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STRA logo STRA
Upturn stock ratingUpturn stock rating
STRA logo

Strategic Education Inc (STRA)

Upturn stock ratingUpturn stock rating
$85.13
Last Close (24-hour delay)
Profit since last BUY-1.18%
upturn advisory
SELL
SELL since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: STRA (1-star) is a SELL. SELL since 5 days. Profits (-1.18%). Updated daily EoD!

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

3 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $102.67

1 Year Target Price $102.67

Analysts Price Target For last 52 week
$102.67Target price
Low$73.77
Current$85.13
high$118.42

Analysis of Past Performance

Type Stock
Historic Profit -31.03%
Avg. Invested days 45
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.06B USD
Price to earnings Ratio 18.19
1Y Target Price 102.67
Price to earnings Ratio 18.19
1Y Target Price 102.67
Volume (30-day avg) 3
Beta 0.55
52 Weeks Range 73.77 - 118.42
Updated Date 06/30/2025
52 Weeks Range 73.77 - 118.42
Updated Date 06/30/2025
Dividends yield (FY) 2.79%
Basic EPS (TTM) 4.68

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 9.14%
Operating Margin (TTM) 13.74%

Management Effectiveness

Return on Assets (TTM) 4.82%
Return on Equity (TTM) 6.86%

Valuation

Trailing PE 18.19
Forward PE 15.85
Enterprise Value 2016090715
Price to Sales(TTM) 1.67
Enterprise Value 2016090715
Price to Sales(TTM) 1.67
Enterprise Value to Revenue 1.63
Enterprise Value to EBITDA 9.71
Shares Outstanding 24163200
Shares Floating 23056256
Shares Outstanding 24163200
Shares Floating 23056256
Percent Insiders 3.35
Percent Institutions 94.72

Analyst Ratings

Rating 2
Target Price 102.67
Buy 2
Strong Buy 1
Buy 2
Strong Buy 1
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Strategic Education Inc

stock logo

Company Overview

overview logo History and Background

Strategic Education, Inc. (STRA) was formed in 2010 through the merger of Strayer Education, Inc. and Capella Education Company. Strayer Education was founded in 1892, while Capella Education Company was founded in 1993. The company provides post-secondary education, skill based training, and other educational services.

business area logo Core Business Areas

  • U.S. Higher Education: Includes Strayer University and Capella University, offering degree programs primarily online.
  • Australia/New Zealand: Includes Torrens University Australia, Think Education and Media Design School offering education programs in Australia and New Zealand.
  • Workforce Solutions: Includes DevMountain, Hackbright Academy and other programs providing coding and skill-based training.

leadership logo Leadership and Structure

Strategic Education Inc. is led by Karl McDonnell, CEO. The company has a board of directors that oversees strategy and governance. Its organizational structure is divided into business units focused on higher education, vocational training, and international operations.

Top Products and Market Share

overview logo Key Offerings

  • Strayer University: Offers undergraduate and graduate degree programs online. Competitors include University of Phoenix (Apollo Education Group), Grand Canyon University, and other online universities. Market share is difficult to precisely quantify, but Strayer is a significant player in the online higher education market.
  • Capella University: Offers graduate degree programs, primarily online. Competitors include Walden University (Laureate Education), Western Governors University, and other online graduate programs. Market share is also challenging to determine exactly, but Capella holds a meaningful position in the online graduate education segment.
  • Torrens University Australia: Offers undergraduate and graduate programs in Australia and New Zealand. Competitors include other Australian Universities such as University of Sydney and RMIT. Revenue is about 20% of total revenue.
  • DevMountain and Hackbright Academy: Offer coding bootcamps and skill-based training. Competitors include General Assembly, Flatiron School (WeWork), and numerous other coding bootcamps. They represent a small portion of overall revenue but are a key growth area.

Market Dynamics

industry overview logo Industry Overview

The education industry is experiencing digital transformation, with growing demand for online learning and skill-based training. The market is fragmented and competitive, with numerous players offering various educational services. The industry is impacted by changing demographics, evolving workforce needs, and government regulations.

Positioning

Strategic Education Inc. is positioned as a provider of accessible and career-relevant education. Its competitive advantages include established online platforms, strong brand recognition, and a focus on student outcomes. However, it faces competition from both traditional universities and newer online education providers.

Total Addressable Market (TAM)

The total addressable market for post-secondary education and skills training is estimated to be worth hundreds of billions of dollars globally. Strategic Education Inc. is positioned to capture a share of this market through its diverse offerings and online platforms.

Upturn SWOT Analysis

Strengths

  • Strong Brand Recognition (Strayer and Capella)
  • Established Online Platforms
  • Focus on Career-Relevant Education
  • Diverse Program Offerings
  • Experienced Management Team

Weaknesses

  • High Marketing Costs
  • Regulatory Risks (Higher Education)
  • Competition from Traditional Universities
  • Dependence on Enrollment Trends
  • Sensitivity to Economic Downturns

Opportunities

  • Expanding Online Program Offerings
  • Partnerships with Employers
  • Growth in Skill-Based Training
  • International Expansion
  • Acquisitions of Complementary Businesses

Threats

  • Increased Competition
  • Changes in Government Regulations
  • Negative Press or Accreditation Issues
  • Economic Downturns Impacting Enrollment
  • Technological Disruption

Competitors and Market Share

competitor logo Key Competitors

  • LRN
  • GPX
  • CECO
  • APO
  • LAUR

Competitive Landscape

Strategic Education Inc. faces intense competition from both traditional universities and online education providers. Its advantages include established brands and a focus on career-relevant education, but it needs to continue innovating to maintain its competitive edge.

Major Acquisitions

Trilogy Education Services

  • Year: 2019
  • Acquisition Price (USD millions): 750
  • Strategic Rationale: Expand workforce education offerings and strengthen its position in the coding bootcamp market.

Growth Trajectory and Initiatives

Historical Growth: Strategic Education Inc.'s growth has been moderate, driven by expansion in online programs and strategic acquisitions.

Future Projections: Analyst projections suggest moderate growth in revenue and earnings, driven by increasing demand for online education and workforce training.

Recent Initiatives: Recent initiatives include expanding partnerships with employers, developing new skill-based training programs, and investing in technology to enhance the student experience.

Summary

Strategic Education Inc. is a key player in the online education market, leveraging its strong brands like Strayer and Capella. The company is well positioned to capture more of the online post-secondary education and skills training market. Weaknesses include dependence on enrollment and potential regulatory risks. However, key growth drivers would be partnerships and acquisitions.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Analyst Reports
  • Industry Publications
  • Company Website

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Strategic Education Inc

Exchange NASDAQ
Headquaters Herndon, VA, United States
IPO Launch date 1996-07-25
President, CEO & Director Mr. Karl McDonnell
Sector Consumer Defensive
Industry Education & Training Services
Full time employees 3801
Full time employees 3801

Strategic Education, Inc. provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. The company operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. It operates Strayer University that offers undergraduate and graduate degree programs in business, criminal justice, education, health services, information technology, and public administration 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 MBA online through its Jack Welch Management Institute. In addition, the company operates Capella University that provides post-secondary education; 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 offers Workforce Edge, a platform which provides employers a full-service education benefits administration solution; and Sophia Learning, which offers low-cost online general education-level courses. Strategic Education, Inc. was founded in 1892 and is headquartered in Herndon, Virginia.