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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. In the quarter to June 2026, revenue grew 4.91%, EPS grew 23.4% and free cash flow fell 26.2%, each against the same quarter a year earlier. Dividend growth for ten consecutive years, revenue growth for three; insiders bought in the last twelve months.

81.33 1.06 −1.29%
Market cap
$1.8B
P/E
13.2×
Fwd P/E
10.2×
Dividend yield
2.95%
F-score
8/9
Altman Z
3.91
Beneish M
−2.55
Dividend safety
81/100
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Insider Decisions trades per month

Total buys 0.11
Total sells 5.17
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — 1 1 — — — — — —
Sell — 1 — 1 3 — 1 1 — — — —
Insider Ownership 0.10%

Capital & Financial Ratios $m

Market Cap 1,830.00
Revenue 1,286.35
Net Income 134.51
Free Cash Flow 170.79
Net Debt (128.75)
Current Ratio 1.10
Debt/Equity 0.00 (at or below 0.5: strong)
P/E ratio 13.22
Fwd P/E 10.20
P/S ratio 1.35
P/B ratio 1.06
Past 5Y EPS Growth 7.49%
This Y EPS Growth 16.61% (at or above 15%: strong)
Next Y EPS Growth 17.21% (at or above 15%: strong)
Next Y revenue growth 2.51%
Next 5Y EPS Growth 17.17% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 1.3×, against a ten-year median of 1.8×; over the ten years it ranged from 1.0× in 2021 to 4.6× in 2019.
P/E against its own 10 years 6.17%
10-year low 10-year high
P/S against its own 10 years 14.04%
10-year low 10-year high
P/B against its own 10 years 17.80%
10-year low 10-year high
EV/Sales against its own 10 years 16.99%
10-year low 10-year high
EV/FCF against its own 10 years 11.28%
10-year low 10-year high

Dividends

Payout Ratio 0.40
Annual Dividend Rate 2.40
Annual Dividend Yield 2.95%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 2.46
0.60
0.60
0.60
2025 2.40
0.60
0.60
0.60
0.60
2024 2.40
0.60
0.60
0.60
0.60
2023 2.40
0.60
0.60
0.60
0.60
2022 2.40
0.60
0.60
0.60
0.60
2021 2.40
0.60
0.60
0.60
0.60
2020 2.40
0.60
0.60
0.60
0.60
2019 2.60
0.50
0.50
0.50
0.50
0.60
2018 1.50
0.25
0.25
0.50
0.50
2017 1.00
0.25
0.25
0.25
0.25
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 208 184 148 129
Receivables 76 76 81 106
Inventory — — — —
Other 45 45 49 56
329 305 278 290
2023 2024 2025 Q'26
Payables 91 102 106 117
ST’ Debt — — — —
Other 92 90 96 133
210 216 218 265

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%

Revenue $m

Mar Jun Sep Dec Year
’26 306 337 — — —
’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 — — —
’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 — — —
’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.

EPS $

Mar Jun Sep Dec Year
’26 1.48 1.71 — — —
’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.

