View ValuationStrategic Education 将来の成長Future 基準チェック /16Strategic Education収益と収益がそれぞれ年間16.7%と3.7%増加すると予測されています。主要情報16.7%収益成長率n/aEPS成長率Consumer Services 収益成長15.6%収益成長率3.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • May 20First quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 22nd May 2026 Payment date: 1st June 2026 Dividend yield will be 3.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 10% per year over the past 9 years and payments have been stable during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.お知らせ • Apr 23Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on June 1, 2026Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on June 1, 2026 to shareholders of record as of May 22, 2026.お知らせ • Mar 20Strategic Education, Inc. to Report Q1, 2026 Results on Apr 23, 2026Strategic Education, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026お知らせ • Feb 27Strategic Education, Inc. Declares Regular, Quarterly Cash Dividend, Payable on March 16, 2026Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on March 16, 2026 to shareholders of record as of March 9, 2026.お知らせ • Jan 15+ 1 more updateStrategic Education, Inc., Annual General Meeting, Apr 22, 2026Strategic Education, Inc., Annual General Meeting, Apr 22, 2026.お知らせ • Nov 06Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on December 8, 2025Strategic Education declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on December 8, 2025 to shareholders of record as of December 1, 2025.お知らせ • Oct 02Strategic Education, Inc. to Report Q3, 2025 Results on Nov 06, 2025Strategic Education, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025お知らせ • Jul 30Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on September 15, 2025Strategic Education announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on September 15, 2025 to shareholders of record as of September 5, 2025.お知らせ • Jun 24Strategic Education, Inc. to Report Q2, 2025 Results on Jul 30, 2025Strategic Education, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025お知らせ • Apr 24Strategic Education, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 2, 2025Strategic Education announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on June 2, 2025 to shareholders of record as of May 23, 2025.お知らせ • Feb 27Strategic Education, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 17, 2025Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on March 17, 2025 to shareholders of record as of March 10, 2025.お知らせ • Jan 15+ 1 more updateStrategic Education, Inc., Annual General Meeting, Apr 23, 2025Strategic Education, Inc., Annual General Meeting, Apr 23, 2025.Declared Dividend • Nov 12Third quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 2nd December 2024 Payment date: 9th December 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 12% per year over the past 8 years and payments have been stable during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: US$1.19 (vs US$0.79 in 3Q 2023)Third quarter 2024 results: EPS: US$1.19 (up from US$0.79 in 3Q 2023). Revenue: US$306.0m (up 7.0% from 3Q 2023). Net income: US$27.7m (up 50% from 3Q 2023). Profit margin: 9.1% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 08Strategic Education, Inc. Declares Regular, Quarterly Cash Dividend, Payable on December 9, 2024Strategic Education announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on December 9, 2024 to shareholders of record as of December 2, 2024.お知らせ • Oct 03Strategic Education, Inc. to Report Q3, 2024 Results on Nov 07, 2024Strategic Education, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024Upcoming Dividend • Aug 30Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 16 September 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €85.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €149 per share.Recent Insider Transactions • Aug 06Independent Director recently bought €438k worth of stockOn the 2nd of August, Viet Dinh bought around 5k shares on-market at roughly €87.53 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €780k more in shares than they have sold in the last 12 months.Declared Dividend • Aug 05Second quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 6th September 2024 Payment date: 16th September 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$1.28 (vs US$0.61 in 2Q 2023)Second quarter 2024 results: EPS: US$1.28 (up from US$0.61 in 2Q 2023). Revenue: US$312.3m (up 8.5% from 2Q 2023). Net income: US$29.9m (up 110% from 2Q 2023). Profit margin: 9.6% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31Strategic Education, Inc. Declares Regular, Quarterly Cash Dividend, Payable on September 16, 2024Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on September 16, 2024 to shareholders of record as of September 6, 2024.お知らせ • Jun 28Strategic Education, Inc. to Report Q2, 2024 Results on Jul 31, 2024Strategic Education, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 31, 2024Upcoming Dividend • May 16Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.7%).Recent Insider Transactions • May 03Independent Director recently bought €462k worth of stockOn the 30th of April, Viet Dinh bought around 4k shares on-market at roughly €107 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €410k more in shares than they have sold in the last 12 months.Declared Dividend • Apr 29First quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 23rd May 2024 Payment date: 3rd June 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 16% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 26Strategic Education, Inc. Declares Quarterly Cash Dividend, to Be Paid on June 3, 2024Strategic Education, Inc. declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on June 3, 2024 to shareholders of record as of May 24, 2024.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.27 (vs US$0.087 loss in 1Q 2023)First quarter 2024 results: EPS: US$1.27 (up from US$0.087 loss in 1Q 2023). Revenue: US$290.3m (up 13% from 1Q 2023). Net income: US$29.7m (up US$31.7m from 1Q 2023). Profit margin: 10% (up from net loss in 1Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.お知らせ • Mar 22Strategic Education, Inc. to Report Q1, 2024 Results on Apr 25, 2024Strategic Education, Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024Declared Dividend • Mar 04Fourth quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 8th March 2024 Payment date: 18th March 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 67% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$2.98 (vs US$1.97 in FY 2022)Full year 2023 results: EPS: US$2.98 (up from US$1.97 in FY 2022). Revenue: US$1.13b (up 6.3% from FY 2022). Net income: US$69.8m (up 50% from FY 2022). Profit margin: 6.2% (up from 4.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Feb 29Strategic Education, Inc. Declares Quarterly Dividend, Payable on March 18, 2024Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on March 18, 2024 to shareholders of record as of March 11, 2024.