Strategic Education
- Home ›
- US ›
- Consumer Services
Strategic Education, Inc., through its subsidiaries, provides a range of post-secondary education and other academic programs in the United States. The last earnings update was 105 days ago. More info.
Add to Portfolio Compare Print
STRA Share Price and Events
7 Day Returns
1 Year Returns
STRA Shareholder Return
| 7 Day | 30 Day | 90 Day | 1 Year | 3 Year | 5 Year | |
|---|---|---|---|---|---|---|
| Strategic Education (STRA) | 6.9% | 16.7% | -1.1% | 38.1% | 185.6% | 158.4% |
| US Consumer Services | -1.4% | 5.4% | 7.2% | -3.8% | 100.8% | 110% |
| US Market | 1.4% | 5.6% | 5.7% | 2.3% | 44.2% | 40.9% |
1 Year Return vs Industry and Market
- STRA outperformed the Consumer Services industry which returned -3.8% over the past year.
- STRA outperformed the Market in United States of America which returned 2.3% over the past year.
STRA Value
Value is all about what a company is worth versus what price it is
available for. If you went into a grocery store and all the bananas were on sale
at half price, they could be considered
undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current
share
price of
Strategic Education
to its discounted cash flow analysis.value.The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Below are the data sources, inputs and calculation used to determine the intrinsic value for Strategic Education.
| Data Point | Source | Value |
|---|---|---|
| Valuation Model | 2 Stage Free Cash Flow to Equity | |
| Levered Free Cash Flow | Average of 4 Analyst Estimates (S&P Global) | See below |
| Discount Rate (Cost of Equity) | See below | 9.5% |
| Perpetual Growth Rate | 10-Year US Government Bond Rate | 2.7% |
An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.
| Data Point | Calculation/ Source | Result |
|---|---|---|
| Risk-Free Rate | 10-Year US Govt Bond Rate | 2.7% |
| Equity Risk Premium | S&P Global | 7.3% |
| Consumer Services Unlevered Beta | Simply Wall St/ S&P Global | 0.93 |
| Re-levered Beta | = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.935 (1 + (1- 21%) (0%)) |
0.935 |
| Levered Beta | Levered Beta limited to 0.8 to 2.0 (practical range for a stable firm) |
0.93 |
| Discount Rate/ Cost of Equity |
= Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.73% + (0.935 * 7.27%) |
9.52% |
Discounted Cash Flow Calculation for NasdaqGS:STRA using 2 Stage Free Cash Flow to Equity Model
The calculations below outline how an intrinsic value for Strategic Education is arrived at by discounting future cash flows to their present value using the 2 stage method. We use analyst's estimates of cash flows going forward 5 years for the 1st stage, the 2nd stage assumes the company grows at a stable rate into perpetuity.
| 2019 | 2020 | 2021 | 2022 | 2023 | |
| Levered FCF (USD, Millions) | 172.80 | 197.60 | 195.93 | 194.28 | 192.64 |
| Source | Analyst x1 | Analyst x1 | Est @ -0.84% | Est @ -0.84% | Est @ -0.84% |
|
Present Value Discounted (@ 9.52%) |
157.77 | 164.73 | 149.13 | 135.02 | 122.24 |
| Present value of next 5 years cash flows | $728.89 |
| Calculation | Result | |
|---|---|---|
| Terminal Value |
= FCF2023
× (1 + g) ÷ (Discount Rate – g)
= $192.64 × (1 + 2.73%) ÷ (9.52% – 2.73%) |
$2,912.86 |
| Present Value of Terminal Value |
= Terminal Value ÷ (1 + r)5
= $2,912.86 ÷ (1 + 9.52%)5 |
$1,848.30 |
| Calculation | Result | |
|---|---|---|
| Total Equity Value |
= Present value of next 5 years cash flows +
Terminal Value
= $728.89 + $1,848.30 |
$2,577.19 |
| Equity Value per Share (USD) |
= Total value / Shares Outstanding
= $2,577.19 / 21.11 |
$122.07 |
| Calculation | Result | |
|---|---|---|
| Value per share (USD) | From above. | $122.07 |
| Current discount | Discount to share price of
$126.92
= -1 x ($126.92 - $122.07) / $122.07 |
-4% |
Learn more about our DCF calculations in Simply Wall St’s analysis model .
