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Earnings transcript
Read the complete earnings call transcript.
STRA
Strategic Education, Inc.
$80.51
-0.33
(-0.41%)
| Exchange: | NASDAQ |
| Market Cap: | 1.83B |
| Shares Outstanding: | 16.442M |
Delayed data
About The Company
| Sector: | Consumer Defensive | |||||
| Industry: | Education & Training Services | |||||
| CEO: | Karl McDonnell | |||||
| Full Time Employees: | 3801 | |||||
| Address: |
| |||||
| Website: | https://www.strategiceducation.com |
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 manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor’s, master’s, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand’s Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI’s Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,132,924 | 1,219,930 | 1,268,220 |
| Gross Profit | 509,021 | 569,434 | 621,109 |
| EBITDA | 170,434 | 201,654 | 225,803 |
| Operating Income | 95,321 | 155,628 | 196,140 |
| Net Income | 69,791 | 112,684 | 126,614 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 2,125,213 | 2,049,735 | 2,038,540 |
| Total Liabilities | 472,695 | 387,236 | 392,134 |
| Total Stockholders Equity | 1,652,518 | 1,662,499 | 1,646,406 |
| Total Debt | 213,325 | 125,226 | 109,121 |
| Cash and Cash Equivalents | 168,481 | 137,074 | 140,757 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 117,119 | 169,331 | 198,198 |
| Capital Expenditure | -36,943 | -40,580 | -44,252 |
| Free Cash Flow | 80,176 | 128,751 | 153,946 |
| Net Income | 69,791 | 112,684 | 126,614 |
| Net Change in Cash | -45,529 | -35,269 | 2,855 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,414,688.075 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 1,419,933.516 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 1,416,820 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 261,060.623 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 262,028.595 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 261,454.040 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 221,139.166 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 222,205.498 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 221,572.499 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 452,140.578 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 453,817.044 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 452,821.951 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 9.710 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 9.740 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 9.690 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Revenue Growth and Financial Stability: Strategic Education reported a 4% revenue growth in Q2 2025, as highlighted in the earnings call transcript, reflecting consistent top-line performance. Key financial metrics such as positive net income and operating cash flow from recent income and cash flow statements further indicate a stable financial foundation.
- Strong Profitability Metrics: The company exhibits robust gross profit margin and net profit margin (TTM), as per key metrics data, suggesting efficient cost management and profitability compared to industry peers in the Education & Training Services sector.
- Dividend Yield and Shareholder Returns: STRA offers a competitive dividend yield (TTM), supported by consistent dividend payments as seen in cash flow statements, making it attractive to income-focused investors.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates STRA intrinsic value between $78.48 – $122.12 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about STRA valuation
Is Strategic Education, Inc. (STRA) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Strategic Education, Inc. (STRA) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is STRA a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether STRA trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is STRA’s P/E ratio?
You can see STRA’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for STRA?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is STRA a good long-term investment?
Whether STRA fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
STRA
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-0.41
Trading Metrics:
| Open: | 80.85 | Previous Close: | 80.84 | |
| Day Low: | 79.73 | Day High: | 82.15 | |
| Year Low: | 69.7 | Year High: | 88.5 | |
| Price Avg 50: | 79.85 | Price Avg 200: | 80.7 | |
| Volume: | 252515 | Average Volume: | 297679 |
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Login — it's freeSTRA full analysis
Welcome to MARKETSNAP’s SWOT analysis for Strategic Education, Inc., also known by its ticker STRA. If you’re not familiar with this player in the education sector, let me give you the quick rundown. Strategic Education operates in the for-profit education space, primarily through its well-known brands like Strayer University and Capella University, focusing on online and campus-based learning for working adults. They’re positioned in a niche but competitive industry within the broader consumer discretionary sector, catering to a growing demand…
