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BNED vs LOPE
Revenue, margins, valuation, and 5-year total return — side by side.
Education & Training Services
BNED vs LOPE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Specialty Retail | Education & Training Services |
| Market Cap | $364M | $4.46B |
| Revenue (TTM) | $1.68B | $817M |
| Net Income (TTM) | $-9M | $220M |
| Gross Margin | 20.2% | 51.6% |
| Operating Margin | 4.1% | 38.0% |
| Forward P/E | — | 16.3x |
| Total Debt | $283M | $200M |
| Cash & Equiv. | $9M | $112M |
BNED vs LOPE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Barnes & Noble Educ… (BNED) | 100 | 6.9 | -93.1% |
| Grand Canyon Educat… (LOPE) | 100 | 168.5 | +68.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BNED vs LOPE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BNED is the clearest fit if your priority is momentum.
- +3.6% vs LOPE's -15.2%
LOPE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 0.35
- Rev growth 7.1%, EPS growth -0.3%, 3Y rev CAGR 6.7%
- 272.4% 10Y total return vs BNED's -98.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.1% revenue growth vs BNED's 2.7% | |
| Quality / Margins | 26.9% margin vs BNED's -0.6% | |
| Stability / Safety | Beta 0.35 vs BNED's 1.83, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +3.6% vs LOPE's -15.2% | |
| Efficiency (ROA) | 21.9% ROA vs BNED's -1.0%, ROIC 32.5% vs 2.3% |
BNED vs LOPE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BNED vs LOPE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
LOPE leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BNED is the larger business by revenue, generating $1.7B annually — 2.1x LOPE's $817M. LOPE is the more profitable business, keeping 26.9% of every revenue dollar as net income compared to BNED's -0.6%. On growth, BNED holds the edge at +7.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.7B | $817M |
| EBITDAEarnings before interest/tax | $102M | $341M |
| Net IncomeAfter-tax profit | -$9M | $220M |
| Free Cash FlowCash after capex | -$5M | $260M |
| Gross MarginGross profit ÷ Revenue | +20.2% | +51.6% |
| Operating MarginEBIT ÷ Revenue | +4.1% | +38.0% |
| Net MarginNet income ÷ Revenue | -0.6% | +26.9% |
| FCF MarginFCF ÷ Revenue | -0.3% | +31.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.0% | -100.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -61.5% | +11.1% |
Valuation Metrics
BNED leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, BNED's 11.8x EV/EBITDA is more attractive than LOPE's 13.3x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $364M | $4.5B |
| Enterprise ValueMkt cap + debt − cash | $638M | $4.6B |
| Trailing P/EPrice ÷ TTM EPS | -4.27x | 21.33x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.30x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.97x |
| EV / EBITDAEnterprise value multiple | 11.84x | 13.25x |
| Price / SalesMarket cap ÷ Revenue | 0.23x | 4.04x |
| Price / BookPrice ÷ Book value/share | 1.03x | 6.17x |
| Price / FCFMarket cap ÷ FCF | — | 18.71x |
Profitability & Efficiency
LOPE leads this category, winning 7 of 7 comparable metrics.
Profitability & Efficiency
LOPE delivers a 29.5% return on equity — every $100 of shareholder capital generates $30 in annual profit, vs $-3 for BNED. LOPE carries lower financial leverage with a 0.27x debt-to-equity ratio, signaling a more conservative balance sheet compared to BNED's 1.04x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -3.4% | +29.5% |
| ROA (TTM)Return on assets | -1.0% | +21.9% |
| ROICReturn on invested capital | +2.3% | +32.5% |
| ROCEReturn on capital employed | +3.4% | +33.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.04x | 0.27x |
| Net DebtTotal debt minus cash | $274M | $88M |
| Cash & Equiv.Liquid assets | $9M | $112M |
| Total DebtShort + long-term debt | $283M | $200M |
| Interest CoverageEBIT ÷ Interest expense | 0.65x | — |
Total Returns (Dividends Reinvested)
LOPE leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LOPE five years ago would be worth $17,405 today (with dividends reinvested), compared to $136 for BNED. Over the past 12 months, BNED leads with a +3.6% total return vs LOPE's -15.2%. The 3-year compound annual growth rate (CAGR) favors LOPE at 13.7% vs BNED's -59.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +24.1% | -0.6% |
| 1-Year ReturnPast 12 months | +3.6% | -15.2% |
| 3-Year ReturnCumulative with dividends | -93.3% | +47.1% |
| 5-Year ReturnCumulative with dividends | -98.6% | +74.1% |
| 10-Year ReturnCumulative with dividends | -98.9% | +272.4% |
| CAGR (3Y)Annualised 3-year return | -59.4% | +13.7% |
Risk & Volatility
Evenly matched — BNED and LOPE each lead in 1 of 2 comparable metrics.
