Strategic Education (STRA) Financials: Revenue & Earnings

STRA price $77.55 -2.29 -2.87%

Ticker
STRA
Price
$77.55
Change
-2.29 -2.87%
Market cap ?
$1.72B
P/E ?
12.98
Forward P/E ?
10.76
Dividend yield ?
3.01%
Beta ?
0.47
Sector
Consumer Defensive
Industry
Education & Training Services
Stocklytics score
61
Value
68
Quality
59
Growth
56

Stocklytics score rationale: value 68, quality 59, growth 56.

Financials

2016201720182019202020212022202320242025
441088000454851000634185000997137000102765300011316860001065480000113292400012199300001268220000

Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI…

Fair value

STRA fair value $177.28. Price $77.55. Price is 56% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 76% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 181.42M. Growth 2.51%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 22.21M. Net debt -31.64M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare STRA

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-05—1.95—326.55M
2026-07-291.761.80330.24M327.55M
2026-04-231.421.51305.93M309.77M
2026-02-261.741.41323.21M322.29M
2025-11-061.631.30319.95M322.29M
2025-07-301.521.42321.47M315.40M
2025-04-241.301.01303.59M322.84M
2025-02-271.271.37311.46M315.18M
2024-11-071.160.80305.96M315.18M
2024-07-311.331.19312.27M308.15M
2024-04-251.110.59290.25M273.63M
2024-02-291.681.34302.70M297.48M
2023-11-020.970.81285.94M280.55M
2023-07-270.820.66287.68M279.72M
2023-04-270.240.22256.61M259.34M
2023-02-220.780.93269.94M271.68M
2022-11-030.330.26263.12M260.41M
2022-07-270.850.88273.56M275.76M
2022-04-280.540.74258.86M261.92M
2022-02-251.150.95272.10M270.52M
2021-11-040.590.87270.08M283.19M
2021-07-281.551.56299.17M283.91M
2021-04-291.531.49290.34M296.87M
2021-02-261.391.51267.49M287.11M
2020-11-051.181.18239.03M243.08M
2020-07-292.061.66255.83M209.88M
2020-04-292.111.99265.30M250.21M
2020-02-282.132.09263.77M253.87M
2019-11-071.281.25241.75M226.64M
2019-07-311.591.47245.11M226.61M
2019-05-011.661.43246.51M212.35M
2019-03-011.561.51242.10M232.79M
2018-11-080.920.71160.94M118.96M
2018-08-010.870.87114.67M110.74M
2018-05-021.231.11116.47M108.92M
2018-03-011.091.29118.71M140.48M
2017-10-300.340.37108.51M124.46M
2017-07-260.730.87112.72M134.31M
2017-05-030.950.95114.91M114.90M
2017-02-160.951.17119.28M146.93M

Dividends

Yield 3.09%. Payout ratio 41.08%. Frequency Quarterly.

