(STRA) Strategic Education - Overview
Stock: Degrees, Certificates, Bootcamps, Platforms, Courses
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 2.92% |
| Yield on Cost 5y | 2.96% |
| Yield CAGR 5y | 0.00% |
| Payout Consistency | 80.0% |
| Payout Ratio | 53.7% |
| Risk 5d forecast | |
|---|---|
| Volatility | 32.4% |
| Relative Tail Risk | -16.2% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.49 |
| Alpha | -27.53 |
| Character TTM | |
|---|---|
| Beta | 0.580 |
| Beta Downside | 0.598 |
| Drawdowns 3y | |
|---|---|
| Max DD | 38.01% |
| CAGR/Max DD | -0.05 |
Description: STRA Strategic Education January 15, 2026
Strategic Education, Inc. (NASDAQ: STRA) delivers post-secondary education and job-skill programs through three geographic-segmented businesses: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Its U.S. portfolio includes Strayer University (campus-based and online degrees) and Capella University (online-only), while the Australia/New Zealand side comprises Torrens University, Think Education and Media Design School, each offering a mix of undergraduate, graduate and vocational courses.
Beyond degree programs, the firm operates non-degree tech-skill providers (Hackbright Academy, Devmountain) and the Jack Welch Management Institute’s online MBA, plus the Workforce Edge platform that administers corporate education benefits and Sophia Learning’s low-cost general-education courses. The company, founded in 1892 and headquartered in Herndon, VA, reported FY 2023 revenue of roughly $1.5 billion, with online enrollment growing at a 12 % CAGR over the past three years-a key driver in an industry where digital delivery now accounts for over 40 % of total tuition dollars.
Sector-wide, demand for upskilling and credential-stacking is being amplified by a tight labor market and rising interest rates that push students toward more affordable, flexible learning pathways; Strategic Education’s diversified model positions it to capture both traditional degree seekers and corporate-sponsored learners.
For a deeper, data-driven look at how Strategic Education’s valuation stacks up against peers, you might explore the analyst tools on ValueRay.
Piotroski VR‑10 (Strict, 0-10) 8.0
| Net Income: 114.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.06 > 0.02 and ΔFCF/TA -0.37 > 1.0 |
| NWC/Revenue: 3.78% < 20% (prev 8.06%; Δ -4.28% < -1%) |
| CFO/TA 0.08 > 3% & CFO 174.9m > Net Income 114.0m |
| Net Debt (-42.4m) to EBITDA (214.0m): -0.20 < 3 |
| Current Ratio: 1.17 > 1.5 & < 3 |
| Outstanding Shares: last quarter (23.2m) vs 12m ago -3.84% < -2% |
| Gross Margin: 47.95% > 18% (prev 0.47%; Δ 4747 % > 0.5%) |
| Asset Turnover: 58.45% > 50% (prev 55.37%; Δ 3.08% > 0%) |
| Interest Coverage Ratio: 418.6 > 6 (EBITDA TTM 214.0m / Interest Expense TTM 400.0k) |
Altman Z'' 1.48
| A: 0.02 (Total Current Assets 331.0m - Total Current Liabilities 283.5m) / Total Assets 2.11b |
| B: 0.11 (Retained Earnings 241.1m / Total Assets 2.11b) |
| C: 0.08 (EBIT TTM 167.4m / Avg Total Assets 2.15b) |
| D: 0.41 (Book Value of Equity 188.7m / Total Liabilities 455.9m) |
| Altman-Z'' Score: 1.48 = BB |
Beneish M -2.96
| DSRI: 1.07 (Receivables 117.3m/105.8m, Revenue 1.26b/1.21b) |
| GMI: 0.99 (GM 47.95% / 47.38%) |
| AQI: 1.04 (AQ_t 0.75 / AQ_t-1 0.72) |
| SGI: 1.04 (Revenue 1.26b / 1.21b) |
| TATA: -0.03 (NI 114.0m - CFO 174.9m) / TA 2.11b) |
| Beneish M-Score: -2.96 (Cap -4..+1) = A |
What is the price of STRA shares?
