Event-Driven Stocks

2U, LLC

Technology · Services-Prepackaged Software · DE · SEC filings ↗ · Compare ⊕

Signs1 good5 warning2 severedetails ↓

Financials

SEC XBRL · annual
 FY23FY22FY21FY20FY19FY18
Revenue$946.0M$963.1M$945.7M$774.5M$574.7M$411.8M
Operating income−$225.8M−$258.2M−$167.4M−$178.9M−$246.8M−$46.5M
Net income−$317.6M−$322.2M−$194.8M−$216.5M−$235.2M−$38.3M
Total assets$1.46B$1.81B$2.11B$1.54B$1.19B$807.4M
Total liabilities$1.24B$1.31B$1.28B$603.3M$475.6M$102.3M
Equity$219.0M$501.5M$829.2M$941.0M$711.3M$705.0M
EPS (diluted)$-3.93$-4.17$-2.61$-3.22$-3.83$-0.28
Shares out.79.3M76.4M74.0M63.6M58.1M52.7M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2023
Operating margin
−23.9%
Net margin
−33.6%
Return on equity
−145.0%
Return on assets
−21.8%
Return on capital (ROCE)
−18.8%
Liabilities / assets
85.0%
Debt / equity
5.66×
Book value / share
$2.76
Revenue growth (YoY)
−1.8%
Net income growth (YoY)

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2023
Altman Z″ (distress)
-4.23distress
Accruals / assets
21.5%clean
Piotroski F-Score
3/9weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
25
/ 100
Profitability 0Growth 0Catalyst 33Earnings quality 67Financial strength 25

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

2 severe5 warning1 good
  • Altman Z″ in the distress zone
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Negative operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)