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Strategic Education, Inc. STRA R2K

Consumer Defensive · Education & Training Services · United States
https://www.strategiceducation.com
Company Profile ↓
$84.08
+8.95% 1Y
Mkt Cap$1.90B
P/E14.88
P/B1.06
Div. Yield3.10%
52W High$85.72
52W Low$71.64
Book Value$73.07
EPS (TTM)$5.65

Company Overview

Strategic Education, Inc. provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. The company operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. It operates Strayer University that offers undergraduate and graduate degree programs in business, criminal justice, education, health services, information technology, and public administration at physical campuses located in the eastern United States, as well as through online; non-degree web and mobile application development courses through Hackbright Academy and Devmountain; and MBA online through its Jack Welch Management Institute. In addition, the company operates Capella University, an online accredited institution of higher education; Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses in business, design and creative technology, health, hospitality, and education fields through online and on physical campuses located in Australia; Think Education, a vocational training organization and higher education provider; and Media Design School, which provides industry-endorsed courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media, artificial intelligence, and creative advertising. It offers Workforce Edge, an administration platform that enables employers to manage and streamline their education benefits programs; and Sophia Learning, which offers low-cost online general education-level courses. Strategic Education, Inc. was founded in 1892 and is headquartered in Herndon, Virginia.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 12.4% CAGR over the past five years.

Reasonable Valuation

Trades at a P/E of 14.9, below the sector median of 20.9.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.07.

Dividend Income

Offers a dividend yield of 3.10%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $1.27B (+4.0% YoY); net profit $126.61M.
  • Trailing 12 Months Year-on-year growth — revenue +0.8%, earnings +19.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 12.4%, profit CAGR 2.7%.

Growth & Price Performance

Compounded Sales Growth

5 Years:12.45%
1 Year:0.80%

Compounded Profit Growth

5 Years:2.68%
1 Year:19.40%

Stock Price Performance

1 Year:+8.95%
6 Months:+2.43%
3 Months:+7.06%
1 Month:+5.30%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 88% of range
$71.64 $85.72
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)61.57 · Neutral
Price Performance
1M+5.30%
3M+7.06%
6M+2.43%
1Y+8.95%
Valuation vs Sector

P/E of 14.88 is below the sector median of 20.95 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 12.4% over 5 years.
  • Attractive dividend yield of 3.10%.
  • Generates positive free cash flow.

CONS

  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
14.88
Industry PE
20.95
Forward P/E
10.39
PEG Ratio
0.69
Book Value
$73.07
Price to Book
1.06
P/S
1.38
EV/EBITDA
6.93
Dividend Yield
3.10%

Growth (CAGR)

Revenue 5Y
12.45%
Profit 5Y
2.68%
Revenue (YoY)
0.80%
Earnings (YoY)
19.40%

Profitability & Returns

ROCE
10.77%
ROE
7.91%
ROA
5.95%
Profit Margin
10.21%
Op Margin
14.12%
Gross Margin
49.35%
EPS (Latest Qtr)
$1.48
EPS (TTM)
$5.65

Balance Sheet & Liquidity

Debt/Equity
0.07
Quick Ratio
0.93
Current Ratio
1.16
Debt
$109.20M
Total Assets
$2.08B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
3.69%
Chg in Prom Hold
-
FII / Inst Holding
98.95%
Chg in FII Hold
0.07%

Financial Snapshot

Enterprise Value
$1.90B
Total Revenue (TTM)
$1.27B
EBITDA
$242.82M
Free Cash Flow
$156.07M
Operating Cash Flow
$217.92M
Shares Outstanding
22.61M
Gross Margin
49.35%
Payout Ratio
42.48%

