of Phoenix Inc., the education company offers both online and on-campus educational programs at the undergraduate and graduate levels. Apollo Group Inc. has a market cap of $1.92 billion; with a P/E ratio of 4.9 and P/S ratio of 0.5. GuruFocus rated Apollo Group Inc. the business predictability rank of 4.5-star. Read more...
Weekly Guru Bargains Highlights: FIO, APOL, EBR, JE, MTX
February 19, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Read more...
The Yacktman Focused Fundโ€™s Top Growth Stocks
January 25, 2013
Donald Yacktman - The Yacktman Focused Fundโ€™s Top Growth Stocks
GuruFocus is pleased to add to its list of premier portfolios to track, Guru Donald Yacktmanโ€™s Yacktman Focused Fund. With its net assets valued at more than $7 billion, the fund maintains 41 stocks, with a quarter-over-quarter turnover rate of 9 percent. Read more...
6 Highly Predictable Companies with Historically Low P/S Ratios
November 27, 2012
- 6 Highly Predictable Companies With Historically Low P/S Ratios
Below are six companies that GuruFocus ranks 5 stars in Business Predictability, maintaining consistency in revenue and earnings growth in the past decade, and are trading at or close to their historical low P/S ratios, according to GuruFocus Historical Low P/S Company Screener. [b] Read more...
Jeff Auxier Interview with GuruFocus
August 28, 2012
Jeff Auxier - Jeff Auxier Interview With GuruFocus
Jeff Auxier is the president and chief executive officer of Auxier Asset Management. He is a value-oriented money manager whose Auxier Focus Fund has outperformed the market 125.53% to 23.15% on a cumulative basis since inception in 1999. Read more...
Valuing Donald Yacktman's Portfolio - The Peter Lynch Fair Value
July 2, 2012
Donald Yacktman - Valuing Donald Yacktman's Portfolio - The Peter Lynch Fair Value
Peter Lynch was an investor at Fidelity Investments from 1966 to 1990. From 1977 to 1990 he managed the massively successful Magellan Fund, which averaged a 29.2% return under his leadership. Lynch became known for choosing simple, obscure stock ideas that he usually found outside of the office. Like many famous investors, he developed his own method for valuing the intrinsic value of a stock, dubbed the Peter Lynch Fair Value. Read more...
Weekly Guru Bargains Highlights: APOL, GNW, BTU, NIHD, OKE
June 30, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 6.80
APOL's P/E(ttm) is ranked higher than
86% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 14.70 vs. APOL: 6.80 )
APOL' s 10-Year P/E(ttm) Range
Min: 5.38   Max: 113.16
Current: 6.8
5.38
113.16
P/B 2.60
APOL's P/B is ranked lower than
64% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.48 vs. APOL: 2.60 )
APOL' s 10-Year P/B Range
Min: 1.81   Max: 23.37
Current: 2.6
1.81
23.37
P/S 0.60
APOL's P/S is ranked higher than
65% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.85 vs. APOL: 0.60 )
APOL' s 10-Year P/S Range
Min: 0.48   Max: 12.16
Current: 0.6
0.48
12.16
PFCF 6.40
APOL's PFCF is ranked higher than
71% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 12.37 vs. APOL: 6.40 )
APOL' s 10-Year PFCF Range
Min: 5.17   Max: 56.09
Current: 6.4
5.17
56.09
EV-to-EBIT 2.7
APOL's EV-to-EBIT is ranked higher than
91% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 9.95 vs. APOL: 2.7 )
APOL' s 10-Year EV-to-EBIT Range
Min: 2   Max: 38.5
Current: 2.7
2
38.5
PEG 0.9
APOL's PEG is ranked higher than
91% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.80 vs. APOL: 0.9 )
APOL' s 10-Year PEG Range
Min: 0.42   Max: 2.93
Current: 0.9
0.42
2.93
Shiller P/E 5.6
APOL's Shiller P/E is ranked higher than
88% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 6.80 vs. APOL: 5.6 )
APOL' s 10-Year Shiller P/E Range
Min: 4.6   Max: 122.96
Current: 5.6
4.6
122.96

