Grufity logoGrufity logo

STRA

80.75USD+0.45(+0.56%)Market Closedas of 30 Nov 2022, 09:40 am

Strayer Education Inc

Market Summary

USD80.75+0.45Market Closedas of 30 Nov 2022, 09:40 am
0.56%

STRA Alerts

STRA Stock Price

RSI Chart

Valuation

Market Cap

1.7B

Price/Earnings

36.04

Price/Sales

1.6

Price/Cashflow

12.72

MarketCap/EBT

24.81

Price/Sales

Profitability

EBT Margin

6.46%

Return on Equity

2.89%

Return on Assets

2.11%

Fundamentals

Revenue

Revenue (TTM)

1.1B

Earnings

Earnings (TTM)

47.8M

Price Action

52 Week Range

46.3181.44
(Low)(High)

Last 7 days

-0.9%

Last 30 days

15.7%

Last 90 days

26.2%

Trailing 12 Months

49.8%

Financial Health

Current Ratio

1.68

Investor Care

Dividend Yield

3.43%

Dividend/Share (TTM)

2.4

Peers (Alternatives to Strayer Education)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
14.1B
11.9B
-0.28% -12.79%
4.35
1.19
81.84% 368.51%
MID-CAP
9.7B
4.2B
15.25% 7.14%
12.61
2.32
5.74% 7.48%
8.7B
2.5B
18.27% -20.99%
25.09
3.46
32.27% 172.13%
6.7B
3.5B
3.05% 80.82%
12.03
1.92
- -
6.6B
3.9B
37.72% -3.27%
-10.09
1.7
40.64% 54.39%
5.2B
6.3B
4.13% -34.86%
24.84
0.83
26.07% -52.81%
3.7B
1.9B
9.82% -43.28%
41.89
1.99
21.10% 306.73%
3.1B
904.0M
9.91% 50.81%
15.84
3.48
2.32% -24.13%
3.0B
3.5B
3.15% 13.23%
19.95
0.86
16.66% -71.91%
2.9B
776.4M
23.24% 9.38%
65.27
3.71
2.61% 201.52%
SMALL-CAP
1.9B
1.4B
-2.63% 36.43%
5.95
1.31
43.91% 313.09%
1.7B
1.1B
15.73% 49.80%
36.04
1.6
-1.96% 2.91%
1.4B
1.7B
7.96% 3.98%
15.8
0.83
9.30% 70.77%
791.4M
684.5M
22.95% 45.20%
7.19
1.16
-2.14% -11.51%
245.4M
556.6M
1.23% -32.23%
-2.57
0.44
67.86% -620.85%

Financials for Strayer Education

Income Statement (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q22022Q12021Q42021Q32021Q2
Revenue-2.3%1,0751,1001,1321,1271,096
Operating Expenses-0.9%595600608606580
  S&GA Expenses0.9%373369361361339
Earnings Before Taxes-7.1%6975775161
Net Income-9.1%4853553946
Balance Sheet
(In Millions)
Description(%) Q/Q2022Q22022Q12021Q42021Q32021Q2
Assets-4.5%2,2602,3682,3062,3162,363
  Current Assets-5.3%396418368406394
    Cash Equivalents-10.4%263293269275262
  Net PPE-7.2%142153151147154
  Goodwill-3.6%1,2561,3031,2861,2801,304
Liabilities-5.5%608644592621630
  Current Liabilities-7.5%236255196256252
    LT Debt, Non Current-0.2%141142142142142
Shareholder's Equity-4.2%1,6521,7241,7141,6951,733
  Retained Earnings-0.2%166167175168179
  Additional Paid-In Capital-1.0%1,5141,5281,5301,5251,523
Shares Outstanding-1.3%2525252525
Float-1,800----
* denotes actual numbers (not divided by Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q22022Q12021Q42021Q32021Q2
Cashflow From Operations-14.5%135158181145157
  Share Based Compensation7.0%2119181716
Cashflow From Investing-16.2%-36.10-31.06-33.09-648.23-650.84
Cashflow From Financing-25.2%-90.89-72.61-67.8973296
  Dividend Payments0.2%5959595959
  Buy Backs183.5%2810663

Risks

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.

Returns

Cumulative Returns on STRA

5.7%


10-Year Cumulative Returns

6.6%


7-Year Cumulative Returns

-1.8%


5-Year Cumulative Returns

-14.7%


3-Year Cumulative Returns

What are the long-term rolling returns for STRA?

FIve years rolling returns for Strayer Education.

