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Strategic Education, Inc. STRA
Consumer Defensive - Education & Training Services - NASDAQ - US
Watchlist
$ 77.93
-3.87 %
$ 1.92 B
Market Cap
16.69
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one STRA stock under the worst case scenario is HIDDEN Compared to the current market price of 77.9 USD, Strategic Education, Inc. is HIDDEN

STRA Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one STRA stock under the base case scenario is HIDDEN Compared to the current market price of 77.9 USD, Strategic Education, Inc. is HIDDEN

STRA Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one STRA stock under the best case scenario is HIDDEN Compared to the current market price of 77.9 USD, Strategic Education, Inc. is HIDDEN

STRA Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart STRA

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1M -6%
6M -12%
1Y -23%
3Y 22%
5Y -62%
All
$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
1.22 B REVENUE
7.68%
Growth Rates
1Year 7.68%
3Years 2.53%
5Years 4.12%
7Years 15.14%
10Years 10.58%
156 M OPERATING INCOME
63.27%
Growth Rates
1Year 63.27%
3Years 1.86%
5Years 0.16%
7Years 16.89%
10Years 6.65%
113 M NET INCOME
61.46%
Growth Rates
1Year 61.46%
3Years 26.94%
5Years 6.79%
7Years 27.47%
10Years 9.29%
169 M OPERATING CASH FLOW
44.58%
Growth Rates
1Year 44.58%
3Years -2.11%
5Years -3.48%
7Years 17.08%
10Years 8.12%
-64.4 M INVESTING CASH FLOW
-32.58%
Growth Rates
1Year -32.58%
3Years -24.82%
5Years -11.07%
7Years -19.92%
10Years -25.02%
-137 M FINANCING CASH FLOW
-20.39%
Growth Rates
1Year -20.39%
3Years -26.30%
5Years -19.63%
7Years -42.58%
10Years -45.92%
311 M REVENUE
1.80%
Growth Rates
1Year 7.68%
3Years 2.53%
5Years 4.12%
7Years 15.14%
10Years 10.58%
36 M OPERATING INCOME
-0.84%
Growth Rates
1Year 63.27%
3Years 1.86%
5Years 0.16%
7Years 16.89%
10Years 6.65%
25.3 M NET INCOME
-8.69%
Growth Rates
1Year 61.46%
3Years 26.94%
5Years 6.79%
7Years 27.47%
10Years 9.29%
15.9 M OPERATING CASH FLOW
-69.11%
Growth Rates
1Year 44.58%
3Years -2.11%
5Years -3.48%
7Years 17.08%
10Years 8.12%
-49.2 M INVESTING CASH FLOW
-448.89%
Growth Rates
1Year -32.58%
3Years -24.82%
5Years -11.07%
7Years -19.92%
10Years -25.02%
-22.7 M FINANCING CASH FLOW
71.96%
Growth Rates
1Year -20.39%
3Years -26.30%
5Years -19.63%
7Years -42.58%
10Years -45.92%
Balance Sheet Strategic Education, Inc.
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Current Assets 305 M
Cash & Short-Term Investments 184 M
Receivables 76.1 M
Other Current Assets 44.8 M
Non-Current Assets 1.74 B
Long-Term Investments 0
PP&E 215 M
Other Non-Current Assets 1.53 B
8.98 %3.71 %10.49 %74.64 %Total Assets$2.0b
Current Liabilities 216 M
Accounts Payable 55.7 M
Short-Term Debt 22.2 M
Other Current Liabilities 139 M
Non-Current Liabilities 171 M
Long-Term Debt 103 M
Other Non-Current Liabilities 67.8 M
14.39 %5.74 %35.77 %26.60 %17.50 %Total Liabilities$387.2m
EFFICIENCY
Earnings Waterfall Strategic Education, Inc.
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Revenue 1.22 B
Cost Of Revenue 650 M
Gross Profit 569 M
Operating Expenses 414 M
Operating Income 156 M
Other Expenses 42.9 M
Net Income 113 M
1b1b1b1b1b1b800m800m600m600m400m400m200m200m001b(650m)569m(414m)156m(43m)113mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
46.68% GROSS MARGIN
46.68%
Averages
1Year 46.68%
3Years 45.18%
5Years 45.99%
7Years 46.16%
10Years 46.07%
12.76% OPERATING MARGIN
12.76%
Averages
1Year 12.76%
3Years 9.27%
5Years 11.31%
7Years 9.78%
10Years 10.90%
9.24% NET MARGIN
9.24%
Averages
1Year 9.24%
3Years 6.59%
5Years 6.61%
7Years 5.53%
10Years 6.03%
6.78% ROE
6.78%
Averages
1Year 6.78%
