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Strategic Education Inc.

STRA Consumer Defensive Education & Training Services

Strategic Education Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.3 billion, up 3.96% from fiscal 2024.

Revenue
+1.60%
EPS
−496.6%
Free cash flow
+15.6%

Quarter to September 2026, against a year earlier

57.88 16.44 −22.12%
Market cap
$1.3B
P/E
200×
Fwd P/E
8.8×
Dividend yield
4.15%
F-score
8/9
Altman Z
3.91
Beneish M
−2.55
Dividend safety
81/100
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Bought, $m 0.11
Sold, $m 5.17
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — 1 1 — — — — — — —
Sell 1 — 1 3 — 1 1 — — — — —
Insider Ownership 0.00%

Capital & Financial Ratios $m

Size
Market Cap 1,300.00
Revenue ttm 1,291.47
Net income ttm 9.57
Free cash flow ttm 212.69
Net debt Q (131.57)
Valuation
P/E 199.59 (above 35: high)
Forward P/E 8.75
Price / sales 0.94
Forward P/S Powerpack
Price / FCF 7.26
Price / book 0.81
Financial health
Current ratio Q 1.08
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q 86.59
Growth
Revenue growth Q +1.60% (above 0%: growing)
Operating income growth Q −336.39% (below 0%: shrinking)
EPS, this year +19.42% (at or above 15%: strong)
EPS, next year A +19.24% (at or above 15%: strong)
Revenue, next year A +2.51%
EPS, past 5 yrs +7.49%
EPS, next 5 yrs A +17.17% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 0.9×, against a ten-year median of 1.7×; over the ten years it ranged from 0.9× in 2026 to 4.6× in 2019.
P/E against its own 10 years 98.95%
10-year low 10-year high
P/S against its own 10 years 0.04%
10-year low 10-year high
P/B against its own 10 years 1.36%
10-year low 10-year high
EV/Sales against its own 10 years 0.04%
10-year low 10-year high
EV/FCF against its own 10 years 0.04%
10-year low 10-year high

Dividends

Yield
4.15%
Annual rate
2.40
Payout ratio
1,411.8%
Growth, 2017–25
+11.6%/yr
  1. 1.00 ’17
  2. 1.50 ’18 +50
  3. 2.60 ’19 +73
  4. 2.40 ’20 −8
  5. 2.40 ’21 +0
  6. 2.40 ’22 +0
  7. 2.40 ’23 +0
  8. 2.40 ’24 +0
  9. 2.40 ’25 +0
  10. 2.46 ’26e +3
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 208 184 148 132
Receivables 76 76 81 —
Inventory — — — —
Other 45 45 49 55
329 305 278 305
2023 2024 2025 Q'26
Payables 91 102 106 124
ST’ Debt — — — —
Other 92 90 96 143
210 216 218 283

Compound Annual Growth %

10y 5y 3y
Sales 11.31% 4.30% 5.98%
Cash Flow 9.84% 6.76% 16.28%
Earnings 12.21% 7.98% 39.47%
Book Value 27.69% (1.19%) 0.22%

Earnings Trends EPS, adjusted, against the consensus

Q2 FY26 Estimate 1.79 Actual 1.76

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q3 FY25 1.30 1.63 Beat by 0.33
Q4 FY25 1.47 1.74 Beat by 0.27
Q1 FY26 1.51 1.42 Miss by 0.09
Q2 FY26 1.79 1.76 Miss by 0.03
Q3 FY26 1.92 — Reports 5 November 2026

