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 |
| Vol | 308.80K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 12.57x |
| Forward P/E | 9.10x |
| EV / EBITDA | 6.75x |
| P / S (ttm) | 1.33x |
| Profit margin | 10.5% |
| Return on equity | 8.2% |
| Revenue growth | +4.9% |
| Earnings growth | +24.8% |
| Debt / equity | 6.53 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.48 |
|---|---|
| Corr SPX | 0.23 |
| Annual vol | 33.4% |
| Annual ret | -3.9% |
| Sharpe | -0.12 |
| Max DD | -30.2% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-04-23 | Earnings Release, Exhibits | read |
| 2026-02-26 | Earnings Release, Exhibits | read |
| 2025-11-06 | Earnings Release, Exhibits | read |
| 2025-07-30 | Earnings Release, Exhibits | read |
| 2025-05-23 | Officer / Director Change | read |
| 2025-04-24 | Earnings Release, Exhibits | read |
| 2025-03-03 | Auditor Change, Exhibits | read |
| 2025-02-27 | Earnings Release, Exhibits | read |
| 2024-11-07 | Earnings Release, Exhibits | read |
| 2024-07-31 | Earnings Release, Exhibits | read |
| 2024-04-25 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-04 | Hokenson Christa | Officer, CHIEF HUMAN RESO | Sell | 2.00K | $160.00K |
| 2026-05-05 | WAITE G THOMAS III | Director | Sell | 666 | $51.73K |
| 2026-04-24 | Thawley Michael | Director | Buy | 665 | $48.35K |
| 2026-04-22 | WAITE G THOMAS III | Director | Grant | 1.44K | — |
| 2026-04-22 | Sasse Benjamin E | Director | Grant | 1.44K | — |
| 2026-04-22 | Sasse Benjamin E | Director | Grant | 957 | $80.02K |
| 2026-04-22 | McRobbie Michael A. | Director | Grant | 1.44K | — |
| 2026-04-22 | GRUSKY ROBERT R | Director | Grant | 1.44K | — |
| 2026-04-22 | DINH VIET D | Director | Grant | 1.44K | — |
| 2026-04-22 | DINH VIET D | Director | Grant | 957 | $80.02K |
Flow & Concentration
| Insider 180d net | -$163.38K |
|---|---|
| Insider buys / sells | 1 / 2 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $79.65 | $79.65 | $76.63 | $76.83 | 308.80K |
| Sep 24 | $78.67 | $79.98 | $78.54 | $79.82 | 243.30K |
| Sep 23 | $76.46 | $79.59 | $75.72 | $78.24 | 254.50K |
| Sep 22 | $79.63 | $80.11 | $76.16 | $76.47 | 365.90K |
| Sep 21 | $79.87 | $79.87 | $78.51 | $78.53 | 274.00K |
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