Strategic Education, Inc.

Strategic Education, Inc.

STRAยทNASDAQ

$79.05

-0.43%
Consumer DefensiveEducation & Training Services

Strategic Education, Inc., through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. It operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. The company operates Strayer University that offers undergraduate and graduate degree programs in business administration, accounting, information technology, education, health services administration, public administration, and criminal justice 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 an executive MBA online through its Jack Welch Management Institute. It also operates Capella University, an online post-secondary education institution that provides various bachelor's, master's, and doctoral degree programs to working adults in arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. The company operates Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses primarily 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 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 in New Zealand. It also offers Workforce Edge, a platform to employers that provides education benefits administration solutions; and Sophia Learning, which enables lower cost education benefits programs. The company was founded in 1892 and is headquartered in Herndon, Virginia.

At a Glance

Live Snapshot
Market Cap$1.80B
EPS5.5800
P/E Ratio14.17
Earnings Date07/29/2026
Strategic Education, Inc.

Strategic Education, Inc. Fair Value Envelope

STRA ยท NASDAQ

Our analysis suggests that STRA has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $79.05, this represents a potential HIDDEN relative to our calculated worth for Strategic Education, Inc..

Intrinsic Value
Current Price: $79.05

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$12.4B
+ Cash & Equivalents$140.8M
Firm Value$12.5B
- Debt$109.1M
Equity Value$12.4B
/ Shares Outstanding23,486,618B
DCF Value$528
UNDERVALUED BY 568%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$237.0M
$283.4M
$338.8M
$405.1M
$484.4M
$579.2M
$692.5M
$828.0M
$990.1M
$1.2B
Maintenance CapEx
-$10.6M
-$12.7M
-$15.1M
-$18.1M
-$21.6M
-$25.9M
-$30.9M
-$37.0M
-$44.2M
-$52.9M
Owner Earnings
$226.4M
$270.7M
$323.7M
$387.0M
$462.8M
$553.3M
$661.6M
$791.0M
$945.8M
$1.1B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$209.6M
$232.1M
$256.9M
$284.5M
$314.9M
$348.7M
$386.0M
$427.4M
$473.2M
$523.8M
Terminal Value represents 72.0% of Enterprise Value