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Legacy Education Inc. (LGCY)
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Upturn Advisory Summary
12/18/2025: LGCY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $13.3
1 Year Target Price $13.3
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.43% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 123.78M USD | Price to earnings Ratio 18.24 | 1Y Target Price 13.3 |
Price to earnings Ratio 18.24 | 1Y Target Price 13.3 | ||
Volume (30-day avg) 2 | Beta - | 52 Weeks Range 5.83 - 13.89 | Updated Date 12/19/2025 |
52 Weeks Range 5.83 - 13.89 | Updated Date 12/19/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.54 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.97% | Operating Margin (TTM) 13.91% |
Management Effectiveness
Return on Assets (TTM) 10.2% | Return on Equity (TTM) 20.02% |
Valuation
Trailing PE 18.24 | Forward PE - | Enterprise Value 119590557 | Price to Sales(TTM) 1.78 |
Enterprise Value 119590557 | Price to Sales(TTM) 1.78 | ||
Enterprise Value to Revenue 1.72 | Enterprise Value to EBITDA 10.22 | Shares Outstanding 12566988 | Shares Floating 8121919 |
Shares Outstanding 12566988 | Shares Floating 8121919 | ||
Percent Insiders 25.37 | Percent Institutions 38.85 |
Upturn AI SWOT
Legacy Education Inc.
Company Overview
History and Background
Legacy Education Inc. is a US-based company focused on providing financial education and training. While specific founding year and significant milestones are not publicly detailed, it has evolved to offer various educational programs aimed at empowering individuals with financial literacy and investment knowledge.
Core Business Areas
- Financial Education Programs: Legacy Education Inc. offers a range of courses and workshops designed to educate individuals on various aspects of finance, including stock market trading, real estate investing, and wealth building strategies.
- Coaching and Mentorship: The company provides personalized coaching and mentorship services to help students develop their financial acumen and investment strategies.
- Online Learning Platform: Legacy Education Inc. utilizes an online platform to deliver its educational content, allowing for flexible and accessible learning for a global audience.
Leadership and Structure
Information on Legacy Education Inc.'s specific leadership team and organizational structure is not readily available in the public domain. As a privately held entity, detailed internal reporting is limited.
Top Products and Market Share
Key Offerings
- Stock Market Trading Mastery Course: This flagship program aims to teach participants how to navigate and profit from the stock market. It covers topics like technical analysis, fundamental analysis, risk management, and trading psychology. Competitors include online education platforms like Udemy, Coursera, and specialized trading education providers like Warrior Trading and StockCharts.com.
- Real Estate Investing Blueprint: This offering focuses on strategies for successful real estate investment, including property analysis, financing, and deal negotiation. Competitors include real estate investment gurus, online courses from platforms like BiggerPockets, and local real estate investment clubs.
- Financial Freedom Accelerator: A comprehensive program designed to help individuals achieve financial independence through diversified investment strategies and wealth creation techniques. Competitors are broad and include financial advisors, wealth management firms, and other financial education providers.
Market Dynamics
Industry Overview
The financial education and online learning industry is highly competitive and growing. Driven by increasing interest in personal finance, investing, and skill development, the demand for accessible and practical educational content is on the rise. The digital transformation has further accelerated the adoption of online learning platforms.
Positioning
Legacy Education Inc. positions itself as a provider of actionable financial education, focusing on practical strategies for wealth creation and investment. Its competitive advantage lies in its proprietary methodologies and personalized coaching approach, aiming to provide a more hands-on learning experience compared to generic online courses.
Total Addressable Market (TAM)
The total addressable market for financial education is substantial, encompassing individuals globally seeking to improve their financial literacy and investment knowledge. Estimating a precise TAM is challenging due to the diverse nature of financial education services, but it is likely in the hundreds of billions of dollars annually when considering all forms of financial advice, training, and educational resources. Legacy Education Inc. aims to capture a segment of this market by targeting individuals seeking practical, results-oriented financial training.
Upturn SWOT Analysis
Strengths
- Proprietary educational methodologies.