Risk & Volatility
LOPE is the less volatile stock with a 0.35 beta — it tends to amplify market swings less than BNED's 1.83 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BNED currently trades 87.5% from its 52-week high vs LOPE's 73.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.83x | 0.35x |
| 52-Week HighHighest price in past year | $12.21 | $223.04 |
| 52-Week LowLowest price in past year | $5.90 | $149.37 |
| % of 52W HighCurrent price vs 52-week peak | +87.5% | +73.7% |
| RSI (14)Momentum oscillator 0–100 | 57.1 | 44.7 |
| Avg Volume (50D)Average daily shares traded | 231K | 244K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates BNED as "Hold" and LOPE as "Buy". Consensus price targets imply 10.9% upside for LOPE (target: $182) vs -77.7% for BNED (target: $2).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $2.38 | $182.33 |
| # AnalystsCovering analysts | 3 | 18 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +5.9% |
LOPE leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BNED leads in 1 (Valuation Metrics). 1 tied.
BNED vs LOPE: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BNED or LOPE a better buy right now?
For growth investors, Grand Canyon Education, Inc.
(LOPE) is the stronger pick with 7. 1% revenue growth year-over-year, versus 2. 7% for Barnes & Noble Education, Inc. (BNED). Grand Canyon Education, Inc. (LOPE) offers the better valuation at 21. 3x trailing P/E (16. 3x forward), making it the more compelling value choice. Analysts rate Grand Canyon Education, Inc. (LOPE) a "Buy" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — BNED or LOPE?
Over the past 5 years, Grand Canyon Education, Inc.
(LOPE) delivered a total return of +74. 1%, compared to -98. 6% for Barnes & Noble Education, Inc. (BNED). Over 10 years, the gap is even starker: LOPE returned +272. 4% versus BNED's -98. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — BNED or LOPE?
By beta (market sensitivity over 5 years), Grand Canyon Education, Inc.
(LOPE) is the lower-risk stock at 0. 35β versus Barnes & Noble Education, Inc. 's 1. 83β — meaning BNED is approximately 415% more volatile than LOPE relative to the S&P 500. On balance sheet safety, Grand Canyon Education, Inc. (LOPE) carries a lower debt/equity ratio of 27% versus 104% for Barnes & Noble Education, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — BNED or LOPE?
By revenue growth (latest reported year), Grand Canyon Education, Inc.
(LOPE) is pulling ahead at 7. 1% versus 2. 7% for Barnes & Noble Education, Inc. (BNED). On earnings-per-share growth, the picture is similar: Barnes & Noble Education, Inc. grew EPS 89. 3% year-over-year, compared to -0. 3% for Grand Canyon Education, Inc.. Over a 3-year CAGR, LOPE leads at 6. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — BNED or LOPE?
Grand Canyon Education, Inc.
(LOPE) is the more profitable company, earning 19. 5% net margin versus -4. 1% for Barnes & Noble Education, Inc. — meaning it keeps 19. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LOPE leads at 27. 5% versus 1. 0% for BNED. At the gross margin level — before operating expenses — LOPE leads at 52. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is BNED or LOPE more undervalued right now?
Analyst consensus price targets imply the most upside for LOPE: 10.
9% to $182. 33.
07Which pays a better dividend — BNED or LOPE?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is BNED or LOPE better for a retirement portfolio?
For long-horizon retirement investors, Grand Canyon Education, Inc.
(LOPE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 35), +272. 4% 10Y return). Barnes & Noble Education, Inc. (BNED) carries a higher beta of 1. 83 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (LOPE: +272. 4%, BNED: -98. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BNED and LOPE?
These companies operate in different sectors (BNED (Consumer Cyclical) and LOPE (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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