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Lincoln Educational Services Corp. (LINC) Stock Fundamental Analysis & AI Rating 2026

LINC Nasdaq Services-Educational Services NJ CIK: 0001286613
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
70% Confidence
AGREEMENT
SELL
72% Conf
HOLD
67% Conf

📊 LINC Key Takeaways

Revenue: $518.2M
Net Margin: 3.9%
Free Cash Flow: $-27.3M
Current Ratio: 0.86x
Debt/Equity: 0.04x
EPS: $0.64
AI Rating: SELL with 72% confidence
Lincoln Educational Services Corp. (LINC) receives a SELL rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $518.2M, net profit margin of 3.9%, and return on equity (ROE) of 10.0%, Lincoln Educational Services Corp. demonstrates mixed fundamentals in the Services sector. Below is our complete LINC stock analysis for 2026.

Is Lincoln Educational Services Corp. (LINC) a Good Investment?

Claude

Lincoln Educational Services demonstrates exceptional growth (17.8% revenue, 102% net income) with minimal debt, but faces critical operational challenges: negative free cash flow of -$27.3M despite positive operating cash flow, and liquidity ratios below 0.86x indicate the company is burning cash despite headline growth. Low margins (3.9% net) combined with weak short-term solvency pose sustainability risks.

ChatGPT

Fundamentals show strong momentum with 17.8% revenue growth and a doubling of net income, supported by minimal leverage and solid interest coverage. However, margins remain thin and free cash flow is negative due to heavy capex, while liquidity is tight with a sub-1.0 current ratio. Sustained margin expansion and a turn to positive FCF would justify a more constructive stance.

Why Buy Lincoln Educational Services Corp. Stock? LINC Key Strengths

Claude
  • + Strong revenue growth of 17.8% YoY with net income doubling at 102.2%
  • + Minimal financial leverage with debt-to-equity ratio of 0.04x and interest coverage of 8.9x
  • + Positive operating cash flow of $59.3M demonstrates underlying business generates cash from operations
ChatGPT
  • + Robust top-line growth (+17.8% YoY) and earnings acceleration
  • + Very low leverage (0.04x D/E) with strong interest coverage (8.9x)
  • + Healthy operating cash generation ($59.31M OCF) indicating underlying cash profitability

LINC Stock Risks: Lincoln Educational Services Corp. Investment Risks

Claude
  • ! Negative free cash flow of -$27.3M with FCF margin of -5.3% is unsustainable; company spending $86.6M CapEx against $59.3M operating cash flow
  • ! Liquidity crisis indicators: current ratio 0.86x and quick ratio 0.82x, both well below 1.0x threshold signals potential difficulty meeting short-term obligations
  • ! Thin profitability margins (3.9% net, 5.8% operating) leave minimal buffer for operational challenges or market downturns
ChatGPT
  • ! Tight liquidity (current ratio 0.86x, quick ratio 0.82x)
  • ! Negative free cash flow driven by elevated capital expenditures
  • ! Thin profitability (5.8% operating margin, 3.9% net margin) susceptible to cost pressures

Key Metrics to Watch

Claude
  • * Free cash flow trend and CapEx intensity to assess if high capital spending translates to future cash generation
  • * Current ratio and quick ratio improvement toward 1.0x+ to resolve liquidity concerns
  • * Net and operating margin expansion to improve resilience and verify growth quality
ChatGPT
  • * FCF margin
  • * Current ratio

Lincoln Educational Services Corp. (LINC) Financial Metrics & Key Ratios

Revenue
$518.2M
Net Income
$20.0M
EPS (Diluted)
$0.64
Free Cash Flow
$-27.3M
Total Assets
$493.2M
Cash Position
$28.5M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

LINC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 5.8%
Net Margin 3.9%
ROE 10.0%
ROA 4.1%
FCF Margin -5.3%

LINC vs Services Sector: How Lincoln Educational Services Corp. Compares

How Lincoln Educational Services Corp. compares to Services sector averages

Net Margin
LINC 3.9%
vs
Sector Avg 10.0%
LINC Sector
ROE
LINC 10.0%
vs
Sector Avg 16.0%
LINC Sector
Current Ratio
LINC 0.9x
vs
Sector Avg 1.5x
LINC Sector
Debt/Equity
LINC 0.0x
vs
Sector Avg 0.7x
LINC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Lincoln Educational Services Corp. Stock Overvalued? LINC Valuation Analysis 2026