Safety score 95/100 · Safe. Payout ratio is 41% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 26 separate years. Yield is 3.1%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-09-04$0.602026-09-042026-09-14Quarterly
2026-05-22$0.602026-05-222026-06-01Quarterly
2026-03-09$0.602026-03-092026-03-16Quarterly
2025-12-01$0.602025-12-012025-12-08Quarterly
2025-09-05$0.602025-09-052025-09-15Quarterly
2025-05-23$0.602025-05-232025-06-02Quarterly
2025-03-10$0.602025-03-102025-03-17Quarterly
2024-12-02$0.602024-12-022024-12-09Quarterly
2024-09-06$0.602024-09-062024-09-16Quarterly
2024-05-23$0.602024-05-242024-06-03Quarterly
2024-03-08$0.602024-03-112024-03-18Quarterly
2023-11-24$0.602023-11-272023-12-04Quarterly
2023-08-31$0.602023-09-012023-09-11Quarterly
2023-05-25$0.602023-05-262023-06-05Quarterly
2023-03-03$0.602023-03-062023-03-13Quarterly
2022-11-25$0.602022-11-282022-12-05Quarterly
2022-09-01$0.602022-09-022022-09-12Quarterly
2022-05-26$0.602022-05-272022-06-06Quarterly
2022-03-04$0.602022-03-072022-03-14Quarterly
2021-11-26$0.602021-11-292021-12-06Quarterly
2021-09-02$0.602021-09-032021-09-13Quarterly
2021-05-27$0.602021-05-282021-06-07Quarterly
2021-03-05$0.602021-03-082021-03-15Quarterly
2020-11-27$0.602020-11-302020-12-07Quarterly
2020-09-03$0.602020-09-042020-09-14Quarterly
2020-05-29$0.602020-06-012020-06-08Quarterly
2020-03-06$0.602020-03-092020-03-16Quarterly
2019-11-22$0.602019-11-252019-12-09Quarterly
2019-08-30$0.502019-09-032019-09-16Quarterly
2019-05-24$0.502019-05-282019-06-10Quarterly
2019-03-08$0.502019-03-112019-03-18Quarterly
2018-11-30$0.502018-12-032018-12-17Quarterly
2018-08-30$0.502018-08-312018-09-07Quarterly
2018-06-01$0.252018-06-042018-06-18Quarterly
2018-03-09$0.252018-03-122018-03-19Quarterly
2017-12-01$0.252017-12-042017-12-18Quarterly
2017-08-31$0.252017-09-052017-09-18Quarterly
2017-06-01$0.252017-06-052017-06-19Quarterly
2017-03-02$0.252017-03-062017-03-20Quarterly
2012-11-21$1.002012-11-262012-12-10Quarterly
2012-08-23$1.002012-08-272012-09-10Quarterly
2012-05-24$1.002012-05-292012-06-11Quarterly
2012-02-27$1.002012-02-292012-03-12Quarterly
2011-11-23$1.002011-11-282011-12-12Quarterly
2011-08-25$1.002011-08-292011-09-12Quarterly
2011-05-25$1.002011-05-272011-06-10Quarterly
2011-03-01$1.002011-03-032011-03-10Quarterly
2010-11-23$1.002010-11-262010-12-10Quarterly
2010-08-25$0.752010-08-272010-09-10Quarterly
2010-05-25$0.752010-05-272010-06-10Quarterly
2010-02-23$0.752010-02-252010-03-10Quarterly
2009-11-20$0.752009-11-242009-12-10Quarterly
2009-08-25$0.502009-08-272009-09-10Quarterly
2009-05-22$0.502009-05-272009-06-10Quarterly
2009-02-24$0.502009-02-262009-03-10Quarterly
2008-11-24$0.502008-11-262008-12-10Quarterly
2008-08-25$0.382008-08-272008-09-10Quarterly
2008-05-22$0.382008-05-272008-06-10Quarterly
2008-02-26$0.382008-02-282008-03-10Special
2007-12-28$2.002008-01-022008-01-16Monthly
2007-11-21$0.382007-11-262007-12-10Quarterly
2007-08-23$0.312007-08-272007-09-10Quarterly
2007-05-23$0.312007-05-252007-06-11Quarterly
2007-02-26$0.312007-02-282007-03-12Quarterly
2006-11-21$0.312006-11-242006-12-11Quarterly
2006-08-23$0.252006-08-252006-09-11Quarterly
2006-05-24$0.252006-05-262006-06-12Quarterly
2006-02-24$0.252006-02-282006-03-10Quarterly
2005-11-23$0.252005-11-282005-12-12Quarterly
2005-08-25$0.122005-08-292005-09-12Quarterly
2005-05-25$0.122005-05-272005-06-10Quarterly
2005-02-24$0.122005-02-282005-03-10Quarterly
2004-11-23$0.212004-11-262004-12-10Semi-Annual
2004-07-01$0.072004-07-062004-07-20Quarterly
2004-04-02$0.072004-04-062004-04-20Quarterly
2004-01-06$0.072004-01-082004-01-22Quarterly
2003-10-03$0.072003-10-072003-10-21Quarterly
2003-07-07$0.072003-07-092003-07-23Quarterly
2003-04-04$0.072003-04-082003-04-22Quarterly
2003-01-06$0.072003-01-082003-01-22Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2029-05-04GILLIGAN J KEVINSell739$148.88110.02K
2026-06-04Hokenson ChristaSell2.00K$80.00160.00K
2026-05-05WAITE G THOMAS IIISell666$77.6851.73K
2026-04-24Thawley MichaelBuy665$72.7148.35K
2026-04-22Thawley MichaelBuy1.44K——
2026-04-22Slocum William JBuy1.44K——
2026-04-22WAITE G THOMAS IIIBuy1.44K——
2026-04-22Sasse Benjamin EBuy957$83.6280.02K