EPS $

Mar Jun Sep Dec Year
’26 1.48 1.71 (4.68) — —
’25 1.24 1.37 1.15 1.66 5.41
’24 1.23 1.24 1.15 1.05 4.67
’23 (0.09) 0.59 0.77 1.63 2.91
’22 0.29 0.63 0.25 0.77 1.94
’21 0.40 0.83 0.16 0.90 2.28
’20 1.60 1.55 0.47 0.25 3.77
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 306 337 325 — —
’25 304 321 320 323 1,268
’24 290 312 306 311 1,220
’23 257 288 286 303 1,133
’22 259 274 263 270 1,065
’21 290 299 270 272 1,132
’20 265 256 239 267 1,028
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 87 29 57 — —
’25 68 31 60 39 198
’24 78 24 51 16 169
’23 35 5 46 30 117
’22 57 24 44 1 126
’21 79 47 35 19 181
’20 69 43 47 (16) 143
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 77 15 57 — —
’25 57 20 49 29 156
’24 68 14 42 5 129
’23 27 2 37 20 86
’22 47 11 34 (3) 89
’21 66 37 29 8 139
’20 54 32 38 (28) 96
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 441 455 634 997 1,028 1,132 1,065 1,133 1,220 1,268 1,291 +12.5% 1,300 1,338 1,393 +3.2%
Gross margin, % 45.11 40.87 41.41 46.79 48.17 46.25 43.94 44.93 46.68 48.97 49.19 +3.9 pt
EBT 57 53 (19) 124 114 77 70 101 161 177 60 +13.4%
EBT margin, % 12.99 11.57 (3.02) 12.41 11.09 6.77 6.53 8.89 13.23 13.99 4.65 +1.0 pt
Net income 35 21 (16) 81 86 55 47 70 113 127 10 +15.4%
Per share, $
Per share, $ Revenue 41.57 42.60 41.75 45.90 45.41 47.24 45.00 48.41 52.12 55.75 61.42 +3.3%
Earnings 3.28 1.93 (1.03) 3.73 3.81 2.30 1.97 2.98 4.81 5.57 0.29 +6.1%
Cash flow 4.20 5.26 3.09 9.30 6.31 7.54 5.32 5.00 7.23 8.71 10.11 +8.5%
Capex (1.24) (1.69) (1.81) (1.78) (2.07) (1.72) (1.55) (1.33) (1.73) (1.85) 0.00 +4.5%
Free cash flow 2.96 3.57 1.27 7.52 4.25 5.82 3.78 3.68 5.50 6.86 10.11 +9.8%
Book value 17.75 19.59 93.83 67.33 77.25 71.55 69.08 70.61 71.03 72.37 71.76 +16.9%
Shares, m 11 11 15 22 23 24 24 23 23 23 22 +8.8%
Valuation, ×
Valuation, × P/E 25.05 47.25 0.00 42.60 24.32 25.15 40.27 30.94 19.42 14.37 199.59 26.9
P/S 1.97 2.14 2.72 3.46 2.10 1.22 1.76 1.90 1.79 1.44 0.94 2.1
P/B 4.61 4.65 1.21 2.36 1.23 0.81 1.15 1.31 1.32 1.11 0.81 2.0
EV/Sales 1.94 2.05 2.35 3.09 2.05 1.11 1.66 1.78 1.70 1.38 0.89 1.9
EV/FCF 27.28 24.50 77.10 18.87 21.96 9.02 19.72 23.44 16.08 11.17 6.88 24.9
Cash, $m
Cash, $m Operating cash flow 45 56 47 202 143 181 126 117 169 198 213 +18.0%
Capex (13) (18) (28) (39) (47) (41) (37) (31) (41) (42) (45) +13.8%
Free cash flow 31 38 19 163 96 139 89 86 129 156 213 +19.5%
Balance, $m
Balance, $m Working capital 101 121 295 367 86 172 119 119 88 60 22 (5.6%)
Net debt (129) (156) (349) (374) (53) (134) (121) (147) (123) (148) (132) +1.5%
Shareholders’ equity 188 209 1,425 1,463 1,748 1,714 1,636 1,653 1,662 1,646 1,509 +27.2%
Returns, %
Returns, % ROA 12.72 6.65 (1.58) 4.70 4.22 2.39 2.09 3.26 5.40 6.19 0.47 (6.5) pt
ROIC 60.75 61.26 (1.32) 6.34 4.03 2.92 2.92 3.96 6.32 7.27 2.52 (53.5) pt
ROE 21.01 10.37 (1.92) 5.62 5.37 3.18 2.79 4.24 6.80 7.65 0.60 (13.4) pt
People
People Employees 1,542 1,389 3,017 3,076 3,679 3,742 3,907 3,774 6,488 6,134 — +16.6%
Revenue/emp, $m 0.29 0.33 0.21 0.32 0.28 0.30 0.27 0.30 0.19 0.21 — (3.5%)
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Strategic Education Inc. vs peers in Education & Training Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
TAL TAL Education Group $3.4B 7.6× 9.5× +15.48% (above 0%: growing) n/m −208.23% (below 0%: shrinking) 59.78% 23.71% Compare
LRN Stride, Inc. $3.2B 9.5× 9.7× +2.98% (above 0%: growing) −1.26% (below 0%: shrinking) +31.36% (above 0%: growing) 37.71% 13.18% Compare
MH McGraw Hill, Inc. $2.2B 29.6× 13.6× −5.53% (below 0%: shrinking) −21.05% (below 0%: shrinking) −56.14% (below 0%: shrinking) 79.16% 22.31% Compare
PRDO Perdoceo Education Corporation $1.7B 9.2× 10.1× +1.88% (above 0%: growing) +14.52% (above 0%: growing) +97.05% (above 0%: growing) 0.00% 25.52% Compare
STRA Strategic Education Inc. $1.3B 200× 8.8× +1.60% (above 0%: growing) n/m +15.56% (above 0%: growing) 49.66% (26.94%)
UTI Universal Technical Institute Inc $1.1B 31.3× 37.5× +7.15% (above 0%: growing) −80.00% (below 0%: shrinking) −408.92% (below 0%: shrinking) 45.94% 1.48% Compare
COUR Coursera, Inc. $991.5M — (loss-making) — (loss-making) +93.98% (above 0%: growing) n/m −45.99% (below 0%: shrinking) 58.43% (7.67%) Compare
AFYA Afya Limited $928.2M 6.2× 6.6× +18.55% (above 0%: growing) +29.41% (above 0%: growing) +59.54% (above 0%: growing) 61.59% 30.64% Compare
PXED Phoenix Education Partners, Inc. $788.9M 9.2× 9.4× +1.28% (above 0%: growing) −29.07% (below 0%: shrinking) +151.03% (above 0%: growing) 100.00% 11.98% Compare
Median of peers $1.4B 9.2× 9.7× +5.07% −11.15% −7.31% 59.11% 17.75%

