Strategic Education（STRA）株式概要
ストラテジック・エデュケーション社は、キャンパスベースおよびオンラインによる中等教育後の教育サービスや、即戦力となるスキルを身につけるためのプログラムを提供している。 詳細
報酬
リスク分析
STRA リスクチェックを通過した。
STRA Community Fair Values
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Analyst Price Targets
Strategic Education, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$76.91 |
| 52週高値 | US$87.38 |
| 52週安値 | US$69.70 |
| ベータ | 0.50 |
| 1ヶ月の変化 | -2.03% |
| 3ヶ月変化 | -7.84% |
| 1年変化 | -9.58% |
| 3年間の変化 | 13.77% |
| 5年間の変化 | 1.12% |
| IPOからの変化 | 973.16% |
最新ニュース
ナラティブの更新 • Jun 23
STRA: Share Repurchases And Workforce Upskilling Initiatives Will Support Future Execution
Analysts have trimmed their $-based price targets on Strategic Education by about $5 to $10, citing updated assumptions for discount rates, long term growth, and future P/E expectations, while leaving the fair value estimate broadly unchanged at $87. Analyst Commentary Recent commentary around Strategic Education reflects a tighter range of price targets, with analysts refining their models rather than making sweeping changes to the fundamental view.分析記事 • Jun 20
Strategic Education (STRA) Stock Could Be 13.4% Undervalued After Institutional Buying And Growth
Recent commentary around Strategic Education (STRA) focuses on two linked developments: a sharp rise in institutional ownership and year over year growth in both revenue and net profit, which together are shaping current sentiment on the stock. See our latest analysis for Strategic Education. At a share price of $75.33, Strategic Education has experienced a decline in its short term share price return, with the 30 day share price return down 4.42% and the year to date share price return down...ナラティブの更新 • Jun 06
STRA: Model Resets And Buybacks Will Support Execution Despite Growth Uncertainty
Narrative Update on Strategic Education Analysts have reduced their average price target on Strategic Education by approximately $5 to $10, citing revised assumptions for discount rates, long-term revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research has focused on resetting expectations for Strategic Education, with several firms trimming price targets by $5 to $10 and at least one downgrade.Recent updates
ナラティブの更新 • Jun 23
STRA: Share Repurchases And Workforce Upskilling Initiatives Will Support Future Execution
Analysts have trimmed their $-based price targets on Strategic Education by about $5 to $10, citing updated assumptions for discount rates, long term growth, and future P/E expectations, while leaving the fair value estimate broadly unchanged at $87. Analyst Commentary Recent commentary around Strategic Education reflects a tighter range of price targets, with analysts refining their models rather than making sweeping changes to the fundamental view.分析記事 • Jun 20
Strategic Education (STRA) Stock Could Be 13.4% Undervalued After Institutional Buying And Growth
Recent commentary around Strategic Education (STRA) focuses on two linked developments: a sharp rise in institutional ownership and year over year growth in both revenue and net profit, which together are shaping current sentiment on the stock. See our latest analysis for Strategic Education. At a share price of $75.33, Strategic Education has experienced a decline in its short term share price return, with the 30 day share price return down 4.42% and the year to date share price return down...ナラティブの更新 • Jun 06
STRA: Model Resets And Buybacks Will Support Execution Despite Growth Uncertainty
Narrative Update on Strategic Education Analysts have reduced their average price target on Strategic Education by approximately $5 to $10, citing revised assumptions for discount rates, long-term revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research has focused on resetting expectations for Strategic Education, with several firms trimming price targets by $5 to $10 and at least one downgrade.ナラティブの更新 • May 11
STRA: AI Efficiencies And Buybacks Will Offset Enrollment Pressure Going Forward
Analysts trimmed their consensus price target for Strategic Education by a mid single digit dollar amount, citing recent target cuts from BMO Capital, Truist, and Barrington that reflect mixed enrollment trends alongside cost savings and AI-related efficiency gains. Analyst Commentary Recent research updates cluster around a consistent theme, with analysts trimming price targets by mid single digit dollar amounts while digesting mixed operating trends and efficiency gains.ナラティブの更新 • Apr 27
STRA: AI Efficiencies And Cost Controls Will Support Future Margin Expansion
Narrative Update on Strategic Education The updated analyst price target for Strategic Education moves to $87 from $95, as analysts factor in softer enrollment trends highlighted in recent research while also acknowledging cost efficiencies and AI-driven margin support. These factors are reflected in slightly revised growth, profitability, discount rate, and future P/E assumptions.Seeking Alpha • Apr 14
