STRA - Strategic Education Inc Stock Price, Fair Value and News

121.95USD+0.79 (+0.65%)Delayed as of 08 May 2024, 02:55 pm ET

Market Summary

USD121.95+0.79

Delayedas of 08 May 2024, 02:55 pm

0.65%

STRA Alerts

1 major insider buys recently.

Big jump in Earnings (Y/Y)

STRA Stock Price

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STRA RSI Chart

STRA Valuation

Market Cap

3.0B

Price/Earnings (Trailing)

29.37

Price/Sales (Trailing)

2.56

EV/EBITDA

14.21

Price/Free Cashflow

24.51

STRA Price/Sales (Trailing)

STRA Profitability

EBT Margin

12.41%

Return on Equity

6.18%

Return on Assets

4.71%

Free Cashflow Yield

4.08%

STRA Fundamentals

STRA Revenue

Revenue (TTM)

1.2B

Rev. Growth (Yr)

13.11%

Rev. Growth (Qtr)

-4.11%

STRA Earnings

Earnings (TTM)

101.5M

Earnings Growth (Yr)

1.6K%

Earnings Growth (Qtr)

-24.09%

Breaking Down STRA Revenue

52 Week Range

64.53122.88

(Low)(High)

Last 7 days

5.5%

Last 30 days

17.1%

Last 90 days

26.8%

Trailing 12 Months

45.8%

How does STRA drawdown profile look like?

STRA Financial Health

Current Ratio

1.49

Debt/Equity

0.04

Debt/Cashflow

2.6

STRA Investor Care

Dividend Yield

1.98%

Shares Dilution (1Y)

5.03%

Diluted EPS (TTM)

4.22

Historical Charts for Stock Metrics

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Net sales

Year	Q1	Q2	Q3	Q4
2024	1.2B	0	0	0
2023	1.1B	1.1B	1.1B	1.1B
2022	1.1B	1.1B	1.1B	1.1B
2021	1.1B	1.1B	1.1B	1.1B
2020	1.0B	1.0B	1.0B	1.0B
2019	764.2M	894.7M	975.5M	997.1M
2018	456.4M	458.4M	510.8M	634.2M
2017	444.8M	449.1M	455.4M	454.9M
2016	433.7M	432.5M	435.5M	441.1M
2015	441.5M	438.5M	436.8M	434.4M
2014	482.6M	463.3M	454.1M	446.0M
2013	550.0M	535.7M	521.5M	503.6M
2012	605.0M	587.5M	575.9M	562.0M
2011	650.8M	655.3M	643.6M	627.4M
2010	545.4M	578.7M	612.0M	636.7M
2009	0	434.8M	473.4M	512.0M
2008	0	0	0	396.3M

Get all data in R, Python etc through our Historical Stock Data APIs

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Tracking the Latest Insider Buys and Sells of Strategic Education Inc

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
May 04, 2029	gilligan j kevin	sold	-110,022	148	-739	vice chairman
May 06, 2024	grusky robert r	sold	-42,875	122	-350	-
May 02, 2024	grusky robert r	sold	-29,637	118	-250	-
Apr 30, 2024	dinh viet d	bought	493,769	114	4,300	-
Apr 29, 2024	grusky robert r	sold	-55,897	120	-462	-
Apr 24, 2024	brogley rita d	acquired	-	-	1,193	-
Apr 24, 2024	casteen john t iii	acquired	-	-	1,193	-
Apr 24, 2024	mcrobbie michael a.	acquired	-	-	1,193	-
Apr 24, 2024	dinh viet d	acquired	80,016	40.2499	1,988	-

Which funds bought or sold STRA recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 06, 2024	SG Americas Securities, LLC	added	78.3	387,000	770,000	-%
May 06, 2024	DiNuzzo Private Wealth, Inc.	unchanged	-	59.00	521	-%
May 06, 2024	Parallel Advisors, LLC	added	12.5	4,557	21,553	-%
May 06, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	added	60.82	507,000	1,131,000	0.01%
May 06, 2024	HighTower Advisors, LLC	reduced	-56.82	-242,000	231,000	-%
May 06, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	reduced	-10.09	4,769	359,839	-%
May 06, 2024	TEXAS PERMANENT SCHOOL FUND CORP	added	0.3	228,881	1,982,340	0.02%
May 03, 2024	EMFO, LLC	unchanged	-	28,729	254,574	0.23%
May 03, 2024	SIGNATUREFD, LLC	reduced	-4.35	332	4,581	-%
May 03, 2024	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	reduced	-9.32	13,210	608,165	0.01%

Are Funds Buying or Selling STRA?