All 44 Education & Training Services stocks →

Pay and ownership Proxy statement filed 11 March 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 5.67m 3.97m 97.87
2024 5.49m 6.13m 110.74
2023 5.42m 8.18m 106.96
2022 5.47m 10.04m 88.09
2021 6.20m 1.25m 62.74
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

Strategic Education Inc. (STRA) Latest News

5 Nov

Impact 4 · · The Motley Fool transcript
Impact 3 · · Business Wire

22 Oct

Impact 3 · · StockStory
Impact 3 · · Trefis

20 Oct

Impact 4 · · Business Wire

6 Oct

Impact 3 · · Zacks

29 Sep

Impact 3 · · Zacks
Impact 3 · · Zacks
Impact 3 · · StockStory

21 Sep

Impact 4 · · Simply Wall St.

7 Aug

Impact 3 · · The Motley Fool transcript
Impact 3 ·

4 Aug

Impact 3 ·

1 Aug

Impact 3 ·

30 Jul

Impact 4 · transcript

29 Jul

Impact 4 · · MarketBeat transcript
Impact 3 · · Moby transcript
Impact 3 ·

28 Jul

Impact 3 ·

12 Jun

Impact 3 ·

9 Jun

Impact 3 · · Business Wire

5 Jun

Impact 3 · · Exec Edge

21 May

Impact 4 · · Simply Wall St.

12 May

Impact 4 · · Business Wire

11 May

Impact 3 · · Simply Wall St.

30 Apr

Impact 4 · · Simply Wall St.

27 Apr

Impact 4 · · Exec Edge

26 Apr

Impact 3 · · Simply Wall St.

24 Apr

Impact 4 · · StockStory
Impact 3 · · StockStory
stockrow.com/STRA · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com