Strategic Education, Inc. (STRA)

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Stock profile
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Strategic Education, Inc. (STRA)

Country: United States of AmericaSector: Consumer DefensiveIndustry: Education & Training ServicesExchange: NASDAQ
P/E TTM
12.8
History
P/E NTM
10.7
Market cap
1.75B
Currency USD
KvantraRankAbout67
IValue78
IIQuality62
IIIMomentum57
Current price
76.83 USD-3.75%
Benchmarks

No price history available.

Key financial summary

Financials in USD
202020212022202320242025TTM2026E
Total revenue$m1,0281,1321,0651,1331,2201,2681,2861,300
Operating profit$m196185
Net profit$m86554770113127135165
EPS reported$5.426.00
Operating cashflow per share$8.9310.70
Capex per share$1.992.21
FCF per share$6.948.49
Free cash flow$m154181
Net debt$m-148-129
Book value equity$m1,6461,634
Book value per share$72.1575.16
Number of sharesm22.8221.74
DPS (TTM paid)$2.402.40

Financial summary

Financials in USD
202020212022202320242025TTM2026E
Value
P/E TTMx14.8012.80
P/B LTMx1.081.09
P/S LTMx1.401.38
P/FCF LTMx11.569.81
EV/EBITDA LTMx7.747.53
EV/Sales LTMx1.381.44
Earnings Yield LTM%+6.76%+7.81%
FCF Yield%+8.65%+10.20%
Quality
ROE%+7.69%+8.19%
ROIC%+7.62%+7.45%
Operating margin%+15.47%+14.41%
Gross margin%+48.97%+49.06%
FCF/Sales%+12.14%+14.10%
Growth and momentum
EPS Growth YoY%+16.06%+28.48%
Sales Growth YoY%+3.96%+5.44%
Net Income Growth YoY%+12.36%+19.37%
FCF Growth%+19.57%+40.91%
Operating Profit Growth%+26.03%+19.07%
Dividend and capital structure
Dividend Yield%+3.23%+2.92%
Dividend Growth%0.00%0.00%
Payout Ratio%+46.53%+40.96%
FCF/Debtx1.411.70
Net Debt/EBITDAx-0.14-0.07
EBIT/Net interestx0.000.00
Net debt/market cap%0.00%0.00%
Net debt/Equityx-0.09-0.08
Gross debt/equityx0.070.07

Price target estimates

Low estimate
High estimate
Price consensus
Last year average price target
Current price76.83 USD
Return Potential

Based on consensus from external analysts. Not Kvantra's opinion.

Ratings

Strong Buy
Buy
Hold
Sell
Strong Sell
Number of covering analysts

Based on consensus from external analysts. Not Kvantra's opinion.

ESG

Metric202420252026
ESG-score
Environmental score
Social score
Governance score
Risk rating

Company overview

Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor's, master's, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand's Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI's Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.

SectorConsumer Defensive
IndustryEducation & Training Services
CountryUnited States of America
Trades inUSD

Similar companies

For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.

Strategic Education, Inc. (STRA)

STRA · NASDAQ · Consumer Defensive
76.83 USD-3.75%
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No price history available.

KvantraRank67
Market cap1.75B
P/E NTM10.7
P/E TTM12.8
KvantraRank?67 / 100
Value
78
Quality
62
Momentum
57
Financialsin USD
20242025TTM2026E
Analyst target
Consensus
Current76.83 USD
Upside
Price consensus
Last year average price target
Current price76.83 USD
Return Potential

Consensus from external analysts. Not Kvantra's opinion.

Ratings
Strong Buy
Buy
Hold
Sell
Strong Sell

Based on consensus from external analysts. Not Kvantra's opinion.

ESG
202420252026
ESG-score
Environmental score
Social score
Governance score
Risk rating
About

Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor's, master's, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand's Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI's Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.

SectorConsumer Defensive
IndustryEducation & Training Services
CountryUnited States of America
Trades inUSD

For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.

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