STRA Stock Analysis: Strategic Education | NASDAQ
Education & Training Services | NASDAQ, USA | Market Cap: 1.740m USD | 12M Return: 0.5% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 22.9M
EPS Trend: 87.7%
Qual. Beats: 0
Rev. Trend: 96.3%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Strategic Education, Inc. (NASDAQ: STRA) is a U.S.-based provider of post-secondary education operating across three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Its portfolio includes Strayer University, Capella University, Torrens University, Think Education, and Media Design School, along with skill-focused programs from Hackbright Academy, Devmountain, and the Jack Welch Management Institute. The company also offers Workforce Edge, an administration platform that helps employers manage education benefits, and Sophia Learning, a low-cost general education course provider. Founded in 1892 and headquartered in Herndon, Virginia, Strategic Education has been publicly traded since 1996 and is classified in the Consumer Discretionary sector under Education Services.
The for-profit education services industry has historically served working adults and career-focused learners through a mix of online and campus-based programs, with online enrollment representing a growing share of total post-secondary students in the United States. Adjacent areas such as employer-sponsored tuition assistance and short-form credentialing have also expanded as companies increasingly invest in workforce upskilling.
- Strayer and Capella enrollment trends drive US Higher Education segment revenue
- Australian segment revenue exposed to international student demand and AUD fluctuations
- Title IV federal aid regulations and cohort default rates pressure discount rate
- Education Technology Services margins expand as Sophia Learning scales
| Net Income: 129.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.08 > 0.02 and ΔFCF/TA 2.70 > 1.0 |
| NWC/Revenue: 3.22% < 20% (prev 5.58%; Δ -2.36% < -1%) |
| CFO/TA 0.10 > 3% & CFO 217.9m > Net Income 129.7m |
| Net Debt (-48.4m) to EBITDA (228.9m): -0.21 < 3 |
| Current Ratio: 1.16 > 1.5 & < 3 |
| Outstanding Shares: last quarter (22.2m) vs 12m ago -7.87% < -2% |
| Gross Margin: 49.35% > 18% (prev 47.21%; Δ 2.14% > 0.5%) |
| Asset Turnover: 61.19% > 50% (prev 59.46%; Δ 1.74% > 0%) |
| Interest Coverage Ratio: 58.35 > 6 (EBIT TTM 180.8m / Interest Expense TTM 3.10m) |
| A: 0.02 (Total Current Assets 303.8m - Total Current Liabilities 262.9m) / Total Assets 2.08b |
| B: 0.13 (Retained Earnings 265.8m / Total Assets 2.08b) |
| C: 0.09 (EBIT TTM 180.8m / Avg Total Assets 2.08b) |
| D: 3.68 (Book Value of Equity 1.63b / Total Liabilities 443.9m) |
| Altman-Z'' = 5.00 = AAA |
| DSRI: 0.93 (Receivables 86.2m/90.3m, Revenue 1.27b/1.23b) |
| GMI: 0.96 (GM 47.21% / 49.35%) |
| AQI: 1.03 (AQ_t 0.76 / AQ_t-1 0.74) |
| SGI: 1.03 (Revenue 1.27b / 1.23b) |
| TATA: -0.04 (NI 129.7m - CFO 217.9m) / TA 2.08b) |
| Beneish M = -3.09 (Cap -4..+1) = AA |
As of July 21, 2026, the stock is trading at USD 75.75 with a total of 177,973 shares traded. Over the past week, the price has changed by -11.63%, over one month by -0.92%, over three months by -8.26% and over the past year by +0.50%.
Current recommended Stop Loss: 72.50 (which is 4.3% or 1.2 ATR below the current price).
Strategic Education has received a consensus analysts rating of 4.33. Therefore, it is recommended to buy STRA.
- StrongBuy: 1
- Buy: 2
- Hold: 0
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 88.7 | 17.1% |
P/E Trailing = 13.5451
P/E Forward = 10.4493
P/S = 1.3691
P/B = 1.0751
P/EG = 0.6963
Revenue TTM = 1.27b USD
EBIT TTM = 180.8m USD
EBITDA TTM = 228.9m USD
Long Term Debt = 94.9m USD (estimated: total debt 109.2m - short term 14.3m)
Short Term Debt = 14.3m USD (from shortTermDebt, last quarter)
Debt = 109.2m USD (from shortLongTermDebtTotal, last quarter) (leases 109.2m already included)
Net Debt = -48.4m USD (calculated: Debt 109.2m - CCE 157.6m)
Enterprise Value = 1.69b USD (1.74b + Debt 109.2m - CCE 157.6m)
Interest Coverage Ratio = 58.35 (Ebit TTM 180.8m / Interest Expense TTM 3.10m)
EV/FCF = 9.72x (Enterprise Value 1.69b / FCF TTM 173.9m)
FCF Yield = 10.28% (FCF TTM 173.9m / Enterprise Value 1.69b)
FCF Margin = 13.69% (FCF TTM 173.9m / Revenue TTM 1.27b)
Net Margin = 10.21% (Net Income TTM 129.7m / Revenue TTM 1.27b)
Gross Margin = 49.35% ((Revenue TTM 1.27b - Cost of Revenue TTM 643.6m) / Revenue TTM)
Gross Margin QoQ = 49.41% (prev 50.51%)
Tobins Q-Ratio = 0.81 (Enterprise Value 1.69b / Total Assets 2.08b)
Interest Expense / Debt = 2.84% (Interest Expense 3.10m / Debt 109.2m)
Taxrate = 27.01% (48.0m / 177.7m)
NOPAT = 131.9m (EBIT 180.8m * (1 - 27.01%))
Current Ratio = 1.16 (Total Current Assets 303.8m / Total Current Liabilities 262.9m)
Debt / Equity = 0.07 (Debt 109.2m / totalStockholderEquity, last quarter 1.63b)
Debt / EBITDA = -0.21 (Net Debt -48.4m / EBITDA 228.9m)
Debt / FCF = -0.28 (Net Debt -48.4m / FCF TTM 173.9m)
Total Stockholder Equity = 1.65b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.25% (Net Income 129.7m / Total Assets 2.08b)
RoE = 7.85% (Net Income TTM 129.7m / Total Stockholder Equity 1.65b)
RoCE = 10.35% (EBIT 180.8m / Capital Employed (Equity 1.65b + L.T.Debt 94.9m))
RoIC = 7.47% (NOPAT 131.9m / Invested Capital 1.77b)
WACC = 7.33% (E(1.74b)/V(1.85b) * Re(7.66%) + D(109.2m)/V(1.85b) * Rd(2.84%) * (1-Tc(0.27)))
Discount Rate = 7.66% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -78.73 | Cagr: -3.79%
[DCF] Terminal Value 77.97% ; FCFF base≈151.4m ; Y1≈173.6m ; Y5≈255.4m
[DCF] Fair Price = 172.1 (EV 3.84b - Net Debt -48.4m = Equity 3.89b / Shares 22.6m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 87.66 | EPS CAGR: 36.88% | SUE: -0.38 | # QB: 0
Revenue Correlation: 96.35 | Revenue CAGR: 6.12% | SUE: -0.63 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.80 | Chg30d=+0.00% | Revisions=+40% | Analysts=3
EPS next Quarter (2026-09-30): EPS=1.91 | Chg30d=+0.00% | Revisions=+25% | Analysts=3
EPS current Year (2026-12-31): EPS=7.19 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+16.3% | GrowthRev=+1.7%
EPS next Year (2027-12-31): EPS=8.09 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+12.6% | GrowthRev=+4.0%
[Analyst] Revisions Ratio: +62% (up=5, down=0)