Strategic Education: Moving To The Sidelines Following Read-Through From Phoenix Education Partners Customer Acquisition Issues
Summary I have sold my shares in Strategic Education due to rising concerns over AI-driven disruption of SEO-dependent customer acquisition channels. STRA's recent outperformance in 2025, particularly in the ETS segment, makes my prior thesis of 2026 revenue acceleration less compelling. AI large language models threaten to increase customer acquisition costs, potentially pressuring margins for businesses reliant on organic and paid search. Despite management's strong execution and cost-saving measures, lack of transparency on lead generation mix and channel efficiency limits my conviction in STRA. Read the full article on Seeking Alphaナラティブの更新 • Apr 10
STRA: Cost Controls And AI Efficiencies Will Support Future Earnings Power
Narrative Update on Strategic Education The Street’s price target on Strategic Education has shifted to $95 from $105, with analysts pointing to a mixed Q4 that combined steeper than expected US enrollment declines with EBITDA support from cost cutting and AI-driven efficiencies. Analyst Commentary Recent research highlights a mixed setup for Strategic Education, with analysts weighing enrollment pressure in the US against cost actions and AI-driven efficiencies that supported EBITDA in Q4.ナラティブの更新 • Mar 27
STRA: Cost Controls And AI Efficiencies Will Support Stronger Future Margins
Analysts have trimmed their price target on Strategic Education to $95 from $105, reflecting updated views on fair value after a mixed Q4 in which weaker than expected US enrollment offset EBITDA support from cost cutting and AI driven efficiencies, along with a lower assumed future P/E multiple and revised margin and growth assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the EBITDA outperformance in Q4, supported by cost cutting and AI driven efficiencies, as evidence that management can protect profitability even when enrollment trends are not favorable.分析記事 • Jan 05
Investors Holding Back On Strategic Education, Inc. (NASDAQ:STRA)
With a price-to-earnings (or "P/E") ratio of 16x Strategic Education, Inc. ( NASDAQ:STRA ) may be sending bullish...分析記事 • Nov 20
Strategic Education (NASDAQ:STRA) Has Affirmed Its Dividend Of $0.60
Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on the 8th of...分析記事 • Nov 13
There May Be Some Bright Spots In Strategic Education's (NASDAQ:STRA) Earnings
The market was pleased with the recent earnings report from Strategic Education, Inc. ( NASDAQ:STRA ), despite the...ナラティブの更新 • Nov 05
STRA: Future Technology And AI Efficiencies Will Drive Improved Operating Margins
Analysts have increased their price target for Strategic Education from $88 to $94 per share, citing stronger growth at Capella, ongoing investments, and expectations for improved operating margins as a result of technology efficiencies. Analyst Commentary Recent analyst updates reflect evolving perspectives on Strategic Education's performance and prospects.ナラティブの更新 • Oct 22
Analyst Commentary Highlights Growth Prospects and Valuation Stability for Strategic Education
Narrative Update on Strategic Education Analysts have increased their price target for Strategic Education from $88 to $94, citing stronger growth in Capella from targeted investments and employer enrollments. They also noted anticipated benefits from regulatory changes and operational efficiencies.ナラティブの更新 • Oct 08
Best Buy's All-Inclusive Degree Program Will Attract Future Students
Analysts have slightly increased their price target for Strategic Education, raising it to $94 from $88. They cite stronger growth at Capella, expected benefits from technology efficiencies, and a positive outlook on regulatory developments.分析記事 • Jun 21
A Piece Of The Puzzle Missing From Strategic Education, Inc.'s (NASDAQ:STRA) Share Price
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...分析記事 • Mar 02
Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60
Strategic Education, Inc. ( NASDAQ:STRA ) will pay a dividend of $0.60 on the 17th of March. The dividend yield will be...分析記事 • Feb 25
Getting In Cheap On Strategic Education, Inc. (NASDAQ:STRA) Is Unlikely
There wouldn't be many who think Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of...分析記事 • Nov 11
Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60
Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on the 9th of...分析記事 • Nov 07
Here's Why Strategic Education (NASDAQ:STRA) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Oct 22
Investor Optimism Abounds Strategic Education, Inc. (NASDAQ:STRA) But Growth Is Lacking
There wouldn't be many who think Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of...分析記事 • Sep 27
Strategic Education, Inc.'s (NASDAQ:STRA) Intrinsic Value Is Potentially 65% Above Its Share Price
Key Insights The projected fair value for Strategic Education is US$150 based on 2 Stage Free Cash Flow to Equity...
