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Strayer Education Inc Stock Research

STRA

86.52USD+1.64(+1.93%)Delayed

Market Summary

USD86.52+1.64
Delayed
1.93%

STRA Alerts

STRA Stock Price

STRA RSI Chart

STRA Valuation

Market Cap

2.1B

Price/Earnings (Trailing)

45.24

Price/Sales (Trailing)

1.98

EV/EBITDA

14.3

Price/Free Cashflow

25.47

STRA Price/Sales (Trailing)

STRA Profitability

EBT Margin

6.53%

Return on Equity

2.85%

Return on Assets

2.16%

Free Cashflow Yield

3.93%

STRA Fundamentals

STRA Revenue

Revenue (TTM)

1.1B

Revenue Y/Y

-0.79%

Revenue Q/Q

2.59%

STRA Earnings

Earnings (TTM)

46.7M

Earnings Y/Y

-15.46%

Earnings Q/Q

200.87%

Price Action

52 Week Range

58.4498.22
(Low)(High)

Last 7 days

-1.3%

Last 30 days

-10.1%

Last 90 days

5.9%

Trailing 12 Months

41.7%

STRA Financial Health

Current Ratio

1.57

STRA Investor Care

Dividend Yield

2.77%

Dividend/Share (TTM)

2.4

Buy Backs (1Y)

0.77%

Diluted EPS (TTM)

1.94

Peers (Alternatives to Strayer Education)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
15.9B
13.1B
-6.98% 2.39%
10.8
1.21
35.61% 17.44%
12.2B
3.8B
-4.04% 50.83%
-28.74
3.24
-0.18% 43.92%
MID-CAP
10.1B
4.1B
-9.28% 3.97%
17.85
2.46
-0.83% -29.59%
8.9B
2.8B
-15.12% -10.88%
26.51
3.15
29.86% 54.02%
6.7B
3.5B
-12.48% 35.87%
12.03
1.92
- -
4.6B
2.0B
5.76% -40.61%
56.56
2.26
15.11% 14.45%
4.4B
6.4B
-15.76% -37.11%
19.6
0.68
8.41% -47.22%
3.4B
911.3M
-6.24% 17.06%
18.54
3.76
1.64% -29.07%
2.8B
3.9B
-16.96% -4.84%
41.26
0.71
23.18% -80.95%
2.1B
1.1B
-10.08% 41.71%
45.24
1.98
-5.85% -15.28%
2.1B
766.9M
-4.27% -47.65%
7.8
2.71
-1.21% 18387.93%
SMALL-CAP
1.7B
1.8B
-7.38% 21.46%
17.22
0.97
10.07% 40.67%
1.7B
1.4B
-10.61% 37.39%
4.39
1.17
29.69% 6022.49%
898.1M
695.2M
-8.22% 18.95%
9.37
1.29
0.31% -12.56%
84.1M
606.3M
-64.04% -79.48%
-0.73
0.14
44.78% -747.77%

Financials for Strayer Education

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue-0.2%1,0651,0681,0751,1001,132
Operating Expenses0.6%597594595600608
  S&GA Expenses1.4%380375373369361
Costs and Expenses-0.2%9959971,0041,0251,058
EBITDA-2.3%133136140160-
EBITDA Margin-2.1%0.12*0.13*0.13*0.15*-
Earnings Before Taxes-2.6%70.0071.0069.0075.0077.00
EBT Margin-2.4%0.07*0.07*0.06*0.07*-
Net Income-6.7%47.0050.0048.0053.0055.00
Net Income Margin-6.5%0.04*0.05*0.04*0.05*-
Free Cahsflow-13.5%83.0096.0086.00112-
Balance Sheet
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets-2.4%2,1622,2152,2602,3682,306
  Current Assets-18.3%329403396418368
    Cash Equivalents-18.7%214263263293269
  Net PPE-2.4%133136142153151
  Goodwill2.0%1,2511,2261,2561,3031,286
Liabilities-14.7%526617608644592
  Current Liabilities-19.2%210260236255196
    LT Debt, Non Current-28.2%101141141142142
Shareholder's Equity2.3%1,6361,5981,6521,7241,714
  Retained Earnings1.9%160157166167175
  Additional Paid-In Capital0.2%1,5111,5081,5141,5281,530
Shares Outstanding-0.2%24.0024.0025.0025.0025.00
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations-12.5%126144135158181
  Share Based Compensation0.7%22.0022.0021.0019.0018.00
Cashflow From Investing26.8%-31.36-42.82-36.10-31.06-33.09
Cashflow From Financing-42.5%-142-99.90-90.89-72.61-67.89
  Dividend Payments-0.2%59.0059.0059.0059.0059.00
  Buy Backs8.7%40.0037.0028.0010.006.00

Risks for STRA

What is the probability of a big loss on STRA?