Based on fundamental analysis, Lincoln Educational Services Corp. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
10.0%
Sector avg: 16%
Net Profit Margin
3.9%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.04x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Lincoln Educational Services Corp. Balance Sheet: LINC Debt, Cash & Liquidity

Current Ratio
0.86x
Quick Ratio
0.82x
Debt/Equity
0.04x
Debt/Assets
59.5%
Interest Coverage
8.93x
Long-term Debt
$8.0M

LINC Revenue & Earnings Growth: 5-Year Financial Trend

LINC 5-year financial data: Year 2021: Revenue $335.3M, Net Income $48.6M, EPS $1.49. Year 2022: Revenue $348.3M, Net Income $34.7M, EPS $1.04. Year 2023: Revenue $378.1M, Net Income $12.6M, EPS $0.36. Year 2024: Revenue $440.1M, Net Income $12.6M, EPS $0.36. Year 2025: Revenue $518.2M, Net Income $26.0M, EPS $0.85.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Lincoln Educational Services Corp.'s revenue has grown significantly by 55% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.85 reflects profitable operations.

LINC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-5.3%
Free cash flow / Revenue

LINC Quarterly Earnings & Performance

Quarterly financial performance data for Lincoln Educational Services Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $114.4M -$214.0K $0.10
Q2 2025 $102.9M -$214.0K $-0.02
Q1 2025 $103.4M -$214.0K $-0.01
Q3 2024 $99.6M -$109.0K $0.07
Q2 2024 $88.6M -$109.0K $-0.02
Q1 2024 $87.3M -$109.0K $0.00
Q3 2023 $91.8M -$109.0K $0.07
Q2 2023 $82.1M -$109.0K $0.00

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Lincoln Educational Services Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$59.3M
Cash generated from operations
Capital Expenditures
$86.6M
Investment in assets
Dividends
None
No dividend program

LINC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Lincoln Educational Services Corp. (CIK: 0001286613)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 8-K ef20070646_8k.htm View →
Mar 26, 2026 DEF 14A ny20061121x2_def14a.htm View →
Mar 19, 2026 8-K ef20068385_8k.htm View →
Mar 12, 2026 4 xslF345X05/form4.xml View →
Mar 9, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about LINC

What is the AI rating for LINC?

Lincoln Educational Services Corp. (LINC) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are LINC's key strengths?

Claude: Strong revenue growth of 17.8% YoY with net income doubling at 102.2%. Minimal financial leverage with debt-to-equity ratio of 0.04x and interest coverage of 8.9x. ChatGPT: Robust top-line growth (+17.8% YoY) and earnings acceleration. Very low leverage (0.04x D/E) with strong interest coverage (8.9x).

What are the risks of investing in LINC?

Claude: Negative free cash flow of -$27.3M with FCF margin of -5.3% is unsustainable; company spending $86.6M CapEx against $59.3M operating cash flow. Liquidity crisis indicators: current ratio 0.86x and quick ratio 0.82x, both well below 1.0x threshold signals potential difficulty meeting short-term obligations. ChatGPT: Tight liquidity (current ratio 0.86x, quick ratio 0.82x). Negative free cash flow driven by elevated capital expenditures.

What is LINC's revenue and growth?

Lincoln Educational Services Corp. reported revenue of $518.2M.

Does LINC pay dividends?

Lincoln Educational Services Corp. does not currently pay dividends.

Where can I find LINC SEC filings?

Official SEC filings for Lincoln Educational Services Corp. (CIK: 0001286613) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is LINC's EPS?

Lincoln Educational Services Corp. has a diluted EPS of $0.64.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is LINC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Lincoln Educational Services Corp. has a SELL rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is LINC stock overvalued or undervalued?

Valuation metrics for LINC: ROE of 10.0% (sector avg: 16%), net margin of 3.9% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy LINC stock in 2026?

Our dual AI analysis gives Lincoln Educational Services Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is LINC's free cash flow?

Lincoln Educational Services Corp.'s operating cash flow is $59.3M, with capital expenditures of $86.6M. FCF margin is -5.3%.

How does LINC compare to other Services stocks?

Vs Services sector averages: Net margin 3.9% (avg: 10%), ROE 10.0% (avg: 16%), current ratio 0.86 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI