Strategic Education, Inc. (STRA) Stock

Strategic Education, Inc. (STRA) is a Consumer Discretionary stock trading at $82.39 (as of 2026-08-20), with a market capitalization of $1.86B and a trailing P/E of 13.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Strategic Education, Inc. and its subsidiaries provide post-secondary education and job-skills training through campus-based and online programs. It operates across U.S. Higher Education and Australia/New Zealand, and an Education Technology Services segment, including universities such as Strayer and Capella, and online course providers including Hackbright Academy, Devmountain, and the Jack Welch Management Institute.

Understand Strategic Education, Inc.: how it makes money

Strategic Education provides post-secondary education programs (including Strayer University’s degree programs) through campus-based and online formats, and makes money primarily by charging tuition and related education-related revenues across its U.S. Higher Education, Australia/New Zealand, and Education Technology Services segments.

The business profit engine is student demand channeled into tuition-driven education revenue, earned across three segment platforms (U.S. Higher Education, Australia/New Zealand, and Education Technology Services), with results monitored using both reported revenue and constant-currency revenue.

Revenue by segment (latest quarter)
US HE$0.2B
ANZ$0.1B
Ed Tech$0.0B

Business quality (Mixed): Segment reporting is clear and consistent with three official business lines, and the latest quarter includes an operating margin figure. In the provided data, the main operational focus is revenue (including constant currency), with fewer distinct non-financial operating metrics shown.

Valuation: At 14× earnings, STRA trades 16% below the Personal Services average (17×). Note: one-time items can distort reported P/E.

Bull case

  • Three reportable education platforms: The company operates through U.S. Higher Education, Australia/New Zealand, and Education Technology Services, which supports a multi-segment view of where revenue comes from.
  • Operating profitability is positive in the latest quarter: For the quarter ended 2026-03-31, operating margin is 13.4%, indicating the company generated operating profit on its education revenue base.

Bear case

  • Revenue is heavily weighted to the U.S. Higher Education segment: Based on the provided segment revenue figures, U.S. Higher Education represents the largest portion of revenue, so performance issues in this segment could disproportionately impact total results.
  • Reported results may be affected by currency: The company tracks “Revenue on a Constant Currency Basis,” suggesting foreign exchange can impact reported revenue versus constant-currency measures.
  • Education Technology Services is smaller in the provided breakdown: In the provided segment figures, Education Technology Services is the smallest segment, so it may provide less revenue offset if the larger education segments face headwinds.
Valuation — source: SEC EDGAR (first-party)
Price$82.39
Market Cap$1.86B
P/E Ratio13.9
EV / EBITDA7.6
Price / Book1.14
Price / Sales1.45
FCF Yield9.0%
DCF Value (model)$74.48
DCF Upside vs Price-9.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.27B
Net Margin10.0%
Revenue Growth (YoY)4.9%
EPS Growth (YoY)23.4%
FCF Growth (YoY)-26.2%
Financial Health — source: SEC EDGAR
Altman Z-Score3.98 (safe)
Valuation vs Sector & Industry
Stock P/E13.9
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Personal Services)13.9
vs Sector-32.4%
vs Industry0.0%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($307.04M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryPersonal Services
CEOKarl McDonnell
Employees3,801
CountryUS
IPO Date1996-07-25

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STRA earnings history · STRA institutional & insider holders · STRA KPIs & operating metrics · STRA financials · STRA investor presentations & press releases · STRA SEC filings · STRA peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.