78.1%


Probability that Strayer Education stock will be more than 20% underwater in next one year

54.2%


Probability that Strayer Education stock will be more than 30% underwater in next one year.

26.1%


Probability that Strayer Education stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does STRA drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Strayer Education was unfortunately bought at previous high price.

Drawdowns

Returns for STRA

Cumulative Returns on STRA

6.4%


10-Year Cumulative Returns

10.2%


7-Year Cumulative Returns

-1.4%


5-Year Cumulative Returns

-16.4%


3-Year Cumulative Returns

What are the long-term rolling returns for STRA?

FIve years rolling returns for Strayer Education.

Annualized Returns

Which funds bought or sold STRA recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-03-10
VICTORY CAPITAL MANAGEMENT INC
reduced
-25.13
-735,399
15,572,600
0.02%
2023-03-06
Rockefeller Capital Management L.P.
reduced
-97.22
-24,000
-
-%
2023-02-28
Voya Investment Management LLC
added
1,151
8,267,710
8,820,710
0.01%
2023-02-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
added
22.8
195,000
539,000
0.01%
2023-02-21
MACQUARIE GROUP LTD
sold off
-100
-80,000
-
-%
2023-02-21
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
new
-
13,001
13,001
-%
2023-02-17
Linden Thomas Advisory Services, LLC
new
-
1,226,020
1,226,020
0.34%
2023-02-15
State of Wyoming
new
-
33,208
33,208
0.01%
2023-02-15
State of Tennessee, Treasury Department
reduced
-22.00
-4,000
709,000
-%
2023-02-15
SYSTEMATIC FINANCIAL MANAGEMENT LP
added
12.64
625,250
2,058,250
0.07%

1–10 of 47

Latest Funds Activity

Are funds buying STRA calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own STRA
No. of Funds

Strayer Education News

InvestorsObserver

Consumer Defensive Stocks Making Moves Thursday: LAUR, EDBL, MGPI, PETZ, SPTN, KAL, DDL, STRA.

InvestorsObserver,
27 days ago

Schedule 13G FIlings of Strayer Education

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2023
marshfield associates
8.11%
1,988,138
SC 13G/A
Feb 14, 2023
price t rowe associates inc /md/
8.5%
2,067,898
SC 13G/A
Feb 10, 2023
t. rowe price investment management, inc.
8.5%
2,087,347
SC 13G
Feb 10, 2023
t. rowe price investment management, inc.
10.3%
2,510,144
SC 13G/A
Feb 09, 2023
vanguard group inc
10.62%
2,597,469
SC 13G/A
Jan 23, 2023
blackrock inc.
14.5%
3,550,072
SC 13G/A
Apr 08, 2022
vanguard group inc
10.14%
2,538,802
SC 13G/A
Feb 14, 2022
price t rowe associates inc /md/
12.8%
3,155,258
SC 13G/A
Feb 11, 2022
capital world investors
0.3%
74,969
SC 13G/A
Jan 27, 2022
blackrock inc.
15.6%
3,837,161
SC 13G/A

STRA Fair Value

Strayer Education fair value in different scenarios

The table shows the Fair Value estimates for Strayer Education for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
Fair ValueVery PessimisticPessimisticBase CaseOptimisticVery Optimistic
Very Low Inflation

48.89

-43.49%

61.67

-28.72%

98.12

13.41%

167.89

94.05%

232.58

168.82%
Current Inflation

46.41

-46.36%

57.57

-33.46%

88.91

2.76%

148.07

71.14%

202.69

134.27%
Very High Inflation

43.31

-49.94%

52.56

-39.25%

77.95

-9.91%

125.03

44.51%

168.24

94.45%

Historical Strayer Education Fair Value Estimates


Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price

Recent SEC filings of Strayer Education

View All Filings
Date Filed Form Type Document
Mar 13, 2023
ARS
ARS
Mar 13, 2023
DEF 14A
DEF 14A
Mar 13, 2023
DEFA14A
DEFA14A
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 01, 2023
4
Insider Trading
Mar 01, 2023
4
Insider Trading
Mar 01, 2023
4
Insider Trading
Mar 01, 2023
4
Insider Trading
Mar 01, 2023
4
Insider Trading