- The current share price of Strategic Education is above its future cash flow value.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for
it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing
when they are out of season, or how much your home is worth.The amount the stock market is willing to pay for Strategic Education's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are
Strategic Education's earnings available for a low price, and how does
this compare to other companies in the same industry?
| Data Point | Source | Value |
|---|---|---|
| Earnings Per Share * | Company Filings (2018-09-30) in USD | $-3.56 |
| NasdaqGS:STRA Share Price ** | NasdaqGS (2019-02-21) in USD | $126.92 |
| United States of America Consumer Services Industry PE Ratio | Median Figure of 25 Publicly-Listed Consumer Services Companies | 24.36x |
| United States of America Market PE Ratio | Median Figure of 3,045 Publicly-Listed Companies | 17.39x |
* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.
** Primary Listing of Strategic Education.
| Calculation | Outcome | |
|---|---|---|
| PE Ratio | = NasdaqGS:STRA Share Price ÷ EPS (both in USD) = 126.92 ÷ -3.56 |
-35.64x |
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Strategic Education is loss making, we can't compare its value to the US Consumer Services industry average.
- Strategic Education is loss making, we can't compare the value of its earnings to the United States of America market.
Price based on expected Growth
Does
Strategic Education's expected growth come at a high price?
| Data Point | Source | Value |
|---|---|---|
| PE Ratio | See PE Ratio Section | -35.64x |
| Net Income Annual Growth Rate | See Future Growth Section. Line of Best Fit* through Consensus Estimate Earnings of 4 Analysts |
102.4%per year |
| United States of America Consumer Services Industry PEG Ratio | Median Figure of 16 Publicly-Listed Consumer Services Companies | 1.38x |
| United States of America Market PEG Ratio | Median Figure of 2,118 Publicly-Listed Companies | 1.44x |
*Line of best fit is calculated by linear regression .
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Unable to calculate PEG ratio for Strategic Education, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on
Strategic Education's
assets?
| Data Point | Source | Value |
|---|---|---|
| Book Value per Share | Company Filings (2018-09-30) in USD | $79.12 |
| NasdaqGS:STRA Share Price * | NasdaqGS (2019-02-21) in USD | $126.92 |
| United States of America Consumer Services Industry PB Ratio | Median Figure of 46 Publicly-Listed Consumer Services Companies | 2.24x |
| United States of America Market PB Ratio | Median Figure of 5,129 Publicly-Listed Companies | 1.87x |
| Calculation | Outcome | |
|---|---|---|
| PB Ratio | = NasdaqGS:STRA Share Price ÷ Book Value per Share (both in USD) = 126.92 ÷ 79.12 |
1.6x |
* Primary Listing of Strategic Education.
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Strategic Education is good value based on assets compared to the US Consumer Services industry average.
Value checks
We assess Strategic Education's value by looking at:- Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
- Is the PE ratio less than the market average, and/ or less than the Consumer Services industry average (and greater than 0)? (2 checks)
- Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
- Is the PB ratio less than the Consumer Services industry average (and greater than 0)? (1 check) Strategic Education has a total score of 1/6, see the detailed checks below.
Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.
Full details on the Value part of the Simply Wall St company analysis model.
STRA Future Performance
The future performance of a company is measured in the same way as past
performance, by looking at estimated
growth
and how much profit it is expected to make.Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Earnings growth vs Low Risk Savings
- Strategic Education's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Growth vs Market Checks
- Strategic Education's earnings growth is expected to exceed the United States of America market average.
- Strategic Education's revenue growth is expected to exceed the United States of America market average.
Annual Growth Rates Comparison
| Data Point | Source | Value (per year) |
|---|---|---|
| NasdaqGS:STRA Future Earnings Growth Rate | Line of Best Fit* through Consensus Estimate Earnings of 4 Analysts | 102.4% |
| NasdaqGS:STRA Future Revenue Growth Rate | Line of Best Fit* through Consensus Estimate Revenue of 4 Analysts | 26.2% |
| United States of America Consumer Services Industry Earnings Growth Rate | Market Cap Weighted Average | 29.7% |
| United States of America Consumer Services Industry Revenue Growth Rate | Market Cap Weighted Average | 13.8% |
| United States of America Market Earnings Growth Rate | Market Cap Weighted Average | 12.7% |
| United States of America Market Revenue Growth Rate | Market Cap Weighted Average | 7.1% |
*Line of best fit is calculated by linear regression .
Industry and Market average data is calculated daily.
Learn more about our growth rate calculations in Simply Wall St’s analysis model.
