Market Summary
USD86.52+1.64
Delayed1.93%
STRA Alerts
STRA Stock Price
STRA RSI Chart
STRA Valuation
STRA Price/Sales (Trailing)
STRA Profitability
STRA Fundamentals
STRA Revenue
STRA Earnings
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
STRA Investor Care
Peers (Alternatives to Strayer Education)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
MGM | 15.9B | 13.1B | -6.98% | 2.39% | 10.8 | 1.21 | 35.61% | 17.44% |
WYNN | 12.2B | 3.8B | -4.04% | 50.83% | -28.74 | 3.24 | -0.18% | 43.92% |
| MID-CAP | ||||||||
SCI | 10.1B | 4.1B | -9.28% | 3.97% | 17.85 | 2.46 | -0.83% | -29.59% |
MTN | 8.9B | 2.8B | -15.12% | -10.88% | 26.51 | 3.15 | 29.86% | 54.02% |
HRB | 6.7B | 3.5B | -12.48% | 35.87% | 12.03 | 1.92 | - | - |
BFAM | 4.6B | 2.0B | 5.76% | -40.61% | 56.56 | 2.26 | 15.11% | 14.45% |
PENN | 4.4B | 6.4B | -15.76% | -37.11% | 19.6 | 0.68 | 8.41% | -47.22% |
LOPE | 3.4B | 911.3M | -6.24% | 17.06% | 18.54 | 3.76 | 1.64% | -29.07% |
GHC | 2.8B | 3.9B | -16.96% | -4.84% | 41.26 | 0.71 | 23.18% | -80.95% |
STRA | 2.1B | 1.1B | -10.08% | 41.71% | 45.24 | 1.98 | -5.85% | -15.28% |
CHGG | 2.1B | 766.9M | -4.27% | -47.65% | 7.8 | 2.71 | -1.21% | 18387.93% |
| SMALL-CAP | ||||||||
LRN | 1.7B | 1.8B | -7.38% | 21.46% | 17.22 | 0.97 | 10.07% | 40.67% |
ATGE | 1.7B | 1.4B | -10.61% | 37.39% | 4.39 | 1.17 | 29.69% | 6022.49% |
PRDO | 898.1M | 695.2M | -8.22% | 18.95% | 9.37 | 1.29 | 0.31% | -12.56% |
APEI | 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) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
| Revenue | -0.2% | 1,065 | 1,068 | 1,075 | 1,100 | 1,132 |
| Operating Expenses | 0.6% | 597 | 594 | 595 | 600 | 608 |
| S&GA Expenses | 1.4% | 380 | 375 | 373 | 369 | 361 |
| Costs and Expenses | -0.2% | 995 | 997 | 1,004 | 1,025 | 1,058 |
| EBITDA | -2.3% | 133 | 136 | 140 | 160 | - |
| EBITDA Margin | -2.1% | 0.12* | 0.13* | 0.13* | 0.15* | - |
| Earnings Before Taxes | -2.6% | 70.00 | 71.00 | 69.00 | 75.00 | 77.00 |
| EBT Margin | -2.4% | 0.07* | 0.07* | 0.06* | 0.07* | - |
| Net Income | -6.7% | 47.00 | 50.00 | 48.00 | 53.00 | 55.00 |
| Net Income Margin | -6.5% | 0.04* | 0.05* | 0.04* | 0.05* | - |
| Free Cahsflow | -13.5% | 83.00 | 96.00 | 86.00 | 112 | - |
| Balance Sheet | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
| Assets | -2.4% | 2,162 | 2,215 | 2,260 | 2,368 | 2,306 |
| Current Assets | -18.3% | 329 | 403 | 396 | 418 | 368 |
| Cash Equivalents | -18.7% | 214 | 263 | 263 | 293 | 269 |
| Net PPE | -2.4% | 133 | 136 | 142 | 153 | 151 |
| Goodwill | 2.0% | 1,251 | 1,226 | 1,256 | 1,303 | 1,286 |
| Liabilities | -14.7% | 526 | 617 | 608 | 644 | 592 |
| Current Liabilities | -19.2% | 210 | 260 | 236 | 255 | 196 |
| LT Debt, Non Current | -28.2% | 101 | 141 | 141 | 142 | 142 |
| Shareholder's Equity | 2.3% | 1,636 | 1,598 | 1,652 | 1,724 | 1,714 |
| Retained Earnings | 1.9% | 160 | 157 | 166 | 167 | 175 |
| Additional Paid-In Capital | 0.2% | 1,511 | 1,508 | 1,514 | 1,528 | 1,530 |
| Shares Outstanding | -0.2% | 24.00 | 24.00 | 25.00 | 25.00 | 25.00 |
| Cashflow (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
| Cashflow From Operations | -12.5% | 126 | 144 | 135 | 158 | 181 |
| Share Based Compensation | 0.7% | 22.00 | 22.00 | 21.00 | 19.00 | 18.00 |
| Cashflow From Investing | 26.8% | -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% | 59.00 | 59.00 | 59.00 | 59.00 | 59.00 |
| Buy Backs | 8.7% | 40.00 | 37.00 | 28.00 | 10.00 | 6.00 |
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 ascending | Fund Name | Type | % 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% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
STRA Alerts
Strayer Education News
Schedule 13G FIlings of Strayer Education
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form 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 Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very 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 ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
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 |
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
2022-12-31Consolidated 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 costs | 597,321 | 608,261 | 532,661 |
| General and administration | 379,817 | 361,345 | 295,231 |
| Amortization of intangible assets | 14,350 | 51,495 | 64,225 |
| Merger and integration costs | 1,117 | 11,201 | 13,770 |
| Restructuring costs | 2,115 | 25,472 | 12,382 |
| Total costs and expenses | 994,720 | 1,057,774 | 918,269 |
| Income from operations | 70,760 | 73,912 | 109,384 |
| Other income (expense) | (1,191) | 2,687 | 4,573 |
| Income before income taxes | 69,569 | 76,599 | 113,957 |
| Provision for income taxes | 22,899 | 21,512 | 27,689 |
| 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) | 23,679 | 23,955 | 22,633 |
| Diluted (in shares) | 23,998 | 24,122 | 22,860 |
STRA Balance Sheet
2022-12-31Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2022 | Dec. 31, 2021 |
|---|---|---|
| Current assets: | ||
| Cash and cash equivalents | $ 213,667 | $ 268,918 |
| Marketable securities | 9,156 | 6,501 |
| Tuition receivable, net | 62,953 | 51,277 |
| Income taxes receivable | 0 | 313 |
| Other current assets | 43,285 | 40,777 |
| Total current assets | 329,061 | 367,786 |
| Property and equipment, net | 132,845 | 150,589 |
| Right-of-use lease assets | 125,248 | 149,587 |
| Marketable securities, non-current | 13,123 | 23,377 |
| Intangible assets, net | 260,541 | 276,380 |
| Goodwill | 1,251,277 | 1,285,864 |
| Other assets | 49,652 | 52,297 |
| Total assets | 2,161,747 | 2,305,880 |
| Current liabilities: | ||
| Accounts payable and accrued expenses | 90,588 | 95,518 |
| Income taxes payable | 6,989 | 0 |
| Contract liabilities | 88,488 | 73,232 |
| Lease liabilities | 23,879 | 27,005 |
| Total current liabilities | 209,944 | 195,755 |
| Long-term debt | 101,396 | 141,630 |
| Deferred income tax liabilities | 34,605 | 44,595 |
| Lease liabilities, non-current | 134,006 | 162,821 |
| Other long-term liabilities | 46,006 | 47,089 |
| Total liabilities | 525,957 | 591,890 |
| 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, respectively | 244 | 246 |
| Additional paid-in capital | 1,510,924 | 1,529,969 |
| Accumulated other comprehensive income (loss) | (35,068) | 9,203 |
| Retained earnings | 159,690 | 174,572 |
| Total stockholders’ equity | 1,635,790 | 1,713,990 |
| Total liabilities and stockholders’ equity | $ 2,161,747 | $ 2,305,880 |