STRA Stock Overview
Strategic Education, Inc., through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills.
Strategic Education Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$63.43|
|52 Week High||US$83.34|
|52 Week Low||US$48.01|
|1 Month Change||-12.27%|
|3 Month Change||16.26%|
|1 Year Change||-17.57%|
|3 Year Change||-63.67%|
|5 Year Change||-28.04%|
|Change since IPO||785.07%|
Recent News & Updates
Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of US$0.60
Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of US$0.60 per share on the 6th of...
Is There An Opportunity With Strategic Education, Inc.'s (NASDAQ:STRA) 35% Undervaluation?
In this article we are going to estimate the intrinsic value of Strategic Education, Inc. ( NASDAQ:STRA ) by taking the...
Strategic Education (NASDAQ:STRA) Will Pay A Dividend Of US$0.60
Strategic Education, Inc.'s ( NASDAQ:STRA ) investors are due to receive a payment of US$0.60 per share on 14th of...
Strategic Education: Turning The Corner
Strategic Education guided for MSD revenue decreases in 2022 versus double-digit declines in 2021. Operating margins may be close to bottoming, particularly as integration costs should be rolling out relatively soon. Concurrently, STRA continues to build its net cash position and has a well-supported dividend yield of 4%.
|STRA||US Consumer Services||US Market|
Return vs Industry: STRA exceeded the US Consumer Services industry which returned -58% over the past year.
Return vs Market: STRA underperformed the US Market which returned -10.4% over the past year.
|STRA Average Weekly Movement||7.7%|
|Consumer Services Industry Average Movement||9.9%|
|Market Average Movement||7.8%|
|10% most volatile stocks in US Market||16.8%|
|10% least volatile stocks in US Market||2.9%|
Stable Share Price: STRA is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 8% a week.
Volatility Over Time: STRA's weekly volatility (8%) has been stable over the past year.
About the Company
Strategic Education, Inc., through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. It operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services.
Strategic Education Fundamentals Summary
|STRA fundamental statistics|
Is STRA overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|STRA income statement (TTM)|
|Cost of Revenue||US$600.08m|
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
|Earnings per share (EPS)||2.13|
|Net Profit Margin||4.78%|
How did STRA perform over the long term?See historical performance and comparison
3.8%Current Dividend Yield
Does STRA pay a reliable dividends?See STRA dividend history and benchmarks
|Strategic Education dividend dates|
|Ex Dividend Date||May 26 2022|
|Dividend Pay Date||Jun 06 2022|
|Days until Ex dividend||8 days|
|Days until Dividend pay date||19 days|
Does STRA pay a reliable dividends?See STRA dividend history and benchmarks
Is Strategic Education undervalued compared to its fair value and its price relative to the market?
Valuation Score 3/6
Below Fair Value
Significantly Below Fair Value
PE vs Industry
PE vs Market
PB vs Industry
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: STRA ($63.43) is trading below our estimate of fair value ($103.22)
Significantly Below Fair Value: STRA is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: STRA is poor value based on its PE Ratio (29.8x) compared to the US Consumer Services industry average (17.1x).
PE vs Market: STRA is poor value based on its PE Ratio (29.8x) compared to the US market (15.5x).
Price to Earnings Growth Ratio
PEG Ratio: STRA is poor value based on its PEG Ratio (1.3x)
Price to Book Ratio
PB vs Industry: STRA is good value based on its PB Ratio (0.9x) compared to the US Consumer Services industry average (1.3x).
How is Strategic Education forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
Future Growth Score3/6
Future Growth Score 3/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: STRA's forecast earnings growth (22.7% per year) is above the savings rate (1.9%).
Earnings vs Market: STRA's earnings (22.7% per year) are forecast to grow faster than the US market (12.6% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: STRA's revenue (1.8% per year) is forecast to grow slower than the US market (8% per year).
High Growth Revenue: STRA's revenue (1.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if STRA's Return on Equity is forecast to be high in 3 years time
How has Strategic Education performed over the past 5 years?
Past Performance Score1/6
Past Performance Score 1/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: STRA has a large one-off loss of $19.7M impacting its March 31 2022 financial results.
Growing Profit Margin: STRA's current net profit margins (4.8%) are lower than last year (5.8%).
Past Earnings Growth Analysis
Earnings Trend: STRA's earnings have grown significantly by 25.4% per year over the past 5 years.
Accelerating Growth: STRA's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: STRA had negative earnings growth (-13.3%) over the past year, making it difficult to compare to the Consumer Services industry average (-15.6%).
Return on Equity
High ROE: STRA's Return on Equity (3%) is considered low.
How is Strategic Education's financial position?
Financial Health Score5/6
Financial Health Score 5/6
Short Term Liabilities
Long Term Liabilities
Financial Position Analysis
Short Term Liabilities: STRA's short term assets ($417.8M) exceed its short term liabilities ($254.8M).
Long Term Liabilities: STRA's short term assets ($417.8M) exceed its long term liabilities ($388.7M).
Debt to Equity History and Analysis
Debt Level: STRA has more cash than its total debt.
Reducing Debt: Insufficient data to determine if STRA's debt to equity ratio has reduced over the past 5 years.
Debt Coverage: STRA's debt is well covered by operating cash flow (111.7%).
Interest Coverage: STRA's interest payments on its debt are well covered by EBIT (38x coverage).
What is Strategic Education current dividend yield, its reliability and sustainability?
Dividend Score 1/6
Future Dividend Coverage
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: STRA's dividend (3.78%) is higher than the bottom 25% of dividend payers in the US market (1.54%).
High Dividend: STRA's dividend (3.78%) is low compared to the top 25% of dividend payers in the US market (4.05%).
Stability and Growth of Payments
Stable Dividend: STRA's dividend payments have been volatile in the past 10 years.
Growing Dividend: STRA's dividend payments have fallen over the past 10 years.
Earnings Payout to Shareholders
Earnings Coverage: With its high payout ratio (109.4%), STRA's dividend payments are not well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonable cash payout ratio (53%), STRA's dividend payments are covered by cash flows.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Karl McDonnell (55 yo)
Mr. Karl McDonnell has been Chief Executive Officer at Strategic Education, Inc. May 2, 2013 and served as its President since June 2018. Mr. McDonnell served as the Chief Operating Officer of Strategic Ed...
CEO Compensation Analysis
Compensation vs Market: Karl's total compensation ($USD6.32M) is about average for companies of similar size in the US market ($USD5.45M).
Compensation vs Earnings: Karl's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
Experienced Management: STRA's management team is seasoned and experienced (5.4 years average tenure).
Experienced Board: STRA's board of directors are considered experienced (8 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: STRA insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Strategic Education, Inc.'s employee growth, exchange listings and data sources
- Name: Strategic Education, Inc.
- Ticker: STRA
- Exchange: NasdaqGS
- Founded: 1892
- Industry: Education Services
- Sector: Consumer Services
- Implied Market Cap: US$1.544b
- Shares outstanding: 24.71m
- Website: https://www.strategiceducation.com
Number of Employees
- Strategic Education, Inc.
- 2303 Dulles Station Boulevard
- United States
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/05/16 00:00|
|End of Day Share Price||2022/05/16 00:00|
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.