Analysts growth expectations
| Data Point | Source | Value |
|---|---|---|
| Past Financials | Company Filings (4 months ago) | See Below |
| Future Estimates | Average of up to 4 Analyst Estimates (S&P Global) | See Below |
| Date (Data in USD Millions) | Revenue | Cash Flow | Net Income * | Avg. No. Analysts |
|---|---|---|---|---|
| 2020-12-31 | 1,013 | 236 | 130 | 3 |
| 2019-12-31 | 962 | 210 | 104 | 4 |
| 2018-12-31 | 650 | 51 | -16 | 4 |
| Date (Data in USD Millions) | Revenue | Cash Flow | Net Income * |
|---|---|---|---|
| 2018-09-30 | 511 | -3 | -45 |
| 2018-06-30 | 458 | 53 | 14 |
| 2018-03-31 | 456 | 49 | 20 |
| 2017-12-31 | 455 | 56 | 21 |
| 2017-09-30 | 455 | 59 | 39 |
| 2017-06-30 | 449 | 55 | 35 |
| 2017-03-31 | 445 | 54 | 33 |
| 2016-12-31 | 441 | 45 | 35 |
| 2016-09-30 | 435 | 53 | 36 |
| 2016-06-30 | 432 | 56 | 37 |
| 2016-03-31 | 434 | 62 | 41 |
| 2015-12-31 | 434 | 78 | 40 |
*GAAP earnings excluding extraordinary items.
Past and Future Earnings per Share
| Data Point | Source | Value |
|---|---|---|
| Past Financials | Company Filings (4 months ago) | See Below |
| Future Estimates | Average of up to 4 Analyst Estimates (S&P Global) | See Below |
All data from Strategic Education Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.
| Date (Data in USD Millions) | EPS * | EPS High Estimate | EPS Low Estimate | Avg. No. Analysts |
|---|---|---|---|---|
| 2020-12-31 | 6.35 | 7.39 | 5.30 | 2.00 |
| 2019-12-31 | 5.34 | 6.12 | 4.55 | 2.00 |
| 2018-12-31 | 0.67 | 0.67 | 0.67 | 1.00 |
| Date (Data in USD Millions) | EPS * |
|---|---|
| 2018-09-30 | -3.56 |
| 2018-06-30 | 1.34 |
| 2018-03-31 | 1.82 |
| 2017-12-31 | 1.93 |
| 2017-09-30 | 3.64 |
| 2017-06-30 | 3.34 |
| 2017-03-31 | 3.10 |
| 2016-12-31 | 3.28 |
| 2016-09-30 | 3.41 |
| 2016-06-30 | 3.49 |
| 2016-03-31 | 3.88 |
| 2015-12-31 | 3.78 |
*GAAP earnings excluding extraordinary items.
Future performance checks
We assess Strategic Education's future performance by looking at:- Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
- Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
- Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
- Is the annual earnings growth rate expected to be above 20%? (1 check)
- Is the annual revenue growth rate expected to be above 20%? (1 check)
- Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Strategic Education has a total score of 5/6, see the detailed checks below.
Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.
Full details on the Future part of the Simply Wall St company analysis model.
STRA Past Performance
How has Strategic Education performed over the past 5 years?
The past performance of a company can be measured by how much
growth
it has experienced and how much profit it makes relative to the funds and assets
it has available.
Past earnings growth
Past Earnings growth analysis
- Strategic Education does not make a profit and their year on year earnings growth rate was negative over the past 5 years.
- Unable to compare Strategic Education's 1-year earnings growth to the 5-year average as it is not currently profitable.
- Unable to compare Strategic Education's 1-year growth to the US Consumer Services industry average as it is not currently profitable.
Earnings and Revenue History
All data from Strategic Education Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.
| Date (Data in USD Millions) | Revenue | Net Income * | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 2018-09-30 | 510.79 | -44.62 | 178.73 | |
| 2018-06-30 | 458.36 | 14.39 | 149.61 | |
| 2018-03-31 | 456.41 | 19.50 | 150.03 | |
| 2017-12-31 | 454.85 | 20.61 | 149.07 | |
| 2017-09-30 | 455.42 | 38.83 | 149.67 | |
| 2017-06-30 | 449.07 | 35.48 | 148.07 | |
| 2017-03-31 | 444.83 | 32.96 | 144.67 | |
| 2016-12-31 | 441.09 | 34.80 | 142.39 | |
| 2016-09-30 | 435.47 | 36.13 | 139.75 | |
| 2016-06-30 | 432.46 | 36.97 | 135.32 | |
| 2016-03-31 | 433.72 | 41.06 | 131.09 | |
| 2015-12-31 | 434.44 | 40.02 | 130.64 | |
| 2015-09-30 | 436.85 | 39.93 | 130.49 | |
| 2015-06-30 | 438.46 | 41.16 | 129.50 | |
| 2015-03-31 | 441.46 | 42.96 | 128.87 | |
| 2014-12-31 | 446.04 | 46.36 | 127.99 | |
| 2014-09-30 | 454.05 | 14.46 | 129.95 | |
| 2014-06-30 | 463.33 | 12.65 | 134.07 | |
| 2014-03-31 | 482.56 | 13.98 | 139.54 | |
| 2013-12-31 | 503.60 | 16.43 | 142.25 | |
| 2013-09-30 | 521.45 | 52.01 | 143.84 | |
| 2013-06-30 | 535.68 | 52.96 | 147.53 | |
| 2013-03-31 | 549.95 | 59.17 | 147.54 | |
| 2012-12-31 | 561.98 | 65.93 | 148.29 | |
| 2012-09-30 | 575.87 | 75.97 | 150.74 | |
| 2012-06-30 | 587.48 | 85.81 | 150.61 | |
| 2012-03-31 | 605.01 | 94.24 | 153.44 |
*GAAP earnings excluding extraordinary items.
Performance last year
We want to ensure a company is making the most of what it has available. This is
done by comparing the return (profit) to a company's available
funds,
assets
and
capital.
- It is difficult to establish if Strategic Education has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
- It is difficult to establish if Strategic Education has efficiently used its assets last year compared to the US Consumer Services industry average (Return on Assets) as it is loss-making.
- It is difficult to establish if Strategic Education improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
Past performance checks
We assess Strategic Education's performance over the past 5 years by checking for:- Has earnings increased in past 5 years? (1 check)
- Has the earnings growth in the last year exceeded that of the Consumer Services industry? (1 check)
- Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
- Is the Return on Equity (ROE) higher than 20%? (1 check)
- Is the Return on Assets (ROA) above industry average? (1 check)
- Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
Strategic Education has a total score of 0/6, see the detailed checks below.
Note: We use GAAP Net Income excluding extraordinary items in all our calculations.
Full details on the Past part of the Simply Wall St company analysis model.
STRA Health
How is Strategic Education's financial health and their level of debt?
A company's financial position is much like your own financial position,
it includes everything you own
(assets)
and owe
(liabilities).The boxes below represent the relative size of what makes up Strategic Education's finances.
The net worth of a company is the difference between its assets and liabilities.
- Strategic Education is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
- Strategic Education's cash and other short term assets cover its long term commitments.
Balance sheet
Assets
Liabilities and shares
- Low level of unsold assets.
- Strategic Education has no debt, it does not need to be covered by short term assets.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t
bad,
however if the debt is too high, or the company can’t afford to pay the interest
on its debts this may have impacts in the future.The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.
If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
All data from Strategic Education Company Filings, last reported 4 months ago.
| Date (Data in USD Millions) | Total Equity | Total Debt | Cash & Short Term Investments |
|---|---|---|---|
| 2018-09-30 | 1,408.33 | 0.00 | 314.52 |
| 2018-06-30 | 223.84 | 0.00 | 171.60 |
| 2018-03-31 | 218.29 | 0.00 | 165.87 |
| 2017-12-31 | 209.20 | 0.00 | 155.93 |
| 2017-09-30 | 215.49 | 0.00 | 150.48 |
| 2017-06-30 | 209.20 | 0.00 | 147.87 |
| 2017-03-31 | 198.53 | 0.00 | 147.10 |
| 2016-12-31 | 188.37 | 0.00 | 129.25 |
| 2016-09-30 | 173.22 | 0.00 | 120.50 |
| 2016-06-30 | 167.94 | 0.00 | 117.42 |
| 2016-03-31 | 158.12 | 0.00 | 117.50 |
| 2015-12-31 | 142.86 | 0.00 | 106.89 |
| 2015-09-30 | 127.18 | 0.00 | 86.92 |
| 2015-06-30 | 120.66 | 115.86 | 195.56 |
| 2015-03-31 | 106.36 | 117.38 | 188.28 |
| 2014-12-31 | 92.73 | 118.75 | 162.28 |
| 2014-09-30 | 77.72 | 119.53 | 150.47 |
| 2014-06-30 | 69.96 | 120.42 | 136.08 |
| 2014-03-31 | 54.17 | 121.09 | 126.20 |
| 2013-12-31 | 38.90 | 121.88 | 94.76 |
| 2013-09-30 | 56.97 | 122.69 | 85.22 |
| 2013-06-30 | 50.96 | 123.44 | 67.54 |
| 2013-03-31 | 32.32 | 125.20 | 50.76 |
| 2012-12-31 | 40.99 | 126.21 | 47.52 |
| 2012-09-30 | 64.99 | 103.40 | 45.61 |
| 2012-06-30 | 69.25 | 100.92 | 48.69 |
| 2012-03-31 | 56.03 | 93.57 | 52.70 |
- Strategic Education has no debt.