2026-04-22Sasse Benjamin EBuy1.44K——
2026-04-22McRobbie Michael A.Buy1.44K——
2026-04-22GRUSKY ROBERT RBuy1.44K——
2026-04-22DINH VIET DBuy957$83.6280.02K
2026-04-22DINH VIET DBuy1.44K——
2026-04-22Cappelli Gregory WilliamBuy1.44K——
2026-04-22BROGLEY RITA DBuy1.44K——
2026-04-22BEASON CHARLOTTE FBuy1.44K——
2026-03-18HERRAIZ LIZETTE BENEDISell2.98K$79.88238.20K
2026-03-13SILBERMAN ROBERT SBuy718$80.8258.03K
2026-03-13HERRAIZ LIZETTE BENEDISell2.69K$79.54213.64K
2026-03-13HERRAIZ LIZETTE BENEDISell4.91K$80.20393.94K
2026-03-02JACKSON DANIEL WAYNESell5.67K$81.73463.82K
2026-03-02JACKSON DANIEL WAYNESell5.27K$82.51435.08K
2026-03-02JACKSON DANIEL WAYNESell2.05K$83.75171.85K
2026-02-26HERRAIZ LIZETTE BENEDIBuy13.16K——
2026-02-26MCDONNELL RAYMOND KARLBuy52.65K——
2026-02-26Hokenson ChristaBuy13.16K——
2026-02-26Darmon TalBuy4.61K——
2026-02-26SILBERMAN ROBERT SBuy52.65K——
2026-02-26JACKSON DANIEL WAYNEBuy26.32K——
2026-02-24HERRAIZ LIZETTE BENEDISell8.72K$74.91653.51K
2026-02-24MCDONNELL RAYMOND KARLSell28.29K$74.912.12M
2026-02-24MCDONNELL RAYMOND KARLSell18.05K$75.121.36M
2026-02-24MCDONNELL RAYMOND KARLSell20.79K$75.551.57M
2026-02-24Hokenson ChristaSell6.72K$74.91503.55K
2026-02-24Darmon TalSell4.78K$74.91358.37K
2026-02-24SILBERMAN ROBERT SSell28.26K$74.912.12M
2026-02-24JACKSON DANIEL WAYNESell17.36K$74.911.30M
2025-12-11GRUSKY ROBERT RSell1.40K$80.03112.28K
2025-08-29JACKSON DANIEL WAYNEBuy1.90K$81.50154.85K
2025-08-26WAITE G THOMAS IIISell700$81.6957.18K
2025-04-25GRUSKY ROBERT RSell1.49K$80.27119.92K
2025-04-23WAITE G THOMAS IIIBuy1.50K——
2025-04-23Thawley MichaelBuy1.50K——
2025-04-23Slocum William JBuy1.50K——
2025-04-23Sasse Benjamin EBuy1.50K——
2025-04-23McRobbie Michael A.Buy1.50K——
2025-04-23Johnson Jerry LavellBuy1.50K——
2025-04-23GRUSKY ROBERT RBuy1.50K——
2025-04-23DINH VIET DBuy999$80.1580.07K
2025-04-23DINH VIET DBuy1.50K——
2025-04-23Cappelli Gregory WilliamBuy1.50K——
2025-04-23BROGLEY RITA DBuy1.50K——
2025-04-23BEASON CHARLOTTE FBuy1.50K——
2025-04-23Cappelli Gregory WilliamOther0——
2025-03-22Darmon TalSell1.17K$82.3796.13K
2025-03-10McRobbie Michael A.Buy600$81.8049.08K
2025-03-10HERRAIZ LIZETTE BENEDISell1.45K$82.21119.37K
2025-03-05Slocum William JBuy250$82.2520.56K
2025-03-04Slocum William JBuy2.00K$81.46162.92K
2025-03-03Thawley MichaelBuy1.20K$81.0297.22K
2025-03-03SILBERMAN ROBERT SBuy10.53K$80.70849.61K
2025-02-26Darmon TalBuy5.11K——
2025-02-26Hokenson ChristaBuy10.21K——
2025-02-26HERRAIZ LIZETTE BENEDIBuy10.21K——
2025-02-26JACKSON DANIEL WAYNEBuy20.42K——
2025-02-26MCDONNELL RAYMOND KARLBuy33.18K——
2025-02-26SILBERMAN ROBERT SBuy33.18K——
2025-02-25Hokenson ChristaSell1.72K$98.39168.84K
2025-02-25HERRAIZ LIZETTE BENEDISell2.54K$98.39250.40K
2025-02-25JACKSON DANIEL WAYNESell5.03K$98.39494.80K
2025-02-25JACKSON DANIEL WAYNESell5.67K$97.79554.27K
2025-02-25JACKSON DANIEL WAYNESell357$98.4335.14K
2025-02-25MCDONNELL RAYMOND KARLSell23.41K$98.392.30M
2025-02-25MCDONNELL RAYMOND KARLSell27.93K$97.762.73M
2025-02-25MCDONNELL RAYMOND KARLSell3.93K$98.32386.10K
2025-02-25SILBERMAN ROBERT SSell26.72K$98.392.63M
2024-09-06HERRAIZ LIZETTE BENEDISell1.32K$92.26121.88K
2024-09-06HERRAIZ LIZETTE BENEDISell862$94.3281.30K
2024-08-02DINH VIET DBuy5.00K$95.59477.95K
2024-05-06GRUSKY ROBERT RSell350$122.5042.88K
2024-05-02GRUSKY ROBERT RSell250$118.5529.64K
2024-04-30DINH VIET DBuy4.30K$114.83493.77K
2024-04-29GRUSKY ROBERT RSell462$120.9955.90K
2024-04-24WAITE G THOMAS IIIBuy1.19K——
2024-04-24Thawley MichaelBuy1.19K——
2024-04-24Sasse Benjamin EBuy1.19K——
2024-04-24McRobbie Michael A.Buy1.19K——
2024-04-24Johnson Jerry LavellBuy1.19K——
2024-04-24GRUSKY ROBERT RBuy1.19K——
2024-04-24DINH VIET DBuy795$100.6580.02K
2024-04-24DINH VIET DBuy1.19K——
2024-04-24CASTEEN JOHN T IIIBuy1.19K——
2024-04-24BROGLEY RITA DBuy1.19K——
2024-04-24BEASON CHARLOTTE FBuy1.19K——
2024-04-24Sasse Benjamin EOther0——
2024-02-28Darmon TalBuy4.47K——
2024-02-28Hokenson ChristaBuy10.52K——
2024-02-28HERRAIZ LIZETTE BENEDIBuy10.52K——
2024-02-28JACKSON DANIEL WAYNEBuy21.04K——
2024-02-28MCDONNELL RAYMOND KARLBuy34.19K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 299, holders +3 vs prior quarter. Ownership 104.65%.

