Strategic Education (STRA) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Strategic Education

NasdaqGS•Consumer Defensive•Education & Training Services

$81.28-1.84(-0.02%)Market open

Market Cap

$1.71B

P/E

12.7x

P/S

1.3x

P/B

1.0x

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.

How this company scores

GoodMetricSide Score: 78/100

Strongest: Cash & Earnings Quality (25/25); weakest: Balance Sheet & Red Flags (15/25).

Profitability19/25

Growth19/25

Balance Sheet & Red Flags15/25

Cash & Earnings Quality25/25

Strengths

Rising free cash flowRising earningsInterest easily coveredCash-backed earnings

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 12.7x5y range 12.7x – 55.0x

Currently below its 20-quarter median.

P/S · 1.3x5y range 1.2x – 2.2x

Currently near its 20-quarter median.

P/B · 1.0x5y range 0.8x – 1.5x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

Some Concerns

Earnings Quality

Watch

FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.

Price & Volume

Market Cap $1.71B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $1.29B
Q. Revenue: $337.26M
TTM EBITDA: $227.57M
TTM Op. Income: $180.24M
Q. Op. Income: $50.48M
TTM Net Income: $134.51M
Q. Net Income: $37.16M
EPS: $1.74
Shares Out.: $21.38M

$1.29B in TTM revenue grew 3.5% YoY, reaching $337.26M last quarter. TTM EBITDA of $227.57M and TTM operating income of $180.24M show growth is flowing through to the bottom line. TTM net income of $134.51M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 7 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin: 47.3%
EBITDA Margin: 18.3%
Op. Margin: 15.0%
Net Margin: 11.0%

Op. margin of 15.0% is up 0.7% YoY — cost efficiency is improving. Net margin at 11.0% and gross margin of 47.3% show how much of each revenue dollar survives to profit. Over the past year, operating margin is up 5% — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 12.7x
P/S Ratio: 1.3x
P/B Ratio: 1.0x

At 12.7x P/E, the stock trades below typical market levels. P/S of 1.3x and P/B of 1.0x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Across the last 8 quarters, P/E has fallen for 3 consecutive quarters — an improving trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $2.07B
Cash: $123.75M
Long-Term Debt: N/A
Book Value: $1.63B
D/E Ratio: N/A
Debt/EBITDA: 0.0

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $29.18M
TTM Free Cash Flow: $168.59M
FCF Margin: 13.1%
FCF / Net Income: 1.3

TTM FCF of $168.59M on $29.18M in operating cash flow. The FCF / Net Income ratio of 1.3x means free cash flow covers net income — earnings are backed by cash. Over the past year, free cash flow is up 35% — a weakening trend.