Strategic Education Inc. STRA
- Market cap
- $1.8B
- P/E
- 12.5×
Follow STRA
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 42.39 | 71.31 | 80.75 | 106.20 | 81.83 | 52.67 | 48.01 | 64.53 | 85.11 | 72.25 |
Analyst estimates 2026–2028 Powerpack |
Low Price
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| 83.92 | 100.72 | 154.89 | 189.79 | 187.98 | 96.73 | 82.42 | 98.22 | 123.62 | 104.51 |
High Price
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| 1,542 | 1,389 | 3,017 | 3,076 | 3,679 | 3,742 | 3,907 | 3,774 | 6,488 | 6,134 |
Employees
|
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| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Revenue/Emp
|
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| 441 | 455 | 634 | 997 | 1,028 | 1,132 | 1,065 | 1,133 | 1,220 | 1,268 |
Revenue
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| 45.11% | 40.87% | 41.41% | 46.79% | 48.17% | 46.25% | 43.94% | 44.93% | 46.68% | 48.97% |
Gross Margin
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| 57 | 53 | (19) | 124 | 114 | 77 | 70 | 101 | 161 | 177 |
EBT
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| 12.99% | 11.57% | (3.02%) | 12.41% | 11.09% | 6.77% | 6.53% | 8.89% | 13.23% | 13.99% |
EBT Margin
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| 35 | 21 | (16) | 81 | 86 | 55 | 47 | 70 | 113 | 127 |
Net Income
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| 16 | 19 | 75 | 105 | 110 | 104 | 64 | 58 | 45 | 48 |
Depreciation
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| 41.57 | 42.60 | 41.75 | 45.90 | 45.41 | 47.24 | 45.00 | 48.41 | 52.12 | 55.75 |
Revenue/Sh
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| 3.28 | 1.93 | (1.03) | 3.73 | 3.81 | 2.30 | 1.97 | 2.98 | 4.81 | 5.57 |
Earnings/Sh
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| 4.20 | 5.26 | 3.09 | 9.30 | 6.31 | 7.54 | 5.32 | 5.00 | 7.23 | 8.71 |
Cash Flow/Sh
|
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| (1.24) | (1.69) | (1.81) | (1.78) | (2.07) | (1.72) | (1.55) | (1.33) | (1.73) | (1.85) |
Capex/Sh
|
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| 2.96 | 3.57 | 1.27 | 7.52 | 4.25 | 5.82 | 3.78 | 3.68 | 5.50 | 6.86 |
Free CF/Sh
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| 17.75 | 19.59 | 93.83 | 67.33 | 77.25 | 71.55 | 69.08 | 70.61 | 71.03 | 72.37 |
Book Value/Sh
|
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| 11 | 11 | 15 | 22 | 23 | 24 | 24 | 23 | 23 | 23 |
Shares
|
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| 25.05 | 47.25 | 0.00 | 42.60 | 24.32 | 25.15 | 40.27 | 30.94 | 19.42 | 14.37 |
PE Ratio
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| 1.97 | 2.14 | 2.72 | 3.46 | 2.10 | 1.22 | 1.76 | 1.90 | 1.79 | 1.44 |
PS Ratio
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| 4.61 | 4.65 | 1.21 | 2.36 | 1.23 | 0.81 | 1.15 | 1.31 | 1.32 | 1.11 |
PB Ratio
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| 1.94 | 2.05 | 2.35 | 3.11 | 2.08 | 1.13 | 1.67 | 1.80 | 1.71 | 1.39 |
EV/Sales
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| 27.28 | 24.50 | 77.10 | 18.99 | 22.26 | 9.17 | 19.92 | 23.64 | 16.21 | 11.28 |
EV/FCF
|
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| 45 | 56 | 47 | 202 | 143 | 181 | 126 | 117 | 169 | 198 |
Op' Cash Flow
|
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| (13) | (18) | (28) | (39) | (47) | (41) | (37) | (31) | (41) | (42) |
Capex
|
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| 31 | 38 | 19 | 163 | 96 | 139 | 89 | 86 | 129 | 156 |
FCF
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| 101 | 121 | 295 | 367 | 86 | 172 | 119 | 119 | 88 | 60 |
Working Cap'
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| — | — | — | 81 | 142 | 142 | 101 | 61 | 61 | — |
Total Debt
|
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| (129) | (156) | (349) | (374) | (53) | (134) | (121) | (147) | (123) | (148) |
Net Debt
|
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| 188 | 209 | 1,425 | 1,463 | 1,748 | 1,714 | 1,636 | 1,653 | 1,662 | 1,646 |
Sh' Equity
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| 12.72% | 6.65% | (1.58%) | 4.70% | 4.22% | 2.39% | 2.09% | 3.26% | 5.40% | 6.19% |
ROA
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| 60.75% | 61.26% | (1.32%) | 6.34% | 4.03% | 2.92% | 2.92% | 3.96% | 6.32% | 7.27% |
ROIC
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| 21.01% | 10.37% | (1.92%) | 5.62% | 5.37% | 3.18% | 2.79% | 4.24% | 6.80% | 7.65% |
ROE
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Strategic Education Inc. peers in Education & Training Services
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| PRDO Perdoceo Education Corporation | $2.0B | 10.9× | Compare |
| COUR Coursera, Inc. | $1.3B | 0.0× | Compare |
| AFYA Afya Limited | $1.3B | 7.9× | Compare |
| MH McGraw Hill, Inc. | $2.6B | 25.5× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| UTI Universal Technical Institute Inc | $1.1B | 32.3× | Compare |
| LRN Stride, Inc. | $3.3B | 9.9× | Compare |
| PXED Phoenix Education Partners, Inc. | $929.3M | 11.2× | Compare |
| LOPE Grand Canyon Education, Inc. | $3.9B | 17.7× | Compare |
Strategic Education Inc. (STRA) key facts
- Strategic Education Inc. (STRA) is an Education & Training Services company in the Consumer Defensive sector, listed on Nasdaq.