3Years 4.62%
5Years 4.40%
7Years 3.78%
10Years 8.28%
5.50% ROA
5.50%
Averages
1Year 5.50%
3Years 3.65%
5Years 3.42%
7Years 2.95%
10Years 5.49%
5.85% ROIC
5.85%
Averages
1Year 5.85%
3Years 3.86%
5Years 4.43%
7Years 3.85%
10Years 7.18%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Strategic Education, Inc.
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180m180m160m160m140m140m120m120m100m100m80m80m60m60m40m40m20m20m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 113 M
Depreciation & Amortization 44.4 M
Capital Expenditures -40.6 M
Stock-Based Compensation 25.6 M
Change in Working Capital -8.05 M
Others -13.2 M
Free Cash Flow 129 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Strategic Education, Inc.
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Wall Street analysts predict an average 1-year price target for STRA of $120 , with forecasts ranging from a low of $110 to a high of $130 .
STRA Lowest Price Target Wall Street Target
110 USD 41.15%
STRA Average Price Target Wall Street Target
120 USD 53.98%
STRA Highest Price Target Wall Street Target
130 USD 66.82%
Price
Max Price Target
Min Price Target
Average Price Target
130130120120110110100100909080807070May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.67% DIVIDEND YIELD
0.6 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
2.502.502.002.001.501.501.001.000.500.500.000.000.250.250.50.60.60.60.60.60.60.250.250.50.60.60.60.60.60.250.50.50.60.60.60.60.60.251.000.51.500.62.100.62.400.62.400.62.400.62.400.62.400.60201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 5
6. Ownership
Insider Ownership Strategic Education, Inc.
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Sold
0-3 MONTHS
3.83 M USD 3
3-6 MONTHS
0 USD 0
6-9 MONTHS
203 K USD 1
9-12 MONTHS
128 K USD 1
Bought
1.18 M USD 4
0-3 MONTHS
0 USD 0
3-6 MONTHS
478 K USD 1
6-9 MONTHS
494 K USD 1
9-12 MONTHS
7. News
Why Investors Need to Take Advantage of These 2 Consumer Discretionary Stocks Now Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP. zacks.com - 2 weeks ago
Will Strategic Education (STRA) Beat Estimates Again in Its Next Earnings Report? Strategic Education (STRA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. zacks.com - 2 weeks ago
Strategic Education, Inc. Schedules First Quarter 2025 Results Conference Call HERNDON, Va.--(BUSINESS WIRE)--Strategic Education, Inc. (Strategic Education) (NASDAQ: STRA) today announced that it will host a conference call to discuss its first quarter results on Thursday, April 24, 2025 at 10:00 a.m. ET. A news release outlining the results will be issued before the market opens the same day. This call will be available via webcast. To access the live webcast of the conference call on April 24, please go to www.strategiceducation.com in the Investor Relations section 15. businesswire.com - 1 month ago
Strategic Education, Inc. Publishes 2024 Annual Report and Letter to Shareholders HERNDON, Va.--(BUSINESS WIRE)--Strategic Education, Inc. (Strategic Education) (NASDAQ: STRA) today announced that the Company has published its 2024 Annual Report and Letter to Shareholders, which is now available for viewing on the website at www.strategiceducation.com in the Investor Relations section. As previously announced, Strategic Education will hold its 2025 Annual Meeting of Stockholders via webcast on Wednesday, April 23, 2025 at 8:00 a.m. ET. Stockholders of record as of Monday, Ma. businesswire.com - 1 month ago
STRA or LOPE: Which Is the Better Value Stock Right Now? Investors interested in stocks from the Schools sector have probably already heard of Strategic Education (STRA) and Grand Canyon Education (LOPE). But which of these two stocks offers value investors a better bang for their buck right now? zacks.com - 1 month ago