Peer comparison

Peer companies in the same sector (Consumer Defensive).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 STRA Strategic Education, Inc. R2K 84.08 14.88 $1.90B 3.10% 10.77% 7.91% 12.45% 2.68%
2 WMT Walmart Inc. SPX 113.70 40.04 $904.83B 0.89% 18.21% 24.13% 5.27% 23.30%
3 COST Costco Wholesale Corporation NDXSPX 921.75 46.46 $408.78B 0.60% 25.96% 29.15% 8.16% 11.45%
4 KO The Coca-Cola Company SPX 83.08 26.13 $357.45B 2.57% 16.47% 43.37% 2.86% 4.46%
5 PG The Procter & Gamble Company SPX 146.08 21.36 $340.16B 2.85% 22.93% 31.11% 0.36% 1.66%
6 PM Philip Morris International Inc. SPX 175.95 24.78 $274.23B 3.19% 34.03% -113.55% -1.69% 3.57%
7 PEP PepsiCo, Inc. NDXSPX 135.45 21.23 $185.13B 4.10% 15.41% 43.88% 4.93% 2.11%
8 MO Altria Group, Inc. SPX 70.16 14.65 $117.16B 5.89% 38.27% - 1.24% -1.89%
9 MNST Monster Beverage Corporation NDXSPX 98.00 47.34 $95.84B 0.00% 28.33% 26.65% 13.03% 14.82%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue ----------108.51M-116.47M114.67M160.94M-246.51M245.11M241.75M263.77M265.30M255.83M239.03M267.49M290.34M299.17M270.08M258.86M273.56M263.12M256.61M287.68M285.94M290.25M312.27M305.96M303.59M321.47M319.95M305.93M
Operating Income 19.86M20.93M7.25M21.66M20.09M12.90M4.83M19.65M18.44M13.85M8.22M11.69M11.33M4.18M-57.13M18.88M25.72M27.60M20.00M37.21M43.96M46.40M15.42M3.61M12.00M26.70M7.35M13.44M21.86M7.81M-1.35M16.82M25.63M41.36M41.92M36.33M39.79M45.76M37.04M41.09M
Net Income 11.38M11.87M3.72M13.04M12.42M7.79M2.88M11.72M10.58M10.30M6.23M-6.50M9.47M5.19M-52.78M22.45M11.50M24.41M16.69M28.54M35.24M34.15M10.96M5.92M9.58M19.98M3.85M7.03M15.22M6.09M-2.03M14.23M18.46M29.70M29.90M27.75M29.74M32.33M26.63M32.81M
Diluted EPS 1.061.110.351.211.150.720.271.070.950.920.56-0.610.840.46-2.971.020.521.100.751.291.601.550.470.250.400.830.160.290.630.25-0.090.590.771.231.241.151.241.371.151.48

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue --------441.09M454.85M634.18M997.14M1.03B1.13B1.07B1.13B1.22B1.27B
Cost of Revenue --------------597.32M623.90M650.50M647.11M
Gross Profit --------------468.16M509.02M569.43M621.11M
Operating Expenses --------------394.17M395.90M412.16M424.97M
Operating Income 126.85M172.35M215.77M179.14M113.59M32.70M81.75M69.70M57.47M52.21M-22.74M110.53M109.38M73.91M73.99M113.12M157.28M196.14M
EBITDA --------------137.12M170.43M201.65M244.55M
Interest Expense ------------------
Pretax Income --------------69.57M100.73M161.43M177.39M
Tax Provision --------------22.90M30.93M48.75M50.78M
Net Income 80.81M105.08M131.26M106.04M65.93M16.43M46.36M40.02M34.80M20.61M-15.67M81.14M86.27M55.09M46.67M69.79M112.68M126.61M
Diluted EPS 5.677.609.708.885.761.554.353.733.211.84-1.033.673.772.281.942.914.675.41

