STRA official logo STRA
STRA 1-star rating from Upturn Advisory
Strategic Education Inc (STRA) company logo

Strategic Education Inc (STRA)

Strategic Education Inc (STRA) 1-star rating from Upturn Advisory
$81.15
Last Close (24-hour delay)
Profit since last BUY-2.23%
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Upturn Advisory Summary

12/26/2025: STRA (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

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

Number of Analysts

1 star rating from financial analysts

3 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $101.67

1 Year Target Price $101.67

Analysts Price Target For last 52 week
$101.67 Target price
52w Low $71.18
Current$81.15
52w High $101.51

Analysis of Past Performance

Type Stock
Historic Profit -34.88%
Avg. Invested days 39
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/26/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.94B USD
Price to earnings Ratio 16.87
1Y Target Price 101.67
Price to earnings Ratio 16.87
1Y Target Price 101.67
Volume (30-day avg) 3
Beta 0.57
52 Weeks Range 71.18 - 101.51
Updated Date 12/27/2025
52 Weeks Range 71.18 - 101.51
Updated Date 12/27/2025
Dividends yield (FY) 2.97%
Basic EPS (TTM) 4.81

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 9.08%
Operating Margin (TTM) 16.03%

Management Effectiveness

Return on Assets (TTM) 5.29%
Return on Equity (TTM) 6.76%

Valuation

Trailing PE 16.87
Forward PE 12.58
Enterprise Value 1850941050
Price to Sales(TTM) 1.54
Enterprise Value 1850941050
Price to Sales(TTM) 1.54
Enterprise Value to Revenue 1.47
Enterprise Value to EBITDA 8.1
Shares Outstanding 23486618
Shares Floating 22384497
Shares Outstanding 23486618
Shares Floating 22384497
Percent Insiders 3.45
Percent Institutions 95.1

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Strategic Education Inc

Strategic Education Inc(STRA) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Strategic Education Inc. (SEI) was founded in 1996 and is a leading provider of higher education and workforce training. Originally known as Strayer Education, Inc., it began with Strayer University. Over the years, SEI has expanded its offerings and acquired other educational institutions and platforms to diversify its portfolio and reach a broader range of learners.

Company business area logo Core Business Areas

  • Strayer University: A fully accredited university offering undergraduate and graduate degree programs, primarily online, designed for working adults. Focuses on career-relevant education.
  • Capella University: An accredited online university offering a wide range of bachelor's, master's, and doctoral degree programs. Known for its flexible learning options and emphasis on career advancement.
  • Hackettstown Medical Center: Operates a healthcare facility providing medical services.
  • School of Business and Technology: Offers business and technology focused programs.
  • Other Segments: Includes various smaller educational initiatives and technology platforms focused on skill development and lifelong learning.

leadership logo Leadership and Structure

Strategic Education Inc. is led by a Board of Directors and a senior executive team. The organizational structure is designed to manage its diverse portfolio of educational institutions and businesses, with each segment typically having its own leadership responsible for operations, academics, and student success.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Online Degree Programs (Strayer University & Capella University): SEI's flagship offerings are online degree programs at both undergraduate and graduate levels. These programs are designed to be flexible and career-oriented, targeting adult learners. Competitors include a vast array of traditional universities with online offerings, as well as other for-profit and non-profit online education providers. Market share is fragmented, with SEI holding a notable position within the online adult education segment. Revenue is largely driven by tuition fees.
  • Workforce Training Solutions: Through various subsidiaries and initiatives, SEI offers specialized training programs and certifications aimed at upskilling and reskilling the workforce. This segment competes with corporate training providers, vocational schools, and online learning platforms like Coursera and edX. Market share is difficult to quantify due to the diverse nature of the market but represents a growing area of focus.

Market Dynamics

industry overview logo Industry Overview

The higher education and workforce training industries are undergoing significant transformation, driven by technological advancements, changing labor market demands, and evolving student preferences. The demand for flexible, online, and career-focused education continues to grow. The industry is highly competitive and subject to regulatory oversight.

