Consumer Defensive
Strategic Education, Inc.(STRA)
Live Price
Offline$77.41
-3.06% today
1Y Change
-14.12%
Window
Jun 20, 2025 โ Jun 15, 2026
- Market Cap
- $1.78B
- Revenue Growth
- +4.0%
- EPS Growth
- +16.0%
- Dividend Yield
- 3.1%
Coverage: 247 bars ยท Jun 20, 2025 โ Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Strategic Education, Inc. (STRA) is a Consumer Defensive stock with a market cap of $1.78B and listed on NASDAQ. The stock last traded around $77.41 and down 14.1% across the available one-year price window (Jun 20, 2025 โ Jun 15, 2026). Baseline metrics include revenue growth of +4.0%, EPS growth of +16.0%, a dividend yield of 3.1%. What stands out right now is revenue +4.0%, EPS +16.0%, free cash flow +19.6% with operating margin 14.2% and ROIC 7.2%. The dividend matters to the case here, with a current yield around 3.1%. Valuation is more restrained than many high-expectation growth names at P/E 13.0 and price/sales 1.4. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines STRA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+4.0% vs +1.7% peer median
Operating Margin
Above sector median
+14.2% vs +6.6% peer median
P/E
Near sector median
13.0 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 23, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +4.0% and EPS at +16.0%, with operating margin around 14.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 3.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +7.7% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 23, 2026 | โ | +1.9% | +8.6% | +9.2% |
2026 Feb 26, 2026 | +23.4% | +4.9% | +7.3% | +6.4% |
2025 Nov 6, 2025 | +25.4% | +0.9% | +7.1% | +6.4% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
STRA
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
STRA Max Drawdown
-17.06%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for STRA and SPY.
Company Overview
Strategic Education, Inc.
NASDAQ Global Select
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. The company operates Strayer University that offers undergraduate and graduate degree programs in business administration, accounting, information technology, education, health services administration, public administration, and criminal justice at physical campuses located in the eastern United States, as well as through online; non-degree web and mobile application development courses through Hackbright Academy and Devmountain; and an executive MBA online through its Jack Welch Management Institute. It also operates Capella University, an online post-secondary education institution that provides various bachelor's, master's, and doctoral degree programs to working adults in arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. The company operates Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses primarily in business, design and creative technology, health, hospitality, and education fields through online and on physical campuses located in Australia; Think Education, a vocational training organization; and Media Design School, which provides industry-endorsed courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising in New Zealand. It also offers Workforce Edge, a platform to employers that provides education benefits administration solutions; and Sophia Learning, which enables lower cost education benefits programs. The company was founded in 1892 and is headquartered in Herndon, Virginia.
- Leadership
- Karl McDonnell
- IPO Date
- Jul 25, 1996
- Employees
- 3.8k
- Street Address
- 2303 Dulles Station Boulevard
- Mailing
- Herndon, VA, 20171
- Region
- Herndon, VA, US
- Reporting Currency
- USD
- Investor Line
- 703 561 1600
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 13.0
- EV/EBITDA
- 7.6
- Price/Sales
- 1.4
- Price/Book
- 1.0
Growth
- Revenue
- +4.0%
- EPS
- +16.0%
- Free Cash Flow
- +19.6%
Profitability
- Gross Margin
- 49.3%
- Operating Margin
- 14.2%
- Net Margin
- 10.2%
- ROE
- 7.9%
- ROIC
- 7.2%
Balance Sheet
- Debt/Equity
- 0.07
- Current Ratio
- 1.16
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.