Company Report
Last edited 5 years ago
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#Bull Case
stale
Last edited 6 years ago

Janison Education is a provider of digital learning and assessment solutions for corporates, governments, schools and universities, with operations in more than 40 countries.

While not well covered by analysts, JAN is positioned to take advantage by the confluence of a number of hard-blowing tailwinds. These include a growing global appetite for Australian education providers, the market premium placed on companies with proprietary AI and the inevitable digitization of exams in Australia and around the globe.

The company also benefits from a market leading position in APAC in online examinations, excellent dev that prevents the platform from crashing even when accessed by tens of thousands of students at once (about 200,000 students across Australia took NAPLAN Online in May 2018), and a software as a service, scalable business model that delivers recurring revenue and strong free cash flows.

The company boasts a flawless balance sheet with earnings annual growth of 95 percent expected over the next year, and excellent relationships with Microsoft Australia, UNSW and the Singapore Examinations and Assessment board.