Strategic Education STRA
- Market cap
- $1.8B
- PE
- 13.6×
- 10y median 28.2×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 1.4×
- EV/EBIT
- 9.4×
- Revenue, 12 months
- $1.3B
- +4% on a year ago
- Net margin
- 10.5%
- Free cash flow yield
- 9.3%
Strategic Education trades at 13.6× trailing earnings, cheaper than 98% of the last ten years. Revenue was $1.3B over the last twelve months, up 4% on a year earlier with a 10% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $285.9M+9% | $302.7M+12% | $290.3M+13% | $312.3M+9% | $306M+7% | $311.5M+3% | $303.6M+5% | $321.5M+3% | $319.9M+5% | $323.2M+4% | $305.9M+1% | $337.3M+5% | |
| Cost of revenue | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Gross profit | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| SG&A | $97.6M−0% | $92.4M+2% | $96.7M+1% | $105.1M+6% | $106.2M+9% | $104.1M+13% | $103.6M+7% | $106.8M+2% | $105.9M−0% | $108.7M+4% | $108M+4% | $106.4M−0% |
| $25.6M+228% | $54.2M+96% | $41.4M | $41.9M+149% | $36.3M+42% | $36M−34% | $39.8M−4% | $45.8M+9% | $37M+2% | $51.6M+43% | $41.1M+3% | $50.5M+10% | |
| Interest expense | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Pre-tax income | $26.5M+251% | $55.2M+100% | $43.1M | $41.8M+109% | $38.6M+46% | $37.9M−31% | $42M−3% | $45.4M+9% | $36.8M−5% | $53.2M+40% | $42.3M+1% | $51.8M+14% |
| $8M+451% | $16.1M+74% | $13.4M+1149% | $11.9M+107% | $10.8M+35% | $12.6M−22% | $12.3M−9% | $13.1M+10% | $10.1M−7% | $15.3M+22% | $9.5M−23% | $14.7M+12% | |
| Net income | $18.5M+203% | $39.1M+114% | $29.7M | $29.9M+110% | $27.7M+50% | $25.3M−35% | $29.7M+0% | $32.3M+8% | $26.6M−4% | $37.9M+50% | $32.8M+10% | $37.2M+15% |
| $0.77+208% | $1.63+112% | $1.23 | $1.24+110% | $1.15+49% | $1.05−36% | $1.24+1% | $1.37+11% | $1.15+0% | $1.66+58% | $1.48+19% | $1.71+25% | |
| 23.9M−0% | 24M+0% | 24.1M+3% | 24.2M+1% | 24.2M+1% | 24.1M+1% | 24.1M+0% | 23.5M−3% | 23.2M−4% | 22.8M−6% | 22.2M−8% | 21.7M−8% |
Gross profit: 35 periods, Q2 FY09 to Q4 FY17: not printed by the filing, worked out from its own lines.
EPS, diluted: 7 periods, Q4 FY09 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 15 periods, Q4 FY09 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY13 and Q4 FY17: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Education & Training Services nearest Strategic Education's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| STRAStrategic Education | $1.8B | 13.6× | 28.2× | 1.4× | +4% | 10.5% | |
| PRDOPERDOCEO EDUCATION | $2.1B | 12.4× | 10.3× | 2.5× | +12% | 20.6% | |
| UTIUniversal Technical Institute | $1.2B | 35.2× | 34.0× | 1.4× | +9% | 3.9% | |
| LRNStride | $3.3B | 11.0× | 21.0× | 1.3× | +2% | 13.2% | |
| APEIAmerican Public Education | $892.6M | 20.1× | 24.2× | 1.3× | +4% | 6.8% | |
| LOPEGrand Canyon Education | $4.2B | 19.7× | 20.0× | 3.7× | +7% | 19.6% | |
| CVSACovista | $4.5B | 18.7× | 22.5× | 2.3× | +9% | 12.9% | |
| LINCLincoln Educational Services | $687.7M | 30.1× | 19.4× | 1.2× | +22% | 4.0% | |
| LAURLaureate Education | $5.4B | 17.5× | 17.5× | 2.9× | +18% | 17.6% | |
| Peer median | $2.7B | 19.2× | 20.5× | 1.8× | +9% | 13.0% |
More on Strategic Education
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #6of 74Consumer staples stocks cheapest against their own PE history
- #3of 10Education and Training Services stocks with the highest free cash flow yield
- #3of 10Education and Training Services stocks with the lowest PE ratio
- #4of 11Education and Training Services stocks with the fastest earnings growth
- #4of 11Education and Training Services stocks with the lowest EV/EBIT
- #8of 14Education and Training Services stocks with the highest profit margins
- #10of 15Education and Training Services stocks with the lowest price to sales ratio
- #10of 14Education and Training Services stocks with the fastest revenue growth
Its groups
About
- Industry
- Education & Training Services
- Sector
- Consumer Defensive
Valuation data, not investment advice. Prices as of .