- Strategic Education Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.3 billion, up 3.96% from fiscal 2024.
- Net income was $126.6 million, or $5.57 per share (basic), a net margin of 9.98%.
- As of September 25, 2026, STRA traded at $76.83, a market capitalization of $1.8 billion.
- At that price the stock trades at 12.5× trailing-twelve-month earnings and 1.3× sales.
- Strategic Education Inc. pays an annual dividend of $2.40 per share, a yield of 2.48%, with a payout ratio of 156.9%.
- Return on equity was 7.65% and debt-to-equity 0.00.
Strategic Education Inc. (STRA) Latest News
21 Sep
Strategic Education (STRA) draws investor attention not from a single event but a mix of recent share moves, a rising role in higher education and workforce upskilling, and a valuation gap. Near-term trading has cooled with negative 1-day and 7-day returns, while longer horizons show modest gains: 90-day up 3.5% and year-to-date up 1.6%, with 3-year and 5-year total returns of 14.19% and 27.53%. The Education Technology Services segment is growing—2024 revenue up over 30% driven by Sophia Learning direct-to-consumer and corporate partnerships, potentially lifting earnings. Strong free cash flow supports dividends and buybacks, reinforcing upside if the market undervalues the stock. A modeled fair value of $98.33 versus a last close of $79.84 suggests undervaluation, though risks include tighter Australia/NZ student flows or higher ETS costs. Valuation gap and ETS growth imply meaningful upside, but regulatory and cost risks could temper gains.
7 Aug
Strategic Education Inc. released Q2 2026 earnings call transcript detailing quarterly results and outlook. Q2 earnings details provide financial metrics that shape near-term performance expectations.
STRA posted Q4 earnings and revenues above estimates with year-over-year enrollment gains. Earnings beat combined with higher enrollments points to modestly stronger operating results and market position.
4 Aug
Strategic Education Inc. Q2 results show education technology driving growth while Australia operations remain a watch point. Q2 technology gains and Australian monitoring point to moderate effects on performance without major trajectory shifts.
1 Aug
Strategic Education completed its buyback and reported earnings, returning focus to the stock's fair value. Buyback completion and earnings results can moderately affect valuation focus and short-term stock performance.
30 Jul
Strategic Education Inc reported strong US performance during its Q2 2026 earnings call. Strong US performance signals major positive shift in financial results and investor outlook.
29 Jul
Strategic Education Inc. (STRA) Q2 earnings call highlighted financial results, enrollment trends, revenue figures and forward guidance. Q2 earnings data and guidance directly shape investor expectations and near-term stock movement for Strategic Education Inc.
Strategic Education Inc. held its Q2 2026 earnings call, covering financial results, operational updates, and forward guidance for the education services provider. Quarterly earnings data typically drives moderate short-term stock movement and investor sentiment without altering long-term strategy.
Strategic Education Inc. reported its financial results for the second quarter of 2026. Quarterly results release can moderately influence Strategic Education Inc. financial outlook and stock movement.
28 Jul
Strategic Education Inc. (STRA) prepares to release Q2 earnings, supplying investors with essential financial metrics and operational details ahead of the announcement. Q2 earnings preview for STRA can shift near-term market expectations but leaves core operations and long-term trajectory unchanged.
