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Strategic Education, Inc. (STRA)

NEUTRAL
Consumer DefensiveEducation & Training ServicesUnited States

Fondamental

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.

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Direct competitors

Who this company fights with for the same customers

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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

General caseJustement valorisé

Juste valeur

$105.65

Prix actuel

$86.16

Marge de sécurité

+18.4%

Fourchette de juste valeur

$68.67 - $142.63

Méthodes d'estimation

Analyst price target:$98.33
Discounted cash flow (DCF):$183.16
Earnings multiple (P/E):$64.99
Graham growth formula:$123.87
Earnings power value (EPV):$81.88
Justified P/B:$75.08
Dividend discount (Gordon):$63.03
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$111.87
Revenue multiple:Not enough data to compute it
Consensus des analystes:Achat fort (7B / 2H / 0S)
Dernière surprise sur les résultats:-4.14%

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

6/9

Signaux mixtes : certains domaines nécessitent attention

score
criteria

Qualité des bénéfices

1.61

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-3.0%

Rachat d'actions. Favorable aux actionnaires

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Karl McDonnellPresident, CEO & Director59
Mr. Daniel W. JacksonExecutive VP, CFO & Chief Administrative Officer50
Ms. Lizette Benedi Herraiz Esq.Senior VP, Chief Legal Officer, General Counsel & Secretary of the Board50
Ms. Christa E. HokensonSenior VP & Chief Human Resources Officer54
Mr. Tal DarmonSenior VP, Controller & Chief Accounting Officer50
Ms. Terese WilkeDirector of Investor Relations-
Dr. Sondra F. StallardPresident Emerita and Director of Accreditation & Regulatory Affairs - Strayer University75
Mr. Andrew E. WattPresident of U.S. Higher Education47
Mr. Joe SchaeferPresident of Education Technology Services-
Prof. Alwyn LouwVice-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.

  • 4/23/2026NEUTRAL
    Strategic 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.

  • 2/26/2026NEUTRAL
    Strategic 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