Target Price Range

Analyst price targets

Recommendation Rating

1.7
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 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
High 83.92 100.72 154.89 189.79 187.98 96.73 82.42 98.22 123.62 104.51
People
People Employees 1,542 1,389 3,017 3,076 3,679 3,742 3,907 3,774 6,488 6,134
Revenue/emp, $m 0.29 0.33 0.21 0.32 0.28 0.30 0.27 0.30 0.19 0.21
Income, $m
Income, $m Revenue 441 455 634 997 1,028 1,132 1,065 1,133 1,220 1,268
Gross margin, % 45.11 40.87 41.41 46.79 48.17 46.25 43.94 44.93 46.68 48.97
EBT 57 53 (19) 124 114 77 70 101 161 177
EBT margin, % 12.99 11.57 (3.02) 12.41 11.09 6.77 6.53 8.89 13.23 13.99
Net income 35 21 (16) 81 86 55 47 70 113 127
Depreciation 16 19 75 105 110 104 64 58 45 48
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
Earnings 3.28 1.93 (1.03) 3.73 3.81 2.30 1.97 2.98 4.81 5.57
Cash flow 4.20 5.26 3.09 9.30 6.31 7.54 5.32 5.00 7.23 8.71
Capex (1.24) (1.69) (1.81) (1.78) (2.07) (1.72) (1.55) (1.33) (1.73) (1.85)
Free cash flow 2.96 3.57 1.27 7.52 4.25 5.82 3.78 3.68 5.50 6.86
Book value 17.75 19.59 93.83 67.33 77.25 71.55 69.08 70.61 71.03 72.37
Shares, m 11 11 15 22 23 24 24 23 23 23
Valuation, ×
Valuation, × P/E 25.05 47.25 0.00 42.60 24.32 25.15 40.27 30.94 19.42 14.37
P/S 1.97 2.14 2.72 3.46 2.10 1.22 1.76 1.90 1.79 1.44
P/B 4.61 4.65 1.21 2.36 1.23 0.81 1.15 1.31 1.32 1.11
EV/Sales 1.94 2.05 2.35 3.09 2.05 1.11 1.66 1.78 1.70 1.38
EV/FCF 27.28 24.50 77.10 18.87 21.96 9.02 19.72 23.44 16.08 11.17
Cash, $m
Cash, $m Operating cash flow 45 56 47 202 143 181 126 117 169 198
Capex (13) (18) (28) (39) (47) (41) (37) (31) (41) (42)
Free cash flow 31 38 19 163 96 139 89 86 129 156
Balance, $m
Balance, $m Working capital 101 121 295 367 86 172 119 119 88 60
Total debt — — — 81 142 142 101 61 61 —
Net debt (129) (156) (349) (374) (53) (134) (121) (147) (123) (148)
Shareholders’ equity 188 209 1,425 1,463 1,748 1,714 1,636 1,653 1,662 1,646
Returns, %
Returns, % ROA 12.72 6.65 (1.58) 4.70 4.22 2.39 2.09 3.26 5.40 6.19
ROIC 60.75 61.26 (1.32) 6.34 4.03 2.92 2.92 3.96 6.32 7.27
ROE 21.01 10.37 (1.92) 5.62 5.37 3.18 2.79 4.24 6.80 7.65
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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
LRN Stride, Inc. $3.5B 10.4× 13.4× −2.69% (below 0%: shrinking) +62.18% (above 0%: growing) +3.70% (above 0%: growing) 34.16% 16.64% Compare
MH McGraw Hill, Inc. $2.7B 27.7× 15.6× +2.65% (above 0%: growing) +9,900.00% (above 0%: growing) +57.50% (above 0%: growing) 79.87% 20.78% Compare
PRDO Perdoceo Education Corporation $2.1B 12.0× 11.7× +1.80% (above 0%: growing) +22.22% (above 0%: growing) −3.87% (below 0%: shrinking) 76.15% 25.72% Compare
STRA Strategic Education Inc. $1.8B 13.2× 10.2× +4.91% (above 0%: growing) +23.40% (above 0%: growing) −26.16% (below 0%: shrinking) 47.26% 14.97%
COUR Coursera, Inc. $1.4B — (loss-making) — (loss-making) +59.59% (above 0%: growing) n/m −190.46% (below 0%: shrinking) 58.07% (28.37%) Compare
AFYA Afya Limited $1.3B 8.8× 7.7× +18.55% (above 0%: growing) +29.41% (above 0%: growing) +59.54% (above 0%: growing) 61.59% 30.64% Compare
UTI Universal Technical Institute Inc $1.1B 32.8× 56.3× +7.15% (above 0%: growing) −80.00% (below 0%: shrinking) −408.92% (below 0%: shrinking) 45.94% 1.48% Compare
APEI American Public Education, Inc. $899.2M 19.6× 20.9× +5.51% (above 0%: growing) n/m −77.96% (below 0%: shrinking) 55.37% 7.88% Compare
PXED Phoenix Education Partners, Inc. $864.4M 10.2× 10.5× +0.04% (above 0%: growing) −29.07% (below 0%: shrinking) +31.81% (above 0%: growing) 100.00% 19.07% Compare
Median of peers $1.3B 12.0× 13.4× +4.08% +25.82% −0.09% 59.83% 17.86%

All 46 Education & Training Services stocks →

Strategic Education Inc. (STRA) key facts

  • Strength: Strategic Education Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.3 billion, up 3.96% from fiscal 2024.
  • Strength: Net income was $126.6 million, or $5.57 per share (basic), a net margin of 9.98%.
  • Strategic Education Inc. (STRA) is an Education & Training Services company in the Consumer Defensive sector, listed on Nasdaq.
  • As of October 16, 2026, STRA traded at $81.33, a market capitalization of $1.8 billion.
  • At that price the stock trades at 13.2× trailing-twelve-month earnings and 1.4× sales; its P/E is higher than 6% of its own readings over the past ten years.
  • Strategic Education Inc. pays an annual dividend of $2.40 per share, a yield of 2.95%, with a payout ratio of 40.0%.
  • Return on equity was 7.65% and debt-to-equity 0.00.
  • Its Piotroski F-score is 8 out of 9 and its Altman Z-score is 3.91 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Strategic Education Inc. (STRA) Latest News

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stockrow.com/STRA · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com