- Focus on practical, actionable strategies.
- Potential for personalized coaching and mentorship.
- Online delivery model allows for broad reach.
Weaknesses
- Limited public information on track record and financial performance.
- Brand recognition may be lower compared to established institutions.
- Reliance on key educators and trainers.
- Perception challenges within the financial education industry.
Opportunities
- Growing interest in personal finance and investing.
- Expansion into new geographical markets.
- Development of advanced online learning technologies.
- Partnerships with financial institutions or influencers.
- Offering specialized courses for emerging asset classes.
Threats
- Intense competition from numerous online and offline providers.
- Regulatory changes impacting financial education.
- Negative publicity or student dissatisfaction.
- Economic downturns impacting discretionary spending on education.
- Technological disruptions in education delivery.
Competitors and Market Share
Key Competitors
- Udemy (UDMY)
- Coursera (COUR)
- MasterClass (Private)
- Warrior Trading (Private)
- StockCharts.com (Private)
Competitive Landscape
Legacy Education Inc. operates in a highly fragmented and competitive landscape. While established platforms like Udemy and Coursera offer a vast array of courses, Legacy Education Inc. aims to differentiate itself through specialized, in-depth financial education and personalized support. Its challenge lies in scaling its operations and building brand recognition against larger, well-funded competitors.
Growth Trajectory and Initiatives
Historical Growth: Specific historical growth data for Legacy Education Inc. is not publicly available. However, the company has likely experienced growth by expanding its course offerings and student base in response to increasing demand for financial education.
Future Projections: Future growth projections for Legacy Education Inc. are not publicly available. Its growth potential is contingent on its ability to adapt to market trends, attract and retain students, and potentially expand its service portfolio.
Recent Initiatives: Details on recent strategic initiatives undertaken by Legacy Education Inc. are not publicly disclosed.
Summary
Legacy Education Inc. operates in the growing financial education sector, offering online courses and mentorship. Its strength lies in its focused curriculum and practical approach. However, its private status limits transparency regarding financial performance and growth. The company faces significant competition from larger platforms and needs to continually innovate and build brand trust to thrive.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website (where available)
- Industry analysis reports
- Publicly available news and information
Disclaimers:
The information provided is based on publicly available data and general industry knowledge. As Legacy Education Inc. is a privately held company, certain financial and operational details are not disclosed. This analysis is for informational purposes only and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Legacy Education Inc.
Exchange NYSE MKT | Headquaters Lancaster, CA, United States | ||
IPO Launch date 2024-09-26 | CEO, Chairman & Founder Ms. LeeAnn Rohmann | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 280 | Website https://www.legacyed.com |
Full time employees 280 | Website https://www.legacyed.com | ||
Legacy Education Inc. provides education services to students, high school graduates, and working parents in the United States. The company offers degree programs, including Ultrasound Technician, Cardiac Sonography, and Vocational Nursing Associate of Applied Science degree, Associate Degree of Nursing; and diploma, avocational, and certificate programs, such as Clinical Medical Assisting, Dental Assisting, Medical Administrative Assisting, Medical Billing and Coding, Pharmacy Technician, Veterinary Assistant, Vocational Nursing, Phlebotomy Technician, Magnetic Resonance Imaging, Nursing Assistant, Pit and Fissure Sealant, California Dental Practice Act, Infection Control, Radiation Safety, Teaching Adult Learner, Coronal Polishing, Dispensary Agent Certification, Vocational Nursing Pre-Requisite, LVN IV Therapy Certificate, and Emergency Medical Technician Certification. It also offers Computer Specialist: Accounting, Surgical Technology Associate of Applied Science Degree Program, Sterile Processing Technician, Computer Accounting and Business Administrative Specialist Certificate Program, Bachelor of Science in Nursing (RN to BSN), and EKG/ECG Technician programs. The company operates through academic institutions, including High Desert Medical College, Central Coast College, Contra Costa Medical Career College, and Integrity College of Health. Legacy Education Inc. was founded in 2009 and is headquartered in Lancaster, California.
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