お知らせ • Jan 13+ 1 more updateStrategic Education, Inc. to Report Q4, 2023 Results on Feb 29, 2024Strategic Education, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 29, 2024Upcoming Dividend • Nov 17Upcoming dividend of US$0.60 per share at 2.7% yieldEligible shareholders must have bought the stock before 24 November 2023. Payment date: 04 December 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.6%).お知らせ • Nov 03Strategic Education, Inc. Declares Quarterly Dividend, Payable on December 4, 2023Strategic Education, Inc. that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on December 4, 2023 to shareholders of record as of November 27, 2023.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.79 (vs US$0.26 in 3Q 2022)Third quarter 2023 results: EPS: US$0.79 (up from US$0.26 in 3Q 2022). Revenue: US$285.9m (up 8.7% from 3Q 2022). Net income: US$18.5m (up 203% from 3Q 2022). Profit margin: 6.5% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Sep 27Strategic Education, Inc. to Report Q3, 2023 Results on Nov 02, 2023Strategic Education, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023Board Change • Sep 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Viet Dinh was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 24Upcoming dividend of US$0.60 per share at 3.1% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 11 September 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).お知らせ • Jul 28Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on September 11, 2023Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on September 11, 2023 to shareholders of record as of September 1, 2023.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.61 (vs US$0.64 in 2Q 2022)Second quarter 2023 results: EPS: US$0.61 (down from US$0.64 in 2Q 2022). Revenue: US$287.7m (up 5.2% from 2Q 2022). Net income: US$14.2m (down 6.5% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Buying Opportunity • Jul 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €75.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 41%. Revenue is forecast to grow by 5.9% in a year. Earnings is forecast to grow by 71% in the next year.お知らせ • Jun 23Strategic Education, Inc. to Report Q2, 2023 Results on Jul 27, 2023Strategic Education, Inc. announced that they will report Q2, 2023 results Pre-Market on Jul 27, 2023Upcoming Dividend • May 18Upcoming dividend of US$0.60 per share at 3.1% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 05 June 2023. The company is paying out more than 100% of its profits and is paying out 94% of its cash flow. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.7%).Reported Earnings • Apr 28First quarter 2023 earnings released: US$0.087 loss per share (vs US$0.29 profit in 1Q 2022)First quarter 2023 results: US$0.087 loss per share (down from US$0.29 profit in 1Q 2022). Revenue: US$256.6m (flat on 1Q 2022). Net loss: US$2.03m (down 129% from profit in 1Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$1.97 (vs US$2.30 in FY 2021)Full year 2022 results: EPS: US$1.97 (down from US$2.30 in FY 2021). Revenue: US$1.07b (down 5.9% from FY 2021). Net income: US$46.7m (down 15% from FY 2021). Profit margin: 4.4% (down from 4.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Jan 13+ 1 more updateStrategic Education, Inc., Annual General Meeting, Apr 26, 2023Strategic Education, Inc., Annual General Meeting, Apr 26, 2023.Upcoming Dividend • Nov 18Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 25 November 2022. Payment date: 05 December 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.9%).Recent Insider Transactions • Nov 16Independent Director recently bought €150k worth of stockOn the 7th of November, Michael Thawley bought around 2k shares on-market at roughly €77.35 per share. This transaction increased Michael's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.4m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 10Independent Director recently bought €150k worth of stockOn the 7th of November, Michael Thawley bought around 2k shares on-market at roughly €77.35 per share. This transaction increased Michael's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.4m more in shares than they have sold in the last 12 months.Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$0.26 (vs US$0.16 in 3Q 2021)Third quarter 2022 results: EPS: US$0.26 (up from US$0.16 in 3Q 2021). Revenue: US$263.1m (down 2.6% from 3Q 2021). Net income: US$6.09m (up 58% from 3Q 2021). Profit margin: 2.3% (up from 1.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Nov 04Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on December 5, 2022Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on December 5, 2022 to shareholders of record as of November 28, 2022.お知らせ • Sep 28Strategic Education, Inc. to Report Q3, 2022 Results on Nov 03, 2022Strategic Education, Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022お知らせ • Sep 13Strategic Education, Inc. Announces Appointment of Michael Thawley to Board of DirectorsStrategic Education, Inc. announced that former Australian Ambassador to the United States, the Honorable Michael Thawley, has been appointed to the Company’s board of directors. Mr. Thawley joins the Strategic Education Board of Directors with a broad range of international and Australia-based business leadership excellence as former vice-chairman of Capital Group International, a member of Capital Group Companies. Mr. Thawley entered the Australian foreign service in 1972 and served at embassies throughout the world. He was head of the international division of the Prime Minister’s department under Prime Minister Keating from 1993 to 1996 and then international adviser to Prime Minister Howard from 1996 to 1999. From 2000 to 2005, Mr. Thawley served as Australia’s ambassador to the United States, playing a key role in achieving a free-trade agreement between Australia and the United States and legislation that provided a unique visa for Australian professionals to work in the US. After serving under Prime Minister Howard, Mr. Thawley worked for Capital Group. While at Capital Group Mr. Thawley served as Senior Vice President and International Adviser of Capital Strategy, Inc.; Senior Vice President of Capital Research and Management Company; and as Vice Chairman of the Board of several global mutual funds in the American Funds family. In late 2014 he returned to Australia as the secretary of the department of the Prime Minister and Cabinet under Prime Minister Abbott and then briefly under Prime Minister Turnbull. In this position, he was the chief policy adviser to the prime minister and head of the Australian public service, before rejoining Capital Group in August 2016. Mr. Thawley was born in London and was educated at Australian National University and Surrey University. Mr. Thawley will remain vice chairman of the board of Capital International Fund which oversees the management of funds invested by mostly non-US clients.Upcoming Dividend • Aug 25Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 12 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.8%).Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.64 (vs US$0.83 in 2Q 2021)Second quarter 2022 results: EPS: US$0.64 (down from US$0.83 in 2Q 2021). Revenue: US$273.6m (down 8.6% from 2Q 2021). Net income: US$15.2m (down 24% from 2Q 2021). Profit margin: 5.6% (down from 6.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to stay flat compared to a 46% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 28Strategic Education, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 12, 2022Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on September 12, 2022 to shareholders of record as of September 2, 2022.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to €67.50, the stock trades at a trailing P/E ratio of 34.2x. Average forward P/E is 11x in the Consumer Services industry in Europe. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €104 per share.お知らせ • Jun 23Strategic Education, Inc. to Report Q2, 2022 Results on Jul 27, 2022Strategic Education, Inc. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 27, 2022Upcoming Dividend • May 19Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 06 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.4%).Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.29 (vs US$0.40 in 1Q 2021)First quarter 2022 results: EPS: US$0.29 (down from US$0.40 in 1Q 2021). Revenue: US$258.9m (down 11% from 1Q 2021). Net income: US$7.03m (down 27% from 1Q 2021). Profit margin: 2.7% (down from 3.3% in 1Q 2021). Over the next year, revenue is expected to shrink by 1.6% compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Mar 02Executive Chairman of the Board recently bought €697k worth of stockOn the 28th of February, Robert Silberman bought around 13k shares on-market at roughly €53.64 per share. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of €1.5m worth in shares.Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$2.30 (down from US$3.81 in FY 2020). Revenue: US$1.13b (up 10% from FY 2020). Net income: US$55.1m (down 36% from FY 2020). Profit margin: 4.9% (down from 8.4% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.2% compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Feb 26Strategic Education, Inc. Declares Cash Dividend, Payable on March 14, 2022Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on March 14, 2022 to shareholders of record as of March 7, 2022.Recent Insider Transactions • Nov 20Executive Chairman of the Board recently bought €511k worth of stockOn the 18th of November, Robert Silberman bought around 10k shares on-market at roughly €51.10 per share. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of €768k worth in shares.Upcoming Dividend • Nov 19Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 26 November 2021. Payment date: 06 December 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.2%).Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.16 (vs US$0.48 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$270.1m (up 13% from 3Q 2020). Net income: US$3.85m (down 65% from 3Q 2020). Profit margin: 1.4% (down from 4.6% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 26Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 13 September 2021. Trailing yield: 3.1%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.9%).Board Change • Aug 05High number of new directorsDirector Michael McRobbie was the last director to join the board, commencing their role in 2021.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS US$0.83 (vs US$1.57 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$299.2m (up 17% from 2Q 2020). Net income: US$20.0m (down 42% from 2Q 2020). Profit margin: 6.7% (down from 13% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jun 28+ 3 more updatesStrategic Education, Inc.(NasdaqGS:STRA) dropped from Russell 3000 Growth IndexStrategic Education, Inc.(NasdaqGS:STRA) dropped from Russell 3000 Growth IndexUpcoming Dividend • May 20Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 07 June 2021. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.8%).Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.40 (vs US$1.62 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: US$290.3m (up 9.4% from 1Q 2020). Net income: US$9.58m (down 73% from 1Q 2020). Profit margin: 3.3% (down from 13% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Mar 05Executive Chairman of the Board recently bought €257k worth of stockOn the 3rd of March, Robert Silberman bought around 4k shares on-market at roughly €64.29 per share. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Is New 90 Day High Low • Mar 02New 90-day low: €69.50The company is down 10.0% from its price of €77.50 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €161 per share.Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$3.81 (vs US$3.74 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.03b (up 3.1% from FY 2019). Net income: US$86.3m (up 6.3% from FY 2019). Profit margin: 8.4% (up from 8.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 17%, compared to a 8.7% growth forecast for the Consumer Services industry in Germany.お知らせ • Jan 14+ 1 more updateStrategic Education, Inc., Annual General Meeting, Apr 27, 2021Strategic Education, Inc., Annual General Meeting, Apr 27, 2021.Recent Insider Transactions • Dec 15Independent Director recently sold €188k worth of stockOn the 10th of December, John Casteen sold around 2k shares on-market at roughly €79.05 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.9m more than they bought in the last 12 months.Upcoming Dividend • Nov 20Upcoming Dividend of US$0.60 Per ShareWill be paid on the 7th of December to those who are registered shareholders by the 27th of November. The trailing yield of 2.7% is below the top quartile of German dividend payers (3.7%), but it is higher than industry peers (1.9%).Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 8.3%, compared to a 7.6% growth forecast for the Consumer Services industry in Germany.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.48The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$239.0m (down 1.1% from 3Q 2019). Net income: US$11.0m (down 34% from 3Q 2019). Profit margin: 4.6% (down from 6.9% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Oct 30New 90-day low: €70.00The company is down 36% from its price of €110 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €113 per share.お知らせ • Oct 12Strategic Education, Inc. to Report Q3, 2020 Results on Nov 05, 2020Strategic Education, Inc. announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Nov 05, 2020お知らせ • Sep 22Strategic Education, Inc. and Noodle Partners Unite to Provide Employers with Access to A Variety of Education and Upskilling Programs from the Nation’s Leading UniversitiesStrategic Education, Inc. and Noodle Partners announced that they will join forces to provide employers with a seamless approach to administering tuition assistance benefits. The partnership is designed to ensure the effectiveness of such benefits and to give covered employees access to affordable, relevant education options from top public and private schools. Using WorkforceEdge, a complete employee education management platform, employees can connect to a wide variety of online undergraduate and graduate programs in Noodle’s network of top public and private universities, and the affordable programs within Strategic Education’s portfolio, including Strayer University and Capella University. WorkforceEdge also serves as the portal for employers to administer and disburse tuition assistance benefits for employees and to better understand their spend and return on investment. WorkforceEdge streamlines the user experience for both employer and employee: the employer has a central interface for greater visibility into the overall investment it is making, while the employee has a user-friendly portal through which to learn about available programs. Strategic Education currently has more than 750 employer partnerships where it provides a suite of groundbreaking education solutions to help employers build and retain a skilled workforce. The new WorkforceEdge platform adds to Strategic Education’s commitment to offering employees options that are relevant, innovative and affordable. For example, Strayer’s Degrees@Work partnered with Fiat Chrysler Automobiles to offer a degree program to dealership employees and their families free of charge. Participating dealers experienced nearly 40% higher employee retention. A pilot program will launch at the end of September. Interested companies can visit https://www.workforceedge.com/to learn more about WorkforceEdge which will be available to all Strategic Education corporate partners by October 31, 2020.お知らせ • Aug 07Strategic Education, Inc. has completed a Follow-on Equity Offering in the amount of $199.5 million.Strategic Education, Inc. has completed a Follow-on Equity Offering in the amount of $199.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,900,000 Price\Range: $105 Discount Per Security: $4.2お知らせ • Jul 31Strategic Education, Inc. (NasdaqGS:STRA) entered into a sale and purchase agreement to acquire LEI Higher Education Holdings, LEI Australia Holdings, LESA Education Services Holdings and LEI New Zealand from LEI AMEA Investments B.V. for approximately $640 million.Strategic Education, Inc. (NasdaqGS:STRA) entered into a sale and purchase agreement to acquire LEI Higher Education Holdings, LEI Australia Holdings, LESA Education Services Holdings and LEI New Zealand from LEI AMEA Investments B.V. for approximately $640 million on July 29, 2020. Pursuant to the Purchase Agreement, the seller has agreed to sell to the purchaser all of the issued and outstanding shares in the capital of the targets which also include the acquisition of Torrens University Australia, Think Education, and Media Design School. The consideration will be fully paid in cash and is subject to certain adjustments, including for working capital, indebtedness and cash at the closing of the transaction and the business’s forecasted 2021 EBITDA. Strategic Education, Inc. has received commitments from SunTrust and Bank of America to expand the company’s existing revolving credit facility from $250 million to $350 million coinciding with the close of the transaction. Pursuant to the Purchase Agreement, Laureate and a subsidiary of SEI will enter into a transition services agreement to be effective at the closing of the transaction. For the 12-month period ended March 31, 2020, the Target Companies and their subsidiaries collectively had approximately $199.9 million in revenue, $26.9 million in operating income and $12.4 million in depreciation and amortization. The transaction is subject to the companies' board approval, certain regulatory approvals and customary closing conditions including, but are not limited to, (i) the receipt of applicable regulatory approvals in Australia and New Zealand and the absence of certain adverse regulatory events, (ii) the receipt of specified third party consents, and (iii) the absence of a material adverse change in certain forecasted results of the business. The transaction has been unanimously approved by the Boards of Directors of both companies. The transaction is expected to close by the first quarter of 2021. This transaction will be immediately, and significantly, accretive to Strategic Education earnings. BofA Securities acted as financial advisor to Strategic Education in this transaction, and Hogan Lovells acted as legal advisor. Goldman Sachs & Co. LLC acted as financial advisor and Allens, DLA Piper New Zealand and Allen & Overy LLP acted as legal advisors to Laureate Education, Inc. parent of LEI AMEA Investments B.V.お知らせ • Jun 22+ 1 more updateStrategic Education, Inc.(NasdaqGS:STRA) dropped from S&P 600Strategic Education, Inc.(NasdaqGS:STRA) dropped from S&P 600業績と収益の成長予測DB:SQE - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,417N/AN/AN/A112/31/20271,342175176221312/31/20261,29015615419933/31/20261,271130174218N/A12/31/20251,268127154198N/A9/30/20251,256114132175N/A6/30/20251,242115124166N/A3/31/20251,233113118159N/A12/31/20241,220113129169N/A9/30/20241,211126144183N/A6/30/20241,191117139178N/A3/31/20241,167102122160N/A12/31/20231,1337080117N/A9/30/20231,100495188N/A6/30/20231,077374886N/A3/31/20231,0633863105N/A12/31/20221,0654783126N/A9/30/20221,0685096144N/A6/30/20221,0754886135N/A3/31/20221,10053112158N/A12/31/20211,13255131181N/A9/30/20211,12739100145N/A6/30/20211,09646112157N/A3/31/20211,05361108153N/A12/31/20201,0288696143N/A9/30/20201,024109174220N/A6/30/20201,027115166211N/A3/31/20201,016105168212N/A12/31/201999781N/A202N/A9/30/201997575N/A203N/A6/30/20198956N/A120N/A3/31/2019764-14N/A88N/A12/31/2018634-16N/A47N/A9/30/2018511-45N/A-3N/A6/30/201845814N/A53N/A3/31/201845620N/A49N/A12/31/201745521N/A56N/A9/30/201745539N/A59N/A6/30/201744935N/A55N/A3/31/201744533N/A54N/A12/31/201644135N/A45N/A9/30/201643536N/A53N/A6/30/201643237N/A56N/A3/31/201643441N/A62N/A12/31/201543440N/A78N/A9/30/201543740N/A70N/A6/30/201543841N/A76N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SQEの予測収益成長率 (年間16.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: SQEの収益 ( 16.7% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: SQEの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SQEの収益 ( 3.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: SQEの収益 ( 3.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SQEの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 03:20終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Strategic Education, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Jeffrey MeulerBairdGary BisbeeBarclaysAlexander ParisBarrington Research Associates, Inc.18 その他のアナリストを表示
Declared Dividend • May 20First quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 22nd May 2026 Payment date: 1st June 2026 Dividend yield will be 3.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 10% per year over the past 9 years and payments have been stable during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
お知らせ • Apr 23Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on June 1, 2026Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on June 1, 2026 to shareholders of record as of May 22, 2026.
お知らせ • Mar 20Strategic Education, Inc. to Report Q1, 2026 Results on Apr 23, 2026Strategic Education, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026
お知らせ • Feb 27Strategic Education, Inc. Declares Regular, Quarterly Cash Dividend, Payable on March 16, 2026Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on March 16, 2026 to shareholders of record as of March 9, 2026.
お知らせ • Jan 15+ 1 more updateStrategic Education, Inc., Annual General Meeting, Apr 22, 2026Strategic Education, Inc., Annual General Meeting, Apr 22, 2026.
お知らせ • Nov 06Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on December 8, 2025Strategic Education declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on December 8, 2025 to shareholders of record as of December 1, 2025.
お知らせ • Oct 02Strategic Education, Inc. to Report Q3, 2025 Results on Nov 06, 2025Strategic Education, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025
お知らせ • Jul 30Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on September 15, 2025Strategic Education announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on September 15, 2025 to shareholders of record as of September 5, 2025.
お知らせ • Jun 24Strategic Education, Inc. to Report Q2, 2025 Results on Jul 30, 2025Strategic Education, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025
お知らせ • Apr 24Strategic Education, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 2, 2025Strategic Education announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on June 2, 2025 to shareholders of record as of May 23, 2025.
お知らせ • Feb 27Strategic Education, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 17, 2025Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on March 17, 2025 to shareholders of record as of March 10, 2025.
お知らせ • Jan 15+ 1 more updateStrategic Education, Inc., Annual General Meeting, Apr 23, 2025Strategic Education, Inc., Annual General Meeting, Apr 23, 2025.
Declared Dividend • Nov 12Third quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 2nd December 2024 Payment date: 9th December 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 12% per year over the past 8 years and payments have been stable during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: US$1.19 (vs US$0.79 in 3Q 2023)Third quarter 2024 results: EPS: US$1.19 (up from US$0.79 in 3Q 2023). Revenue: US$306.0m (up 7.0% from 3Q 2023). Net income: US$27.7m (up 50% from 3Q 2023). Profit margin: 9.1% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 08Strategic Education, Inc. Declares Regular, Quarterly Cash Dividend, Payable on December 9, 2024Strategic Education announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on December 9, 2024 to shareholders of record as of December 2, 2024.
お知らせ • Oct 03Strategic Education, Inc. to Report Q3, 2024 Results on Nov 07, 2024Strategic Education, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
Upcoming Dividend • Aug 30Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 16 September 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €85.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €149 per share.
Recent Insider Transactions • Aug 06Independent Director recently bought €438k worth of stockOn the 2nd of August, Viet Dinh bought around 5k shares on-market at roughly €87.53 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €780k more in shares than they have sold in the last 12 months.
Declared Dividend • Aug 05Second quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 6th September 2024 Payment date: 16th September 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$1.28 (vs US$0.61 in 2Q 2023)Second quarter 2024 results: EPS: US$1.28 (up from US$0.61 in 2Q 2023). Revenue: US$312.3m (up 8.5% from 2Q 2023). Net income: US$29.9m (up 110% from 2Q 2023). Profit margin: 9.6% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31Strategic Education, Inc. Declares Regular, Quarterly Cash Dividend, Payable on September 16, 2024Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on September 16, 2024 to shareholders of record as of September 6, 2024.
お知らせ • Jun 28Strategic Education, Inc. to Report Q2, 2024 Results on Jul 31, 2024Strategic Education, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 31, 2024
Upcoming Dividend • May 16Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.7%).
Recent Insider Transactions • May 03Independent Director recently bought €462k worth of stockOn the 30th of April, Viet Dinh bought around 4k shares on-market at roughly €107 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €410k more in shares than they have sold in the last 12 months.
