Strategic Education, Inc. (STRA)
NEUTRALFondamentale
64
Prezzo
$86.16
Capitalizzazione
$1.90B
Parte 1 · Quanto vale l'azienda
Panoramica
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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Per questa società non c'è ancora un elenco di concorrenti.
Stato Patrimoniale e Liquidità
Ricavi
$1.29B
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$135M
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
$154M
Patrimonio Netto Totale
$1.65B
Passività Totali
$392M
Rapporto di Liquidità
1.10
Copertura Interessi
-
Debito/EBITDA
0.48
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$105.65
Prezzo Attuale
$86.16
Margine di Sicurezza
+18.4%
Range Fair Value
$68.67 - $142.63
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
14.02
ROE
7.7%
Rapporto P/B
1.14
P/FCF
11.07
Margine Lordo
-
ROIC
7.9%
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
7.9%
WACC
7.6%
ROIC − WACC
+0.3 pp
Il ROIC è in linea con il costo del capitale: l'azienda copre a malapena il costo del capitale.
Criteri di Analisi Fondamentale
Superati (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
Non superati (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%
Non disponibili (3)
- Gross Margin NaN%
- Dividend Payout NaN%
- Interest Coverage
Piotroski F-Score
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Alta qualità: utili supportati da cash
Diluizione Azionaria
Riacquisto azioni. Favorevole agli azionisti
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| 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 | - |
Rischio Audit
8
Rischio CdA
4
Rischio Compensi
5
Rischio Diritti Azionisti
4
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Ultime Notizie
Ultime notizie per STRA, da 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