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Sep 2013Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --385.81M235.18M231.13M227.79M-254.27M307.81M248.43M298.70M321.28M1.66B1.79B2.30B2.31B2.16B2.13B2.05B2.04B
Total Equity 188.51M176.08M189.82M176.00M42.29M40.99M56.97M38.90M92.73M142.86M188.37M209.20M1.43B1.46B1.75B1.71B1.64B1.65B1.66B1.65B
Cash & Equivalents 95.04M56.38M63.96M64.11M57.14M47.52M85.22M94.76M162.28M106.89M129.25M155.93M311.73M419.69M187.51M268.92M213.67M168.48M137.07M140.76M
Long Term Debt ----90.00M121.88M-118.75M112.50M----0141.82M141.63M101.40M61.40M0-
Total Liabilities --195.99M59.17M188.84M186.80M-215.36M215.08M105.58M110.32M112.08M235.81M326.70M547.49M591.89M525.96M472.69M387.24M392.13M
Current Liabilities --184.24M46.53M77.18M43.02M-45.16M56.34M57.59M59.84M69.07M125.13M156.75M200.05M195.75M209.94M209.62M216.46M217.94M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 88.57M141.77M162.82M154.36M82.06M84.09M77.55M77.55M44.52M56.16M46.87M202.15M142.91M180.53M126.05M117.12M169.33M198.20M
Investing Cash Flow 5.16M-31.52M-5.87M-24.61M-24.73M-8.73M-6.90M-12.69M-20.80M-18.05M130.14M-38.07M-642.19M-33.09M-31.36M-48.55M-64.36M8.51M
Financing Cash Flow -132.39M-102.68M-156.80M-136.73M-66.95M-28.12M-3.12M-120.25M-1.36M-11.42M-21.21M-55.82M279.19M-67.89M-142.36M-113.61M-136.77M-206.16M
Capital Expenditure -20.66M-30.43M-46.02M-29.99M-24.73M-8.73M-6.90M-12.69M-13.16M-18.05M-27.55M-38.69M-46.81M-49.43M-43.17M-36.94M-40.58M-44.25M
Free Cash Flow 67.92M111.34M116.81M124.37M57.33M75.37M70.65M64.86M31.36M38.11M19.32M163.46M96.09M131.09M82.88M80.18M128.75M153.95M
Share Buybacks 109.12M80.09M115.52M202.66M25.00M25.00M----00247.00K5.91M40.12M10.00M11.51M138.89M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % --------------43.9%44.9%46.7%49.0%
Operating Margin % --------13.0%11.5%-3.6%11.1%10.6%6.5%6.9%10.0%12.9%15.5%
Net Margin % --------7.9%4.5%-2.5%8.1%8.4%4.9%4.4%6.2%9.2%10.0%
ROE % 45.9%55.4%74.6%250.7%160.9%42.2%50.0%28.0%18.5%9.9%-1.1%5.5%4.9%3.2%2.9%4.2%6.8%7.7%
ROCE % -85.5%114.4%116.4%61.5%15.6%32.5%36.5%24.1%20.7%-1.5%6.8%5.2%3.5%3.8%5.9%8.6%10.8%

Shareholding Pattern

Insiders
3.69%
Institutions
98.95%
Public Float
102.75%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 16.37% 3.70M $302.25M
2 Dimensional Fund Advisors LP 6.45% 1.46M $119.13M
3 Vanguard Portfolio Management LLC 6.28% 1.42M $115.90M
4 Bank of Montreal /CAN/ 6.23% 1.41M $115.00M
5 Vanguard Capital Management LLC 4.33% 979.76K $80.01M
6 State Street Corporation 3.88% 876.35K $71.57M
7 T. Rowe Price Investment Management, Inc. 3.58% 808.47K $66.02M
8 Marshfield Associates 3.51% 792.93K $64.75M
9 Geode Capital Management, LLC 2.62% 591.33K $48.29M
10 Goldman Sachs Group Inc 2.06% 465.84K $38.04M

Analyst View

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Latest News

Recent headlines for STRA

Google News Fri, 10 Jul 2026

Workforce Edge honored for 2026 professional development tech - Stock Titan

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Google News hu, 09 Jul 2026

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STRA — Frequently Asked Questions

What is the current share price of Strategic Education, Inc. (STRA)?

As of 2026-07-14 21:23 PDT, Strategic Education, Inc. (STRA) trades at $84.08 on NasdaqGS. Its 52-week range is $71.64 to $85.72.

What is the market capitalisation of STRA?

Strategic Education, Inc. (STRA) has a market capitalisation of $1.90B on NasdaqGS.

What is the P/E ratio of STRA?

STRA trades at a trailing price-to-earnings (P/E) ratio of 14.88. The industry average P/E is 20.95. Its price-to-book (P/B) ratio is 1.06.

Does STRA pay a dividend?

Strategic Education, Inc. (STRA) currently offers a dividend yield of 3.10%.

What is the return on equity (ROE) of STRA?

STRA has a return on equity (ROE) of 7.91%. Its return on capital employed (ROCE) is 10.77%.

Is STRA a good stock to buy?

This page provides a data-driven analysis of Strategic Education, Inc. (STRA), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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