Declared Dividend • Apr 29First quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 23rd May 2024 Payment date: 3rd June 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 16% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 26Strategic Education, Inc. Declares Quarterly Cash Dividend, to Be Paid on June 3, 2024Strategic Education, Inc. declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on June 3, 2024 to shareholders of record as of May 24, 2024.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.27 (vs US$0.087 loss in 1Q 2023)First quarter 2024 results: EPS: US$1.27 (up from US$0.087 loss in 1Q 2023). Revenue: US$290.3m (up 13% from 1Q 2023). Net income: US$29.7m (up US$31.7m from 1Q 2023). Profit margin: 10% (up from net loss in 1Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Mar 22Strategic Education, Inc. to Report Q1, 2024 Results on Apr 25, 2024Strategic Education, Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024
Declared Dividend • Mar 04Fourth quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 8th March 2024 Payment date: 18th March 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 67% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$2.98 (vs US$1.97 in FY 2022)Full year 2023 results: EPS: US$2.98 (up from US$1.97 in FY 2022). Revenue: US$1.13b (up 6.3% from FY 2022). Net income: US$69.8m (up 50% from FY 2022). Profit margin: 6.2% (up from 4.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Feb 29Strategic Education, Inc. Declares Quarterly Dividend, Payable on March 18, 2024Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on March 18, 2024 to shareholders of record as of March 11, 2024.
お知らせ • Jan 13+ 1 more updateStrategic Education, Inc. to Report Q4, 2023 Results on Feb 29, 2024Strategic Education, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 29, 2024
Upcoming Dividend • Nov 17Upcoming dividend of US$0.60 per share at 2.7% yieldEligible shareholders must have bought the stock before 24 November 2023. Payment date: 04 December 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.6%).
お知らせ • Nov 03Strategic Education, Inc. Declares Quarterly Dividend, Payable on December 4, 2023Strategic Education, Inc. that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on December 4, 2023 to shareholders of record as of November 27, 2023.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.79 (vs US$0.26 in 3Q 2022)Third quarter 2023 results: EPS: US$0.79 (up from US$0.26 in 3Q 2022). Revenue: US$285.9m (up 8.7% from 3Q 2022). Net income: US$18.5m (up 203% from 3Q 2022). Profit margin: 6.5% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 27Strategic Education, Inc. to Report Q3, 2023 Results on Nov 02, 2023Strategic Education, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023
Board Change • Sep 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Viet Dinh was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 24Upcoming dividend of US$0.60 per share at 3.1% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 11 September 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).
お知らせ • Jul 28Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on September 11, 2023Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on September 11, 2023 to shareholders of record as of September 1, 2023.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.61 (vs US$0.64 in 2Q 2022)Second quarter 2023 results: EPS: US$0.61 (down from US$0.64 in 2Q 2022). Revenue: US$287.7m (up 5.2% from 2Q 2022). Net income: US$14.2m (down 6.5% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Jul 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €75.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 41%. Revenue is forecast to grow by 5.9% in a year. Earnings is forecast to grow by 71% in the next year.
お知らせ • Jun 23Strategic Education, Inc. to Report Q2, 2023 Results on Jul 27, 2023Strategic Education, Inc. announced that they will report Q2, 2023 results Pre-Market on Jul 27, 2023
Upcoming Dividend • May 18Upcoming dividend of US$0.60 per share at 3.1% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 05 June 2023. The company is paying out more than 100% of its profits and is paying out 94% of its cash flow. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.7%).
Reported Earnings • Apr 28First quarter 2023 earnings released: US$0.087 loss per share (vs US$0.29 profit in 1Q 2022)First quarter 2023 results: US$0.087 loss per share (down from US$0.29 profit in 1Q 2022). Revenue: US$256.6m (flat on 1Q 2022). Net loss: US$2.03m (down 129% from profit in 1Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$1.97 (vs US$2.30 in FY 2021)Full year 2022 results: EPS: US$1.97 (down from US$2.30 in FY 2021). Revenue: US$1.07b (down 5.9% from FY 2021). Net income: US$46.7m (down 15% from FY 2021). Profit margin: 4.4% (down from 4.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 13+ 1 more updateStrategic Education, Inc., Annual General Meeting, Apr 26, 2023Strategic Education, Inc., Annual General Meeting, Apr 26, 2023.
Upcoming Dividend • Nov 18Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 25 November 2022. Payment date: 05 December 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.9%).
Recent Insider Transactions • Nov 16Independent Director recently bought €150k worth of stockOn the 7th of November, Michael Thawley bought around 2k shares on-market at roughly €77.35 per share. This transaction increased Michael's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.4m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 10Independent Director recently bought €150k worth of stockOn the 7th of November, Michael Thawley bought around 2k shares on-market at roughly €77.35 per share. This transaction increased Michael's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.4m more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$0.26 (vs US$0.16 in 3Q 2021)Third quarter 2022 results: EPS: US$0.26 (up from US$0.16 in 3Q 2021). Revenue: US$263.1m (down 2.6% from 3Q 2021). Net income: US$6.09m (up 58% from 3Q 2021). Profit margin: 2.3% (up from 1.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 04Strategic Education, Inc. Declares Quarterly Cash Dividend, Payable on December 5, 2022Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on December 5, 2022 to shareholders of record as of November 28, 2022.
