Inside the research

Strategic Education, Inc.

STRA Research profile · latest available data

Price overview

$76.83

▼ -2.99 (-3.7%)

52w hi$86.98
52w lo$71.12
Vol308.80K
As of25 Sep 2026

The Verdict

Hold

Our score +0.16

Short+0.13
Medium+0.14
Long+0.26

computed 2026-09-27

Key fundamentals

Strategic Education, Inc.

Consumer Defensive · Education & Training Services

Market cap$1.71B
Enterprise value$1.67B
Trailing P/E12.57x
Forward P/E9.10x
EV / EBITDA6.75x
P / S (ttm)1.33x
Profit margin10.5%
Return on equity8.2%
Revenue growth+4.9%
Earnings growth+24.8%
Debt / equity6.53

Layer Breakdown

LayerRawContribution
Fundamental+0.33
Sector-0.01
Technical+0.08
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Strategic Education, Inc. provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. The company operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. It operates Strayer University that offers undergraduate and graduate degree programs in business, criminal justice, education, health services, information technology, and public administration 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 MBA online through its Jack Welch Management Institute. In addition, the company operates Capella University, an online accredited institution of higher education; Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses 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 higher education provider; 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. It offers Workforce Edge, an administration platform that enables employers to manage and streamline their education benefits programs; and Sophia Learning, which offers low-cost online general education-level courses. Strategic Education, Inc. was founded in 1892 and is headquartered in Herndon, Virginia.

United States · www.strategiceducation.com

Risk Metrics

Beta vs SPX0.48
Corr SPX0.23
Annual vol33.4%
Annual ret-3.9%
Sharpe-0.12
Max DD-30.2%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-29Earnings Release, Exhibitsread
2026-04-23Earnings Release, Exhibitsread
2026-02-26Earnings Release, Exhibitsread
2025-11-06Earnings Release, Exhibitsread
2025-07-30Earnings Release, Exhibitsread
2025-05-23Officer / Director Changeread
2025-04-24Earnings Release, Exhibitsread
2025-03-03Auditor Change, Exhibitsread
2025-02-27Earnings Release, Exhibitsread
2024-11-07Earnings Release, Exhibitsread
2024-07-31Earnings Release, Exhibitsread
2024-04-25Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-04Hokenson ChristaOfficer, CHIEF HUMAN RESOSell2.00K$160.00K
2026-05-05WAITE G THOMAS IIIDirectorSell666$51.73K
2026-04-24Thawley MichaelDirectorBuy665$48.35K
2026-04-22WAITE G THOMAS IIIDirectorGrant1.44K—
2026-04-22Sasse Benjamin EDirectorGrant1.44K—
2026-04-22Sasse Benjamin EDirectorGrant957$80.02K
2026-04-22McRobbie Michael A.DirectorGrant1.44K—
2026-04-22GRUSKY ROBERT RDirectorGrant1.44K—
2026-04-22DINH VIET DDirectorGrant1.44K—
2026-04-22DINH VIET DDirectorGrant957$80.02K

Flow & Concentration

Insider 180d net-$163.38K
Insider buys / sells1 / 2
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

SEC Filings

DateFormDoc
2026-07-2910-Qview
2026-07-298-Kview
2026-06-054view
2026-05-054view
2026-04-244view
2026-04-244view
2026-04-244view
2026-04-244view
2026-04-244view
2026-04-244view
2026-04-244view
2026-04-244view
2026-04-244view
2026-04-244view
2026-04-2310-Qview

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$1.22B+41.3%
Operating income$174.23M+2.3%
Net income$112.68M-1.0%
Cash from ops$169.33M+4.7%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$79.65$79.65$76.63$76.83308.80K
Sep 24$78.67$79.98$78.54$79.82243.30K
Sep 23$76.46$79.59$75.72$78.24254.50K
Sep 22$79.63$80.11$76.16$76.47365.90K
Sep 21$79.87$79.87$78.51$78.53274.00K

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