Latest Insider Trading transactions for STRA

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2029-05-04
GILLIGAN J KEVIN
sold
-110,022
148
-739
vice chairman
2023-03-01
Thawley Michael
acquired
149,996
83.1
1,805
-
2023-02-28
MCDONNELL RAYMOND KARL
sold
-1,855,020
85.8605
-21,605
chief executive officer
2023-02-28
JACKSON DANIEL WAYNE
sold
-372,378
86.1587
-4,322
chief financial officer
2023-02-28
GRUSKY ROBERT R
sold
-14,478
86.7
-167
-
2023-02-27
SILBERMAN ROBERT S
sold (taxes)
-1,677,560
88.26
-19,007
executive chairman
2023-02-27
HERRAIZ LIZETTE BENEDI
sold (taxes)
-52,249
88.26
-592
general counsel
2023-02-27
Hokenson Christa
sold (taxes)
-41,835
88.26
-474
chief human resources officer
2023-02-27
JACKSON DANIEL WAYNE
sold (taxes)
-313,235
88.26
-3,549
chief financial officer
2023-02-27
MCDONNELL RAYMOND KARL
sold (taxes)
-1,566,350
88.26
-17,747
chief executive officer

1–10 of 50

Karl McDonnell
3740
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.

STRA Income Statement

2022-12-31
Consolidated Statements of Income - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2022
Dec. 31, 2021
Dec. 31, 2020
Income Statement [Abstract]   
Revenues$ 1,065,480$ 1,131,686$ 1,027,653
Costs and expenses:   
Instructional and support costs597,321608,261532,661
General and administration379,817361,345295,231
Amortization of intangible assets14,35051,49564,225
Merger and integration costs1,11711,20113,770
Restructuring costs2,11525,47212,382
Total costs and expenses994,7201,057,774918,269
Income from operations70,76073,912109,384
Other income (expense)(1,191)2,6874,573
Income before income taxes69,56976,599113,957
Provision for income taxes22,89921,51227,689
Net income$ 46,670$ 55,087$ 86,268
Earnings per share:   
Basic (dollars per share)$ 1.97$ 2.30$ 3.81
Diluted (dollars per share)$ 1.94$ 2.28$ 3.77
Weighted average shares outstanding:   
Basic (in shares)23,67923,95522,633
Diluted (in shares)23,99824,12222,860

STRA Balance Sheet

2022-12-31
Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2022
Dec. 31, 2021
Current assets:  
Cash and cash equivalents$ 213,667$ 268,918
Marketable securities9,1566,501
Tuition receivable, net62,95351,277
Income taxes receivable0313
Other current assets43,28540,777
Total current assets329,061367,786
Property and equipment, net132,845150,589
Right-of-use lease assets125,248149,587
Marketable securities, non-current13,12323,377
Intangible assets, net260,541276,380
Goodwill1,251,2771,285,864
Other assets49,65252,297
Total assets2,161,7472,305,880
Current liabilities:  
Accounts payable and accrued expenses90,58895,518
Income taxes payable6,9890
Contract liabilities88,48873,232
Lease liabilities23,87927,005
Total current liabilities209,944195,755
Long-term debt101,396141,630
Deferred income tax liabilities34,60544,595
Lease liabilities, non-current134,006162,821
Other long-term liabilities46,00647,089
Total liabilities525,957591,890
Commitments and contingencies
Stockholders’ equity:  
Common stock, par value $0.01; 32,000,000 shares authorized; 24,592,098 and 24,402,891 shares issued and outstanding at December 31, 2021 and 2022, respectively244246
Additional paid-in capital1,510,9241,529,969
Accumulated other comprehensive income (loss)(35,068)9,203
Retained earnings159,690174,572
Total stockholders’ equity1,635,7901,713,990
Total liabilities and stockholders’ equity$ 2,161,747$ 2,305,880