Strategic Education, Inc.

NasdaqGS:STRA Stok Raporu

Piyasa değeri: US$1.7b

Strategic Education Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Strategic Education yıllık ortalama 25.1% oranında kazançlarını artırırken, Consumer Services sektöründe kazançlar growing at 25.1% annual. Gelirler growing yılda ortalama 3.7% oranında artmaktadır. Strategic Education'in özkaynak karlılığı 7.9% ve net marjı 10.2%'dir.

Anahtar bilgiler

25.13%

Kazanç büyüme oranı

26.01%

EPS büyüme oranı

Consumer Services Sektör Büyümesi20.27%
Gelir büyüme oranı3.74%
Özkaynak getirisi7.93%
Net Marj10.21%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi 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...

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi Aug 28

Strategic Education (NASDAQ:STRA) Has Affirmed Its 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...
Analiz Makalesi Aug 22

Strategic Education, Inc.'s (NASDAQ:STRA) Intrinsic Value Is Potentially 67% Above Its Share Price

Key Insights The projected fair value for Strategic Education is US$131 based on 2 Stage Free Cash Flow to Equity...
Analiz Makalesi Jul 30

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 on the 11th of...

Gelir ve Gider Dağılımı

Strategic Education nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:STRA Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 261,2711304290
31 Dec 251,2681274250
30 Sep 251,2561144200
30 Jun 251,2421154210
31 Mar 251,2331134190
31 Dec 241,2201134120
30 Sep 241,2111264000
30 Jun 241,1911173920
31 Mar 241,1671023860
31 Dec 231,133703840
30 Sep 231,100493830
30 Jun 231,077373830
31 Mar 231,063383800
31 Dec 221,065473800
30 Sep 221,068503750
30 Jun 221,075483730
31 Mar 221,100533690
31 Dec 211,132553610
30 Sep 211,127393610
30 Jun 211,096463390
31 Mar 211,053613130
31 Dec 201,028862950
30 Sep 201,0241092780
30 Jun 201,0271152760
31 Mar 201,0161052770
31 Dec 19997812720
30 Sep 19975752730
30 Jun 1989562630
31 Mar 19764-142270
31 Dec 18634-161940
30 Sep 18511-451590
30 Jun 18458141400
31 Mar 18456201450
31 Dec 17455211290
30 Sep 17455391500
30 Jun 17449351480
31 Mar 17445331450
31 Dec 16441351450
30 Sep 16435361400
30 Jun 16432371350
31 Mar 16434411310
31 Dec 15434401310
30 Sep 15437401300
30 Jun 15438411300

Kaliteli Kazançlar: STRA yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: STRA 'nin mevcut net kar marjları (10.2%) geçen yılın (9.1%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: STRA şirketinin kazançları son 5 yılda yılda 25.1% oranında önemli ölçüde arttı.

Büyüme Hızlandırma: STRA 'un son bir yıldaki kazanç büyümesi ( 15% ) 5 yıllık ortalamasının ( 25.1% /yıl) altındadır.

Kazançlar vs. Sektör: STRA geçen yılki kazanç büyümesi ( 15% ) Consumer Services sektörünün 11.7% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: STRA 'nin Özsermaye Getirisi ( 7.9% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/27 18:25
Gün Sonu Hisse Fiyatı2026/05/27 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Strategic Education, Inc. 21 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jeffrey MeulerBaird
Gary BisbeeBarclays
Alexander ParisBarrington Research Associates, Inc.