Perdoceo Education Corporation (PRDO) vs Strategic Education Inc. (STRA)

Perdoceo Education Corporation and Strategic Education Inc. are both Education & Training Services companies. Perdoceo Education Corporation is the larger, with a market value of $2.0B against $1.8B — 1.1× the size. Perdoceo Education Corporation trades at the lower P/E: 10.9× against 12.5×. Perdoceo Education Corporation grew revenue faster over the last twelve months: 11.7% against 3.53%. Perdoceo Education Corporation has the higher net margin (20.6% vs 10.5%) and the higher return on invested capital (43.7% vs 7.49%). Both pay a dividend; Strategic Education Inc. yields more (2.48% vs 1.24%). Across the 23 metrics below, Perdoceo Education Corporation leads on 15 and Strategic Education Inc. on 8.

Valuation

Metric PRDO STRA Education & Training Services median
P/E 10.85 12.49 11.19
P/S 2.23 1.28 0.92
P/B 1.85 1.01 1.63
Price to free cash flow 8.77 9.62 9.62
EV/EBITDA 4.73 7.02 7.02
EV/Sales 1.37 1.24 0.82
Earnings yield 9.22% 8.00% 3.17%
Free cash flow yield 11.41% 10.40% 2.30%

Profitability

Metric PRDO STRA Education & Training Services median
Gross margin 77.09% 49.06% 54.64%
Operating margin 24.56% 14.01% 0.00%
Net margin 20.63% 10.46% 3.29%
Free cash flow margin 25.39% 13.28% 0.00%
Return on equity 17.55% 8.15% 0.00%
Return on assets 13.47% 6.47% 0.00%
Return on invested capital 43.68% 7.49% 0.00%

Growth

Metric PRDO STRA Education & Training Services median
Revenue growth (TTM) 11.68% 3.53% 6.97%
EPS growth (last fiscal year) 10.50% 15.85% —
Revenue growth, 5-year CAGR 4.24% 4.30% 4.27%
Net income growth, 5-year CAGR 5.17% 7.98% 0.00%

Health

Metric PRDO STRA Education & Training Services median
Debt to equity 0.00 0.00 0.08
Current ratio 4.69 1.10 1.33
Net debt to EBITDA (2.52) (0.66) (0.15)

Dividend

Metric PRDO STRA Education & Training Services median
Dividend yield 1.24% 2.48% 1.13%
Payout ratio 0.00 1.57 0.00

Size

Metric PRDO STRA Education & Training Services median
Market cap 1.98b 1.77b 68.93m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack