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Stoqly stoqly.net Company report · October 28, 2026

Strategic Education

STRA Nasdaq· Education Services

Last close · Oct 27, 2026

$79.84

KIRA · Stoqly’s AI analyst, in plain words

  • Strategic Education had $1.3B of revenue in fiscal 2025, up 4.0% on the year before. Over five years, revenue changed +4.3% a year on average.
  • Its operating margin was 13.7%, up 1.0 pts: of every 100 in sales, about 14 is left after running the business.
  • Strategic Education made $127M of net profit in fiscal 2025. From fiscal 2016 to 2025, diluted EPS grew 6.0% a year.
  • Free cash flow was $154M in fiscal 2025, 12.1% of revenue.
  • Strategic Education returned $196M to shareholders in fiscal 2025, 128% of free cash flow. The diluted share count fell 3.1%.
  • Strategic Education has $148M more cash than debt.

Market cap

$1.7B

P/E

13.3x

Revenue

$1.3B

Net income

$127M

Free cash flow

$154M

Operating margin

13.7%

Strategic Education in 30 seconds · fiscal 2025

So-so

Are sales growing?

+4.0%

Only a little. Sales grew 4.0% last year.

So-so

Does it make a profit?

10.0%

A little. It keeps 10.0% of every sale as profit.

Good

Does profit turn into cash?

12.1%

Yes. 12.1% of sales ends up as free cash.

Good

Is debt under control?

Net cash

Yes. It has more cash than debt.

So-so

How healthy are the accounts?

6 / 8

Mixed. It passes 6 of 8 health tests.

For information

How is the share priced?

13.3x

One share costs 13.3 times its yearly profit per share. Typical for its sector: 17.9x.

What Strategic Education does

No business description yet.

Fiscal year ends
December 31, 2025
Latest annual report
10-K · Feb 27, 2026
Legal name
Strategic Education, Inc.
CIK
0001013934
stoqly.net · STRA · Generated October 28, 2026 Not investment advice · Page 1 of 3
Stoqly stoqly.net Company report · October 28, 2026

Strategic Education · STRA

Results and finances

The last 5 fiscal years. Amounts in USD.

Fiscal yearFY21FY22FY23FY24FY25
Sales and profit
Revenue $1.1B $1.1B $1.1B $1.2B $1.3B
Revenue growth 10.1% −5.9% 6.3% 7.7% 4.0%
Operating margin 6.5% 6.6% 8.4% 12.8% 13.7%
Net income $55.1M $46.7M $69.8M $113M $127M
Net margin 4.9% 4.4% 6.2% 9.2% 10.0%
Diluted EPS $2.28 $1.94 $2.91 $4.67 $5.41
Cash
Cash from operations $181M $126M $117M $169M $198M
Capital expenditure $49.4M $43.2M $36.9M $40.6M $44.3M
Free cash flow $131M $82.9M $80.2M $129M $154M
FCF margin 11.6% 7.8% 7.1% 10.6% 12.1%
Dividends paid $59.0M $59.2M $58.8M $59.0M $57.5M
Share buybacks $5.9M $40.1M $10.0M $11.5M $139M
Share count change 5.5% −0.5% −0.2% 0.8% −3.1%
Debt and strength
Cash and short-term investments $275M $223M $208M $184M $148M
Debt incl. finance leases $142M $101M $61.4M $0.0M $0.0M
Shareholders' equity $1.7B $1.6B $1.7B $1.7B $1.6B
Net debt / EBITDA −1.0x −1.0x −1.0x −0.9x −0.7x
Current ratio 1.9x 1.6x 1.6x 1.4x 1.3x
Returns and quality
Return on capital 3.3% 3.1% 4.4% 7.3% 8.4%
Return on equity 3.2% 2.8% 4.2% 6.8% 7.7%
Piotroski F-score 5 5 8 6 6
Altman Z'' 4.0 4.1 4.6 5.7 5.6

Insiders bought, 12 months

$0.1M

2 insiders

Insiders sold, 12 months

$5.2M

6 insiders

Of sales under plans

97%

$5.0M

How to read these numbers

Revenue:
Total sales reported in the income statement.
Operating margin:
Operating income as a share of revenue.
Net income:
Profit after all expenses, interest and tax.
Free cash flow:
Cash from operations minus capital spending.
Net debt / EBITDA:
Years of EBITDA needed to pay off net debt. Below zero means more cash than debt.
Return on capital:
After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
stoqly.net · STRA · Generated October 28, 2026 Not investment advice · Page 2 of 3
Stoqly stoqly.net Company report · October 28, 2026

Strategic Education · STRA

Charts and comparison

Ten years at a glance, and how it stacks up against similar companies.

Revenue

Net income

Margins, % of revenue

Gross Operating Net

Cash vs debt (incl. leases)

Cash Debt

Free cash flow

Dividends and buybacks

Dividends Buybacks

Similar companies

Each company’s latest fiscal year. Fiscal years end in different months, so periods don’t line up exactly.

CompanyMarket capGrowthOp. marginFCF marginROICP/EF-score
Strategic Education STRA $1.7B 4.0% 13.7% 12.1% 8.4% 13.3x 6
Grand Canyon Education LOPE $4.1B 7.1% 24.0% 21.6% 45.3% 19.1x 4
Duolingo DUOL $7.1B 38.7% 13.1% 35.6% 77.6% 16.7x 4
Laureate Education LAUR $5.3B 8.6% 25.3% 15.5% 28.6% 17.0x 8
Perdoceo Education PRDO $2.0B 24.2% 23.2% 25.6% — 11.7x —

Price compared with profit (P/E)

How many times its yearly profit per share one share costs. Higher means investors pay more for each unit of profit.

Strategic Education 13.3x
Similar companies 17.3x
Sector 17.9x

KIRA

At $79.84 a share, the company is worth $1.7B: 13.3 times its earnings of the last four quarters.

Strategic Education grew sales faster than 0 of its 4 similar companies. Its P/E is higher than 1 of 4.

Source: SEC EDGAR XBRL filings (CIK 0001013934). Data updated October 20, 2026. For information only — not investment advice. Check the original filings before relying on any figure.