Positioning

Strategic Education Inc. is positioned as a significant player in the online adult education and workforce development sector. Its competitive advantages include a long-standing reputation, established online infrastructure, diversified brand portfolio, and a focus on career outcomes for its students. The company aims to leverage its scale and technology to provide accessible and affordable education.

Total Addressable Market (TAM)

The TAM for higher education and workforce training is substantial and global, encompassing millions of potential students and employees seeking to advance their careers. While precise TAM figures vary by segment (e.g., online degrees, corporate training, specific skill development), they are in the hundreds of billions of dollars. SEI is well-positioned to capture a portion of this market by catering to the needs of adult learners and employers seeking skilled talent.

Upturn SWOT Analysis

Strengths

  • Established online learning infrastructure and technology.
  • Reputable brands (Strayer University, Capella University).
  • Focus on career-relevant programs and outcomes.
  • Diverse student base of working adults.
  • Experience in online education delivery.

Weaknesses

  • Perception challenges associated with for-profit education.
  • Sensitivity to regulatory changes in higher education.
  • Reliance on student enrollment for revenue.
  • Competition from established non-profit institutions and new ed-tech players.

Opportunities

  • Growing demand for online and flexible learning.
  • Expansion into new skill-based training and corporate partnerships.
  • Leveraging technology for personalized learning experiences.
  • International market expansion.
  • Acquisitions of complementary educational businesses.

Threats

  • Increased competition from universities and ed-tech companies.
  • Changes in government funding and regulations for higher education.
  • Economic downturns impacting student enrollment and disposable income.
  • Reputational risks associated with the for-profit sector.
  • Technological disruptions and the need for continuous adaptation.

Competitors and Market Share

Key competitor logo Key Competitors

  • Western Governors University (WGU) (Non-stock)
  • Grand Canyon Education, Inc. (LOPE)
  • Perdoceo Education Corporation (PRDO)
  • 2U, Inc. (TWOU)
  • Coursera Inc. (COUR)

Competitive Landscape

SEI faces intense competition from a range of institutions, from large non-profit universities with robust online programs to specialized online education providers and emerging ed-tech platforms. SEI's advantage lies in its established online infrastructure and long history of serving adult learners, but it must continually adapt to technological advancements and evolving student needs to maintain its competitive edge.

Major Acquisitions

Capella Education Company

  • Year: 2019
  • Acquisition Price (USD millions): 1380
  • Strategic Rationale: To significantly expand its online higher education footprint and diversify its brand portfolio with another accredited online university, enhancing its scale and market reach.

Growth Trajectory and Initiatives

Historical Growth: Historically, SEI has experienced growth through increases in student enrollment, program expansion, and strategic acquisitions. The company has navigated periods of growth and consolidation within the higher education sector.

Future Projections: Future growth projections for SEI are often based on analyst estimates, which consider factors like enrollment trends in online programs, the demand for workforce training, the competitive landscape, and the company's strategic initiatives. Projections would typically focus on revenue and EPS growth.

Recent Initiatives: Recent initiatives may include further development of online learning technologies, expansion of partnerships with corporations for workforce training, and strategic investments in new educational platforms or services aimed at addressing emerging skill gaps.

Summary

Strategic Education Inc. is a well-established player in the online higher education and workforce training market. Its strengths lie in its established brands, robust online infrastructure, and focus on career-oriented education for adult learners. However, it faces intense competition and the inherent challenges of the for-profit education sector. Continued investment in technology, adaptation to evolving labor market demands, and strategic expansion of its workforce training segments will be crucial for its future success.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Financial News Websites (e.g., Bloomberg, Yahoo Finance)
  • Investor Relations Websites
  • Industry Analysis Reports

Disclaimers:

This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions. Market share data and competitor information are estimates and subject to change.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

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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.