- Strategic Education has no debt compared to 5 years ago when it was 216.1%.
- Strategic Education has no debt, it does not need to be covered by operating cash flow.
- Strategic Education has no debt, therefore coverage of interest payments is not a concern.
Financial health checks
We assess Strategic Education's financial health by checking for:- Are short term assets greater than short term liabilities? (1 check)
- Are short term assets greater than long term liabilities? (1 check)
- Has the debt to equity ratio increased in the past 5 years? (1 check)
- Is the debt to equity ratio over 40%? (1 check)
- Is the debt covered by operating cash flow? (1 check)
- Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check) Strategic Education has a total score of 6/6, see the detailed checks below.
- Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
- Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
Full details on the Health part of the Simply Wall St company analysis model.
STRA Dividends
What is Strategic Education's current dividend yield, its reliability and sustainability?
Dividends are regular cash payments to you from the company, similar to a
bank paying you interest on a savings account.
Annual Dividend Income
If you bought
$2,000 of
Strategic Education
shares you are expected to receive
$32
in your first year as a dividend.
Dividend Amount
- Strategic Education's pays a higher dividend yield than the bottom 25% of dividend payers in United States of America (1.4%).
- Strategic Education's dividend is below the markets top 25% of dividend payers in United States of America (3.54%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not
wildly increasing/decreasing each year. This graph shows you the historical rate
to count toward your assessment of the stock.We also check to see if the dividend has increased in the past 10 years.
| Data Point | Source | Value |
|---|---|---|
| Past Annualized Dividend Yield | S&P Global Market Data | See Below |
| Past Dividends per Share | Company Filings/ Annualized Dividend Payments | See Below |
| Future Dividends per Share Estimates | Average of up to 4 Analyst Estimates (S&P Global) | See Below |
| United States of America Consumer Services Industry Average Dividend Yield | Market Cap Weighted Average of 8 Stocks | 1.6% |
| United States of America Market Average Dividend Yield | Market Cap Weighted Average of 2001 Stocks | 2.5% |
| United States of America Minimum Threshold Dividend Yield | 10th Percentile | 0.8% |
| United States of America Bottom 25% Dividend Yield | 25th Percentile | 1.4% |
| United States of America Top 25% Dividend Yield | 75th Percentile | 3.5% |
Industry and Market average data is calculated daily.
Note all dividend per share amounts are annualized and not quarterly or other period.
| Date (Data in $) | Dividend per Share (annual) | Avg. No. Analysts |
|---|---|---|
| 2020-12-31 | ||
| 2019-12-31 | ||
| 2018-12-31 |
| Date (Data in $) | Dividend per share (annual) | Avg. Yield (%) |
|---|---|---|
| 2018-11-08 | 2.000 | 1.689 |
| 2018-08-01 | 2.000 | 1.524 |
| 2018-03-01 | 1.000 | 0.930 |
| 2017-10-30 | 1.000 | 1.076 |
| 2017-07-27 | 1.000 | 1.201 |
| 2017-07-26 | 1.000 | 1.251 |
| 2017-05-04 | 1.000 | 1.099 |
| 2017-05-03 | 1.000 | 1.080 |
| 2017-02-17 | 1.000 | 1.252 |
| 2017-02-16 | 1.000 | 1.286 |
| 2015-02-06 | 0.000 | 0.000 |
| 2014-11-03 | 0.000 | 0.000 |
| 2014-10-30 | 0.000 | 0.000 |
| 2014-08-01 | 0.000 | 0.000 |
| 2014-07-31 | 0.000 | 0.000 |
| 2014-05-09 | 0.000 | 0.000 |
| 2014-05-07 | 0.000 | 0.000 |
| 2014-02-26 | 0.000 | 0.000 |
| 2014-02-21 | 0.000 | 0.000 |
| 2013-11-01 | 0.000 | 0.000 |
| 2013-10-31 | 0.000 | 0.000 |
| 2013-07-26 | 0.000 | 0.000 |
| 2013-07-25 | 0.000 | 0.000 |
| 2013-05-03 | 0.000 | 0.000 |
| 2013-05-02 | 0.000 | 0.000 |
| 2012-11-09 | 4.000 | 7.690 |
| 2012-07-26 | 4.000 | 6.105 |
| 2012-04-26 | 4.000 | 4.221 |
| 2012-02-16 | 4.000 | 4.169 |
| 2011-11-03 | 4.000 | 3.971 |
| 2011-07-28 | 4.000 | 4.448 |
| 2011-04-28 | 4.000 | 3.139 |
| 2011-02-17 | 4.000 | 3.022 |
| 2010-10-28 | 4.000 | 2.923 |
| 2010-07-29 | 3.000 | 1.853 |
| 2010-04-29 | 3.000 | 1.288 |
| 2010-02-11 | 3.000 | 1.259 |
| 2009-10-29 | 3.000 | 1.452 |
| 2009-07-30 | 2.000 | 0.934 |
| 2009-04-30 | 2.000 | 1.000 |
| 2009-02-23 | 2.000 | 1.166 |
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Dividends per share have been stable in the past 10 years.