Over the past week, the price has changed by -5.35%, over one month by -2.43%, over three months by +4.55% and over the past year by -16.28%.
Is STRA a buy, sell or hold?
- StrongBuy: 1
- Buy: 2
- Hold: 0
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the STRA price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 101.7 | 25% |
| Analysts Target Price | 101.7 | 25% |
| ValueRay Target Price | 82.7 | 1.6% |
STRA Fundamental Data Overview February 03, 2026
P/E Forward = 13.1752
P/S = 1.6351
P/B = 1.2057
P/EG = 0.8788
Revenue TTM = 1.26b USD
EBIT TTM = 167.4m USD
EBITDA TTM = 214.0m USD
Long Term Debt = 117.7m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 18.4m USD (from shortTermDebt, last quarter)
Debt = 117.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -42.4m USD (from netDebt column, last quarter)
Enterprise Value = 1.99b USD (2.05b + Debt 117.7m - CCE 181.2m)
Interest Coverage Ratio = 418.6 (Ebit TTM 167.4m / Interest Expense TTM 400.0k)
EV/FCF = 15.12x (Enterprise Value 1.99b / FCF TTM 131.7m)
FCF Yield = 6.61% (FCF TTM 131.7m / Enterprise Value 1.99b)
FCF Margin = 10.48% (FCF TTM 131.7m / Revenue TTM 1.26b)
Net Margin = 9.08% (Net Income TTM 114.0m / Revenue TTM 1.26b)
Gross Margin = 47.95% ((Revenue TTM 1.26b - Cost of Revenue TTM 654.0m) / Revenue TTM)
Gross Margin QoQ = 49.14% (prev 48.31%)
Tobins Q-Ratio = 0.94 (Enterprise Value 1.99b / Total Assets 2.11b)
Interest Expense / Debt = 0.34% (Interest Expense 400.0k / Debt 117.7m)
Taxrate = 27.57% (10.1m / 36.8m)
NOPAT = 121.3m (EBIT 167.4m * (1 - 27.57%))
Current Ratio = 1.17 (Total Current Assets 331.0m / Total Current Liabilities 283.5m)
Debt / Equity = 0.07 (Debt 117.7m / totalStockholderEquity, last quarter 1.66b)
Debt / EBITDA = -0.20 (Net Debt -42.4m / EBITDA 214.0m)
Debt / FCF = -0.32 (Net Debt -42.4m / FCF TTM 131.7m)
Total Stockholder Equity = 1.66b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.30% (Net Income 114.0m / Total Assets 2.11b)
RoE = 6.88% (Net Income TTM 114.0m / Total Stockholder Equity 1.66b)
RoCE = 9.43% (EBIT 167.4m / Capital Employed (Equity 1.66b + L.T.Debt 117.7m))
RoIC = 7.32% (NOPAT 121.3m / Invested Capital 1.66b)
WACC = 7.63% (E(2.05b)/V(2.17b) * Re(8.05%) + D(117.7m)/V(2.17b) * Rd(0.34%) * (1-Tc(0.28)))
Discount Rate = 8.05% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -1.60%
[DCF Debug] Terminal Value 78.81% ; FCFF base≈136.8m ; Y1≈130.4m ; Y5≈125.7m
Fair Price DCF = 104.1 (EV 2.40b - Net Debt -42.4m = Equity 2.45b / Shares 23.5m; r=7.63% [WACC]; 5y FCF grow -6.05% → 2.90% )
EPS Correlation: 34.92 | EPS CAGR: -38.51% | SUE: -4.0 | # QB: 0
Revenue Correlation: 90.15 | Revenue CAGR: 4.41% | SUE: 0.87 | # QB: 1
EPS next Quarter (2026-03-31): EPS=1.41 | Chg30d=-0.035 | Revisions Net=+0 | Analysts=2
EPS next Year (2026-12-31): EPS=6.43 | Chg30d=+0.000 | Revisions Net=-1 | Growth EPS=+9.6% | Growth Revenue=+3.8%