Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
STRA
Strong BuyFull HouseFLAGStrategic Education, Inc. · Consumer Defensive · United States · $1.9B · Avg Vol: $22M/d
Strategic Education clears stage one on the stricter path with all three legs above 60 (Q64 V61 M62) and has a buyback on file. Insiders sold 0.01% with no offsetting purchases, so on a strict reading there is net selling and stage two blocks approval.
COMPANY DESCRIPTION
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 | — | — | — | — | — |
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) | $1.9B | 90 | Strong Buy |
| PRDO | Perdoceo Education Corporation | $2.1B | 91 | Strong Buy |
| LRN | Stride, Inc. | $3.6B | 88 | Strong Buy |
| PXED | Phoenix Education Partners, Inc. | $1.1B | 83 | Strong Buy |
| CVSA | Covista Inc. | $4.6B | 87 | Strong Buy |
| APEI | American Public Education, Inc. | $842M | 74 | Buy |
| LOPE | Grand Canyon Education, Inc. | $3.9B | 66 | Buy |
| LAUR | Laureate Education, Inc. | $5.3B | 69 | Buy |
| MH | McGraw Hill, Inc. | $2.5B | 47 | Hold |
| COUR | Coursera, Inc. | $1.9B | 25 | Sell |
Peer medians: ROE 10.0% · P/E 20.6x · Gross margin 34.5%