- No dividend growth in 10 years.
Income/ dividend checks
We assess Strategic Education's dividend by checking for:- Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
- Is current dividend yield above the bottom 25% of dividend payers? (1 check)
- Is current dividend yield above the top 25% of dividend payers? (1 check)
- Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
- If they have paid a dividend for 10 years has it increased in this time? (1 check)
- How sustainable is the dividend, can Strategic Education afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks) Strategic Education has a total score of 2/6, see the detailed checks below.
Full details on the Dividends part of the Simply Wall St company analysis model.
STRA Management
CEO
| COMPENSATION | $2,978,050 |
| AGE | 52 |
| TENURE AS CEO | 5.8 years |
CEO Bio
Mr. Karl McDonnell serves as the President and Chief Executive Officer at Strayer Education Inc. since June 2018. Mr. McDonnell was Chief Executive Officer of Strayer Education Inc. from May 2, 2013 to June 2018. Mr. McDonnell served as the President and Chief Operating Officer of Strayer Education Inc. from July 27, 2006 to May 2, 2013. He joined Strayer Education in July 2006. He served as the Chief Operating Officer of InteliStaf Healthcare. He served as Vice President of the Investment Banking Division at Goldman, Sachs & Co. He held senior management positions with several Fortune 100 companies, including The Walt Disney Company. He has been a Director of Strayer Education Inc. since November 1, 2011. Mr. McDonnell holds a bachelor's degree in political science and American history from Virginia Wesleyan College and an MBA from Duke University.
CEO Compensation
- Karl's compensation has been consistent with company performance over the past year.
- Karl's remuneration is lower than average for companies of similar size in United States of America.
Management Team Tenure
Average tenure and age of the Strategic Education management team in years:
- The tenure for the Strategic Education management team is about average.
Management Team
Rob Silberman
Executive Chairman of the Board
$1M
60
Karl McDonnell
President
$3M
52
5.8 yrs
Dan Jackson
Executive VP & CFO
$2M
43
3.9 yrs
Thomas Aprahamian
Chief Accounting Officer
$514K
49
3.9 yrs
Brian Jones
President of Strayer University
$1M
49
3.7 yrs
J. Gilligan
Executive Vice Chairman
63
Lizette Herraiz
General Counsel & Secretary of the Board
Sondra Stallard
President Emerita and Director of Accreditation & Regulatory Affairs - Strayer University
$800K
68
7.3 yrs
Michael Plater
President Emeritus & Director of Community College Relations - Strayer University
$2M
61
3.8 yrs
Andrea Backman
Chief Academic Officer & Provost
48
Board of Directors Tenure
Average tenure and age of the Strategic Education board of directors in years:
- The average tenure for the Strategic Education board of directors is over 10 years, this suggests they are a seasoned and experienced board.
Board of Directors
Rob Silberman
Executive Chairman of the Board
$1M
60
16 yrs
Karl McDonnell
President
$3M
52
7.3 yrs
J. Gilligan
Executive Vice Chairman
63
0.5 yrs
G. Waite
Independent Director
$160K
66
22.6 yrs
Bob Grusky
Presiding Independent Director
$150K
60
1.1 yrs
J. Wargo
Independent Director
$155K
65
18.1 yrs
Todd Milano
Independent Director
$150K
65
22.6 yrs
Charlotte Beason
Independent Director
$150K
70
22.6 yrs
John Casteen
Independent Director
$160K
75
7.8 yrs
Nate Fick
Independent Director
$175K
40
2.3 yrs
Who owns this company?
Recent Insider Trading
- Strategic Education insiders have sold more shares than they have bought in the past 3 months.