Are funds buying STRA calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own STRA

No. of Funds

Unveiling Strategic Education Inc's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Mar 15, 2024	inclusive capital partners, l.p.	6.7%	1,655,000	SC 13D/A
Feb 16, 2024	price t rowe associates inc /md/	0.2%	56,809	SC 13G/A
Feb 14, 2024	t. rowe price investment management, inc.	12.7%	3,092,497	SC 13G/A
Feb 14, 2024	marshfield associates	7.61%	1,857,315	SC 13G/A
Feb 14, 2024	price t rowe associates inc /md/	0.2%	56,809	SC 13G/A
Feb 13, 2024	vanguard group inc	10.58%	2,583,987	SC 13G/A
Feb 09, 2024	dimensional fund advisors lp	5.5%	1,334,708	SC 13G
Jan 23, 2024	blackrock inc.	14.6%	3,561,681	SC 13G/A
May 11, 2023	inclusive capital partners, l.p.	7.5%	1,847,260	SC 13D/A
Feb 14, 2023	marshfield associates	8.11%	1,988,138	SC 13G/A

Recent SEC filings of Strategic Education Inc

View All Filings

Date Filed	Form Type	Document
May 06, 2024	4	Insider Trading
May 02, 2024	4	Insider Trading
May 01, 2024	4	Insider Trading
Apr 30, 2024	144	Notice of Insider Sale Intent
Apr 29, 2024	144	Notice of Insider Sale Intent
Apr 26, 2024	4	Insider Trading
Apr 26, 2024	4	Insider Trading
Apr 26, 2024	4	Insider Trading
Apr 26, 2024	4	Insider Trading
Apr 26, 2024	4	Insider Trading

Peers (Alternatives to Strategic Education Inc)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
MID-CAP
LOPE	4.2B	985.4M	5.58%	25.07%	19.49	4.22	7.43%	14.39%
GHC	3.3B	4.5B	-1.40%	29.87%	12	0.73	12.24%	1069.12%
LRN	3.1B	2.0B	17.04%	74.82%	16.88	1.57	9.97%	65.59%
STRA	3.0B	1.2B	17.09%	45.78%	29.37	2.56	9.72%	169.91%
LAUR	2.5B	1.5B	6.61%	32.30%	19.84	1.63	17.48%	41.53%
COUR	1.5B	657.2M	-30.06%	-14.41%	-14.33	2.3	19.28%	37.77%
SMALL-CAP
ATGE	2.4B	1.5B	24.54%	51.90%	21.63	1.54	6.35%	38.51%
CHGG	517.2M	703.0M	-28.75%	-49.70%	35.49	0.74	-6.54%	-94.46%
LINC	374.2M	394.2M	17.06%	92.69%	14.45	0.95	11.65%	111.32%
APEI	266.8M	605.3M	14.60%	179.45%	-5.66	0.44	0.67%	63.07%

