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Strategic Education, Inc.
Strategic Education, Inc. (STRA) is listed on NASDAQ and classified in Education & Training Services, part of the Consumer Defensive sector. It is headquartered in Herndon, United States and has 3,683 employees. The company is worth $1.81B and trades at 13.6x its earnings of the last twelve months; the median for its sector is 18.2x. Revenue was $1.27B in fiscal 2025, up 4.0% from the year before. Net income was $126.61M. The share price is 9.1% below its 52-week high of $89.73. It pays a dividend yielding 2.94%. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $26.35M. In that quarter, 2 of them opened or added to the position and 3 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +52.0% over 5Y.
today you would have $1,385.54▲ +38.6%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 18 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $80.20 | $93.42 | $92.37 | $78.32 | $57.84 | $95.33 | $158.90 | $113.42 | $89.58 | $80.63 | $60.12 | $74.28 | $34.47 | $56.17 | $97.19 | $152.22 | $212.52 | $214.41 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 7.5% a year plus a 2.9% dividend yield. Growth capped at 25%.
Median P/E of 18.2 among peers in the sector.
Median P/E of 25.1 across this company’s own years on record.
Cash flow growing 7.5% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 11.4x operating profit, less net debt. Banks have no EBITDA.
Dividend growing 5.5% a year against a 7.0% required return, from the stock’s beta.
Companies of similar size in Consumer Defensive, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| SPBSpectrum Brands Holdings, Inc. | $81.03 | 23.8x | 1.0x | 2.32% | 4.46% | $1.86B |
| NOMDNomad Foods Ltd | $12.23 | 11.5x | 0.6x | 5.56% | 4.89% | $1.71B |
| XXITwenty One Capital, Inc. | $5.61 | — | 0.9x | 0.00% | — | $1.94B |
| IMKTAIngles Markets Inc | $88.75 |
| P/E | 25.1x | 14.8x | 20.0x | 31.7x | 40.4x | 25.4x | 25.3x | 43.3x | — | 48.7x | 25.1x | 16.1x | 17.1x | 22.2x | 9.8x | 10.9x | 15.7x | 28.0x | 37.8x |
| P/S | 2.0x | 1.4x | 1.9x | 2.0x | 1.8x | 1.3x | 2.3x | 3.5x | 3.9x | 2.2x | 2.0x | — | — | — | — | — | — | — | — |
| P/B | 4.7x | 1.1x | 1.4x | 1.4x | 1.2x | 0.8x | 1.3x | 2.4x | 1.7x | 4.8x | 4.7x | 4.6x | 8.7x | 9.6x | 15.6x | 27.1x | 11.5x | 14.9x | 17.3x |
| EPS | $5.41 | $4.67 | $2.91 | $1.94 | $2.28 | $3.77 | $3.67 | -$1.03 | $1.84 | $3.21 | $3.73 | $4.35 | $1.55 | $5.76 | $8.88 | $9.70 | $7.60 | $5.67 |
| Dividend yield | 2.54% | 2.99% | 2.57% | 2.60% | 3.06% | 4.15% | 2.52% | 1.32% | 1.32% | 1.12% | — | — | — | — | 7.12% | 4.12% | 2.14% | 1.06% | 0.76% |
| Payout | 54.35% | 44.36% | 51.39% | 82.47% | 123.71% | 105.26% | 63.66% | 57.22% | — | 54.35% | — | — | — | — | 69.44% | 45.05% | 33.51% | 29.61% | 28.66% |
| Profit margin | 7.03% | 9.98% | 9.24% | 6.16% | 4.38% | 4.87% | 8.39% | 8.14% | -2.47% | 4.53% | 7.89% | — | — | — | — | — | — | — | — |
| ROE | 14.16% | 7.69% | 6.78% | 4.22% | 2.85% | 3.21% | 4.93% | 5.55% | -1.10% | 9.85% | 18.47% | 28.02% | 49.99% | 42.22% | 160.85% | 250.74% | 74.58% | 55.36% | 45.89% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
7 methods answered, across 4 families.
Room for errors in the reported numbers.
+63.0% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 15.6x |
| 1.0x |
| 0.74% |
| 6.34% |
| $1.69B |
| RLXRLX Technology Inc. | $1.64 | 14.9x | 0.9x | 6.10% | 6.33% | $2B |
| SAMBoston Beer Co Inc | $195.72 | — | 2.8x | 0.00% | -8.61% | $2.01B |