お知らせ • Sep 28Strategic Education, Inc. to Report Q3, 2022 Results on Nov 03, 2022Strategic Education, Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022
お知らせ • Sep 13Strategic Education, Inc. Announces Appointment of Michael Thawley to Board of DirectorsStrategic Education, Inc. announced that former Australian Ambassador to the United States, the Honorable Michael Thawley, has been appointed to the Company’s board of directors. Mr. Thawley joins the Strategic Education Board of Directors with a broad range of international and Australia-based business leadership excellence as former vice-chairman of Capital Group International, a member of Capital Group Companies. Mr. Thawley entered the Australian foreign service in 1972 and served at embassies throughout the world. He was head of the international division of the Prime Minister’s department under Prime Minister Keating from 1993 to 1996 and then international adviser to Prime Minister Howard from 1996 to 1999. From 2000 to 2005, Mr. Thawley served as Australia’s ambassador to the United States, playing a key role in achieving a free-trade agreement between Australia and the United States and legislation that provided a unique visa for Australian professionals to work in the US. After serving under Prime Minister Howard, Mr. Thawley worked for Capital Group. While at Capital Group Mr. Thawley served as Senior Vice President and International Adviser of Capital Strategy, Inc.; Senior Vice President of Capital Research and Management Company; and as Vice Chairman of the Board of several global mutual funds in the American Funds family. In late 2014 he returned to Australia as the secretary of the department of the Prime Minister and Cabinet under Prime Minister Abbott and then briefly under Prime Minister Turnbull. In this position, he was the chief policy adviser to the prime minister and head of the Australian public service, before rejoining Capital Group in August 2016. Mr. Thawley was born in London and was educated at Australian National University and Surrey University. Mr. Thawley will remain vice chairman of the board of Capital International Fund which oversees the management of funds invested by mostly non-US clients.
Upcoming Dividend • Aug 25Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 12 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.64 (vs US$0.83 in 2Q 2021)Second quarter 2022 results: EPS: US$0.64 (down from US$0.83 in 2Q 2021). Revenue: US$273.6m (down 8.6% from 2Q 2021). Net income: US$15.2m (down 24% from 2Q 2021). Profit margin: 5.6% (down from 6.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to stay flat compared to a 46% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 28Strategic Education, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 12, 2022Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on September 12, 2022 to shareholders of record as of September 2, 2022.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to €67.50, the stock trades at a trailing P/E ratio of 34.2x. Average forward P/E is 11x in the Consumer Services industry in Europe. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €104 per share.
お知らせ • Jun 23Strategic Education, Inc. to Report Q2, 2022 Results on Jul 27, 2022Strategic Education, Inc. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 27, 2022
Upcoming Dividend • May 19Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 06 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.4%).
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.29 (vs US$0.40 in 1Q 2021)First quarter 2022 results: EPS: US$0.29 (down from US$0.40 in 1Q 2021). Revenue: US$258.9m (down 11% from 1Q 2021). Net income: US$7.03m (down 27% from 1Q 2021). Profit margin: 2.7% (down from 3.3% in 1Q 2021). Over the next year, revenue is expected to shrink by 1.6% compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Mar 02Executive Chairman of the Board recently bought €697k worth of stockOn the 28th of February, Robert Silberman bought around 13k shares on-market at roughly €53.64 per share. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of €1.5m worth in shares.
Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$2.30 (down from US$3.81 in FY 2020). Revenue: US$1.13b (up 10% from FY 2020). Net income: US$55.1m (down 36% from FY 2020). Profit margin: 4.9% (down from 8.4% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.2% compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26Strategic Education, Inc. Declares Cash Dividend, Payable on March 14, 2022Strategic Education, Inc. announced that it declared a regular, quarterly cash dividend of $0.60 per share of common stock. This dividend will be paid on March 14, 2022 to shareholders of record as of March 7, 2022.
Recent Insider Transactions • Nov 20Executive Chairman of the Board recently bought €511k worth of stockOn the 18th of November, Robert Silberman bought around 10k shares on-market at roughly €51.10 per share. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of €768k worth in shares.
Upcoming Dividend • Nov 19Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 26 November 2021. Payment date: 06 December 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.2%).
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.16 (vs US$0.48 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$270.1m (up 13% from 3Q 2020). Net income: US$3.85m (down 65% from 3Q 2020). Profit margin: 1.4% (down from 4.6% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 26Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 13 September 2021. Trailing yield: 3.1%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.9%).
Board Change • Aug 05High number of new directorsDirector Michael McRobbie was the last director to join the board, commencing their role in 2021.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS US$0.83 (vs US$1.57 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$299.2m (up 17% from 2Q 2020). Net income: US$20.0m (down 42% from 2Q 2020). Profit margin: 6.7% (down from 13% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28+ 3 more updatesStrategic Education, Inc.(NasdaqGS:STRA) dropped from Russell 3000 Growth IndexStrategic Education, Inc.(NasdaqGS:STRA) dropped from Russell 3000 Growth Index
Upcoming Dividend • May 20Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 07 June 2021. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.8%).
Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.40 (vs US$1.62 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: US$290.3m (up 9.4% from 1Q 2020). Net income: US$9.58m (down 73% from 1Q 2020). Profit margin: 3.3% (down from 13% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Mar 05Executive Chairman of the Board recently bought €257k worth of stockOn the 3rd of March, Robert Silberman bought around 4k shares on-market at roughly €64.29 per share. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Is New 90 Day High Low • Mar 02New 90-day low: €69.50The company is down 10.0% from its price of €77.50 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €161 per share.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$3.81 (vs US$3.74 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.03b (up 3.1% from FY 2019). Net income: US$86.3m (up 6.3% from FY 2019). Profit margin: 8.4% (up from 8.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 17%, compared to a 8.7% growth forecast for the Consumer Services industry in Germany.
お知らせ • Jan 14+ 1 more updateStrategic Education, Inc., Annual General Meeting, Apr 27, 2021Strategic Education, Inc., Annual General Meeting, Apr 27, 2021.