Strategic Education Inc News

Latest updates

Strategic Education Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	-4.1%	290	303	286	288	257	270	263	274	259	272	270	299	290	267	239	256	265	264	242	245	247
Costs and Expenses	0.2%	249	248	260	271	258	242	255	252	245	244	263	272	278	264	224	209	221	227	222	218	221
Operating Expenses	2.6%	158	154	156	161	153	152	153	147	145	149	154	153	153	147	127	126	133	133	133	131	134
S&GA Expenses	4.7%	97.00	92.00	98.00	99.00	95.00	91.00	98.00	97.00	95.00	85.00	96.00	93.00	87.00	85.00	74.00	67.00	69.00	68.00	72.00	68.00	64.00
EBITDA Margin	22.0%	0.17*	0.14*	0.12*	0.11*	0.11*	0.13*	0.13*	0.13*	0.15*	0.16*	0.15*	-	-	-	-	-	-	-	-	-	-
Income Taxes	-16.5%	13.00	16.00	8.00	6.00	1.00	9.00	1.00	7.00	5.00	8.00	2.00	7.00	5.00	-2.39	5.00	14.00	11.00	11.00	7.00	7.00	18.00
Earnings Before Taxes	-21.9%	43.00	55.00	26.00	20.00	-0.95	28.00	8.00	22.00	12.00	29.00	6.00	27.00	14.00	4.00	16.00	48.00	46.00	40.00	23.00	32.00	29.00
EBT Margin	39.6%	0.12*	0.09*	0.07*	0.05*	0.05*	0.07*	0.07*	0.06*	0.07*	0.07*	0.04*	-	-	-	-	-	-	-	-	-	-
Net Income	-24.1%	30.00	39.00	18.00	14.00	-2.03	18.00	6.00	15.00	7.00	22.00	4.00	20.00	10.00	6.00	11.00	34.00	35.00	29.00	17.00	24.00	12.00
Net Income Margin	41.3%	0.09*	0.06*	0.04*	0.03*	0.04*	0.04*	0.05*	0.04*	0.05*	0.05*	0.03*	-	-	-	-	-	-	-	-	-	-
Free Cashflow	236.8%	68.00	20.00	37.00	-4.03	27.00	-9.34	34.00	11.00	47.00	4.00	25.00	-	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	1.4%	2,155	2,125	2,114	2,142	2,166	2,162	2,215	2,260	2,368	2,306	2,316	2,363	2,369	2,296	2,047	1,792	1,784	1,789	1,781	1,785	1,775
Current Assets	18.7%	390	329	351	351	357	329	403	396	418	368	406	394	353	286	806	553	533	524	506	490	457
Cash Equivalents	31.8%	222	168	168	181	203	227	263	263	293	279	275	262	238	202	718	470	443	420	397	376	352
Net PPE	-1.8%	116	119	118	121	124	133	136	142	153	151	147	154	164	159	116	117	117	117	116	118	119
Goodwill	-1.8%	1,230	1,252	1,228	1,238	1,243	1,251	1,226	1,256	1,303	1,286	1,280	1,304	1,311	1,319	732	732	732	732	732	732	733
Liabilities	8.5%	513	473	519	544	555	526	617	608	644	592	621	630	634	547	342	307	325	327	337	347	352
Current Liabilities	24.9%	262	210	265	242	242	210	260	236	255	196	256	252	250	200	195	149	161	157	158	154	154
Long Term Debt	-0.2%	61.00	61.00	61.00	101	101	101	141	141	142	142	142	142	142	142	-	-	-	-	-	-	-
LT Debt, Non Current	-0.2%	61.00	61.00	61.00	101	101	101	141	141	142	142	142	142	142	142	-	-	-	-	-	-	-
Shareholder's Equity	-0.6%	1,643	1,653	1,595	1,599	1,610	1,636	1,598	1,652	1,724	1,714	1,695	1,733	1,736	1,748	1,705	1,485	1,459	1,463	1,445	1,438	1,423
Retained Earnings	8.8%	184	169	144	140	143	160	157	166	167	175	168	179	174	180	188	192	171	153	138	132	119
Additional Paid-In Capital	0.1%	1,519	1,518	1,513	1,509	1,512	1,511	1,508	1,514	1,528	1,530	1,525	1,523	1,521	1,520	1,516	1,292	1,287	1,309	1,306	1,305	1,304
Shares Outstanding	0.8%	25.00	24.00	24.00	24.00	23.00	24.00	24.00	24.00	24.00	24.00	24.00	24.00	24.00	23.00	-	-	-	-	-	-	-
Float	-	-	-	-	1,600	-	-	-	1,700	-	-	-	1,800	-	-	-	3,300	-	-	-	3,800	-

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	159.2%	77,630	29,946	46,436	5,495	35,242	1,320	44,056	24,081	56,595	19,364	35,332	47,050	78,781	-15,881	46,845	43,246	68,695	60,739	38,344	44,405	58,658
Share Based Compensation	16.6%	5,329	4,570	4,077	5,493	5,632	5,583	5,612	5,529	5,068	5,435	4,646	4,168	3,900	3,851	3,875	3,859	3,025	3,085	2,499	3,566	3,010
Cashflow From Investing	94.5%	-1,002	-18,083	-6,708	-469	-23,285	-1,036	-9,513	-12,050	-8,761	-12,501	-2,788	-7,013	-10,792	-627,642	-5,398	-2,818	-6,334	-24,510	-4,074	-7,013	-2,469
Cashflow From Financing	-26.7%	-18,420	-14,544	-54,632	-24,712	-19,719	-57,871	-26,750	-35,911	-21,828	-15,411	-17,741	-17,632	-17,104	125,269	205,585	-13,004	-38,663	-13,328	-12,691	-14,267	-15,534
Dividend Payments	0.6%	14,734	14,641	14,671	14,713	14,755	14,640	14,714	14,868	15,018	14,756	14,740	14,771	14,778	14,651	14,643	13,335	13,327	13,328	11,103	11,103	11,091
Buy Backs	-	-	-	-7.00	10,013	-	3,200	11,944	21,011	3,961	-	3,001	2,904	-	-	-	-	247	-	-	-	-