Recent Insider Transactions
| Announced | Type | Name | Entity | Role | Start | End | Shares | Max Price ($) | Value ($) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 13. Dec 18 | Buy | Todd Milano | Individual | 12. Dec 18 | 12. Dec 18 | 280 | $122.53 | $34,308 | ||
| 03. Dec 18 | Sell | J. Gilligan | Individual | 29. Nov 18 | 29. Nov 18 | -3,343 | $133.21 | $-441,901 | ||
| 26. Nov 18 | Sell | J. Gilligan | Individual | 23. Nov 18 | 23. Nov 18 | -5,000 | $128.73 | $-640,179 | ||
| 16. Nov 18 | Sell | J. Gilligan | Individual | 15. Nov 18 | 15. Nov 18 | -5,000 | $140.58 | $-691,749 | ||
| 14. Nov 18 | Sell | Robert Grusky | Individual | 12. Nov 18 | 12. Nov 18 | -507 | $144.05 | $-73,033 | ||
| 09. Nov 18 | Sell | J. Gilligan | Individual | 08. Nov 18 | 08. Nov 18 | -5,000 | $144.14 | $-713,420 | ||
| 02. Nov 18 | Sell | J. Gilligan | Individual | 01. Nov 18 | 01. Nov 18 | -5,000 | $124.61 | $-623,050 | ||
| 26. Oct 18 | Sell | J. Gilligan | Individual | 25. Oct 18 | 25. Oct 18 | -5,000 | $125.38 | $-623,790 | ||
| 19. Oct 18 | Sell | J. Gilligan | Individual | 18. Oct 18 | 18. Oct 18 | -5,000 | $131.05 | $-651,988 | ||
| 03. Aug 18 | Buy | H. Dallas | Individual | 02. Aug 18 | 02. Aug 18 | 1,625 | $123.60 | $200,850 | ||
| 15. Jun 18 | Sell | John Casteen | Individual | 08. Jun 18 | 08. Jun 18 | -1,138 | $111.03 | $-126,352 | ||
| 15. Jun 18 | Sell | William Brock | Individual | 15. Jun 18 | 15. Jun 18 | -4,100 | $109.91 | $-450,631 | ||
| 15. May 18 | Sell | Brian Jones | Individual | 14. May 18 | 14. May 18 | -3,600 | $103.74 | $-373,464 | ||
| 10. May 18 | Sell | Karl McDonnell | Individual | 08. May 18 | 09. May 18 | -18,313 | $103.24 | $-1,872,718 | ||
| 08. May 18 | Sell | Karl McDonnell | Individual | 03. May 18 | 07. May 18 | -28,361 | $110.39 | $-3,022,992 | ||
| 19. Mar 18 | Sell | Brian Jones | Individual | 15. Mar 18 | 15. Mar 18 | -3,239 | $101.86 | $-329,925 | ||
| 07. Mar 18 | Sell | Daniel Jackson | Individual | 05. Mar 18 | 06. Mar 18 | -19,097 | $96.05 | $-1,783,533 | ||
| 07. Mar 18 | Sell | Thomas Aprahamian | Individual | 05. Mar 18 | 05. Mar 18 | -2,964 | $93.16 | $-270,061 | ||
| 07. Mar 18 | Sell | Brian Jones | Individual | 05. Mar 18 | 05. Mar 18 | -8,743 | $93.64 | $-797,686 | ||
Management checks
We assess Strategic Education's management by checking for:- Is the CEO's compensation unreasonable compared to market cap? (1 check)
- Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
- Is the average tenure of the management team less than 2 years? (1 check)
- Is the average tenure of the board of directors team less than 3 years? (1 check) Strategic Education has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.
Note: We use the top 6 management executives and board members in our calculations.
Note 2: Insider trading include any internal stakeholders and these transactions .
Full details on the Management part of the Simply Wall St company analysis model.
STRA News
Simply Wall St News
Should Strategic Education, Inc. (NASDAQ:STRA) Be Your Next Stock Pick?
I've been keeping an eye on Strategic Education, Inc. … Looking at the company as a whole, as a potential stock investment, I believe STRA has a lot to offer. … is a company with
Simply Wall St - – Full articleZooming in on NASDAQ:STRA's 1.8% Dividend Yield
Dividends can be underrated but they form a large part of investment returns, playing an important role in compounding returns in the long run. … Historically, Strategic Education, Inc. … Let's dig deeper into whether Strategic Education should have a place in your portfolio.
Simply Wall St - – Full articleWhat You Must Know About Strategic Education, Inc.'s (NASDAQ:STRA) Financial Health
Mid-caps stocks, like Strategic Education, Inc. … Today we will look at STRA’s financial liquidity and debt levels, which are strong indicators for whether the company can weather economic downturns or fund strategic acquisitions for future growth. … Don’t forget that this is a general and concentrated examination of Strategic Education's financial health, so you should conduct further analysis.
