STRA
Strong BuyFull HouseAI neutralStrategic Education, Inc. · Consumer Defensive · United States · $1.8B cap · $22.7M/day traded
$77.55 -2.9% · close 28 Oct · scored 29 Oct
StockRank down 1.3 since 28 Oct: Momentum down 3 after a 3% price fall.
Full House: Strong business, sensible price, market agrees. The rare full house.
Report expected 5 Nov: the next-year EPS estimate has risen 4.4% over the last 14 weeks.
As of 29 Oct 2026, MoatMap's StockRank for Strategic Education, Inc. (STRA) is 87/100, ranked against 24,000+ stocks in 35 markets (Quality 65, Value 61, Momentum 60, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Strategic Education owns Strayer and Capella universities, employer-sponsored education programmes, and universities in Australia and New Zealand. Commentary on the second quarter of 2026 describes strong US performance, and the company is buying back shares. Demand for workforce upskilling, including in healthcare, is a real driver. Still, for-profit education depends heavily on US federal student aid rules and on international student policy in Australia, and none of the macro themes clearly lifts it.
ABOUT STRATEGIC EDUCATION, INC.
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Strategic Education, Inc. is a prominent provider of online post-secondary education services, operating institutions like Strayer University and Capella University. The company holds a strong market position by catering specifically to working adult learners through flexible, high-quality degree and non-degree programs delivered via established online learning platforms. Its strategic employer partnerships enhance student outcomes and enrollment.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.1B | 1.1B | 1.2B | 1.3B | 6.0% | 1.3B | 1.3B | 1.3B | 2.7% |
| EPS | 1.97 | 2.98 | 4.81 | 5.57 | 41.4% | 5.99 | 6.50 | 7.61 | 16.9% |
| Shares | 24.4M | 24.4M | 24.5M | 23.0M | -5.9% | 22.2M | — | — | — |
| Debt | 259.3M | 213.3M | 125.2M | 109.1M | -25.1% | 106.7M | — | — | — |
| Equity | 1.6B | 1.7B | 1.7B | 1.6B | 0.2% | — | — | — | — |
| Op CF | 126.1M | 117.1M | 169.3M | 198.2M | 16.3% | 215.9M | — | — | — |
| Inv CF | -31.4M | -48.5M | -64.4M | 8.5M | — | — | — | — | — |
| Fin CF | -142.4M | -113.6M | -136.8M | -206.2M | — | — | — | — | — |
Above its 200-day average and 13% below its 52-week high.
Calmer than 62% of stocks we rank over the past year (35% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of STRA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| STRA | Strategic Education, Inc.(you) | $1.8B | 87 | Strong Buy |
| PRDO | Perdoceo Education Corporation | $2.1B | 88 | Strong Buy |
| PXED | Phoenix Education Partners, Inc. | $895M | 88 | Strong Buy |
| LRN | Stride, Inc. | $3.3B | 81 | Strong Buy |
| CVSA | Covista Inc. | $4.5B | 79 | Buy |
| MH | McGraw Hill, Inc. | $2.8B | 65 | Hold |
| LOPE | Grand Canyon Education, Inc. | $4.2B | 70 | Buy |
| LAUR | Laureate Education, Inc. | $5.4B | 71 | Buy |
| APEI | American Public Education, Inc. | $893M | 63 | Hold |
| COUR | Coursera, Inc. | $1.5B | 25 | Sell |
Peer medians: ROE 10.0% · P/E 22.0x · Gross margin 34.5%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.