Down -18.02% in 4 Weeks, Here's Why Strategic Education (STRA) Looks Ripe for a Turnaround Strategic Education (STRA) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock. zacks.com - 1 month ago
Strategic Education Q4 Earnings Top, Revenues Miss, Enrollment Up Y/Y STRA's fourth-quarter 2024 earnings reflect robust enrollment trends amid high costs. Read more to know about the quarterly performance. zacks.com - 1 month ago
Strategic Education, Inc. (STRA) Q4 2024 Earnings Call Transcript Strategic Education, Inc. (NASDAQ:STRA ) Q4 2024 Earnings Conference Call February 27, 2025 10:00 AM ET Company Participants Terese Wilke - Senior Director of Investor Relations Karl McDonnell - President and Chief Executive Officer Robert Silberman - Chairman Daniel Jackson - Chief Financial Officer and Chief Administrative Officer Conference Call Participants Jeffrey Silber - BMO Capital Markets Alexander Paris - Barrington Research Jasper Bibb - Truist Securities Operator Welcome to Strategic Education's Fourth Quarter 2024 Results Conference Call. I will now turn the call over to Terese Wilke, Senior Director of Investor Relations for Strategic Education. seekingalpha.com - 1 month ago
Strategic Education (STRA) Reports Q4 Earnings: What Key Metrics Have to Say The headline numbers for Strategic Education (STRA) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 1 month ago
Strategic Education (STRA) Q4 Earnings Top Estimates Strategic Education (STRA) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.68 per share a year ago. zacks.com - 1 month ago
Strategic Education, Inc. Reports Fourth Quarter 2024 Results HERNDON, Va.--(BUSINESS WIRE)--Strategic Education, Inc. (Strategic Education) (NASDAQ: STRA) today announced financial results for the period ended December 31, 2024. “During 2024, we delivered strong performance consistent with our notional operating model including enrollment, revenue, and earnings growth,” said Karl McDonnell, Chief Executive Officer of Strategic Education. “We started 2025 positioned well to continue to deliver growth from the investments we've made across our diversified. businesswire.com - 1 month ago
4 Top School Stocks in a Promising Education Landscape A focus on non-traditional education models, innovative teaching platforms, corporate partnerships and demand for healthcare professionals are likely to open up opportunities for ATGE, LAUR, STRA and PRDO. zacks.com - 1 month ago
8. Profile Summary

Strategic Education, Inc. STRA

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COUNTRY US
INDUSTRY Education & Training Services
MARKET CAP $ 1.92 B
Dividend Yield 0.67%
Description 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.
Contact 2303 Dulles Station Boulevard, Herndon, VA, 20171 https://www.strategiceducation.com
IPO Date July 25, 1996
Employees 3801
Officers Dr. Sondra F. Stallard President Emerita and Director of Accreditation & Regulatory Affairs - Strayer University Ms. Christa E. Hokenson Chief Human Resources Officer Prof. Alwyn Louw Vice-Chancellor of Torrens University Australia Mr. Andrew E. Watt President of U.S. Higher Education Mr. Joe Schaefer President of Education Technology Services Mr. Tal Darmon Senior Vice President, Controller & Chief Accounting Officer Mr. Karl McDonnell President, Chief Executive Officer & Director Ms. Lizette Benedi Herraiz Esq. Senior Vice President, Chief Legal Officer, General Counsel & Secretary of the Board Ms. Terese Wilke Director of Investor Relations Mr. Daniel W. Jackson Chief Financial Officer & Chief Administrative Officer