Simply Wall St - – Full articleIs Strategic Education, Inc. (NASDAQ:STRA) Struggling With Its 2.2% Return On Capital Employed?
Specifically, we're going to calculate its Return On Capital Employed (ROCE), in the hopes of getting some insight into the business. … What is Return On Capital Employed (ROCE)? … ROCE measures the 'return' (pre-tax profit) a company generates from capital employed in its business.
Simply Wall St - – Full articleAt US$128, Is It Time To Put Strategic Education Inc (NASDAQ:STRA) On Your Watch List?
Strategic Education Inc (NASDAQ:STRA), which is in the consumer services business, and is based in United States,. … A question to answer is whether Strategic Education's current trading price of $128.31 reflective of the actual value of the? … Let’s take a look at Strategic Education’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change
Simply Wall St - – Full articleShould We Worry About Strategic Education Inc's (NASDAQ:STRA) P/E Ratio?
This article is for investors who would like to improve their understanding of price to earnings ratios (P/E ratios). … Based on the last twelve months, Strategic Education's P/E ratio is 96.13. … Price to Earnings Ratio = Price per Share ÷ Earnings per Share (EPS)
Simply Wall St - – Full articleWhat Kind Of Shareholder Appears On The Strategic Education Inc's (NASDAQ:STRA) Shareholder Register?
Every investor in Strategic Education Inc (NASDAQ:STRA) should be aware of the most powerful shareholder groups. … Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies. … Strategic Education isn't enormous, but it's not particularly small either.
Simply Wall St - – Full articleIs Strategic Education Inc's (NASDAQ:STRA) CEO Being Overpaid?
First, this article will compare CEO compensation with compensation at similar sized companies. … How Does Karl McDonnell's Compensation Compare With Similar Sized Companies. … A first glance this seems like a real positive for shareholders, since Karl McDonnell is paid less than the average compensation paid by similar sized companies.
Simply Wall St - – Full articleWhat To Know Before Buying Strategic Education Inc (NASDAQ:STRA) For Its Dividend
Dividends can be underrated but they form a large part of investment returns, playing an important role in compounding returns in the long run. … Strategic Education Inc (NASDAQ:STRA) has returned to shareholders over the past 10 years, an average dividend yield of 1.00% annually. … Let's take a look at Strategic Education in more detail.
Simply Wall St - – Full articleHow Did Strayer Education Inc's (NASDAQ:STRA) 8.93% ROE Fare Against The Industry?
The content of this article will benefit those of you who are starting to educate yourself about investing in the stock market. … Knowing these components can change your views on STRA's below-average returns. … Today I will look at how components such as financial leverage can influence ROE which may impact the sustainability of STRA's returns
Simply Wall St - – Full articleSTRA Company Info
Map
Description
Strategic Education, Inc., through its subsidiaries, provides a range of post-secondary education and other academic programs in the United States. The company operates Strayer University and Capella University that provide undergraduate and graduate degree programs in business administration, accounting, information technology, education, health services administration, nursing, public administration, and criminal justice to working adult students through its 74 physical campuses primarily located in the Mid-Atlantic and Southern regions, as well as through online. It also offers an executive MBA online through its Jack Welch Management Institute. In addition, the company operates New York Code and Design Academy that provides non-degree courses in Web and application software development primarily through its campus in New York City. Strategic Education, Inc. was founded in 1892 and is headquartered in Herndon, Virginia.
Details
| Name: | Strategic Education, Inc. |
| STRA | |
| Exchange: | NasdaqGS |
| Founded: | 1892 |
| $2,537,481,688 | |
| 21,112,253 | |
| Website: | http://www.strategiceducation.com |
| Address: |
Strategic Education, Inc. 2303 Dulles Station Boulevard, Herndon, Virginia, 20171, United States |
Listings
| Exchange Symbol | Ticker Symbol | Security | Exchange | Country | Currency | Listed on | |
|---|---|---|---|---|---|---|---|
| NasdaqGS | STRA | Common Stock | Nasdaq Global Select | US | USD | 25. Jul 1996 | |
| DB | SQE | Common Stock | Deutsche Boerse AG | DE | EUR | 25. Jul 1996 |
Number of employees
Current staff
Industry
| Education Services | |
| Consumer Services |
Company Analysis and Financial Data Status
| Area | Date (UTC time) |
|---|---|
| Company Analysis updated: | 2019/02/21 23:47 |
| End of day share price update: | 2019/02/21 00:00 |
| Last estimates confirmation: | 2019/02/18 |
| Last earnings filing: | 2018/11/08 |
| Last earnings reported: | 2018/09/30 |
| Last annual earnings reported: | 2017/12/31 |
All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
