Strategic Education, Inc. (STRA)
NEUTRALFondamental
64
Prix
$86.16
Capitalisation boursière
$1.90B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
No editorial profile for this company yet
No competitor list for this company yet.
Bilan & Liquidités
Chiffre d'affaires
$1.29B
12 derniers mois (au 30/06/2026)
Résultat net
$135M
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$154M
Capitaux propres totaux
$1.65B
Passif total
$392M
Ratio de liquidité général
1.10
Couverture des intérêts
-
Dette/EBITDA
0.48
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$105.65
Prix actuel
$86.16
Marge de sécurité
+18.4%
Fourchette de juste valeur
$68.67 - $142.63
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
14.02
ROE
7.7%
Ratio P/B
1.14
P/FCF
11.07
Marge brute
-
ROIC
7.9%
Radar de rentabilité
Value Creation (Economic Moat)
ROIC
7.9%
WACC
7.6%
ROIC − WACC
+0.3 pp
ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.
Critères d'analyse fondamentale
Réussi (18)
- ROIC 7.9%
- P/FCF 11.07
- P/B Ratio 1.14
- Debt/Equity ratio
- Operating Margin 14.0%
- Positive Free Cash Flow
- Current Ratio
- Debt/EBITDA
- Return on Tangible Assets
- Price below Graham Number
- ROE 8.2%
- Analyst Consensus 78% Buy
- Earnings Surprise avg 8.1%
- PEG Ratio 1.81
- Earnings Quality (OCF/NI) 1.61
- Share Dilution -3.0%
- Net Margin Trend 10.5% vs 9.3%
- Piotroski F-Score 6/9
Échoué (7)
- EPS shows upward trend
- EPS CAGR -0.28%
- Price CAGR 0.34%
- CapEx intensity
- Low reliance on intangibles
- DCF valuation (Overvalued)
- Revenue Growth 5Y 4.3%
Indisponible (3)
- Gross Margin NaN%
- Dividend Payout NaN%
- Interest Coverage
Score F de Piotroski
Signaux mixtes : certains domaines nécessitent attention
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. Karl McDonnell | President, CEO & Director | 59 |
| Mr. Daniel W. Jackson | Executive VP, CFO & Chief Administrative Officer | 50 |
| Ms. Lizette Benedi Herraiz Esq. | Senior VP, Chief Legal Officer, General Counsel & Secretary of the Board | 50 |
| Ms. Christa E. Hokenson | Senior VP & Chief Human Resources Officer | 54 |
| Mr. Tal Darmon | Senior VP, Controller & Chief Accounting Officer | 50 |
| Ms. Terese Wilke | Director of Investor Relations | - |
| Dr. Sondra F. Stallard | President Emerita and Director of Accreditation & Regulatory Affairs - Strayer University | 75 |
| Mr. Andrew E. Watt | President of U.S. Higher Education | 47 |
| Mr. Joe Schaefer | President of Education Technology Services | - |
| Prof. Alwyn Louw | Vice-Chancellor of Torrens University Australia | - |
Risque d'audit
8
Risque du conseil
4
Risque de rémunération
5
Risque droits des actionnaires
4
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Latest News
Recent headlines for STRA, sourced from Markets Gazette.
- 4/23/2026NEUTRALStrategic Education Reports Q1 2026 Results: Full Earnings Call Transcript
Strategic Education Inc. released its Q1 2026 earnings call transcript on April 23, 2026. The transcript provides a detailed account of the company's financial performance, strategic initiatives, and outlook for the upcoming quarters. Investors can review management's commentary on key business drivers, operational efficiencies, and market conditions. While the earnings call transcript itself is informational, it does not contain new quantitative results or forward-looking statements that would immediately impact the stock price. Further analysis of the transcript's content is required to ascertain specific financial takeaways.
- 2/26/2026NEUTRALStrategic Education (STRA) Earnings Transcript
Strategic Education Inc. has announced the release of its earnings transcript, a routine event closely monitored by investors for insights into financial performance and future outlook. However, without the specific details contained within the transcript, the market remains in anticipation of concrete information. Analysts and traders will need to thoroughly review the data once it becomes available to assess the impact on revenues, profits, and guidance. Until then, the news of the publication alone offers no clear directional cues, maintaining a wait-and-see approach among investors.
via Markets Gazette