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Company Analysis

Strategic Education, Inc. STRA

A comprehensive view of key metrics, scores, and financial health for Strategic Education, Inc.

Overview of Strategic Education, Inc.

STRA NMS
Consumer Defensive Education & Training Services Small Cap
Strategic Education, Inc. (STRA), is a Small Cap company, in the Education & Training Services industry, last closed at $80.76, about 7.7% undervalued vs fair value, +1.3% 1Y return, placing in the top 25% of its sector.
$80.76
2.00%
As of March 13, 2026
Previous close • Vol 90d: 34.4%
52-Week Range
Market Cap
$1.87B
Enterprise Value
$1.82B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.strategiceducation...
HQ Herndon, VA
Employees 3,801
Fiscal year Dec 31

Next Events

Dividend Mar 16
Earnings Apr 23 Estimated

Fair Value Snapshot

Bear Base Bull
$77
$87
$98
Current: $80.76 +8% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.2B
7.7%%
Gross Profit
$569.4M
11.9%%
Operating Income
$157.3M
39%%
Net Income
$112.7M
61.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
114.3%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$131.8M
102.3% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
2/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Strategic Education, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
71
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
74
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing STRA's balance between Growth (31.0%), Profitability (37.9%), and Safety (31.1%). Growth 31% Safety 31% Profitability 38%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

53th percentile vs peers
54
Key Signals
Rev Growth YoY 7.7% 48p EPS Growth YoY 60.2% 60p Revenue CAGR 3Y 2.5% 44p EPS CAGR 3Y 26.9% 66p TSR 35.5% 60p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Consistently strong margins across 6 metrics
Risks

No significant risks identified for this axis.

Profitability

66th percentile vs peers
66
Key Signals
Strengths
Risks
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Safety

54th percentile vs peers
54
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Strategic Education, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$86.98
- - -
+7.7% vs current
Snapshot base estimate
Bull
-
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- upside
-
Fair Value Range Current: $-
$- $- $-
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