新しいナラティブ • Sep 10
Strategic Partnerships And EdTech Growth Propel Company To New Heights
Strengthening of strategic corporate partnerships is expected to lead to sustained revenue growth by expanding the customer base and increasing course enrollments.分析記事 • Sep 07
We Think Strategic Education (NASDAQ:STRA) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 03
Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60
The board of Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on...分析記事 • Jul 15
Why Investors Shouldn't Be Surprised By Strategic Education, Inc.'s (NASDAQ:STRA) P/E
With a price-to-earnings (or "P/E") ratio of 26.7x Strategic Education, Inc. ( NASDAQ:STRA ) may be sending very...分析記事 • Jun 29
Here's Why We Think Strategic Education (NASDAQ:STRA) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 13
Strategic Education (NASDAQ:STRA) Has A Rock Solid Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Apr 04
Why Investors Shouldn't Be Surprised By Strategic Education, Inc.'s (NASDAQ:STRA) P/E
Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of 35.6x might make it look like a...分析記事 • Mar 03
Strategic Education, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Strategic Education, Inc. ( NASDAQ:STRA ) shareholders, with its shares surging 14...分析記事 • Jan 03
Strategic Education, Inc. (NASDAQ:STRA) Not Lagging Market On Growth Or Pricing
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...分析記事 • Dec 12
Are Investors Undervaluing Strategic Education, Inc. (NASDAQ:STRA) By 44%?
Key Insights Strategic Education's estimated fair value is US$164 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Oct 30
Here's Why Strategic Education (NASDAQ:STRA) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...株主還元
| STRA | US Consumer Services | US 市場 | |
|---|---|---|---|
| 7D | 2.3% | 2.4% | -2.5% |
| 1Y | -9.6% | -22.3% | 20.1% |
業界別リターン: STRA過去 1 年間で-22.3 % の収益を上げたUS Consumer Services業界を上回りました。
リターン対市場: STRAは、過去 1 年間で20.1 % のリターンを上げたUS市場を下回りました。
価格変動
| STRA volatility | |
|---|---|
| STRA Average Weekly Movement | 5.2% |
| Consumer Services Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: STRA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: STRAの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1892 | 4,909 | Karl McDonnell | www.strategiceducation.com |
ストラテジック・エデュケーション社は、キャンパスベースおよびオンラインによる中等後教育、即戦力育成プログラムを通じて教育サービスを提供している。同社は3つのセグメントを通じて事業を展開している：米国高等教育、オーストラリア／ニュージーランド、教育テクノロジー・サービス。ストレイヤー・ユニバーシティは、ビジネス、刑事司法、教育、医療サービス、情報技術、行政の学部および大学院の学位プログラムを米国東部のキャンパスとオンラインで提供している。さらに、オンライン認定高等教育機関であるカペラ大学、ビジネス、デザイン、クリエイティブ・テクノロジー、健康、ホスピタリティ、教育分野の学部課程、大学院課程、研究による高等学位、専門学位コースをオンラインおよびオーストラリア国内のキャンパスで提供するトーレンス大学、職業訓練機関および高等教育プロバイダーであるシンク・エデュケーション、3Dアニメーションおよび視覚効果、ゲームアートおよびプログラミング、グラフィックおよびモーション・デザイン、デジタル・メディア、人工知能、クリエイティブ広告の業界推奨コースを提供するメディア・デザイン・スクールも運営している。また、雇用主が教育給付プログラムを管理・合理化できる管理プラットフォーム「ワークフォース・エッジ」、一般教養レベルのコースを低料金でオンライン提供する「ソフィア・ラーニング」を提供している。ストラテジック・エデュケーション社は1892年に設立され、バージニア州ハーンドンに本社を置いている。
Strategic Education, Inc. 基礎のまとめ
| STRA 基礎統計学 | |
|---|---|
| 時価総額 | US$1.73b |
| 収益（TTM） | US$129.68m |
| 売上高(TTM) | US$1.27b |
13.3x
PER（株価収益率1.4x
P/SレシオSTRA は割高か？
公正価値と評価分析を参照収益と収入
| STRA 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.27b |
| 売上原価 | US$643.60m |
| 売上総利益 | US$626.96m |
| その他の費用 | US$497.28m |
| 収益 | US$129.68m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.80 |
| グロス・マージン | 49.35% |
| 純利益率 | 10.21% |
| 有利子負債／自己資本比率 | 0% |
STRA の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.1%
現在の配当利回り41%
配当性向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 | 2026/06/24 14:35 |
| 終値 | 2026/06/24 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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 Meuler | Baird |
| Gary Bisbee | Barclays |
| Alexander Paris | Barrington Research Associates, Inc. |