12 Jun
Strategic Education Inc. launches Tech Skills Academy, incorporating employer upskilling services to strengthen its valuation narrative. Tech Skills Academy launch moderately boosts STRA competitive positioning via new upskilling services.
9 Jun
Strategic Education Inc.'s Workforce Edge launches Tech Skills Academy to help employers develop internal technology talent. Tech Skills Academy launch expands STRA corporate training offerings and may lift future revenue.
5 Jun
Strategic Education Inc. promotes its Risepoint contracting model to prioritize student success and drive improved educational outcomes. Risepoint model may strengthen STRA competitive positioning through better student outcomes but lacks scale to shift overall trajectory.
21 May
Strategic Education Inc. faces potential shifts in its bull case as AI-driven gains boost operational efficiency and student retention rates. AI-driven efficiency and retention gains stand to significantly reshape Strategic Education's operations and long-term market trajectory.
12 May
Workforce Edge partnered with Southern New Hampshire University to create new pathways for career advancement tailored to working adults. Partnership expands SNHU's workforce education offerings, driving STRA's growth in adult learner market.
11 May
Strategic Education Inc. (STRA) faces a shifting investment narrative after mixed earnings results prompted analysts to cut price targets. Mixed earnings and analyst target cuts moderately pressure STRA's financial performance and investor sentiment.
30 Apr
Strategic Education (NASDAQ:STRA) reported strong earnings of good quality, driven by robust cash conversion, low accruals, and predictable profitability. Strong, high-quality earnings directly enhance financial performance and investor sentiment, significantly impacting STRA's future trajectory.
27 Apr
2U, a key subsidiary of Strategic Education Inc. (STRA), refinances its debt and raises additional growth capital to bolster financial flexibility and support expansion. Refinancing debt lowers costs and new capital enables strategic growth for STRA.
26 Apr
Strategic Education Inc. (STRA) reports steady capital returns, but these may mask deeper enrollment declines in its core education business, signaling potential underlying weaknesses. Enrollment declines in core education segment could moderately pressure financial performance despite steady capital returns.
24 Apr
Strategic Education (STRA) shares plunged over 20% after Q2 revenue missed estimates at $302.5 million versus $304.9 million expected, EPS came in at $1.14 against $1.26 forecast, and full-year guidance was cut to $650-$670 million in revenue and $4.45-$4.65 adjusted EPS. Earnings miss coupled with slashed full-year guidance indicates weakening demand and operational challenges, poised to notably hinder future performance and investor confidence.
Strategic Education Inc. (STRA) reported flat Q1 revenue, propelled by employer-focused strategy and technology services amid stable operations. Flat Q1 revenue offset by strengths in employer strategy and tech services indicates moderate effects on financial performance and market sentiment.
23 Apr
Strategic Education Inc. (STRA) Q1 2026 earnings call transcript covers financial results, operational updates, and management's outlook for the education services provider. Q1 2026 earnings transcript discloses financial performance and guidance pivotal to STRA's valuation and investor expectations.
Strategic Education Inc. (STRA) released Q1 earnings call highlights covering financial results, revenue growth, enrollment trends, and strategic outlook. Q1 earnings highlights affect financial performance and market sentiment but face quarterly fluctuations.
Strategic Education Inc. released Q1 2026 earnings call summary highlighting financial results, operational updates, and future outlook. Q1 2026 earnings summary impacts financial performance and market sentiment moderately.
Strategic Education Inc. (STRA) reported Q1 earnings and revenues below analyst estimates. Q1 earnings and revenue misses will noticeably pressure financial performance and market sentiment but are unlikely to alter long-term trajectory.
Strategic Education (NASDAQ:STRA) reported sales below analyst estimates in its Q1 CY2026 earnings. Sales below analyst estimates in Q1 CY2026 indicates weaker revenue performance, moderately impacting financial results and market sentiment.
Strategic Education, Inc. (STRA) reported first quarter 2026 results. Quarterly earnings results moderately influence financial performance and investor sentiment.
22 Apr
Strategic Education Inc. (STRA) faces Q1 earnings release with analysts forecasting revenue growth from University Group enrollment and Workforce Agility segment expansion, alongside EPS estimates and guidance updates amid economic pressures. Q1 earnings expectations influence financial performance and investor sentiment moderately.
11 Apr
Strategic Education Inc. (STRA) experiences a shifting narrative as analysts solidify a US$95 price target, signaling improved outlook amid evolving market dynamics. Emerging US$95 price target reflects positive narrative shift likely to moderately boost investor sentiment and near-term performance.
27 Mar
Strategic Education Inc. (STRA) narrative shifts with AI efficiencies driving operational improvements amid rising enrollment concerns. AI efficiencies boost operations while enrollment concerns pressure revenue and growth.