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 16.2
APOL's Price/Net Current Asset Value is ranked higher than
84% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 8.10 vs. APOL: 16.2 )
APOL' s 10-Year Price/Net Current Asset Value Range
Min: 22.9   Max: 130.8
Current: 16.2
22.9
130.8
Price/Tangible Book 3.4
APOL's Price/Tangible Book is ranked higher than
82% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 2.65 vs. APOL: 3.4 )
APOL' s 10-Year Price/Tangible Book Range
Min: 4.9   Max: 23.9
Current: 3.4
4.9
23.9
Price/DCF (Projected) 0.2
APOL's Price/DCF (Projected) is ranked higher than
81% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.50 vs. APOL: 0.2 )
APOL' s 10-Year Price/DCF (Projected) Range
Min: 0.3   Max: 4.9
Current: 0.2
0.3
4.9
Price/Median PS Value 0.2
APOL's Price/Median PS Value is ranked higher than
58% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.45 vs. APOL: 0.2 )
APOL' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 2.5
Current: 0.2
0.2
2.5
Price/Peter Lynch Fair Value 1
APOL's Price/Peter Lynch Fair Value is ranked higher than
92% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.50 vs. APOL: 1 )
APOL' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.6   Max: 4.2
Current: 1
0.6
4.2
Price/Graham Number 1
APOL's Price/Graham Number is ranked higher than
74% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.60 vs. APOL: 1 )
APOL' s 10-Year Price/Graham Number Range
Min: 1.4   Max: 5.8
Current: 1
1.4
5.8
Earnings Yield (Greenblatt) 36.40
APOL's Earnings Yield (Greenblatt) is ranked higher than
91% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 10.00 vs. APOL: 36.40 )
APOL' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.6   Max: 50.6
Current: 36.4
2.6
50.6
Forward Rate of Return (Yacktman) 24.39
APOL's Forward Rate of Return (Yacktman) is ranked higher than
94% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 7.75 vs. APOL: 24.39 )
APOL' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 13.7   Max: 42.1
Current: 24.39
13.7
42.1

Business Description

Apollo Group, Inc. was incorporated in Arizona in 1981. The company offers distinctive educational programs and services both online and on-campus at the undergraduate, master's and doctoral levels principally through these wholly-owned educational subsidiaries: The University of Phoenix, Inc. ('University of Phoenix'); Institute for Professional Development ('IPD'); and The College for Financial Planning Institutes Corporation ('CFFP'). On September 12, 2011, it acquired all of the outstanding stock of Carnegie Learning, Inc. ('Carnegie Learning'), a publisher of research-based math curricula and adaptive learning software. The acquisition allows it to accelerate its efforts to incorporate adaptive learning into its academic platform and to provide tools which it believes will help raise student achievement levels, and support improved retention and graduation rates at University of Phoenix. It's University of Phoenix - It has been accredited by The Higher Learning Commission of the North Central Association of Colleges and Schools since 1978 and holds other programmatic accreditations. University of Phoenix offers associate's, bachelor's, master's and doctoral degrees in a variety of program areas. University of Phoenix offers its educational programs worldwide through its online education delivery system and at its campus locations and learning centers throughout the United States, including the Commonwealth of Puerto Rico. University of Phoenix's online programs are designed to provide consistency with University of Phoenix's on-campus programs, which enhances University of Phoenix's ability to expand into new markets while maintaining academic quality. University of Phoenix represented 91% of its total consolidated net revenue and more than 100% of its operating income in fiscal year 2012. IPD - It provides program development, administration and management consulting services to private colleges and universities ('IPD Client Institutions') to establish or expand their programs for working learners. These services typically include degree program design, curriculum development, market research, student admissions services, accounting and administrative services. CFFP - It has been accredited by The Higher Learning Commission of the North Central Association of Colleges and Schools since 1994. CFFP provides financial services education programs, including a Master of Science in three majors, and certification programs in retirement, asset management and other financial planning areas. CFFP offers these programs online. BPP - It is headquartered in London, England and offers professional training through schools located in the U.K., a European network of BPP offices and the sale of books and other publications globally. Western International University - It has been accredited by The Higher Learning Commission of the North Central Association of Colleges and Schools since 1984. Western International University offers associate
Company Website
SEC Reports
Industry: Education & Training Services
Compare:ESI, EDU, WPO, GPX, DV
Traded in other countries:APO.Germany
ยป More Articles for APOL

Headlines

Articles On GuruFocus.com
Apollo Group: This Unloved Company Is Significantly Undervalued May 09 2013 
Top 3 Stocks Bought by Professional Investment Managers May 03 2013 
Strayer Education - Quality Educator for Sale Apr 25 2013 
FPA Capital Fund Q1 2013 Commentary Apr 24 2013 
FPA Capital Fund Finds Only 2 Stocks Matching Their Criteria in Q1 Apr 10 2013 
Dell Gets Higher Bids from Carl Icahn and Blackstone While Dollar General Beats and Raises Outlook Mar 25 2013 
Yacktman Funds Comments on Apollo Group Mar 13 2013 
Donald Yacktman's Annual Letter Mar 13 2013 
Richard Pzena Reduces APOL as Phoenix Rises for Others Mar 11 2013 
Career Education Corp. - Trades at a 43% Discount to Net Cash Mar 06 2013 

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