Recent Insider Transactions • Dec 15Independent Director recently sold €188k worth of stockOn the 10th of December, John Casteen sold around 2k shares on-market at roughly €79.05 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.9m more than they bought in the last 12 months.
Upcoming Dividend • Nov 20Upcoming Dividend of US$0.60 Per ShareWill be paid on the 7th of December to those who are registered shareholders by the 27th of November. The trailing yield of 2.7% is below the top quartile of German dividend payers (3.7%), but it is higher than industry peers (1.9%).
Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 8.3%, compared to a 7.6% growth forecast for the Consumer Services industry in Germany.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.48The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$239.0m (down 1.1% from 3Q 2019). Net income: US$11.0m (down 34% from 3Q 2019). Profit margin: 4.6% (down from 6.9% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Oct 30New 90-day low: €70.00The company is down 36% from its price of €110 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €113 per share.
お知らせ • Oct 12Strategic Education, Inc. to Report Q3, 2020 Results on Nov 05, 2020Strategic Education, Inc. announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Nov 05, 2020
お知らせ • Sep 22Strategic Education, Inc. and Noodle Partners Unite to Provide Employers with Access to A Variety of Education and Upskilling Programs from the Nation’s Leading UniversitiesStrategic Education, Inc. and Noodle Partners announced that they will join forces to provide employers with a seamless approach to administering tuition assistance benefits. The partnership is designed to ensure the effectiveness of such benefits and to give covered employees access to affordable, relevant education options from top public and private schools. Using WorkforceEdge, a complete employee education management platform, employees can connect to a wide variety of online undergraduate and graduate programs in Noodle’s network of top public and private universities, and the affordable programs within Strategic Education’s portfolio, including Strayer University and Capella University. WorkforceEdge also serves as the portal for employers to administer and disburse tuition assistance benefits for employees and to better understand their spend and return on investment. WorkforceEdge streamlines the user experience for both employer and employee: the employer has a central interface for greater visibility into the overall investment it is making, while the employee has a user-friendly portal through which to learn about available programs. Strategic Education currently has more than 750 employer partnerships where it provides a suite of groundbreaking education solutions to help employers build and retain a skilled workforce. The new WorkforceEdge platform adds to Strategic Education’s commitment to offering employees options that are relevant, innovative and affordable. For example, Strayer’s Degrees@Work partnered with Fiat Chrysler Automobiles to offer a degree program to dealership employees and their families free of charge. Participating dealers experienced nearly 40% higher employee retention. A pilot program will launch at the end of September. Interested companies can visit https://www.workforceedge.com/to learn more about WorkforceEdge which will be available to all Strategic Education corporate partners by October 31, 2020.
お知らせ • Aug 07Strategic Education, Inc. has completed a Follow-on Equity Offering in the amount of $199.5 million.Strategic Education, Inc. has completed a Follow-on Equity Offering in the amount of $199.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,900,000 Price\Range: $105 Discount Per Security: $4.2
お知らせ • Jul 31Strategic Education, Inc. (NasdaqGS:STRA) entered into a sale and purchase agreement to acquire LEI Higher Education Holdings, LEI Australia Holdings, LESA Education Services Holdings and LEI New Zealand from LEI AMEA Investments B.V. for approximately $640 million.Strategic Education, Inc. (NasdaqGS:STRA) entered into a sale and purchase agreement to acquire LEI Higher Education Holdings, LEI Australia Holdings, LESA Education Services Holdings and LEI New Zealand from LEI AMEA Investments B.V. for approximately $640 million on July 29, 2020. Pursuant to the Purchase Agreement, the seller has agreed to sell to the purchaser all of the issued and outstanding shares in the capital of the targets which also include the acquisition of Torrens University Australia, Think Education, and Media Design School. The consideration will be fully paid in cash and is subject to certain adjustments, including for working capital, indebtedness and cash at the closing of the transaction and the business’s forecasted 2021 EBITDA. Strategic Education, Inc. has received commitments from SunTrust and Bank of America to expand the company’s existing revolving credit facility from $250 million to $350 million coinciding with the close of the transaction. Pursuant to the Purchase Agreement, Laureate and a subsidiary of SEI will enter into a transition services agreement to be effective at the closing of the transaction. For the 12-month period ended March 31, 2020, the Target Companies and their subsidiaries collectively had approximately $199.9 million in revenue, $26.9 million in operating income and $12.4 million in depreciation and amortization. The transaction is subject to the companies' board approval, certain regulatory approvals and customary closing conditions including, but are not limited to, (i) the receipt of applicable regulatory approvals in Australia and New Zealand and the absence of certain adverse regulatory events, (ii) the receipt of specified third party consents, and (iii) the absence of a material adverse change in certain forecasted results of the business. The transaction has been unanimously approved by the Boards of Directors of both companies. The transaction is expected to close by the first quarter of 2021. This transaction will be immediately, and significantly, accretive to Strategic Education earnings. BofA Securities acted as financial advisor to Strategic Education in this transaction, and Hogan Lovells acted as legal advisor. Goldman Sachs & Co. LLC acted as financial advisor and Allens, DLA Piper New Zealand and Allen & Overy LLP acted as legal advisors to Laureate Education, Inc. parent of LEI AMEA Investments B.V.
お知らせ • Jun 22+ 1 more updateStrategic Education, Inc.(NasdaqGS:STRA) dropped from S&P 600Strategic Education, Inc.(NasdaqGS:STRA) dropped from S&P 600