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STRA Income Statement

2024-03-31

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF INCOME (LOSS) - USD ($) shares in Thousands, $ in Thousands	3 Months Ended
	Mar. 31, 2024	Mar. 31, 2023
Income Statement [Abstract]
Revenues	$ 290,250	$ 256,606
Costs and expenses:
Instructional and support costs	157,709	152,938
General and administration	96,695	95,465
Amortization of intangible assets	0	3,532
Merger and integration costs	0	425
Restructuring costs	(5,510)	5,595
Total costs and expenses	248,894	257,955
Income (loss) from operations	41,356	(1,349)
Other income	1,794	398
Income (loss) before income taxes	43,150	(951)
Provision for income taxes	13,448	1,077
Net income (loss)	$ 29,702	$ (2,028)
Earnings (loss) per share:
Basic (in dollars per share)	$ 1.27	$ (0.09)
Diluted (in dollars per share)	$ 1.23	$ (0.09)
Weighted average shares outstanding:
Basic (in shares)	23,391	23,430
Diluted (in shares)	24,060	23,430

STRA Balance Sheet

2024-03-31

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Mar. 31, 2024	Dec. 31, 2023
Current assets:
Cash and cash equivalents	$ 222,116	$ 168,481
Marketable securities	31,448	39,728
Tuition receivable, net	83,082	76,102
Other current assets	53,801	44,758
Total current assets	390,447	329,069
Property and equipment, net	116,419	118,529
Right-of-use lease assets	114,653	119,202
Marketable securities, non-current	0	483
Intangible assets, net	248,855	251,623
Goodwill	1,229,882	1,251,888
Other assets	54,980	54,419
Total assets	2,155,236	2,125,213
Current liabilities:
Accounts payable and accrued expenses	99,245	90,888
Income taxes payable	10,659	2,200
Contract liabilities	128,503	92,341
Lease liabilities	23,316	24,190
Total current liabilities	261,723	209,619
Long-term debt	61,256	61,400
Deferred income tax liabilities	30,439	28,338
Lease liabilities, non-current	116,350	127,735
Other long-term liabilities	42,885	45,603
Total liabilities	512,653	472,695
Commitments and contingencies
Stockholders’ equity:
Common stock, par value $0.01; 32,000,000 shares authorized; 24,406,816 and 24,607,939 shares issued and outstanding at December 31, 2023 and March 31, 2024, respectively	246	244
Additional paid-in capital	1,519,291	1,517,650
Accumulated other comprehensive loss	(60,754)	(34,247)
Retained earnings	183,800	168,871
Total stockholders’ equity	1,642,583	1,652,518
Total liabilities and stockholders’ equity	$ 2,155,236	$ 2,125,213

About Strategic Education Inc

Strategic Education, Inc., through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. It operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. The company 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. It also operates Capella University that provides post-secondary education. The company operates Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses primarily 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 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 in New Zealand. It also offers Workforce Edge, a platform to employers that provides education benefits administration solutions; and Sophia Learning, which enables lower cost education benefits programs. The company was founded in 1892 and is headquartered in Herndon, Virginia.

CEO	Mr. Karl McDonnell
WEBSITE	strategiceducation.com
INDUSTRY	Education & Training Services
EMPLOYEES	3907

Strategic Education Inc Frequently Asked Questions

What is the ticker symbol for Strategic Education Inc? What does STRA stand for in stocks?

STRA is the stock ticker symbol of Strategic Education Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Strategic Education Inc (STRA)?

As of Tue May 07 2024, market cap of Strategic Education Inc is 2.98 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of STRA stock?

You can check STRA's fair value in chart for subscribers.

What is the fair value of STRA stock?

You can check STRA's fair value in chart for subscribers. The fair value of Strategic Education Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Strategic Education Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for STRA so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Strategic Education Inc a good stock to buy?

The fair value guage provides a quick view whether STRA is over valued or under valued. Whether Strategic Education Inc is cheap or expensive depends on the assumptions which impact Strategic Education Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for STRA.

What is Strategic Education Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Tue May 07 2024, STRA's PE ratio (Price to Earnings) is 29.37 and Price to Sales (PS) ratio is 2.56. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. STRA PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Strategic Education Inc's stock?

In the past 10 years, Strategic Education Inc has provided 0.099 (multiply by 100 for percentage) rate of return.