HolderSharesChangeChange %Value
BLACKROCK, INC.3.80M99.37K+2.68%291.19M
VANGUARD PORTFOLIO MANAGEMENT LLC1.46M41.01K+2.89%111.88M
DIMENSIONAL FUND ADVISORS LP1.46M-1.50K-0.10%111.66M
BANK OF MONTREAL /CAN/1.26M-150.94K-10.72%96.33M
VANGUARD CAPITAL MANAGEMENT LLC945.40K-34.36K-3.51%72.44M
STATE STREET CORP909.68K33.33K+3.80%69.70M
GEODE CAPITAL MANAGEMENT, LLC598.90K7.56K+1.28%45.90M
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.592.69K-215.78K-26.69%45.41M
MORGAN STANLEY591.72K280.75K+90.28%45.34M
MARSHFIELD ASSOCIATES559.01K-233.92K-29.50%42.83M
LSV ASSET MANAGEMENT548.03K467.46K+580.16%41.99M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP447.69K-6.82K-1.50%34.30M
QUBE RESEARCH & TECHNOLOGIES LTD413.08K-24.55K-5.61%31.65M
NUVEEN, LLC357.12K-25.64K-6.70%27.36M
AQR CAPITAL MANAGEMENT LLC343.99K111.23K+47.79%26.35M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC339.54K-14.36K-4.06%26.02M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.339.54K339.54KNew26.02M
TWO SIGMA INVESTMENTS, LP292.59K-62.44K-17.59%22.42M
ALGERT GLOBAL LLC275.34K57.82K+26.58%21.10M
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.255.39K-41.59K-14.00%19.57M
NORTHERN TRUST CORP251.90K946+0.38%19.30M
PUBLIC SECTOR PENSION INVESTMENT BOARD237.78K55.78K+30.65%18.22M
TRIODOS INVESTMENT MANAGEMENT BV220.00K00.00%16.85M
BANK OF NEW YORK MELLON CORP218.97K-4.35K-1.95%16.78M
LIGHTROCK NETHERLANDS B.V.210.16K69.79K+49.72%16.10M

Earnings and financials

Strategic Education, Inc. (STRA) trades at $77.55, with a market cap of $1.72B and a trailing P/E of 12.98. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
441088000454851000634185000997137000102765300011316860001065480000113292400012199300001268220000

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener

Strategic Education (STRA) Financials: Revenue & Earnings

STRA$77.55-2.29 -2.87%

$1.72B

Market Cap

12.98

P/E

10.76

Forward P/E

61

Score

Price History