Which funds bought or sold STRA recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2022-11-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
NEW
-
344,000
344,000
-%
2022-11-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
-
-
-297,000
1,803,000
-%
2022-11-21
FourThought Financial, LLC
-
-
-
1,000
-%
2022-11-16
CAPTRUST FINANCIAL ADVISORS
SOLD OFF
-100
-89,000
-
-%
2022-11-15
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
UNCHANGED
-
-28,000
186,000
-%
2022-11-15
Kingsview Wealth Management, LLC
NEW
-
738,000
738,000
0.04%
2022-11-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
ADDED
5.8
-9,000
103,000
-%
2022-11-15
DISCIPLINED GROWTH INVESTORS INC /MN
REDUCED
-28.84
-20,569,000
33,439,000
0.93%
2022-11-15
State of Tennessee, Treasury Department
UNCHANGED
-
-
609,000
-%
2022-11-15
Balyasny Asset Management LLC
SOLD OFF
-100
-255,000
-
-%

1–10 of 46

Latest Funds Activity

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

Strayer Education News

Best Stocks

BMO Capital Markets raises its price target on Strategic Education (NASDAQ:STRA) to $88.00..17 days ago

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

39.79

-50.72%

67.60

-16.28%

102.09

26.43%

155.64

92.74%

208.98

158.80%

Current Inflation

37.95

-53.00%

62.07

-23.13%

91.16

12.89%

136.67

69.25%

181.83

125.18%

Very High Inflation

35.66

-55.84%

55.47

-31.31%

78.43

-2.87%

114.79

42.15%

150.66

86.58%

Historical Strayer Education Fair Value Estimates


Recent SEC filings of Strayer Education

View All Filings
Date Filed Form Type Document
Nov 09, 2022
4
Insider Trading
Nov 04, 2022
4
Insider Trading
Nov 03, 2022
8-K
Current Report
Nov 03, 2022
10-Q
Quarterly Report
Sep 19, 2022
8-K
Current Report
Sep 13, 2022
3
Insider Trading
Sep 12, 2022
8-K
Current Report

Latest Insider Trading transactions for STRA

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2029-05-04
GILLIGAN J KEVIN
SOLD
-110,022
148.88
-739
Vice Chairman
2022-11-07
Thawley Michael
BOUGHT
149,958
77.338
1,939
-
2022-11-02
Thawley Michael
ACQUIRED
-
-
1,119
-
2022-07-31
Hokenson Christa
SOLD (Taxes)
-91,726.9
71.83
-1,277
CHIEF HUMAN RESOURCES OFFICER
2022-04-27
Slocum William J
ACQUIRED
-
-
1,717
-
2022-04-27
CASTEEN JOHN T III
ACQUIRED
-
-
1,717
-
2022-04-27
BEASON CHARLOTTE F
ACQUIRED
-
-
1,717
-
2022-04-27
GILLIGAN J KEVIN
ACQUIRED
-
-
1,717
-
2022-04-27
WAITE G THOMAS III
ACQUIRED
-
-
1,717
-
2022-04-27
Fick Nathaniel C.
ACQUIRED
-
-
1,717
-

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

2022-09-30
UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended9 Months Ended
Sep. 30, 2022
Sep. 30, 2021
Sep. 30, 2022
Sep. 30, 2021
Income Statement [Abstract]    
Revenues$ 263,123$ 270,078$ 795,542$ 859,587
Costs and expenses:    
Instructional and support costs153,162153,651445,154459,394
General and administration97,75395,714289,259275,954
Amortization of intangible assets3,5228,93210,95447,731
Merger and integration costs2691,1119334,060
Restructuring costs6103,3226,12926,400
Total costs and expenses255,316262,730752,429813,539
Income from operations7,8077,34843,11346,048
Other income (expense)(262)(1,848)(1,133)1,076
Income before income taxes7,5455,50041,98047,124
Provision for income taxes1,4531,64613,63913,717
Net income$ 6,092$ 3,854$ 28,341$ 33,407
Earnings per share:    
Basic (in dollars per share)$ 0.26$ 0.16$ 1.19$ 1.39
Diluted (in dollars per share)$ 0.25$ 0.16$ 1.18$ 1.38
Weighted average shares outstanding:    
Basic (in shares)23,55023,94823,76523,966
Diluted (in shares)23,90224,11324,02624,131

STRA Balance Sheet

2022-09-30
UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2022
Dec. 31, 2021
Current assets:  
Cash and cash equivalents$ 262,757$ 268,918
Marketable securities11,3876,501
Tuition receivable, net81,67651,277
Income taxes receivable0313
Other current assets46,92840,777
Total current assets402,748367,786
Property and equipment, net136,073150,589
Right-of-use lease assets125,081149,587
Marketable securities, non-current14,64823,377
Intangible assets, net259,855276,380
Goodwill1,226,4991,285,864
Other assets50,34752,297
Total assets2,215,2512,305,880
Current liabilities:  
Accounts payable and accrued expenses101,35795,518
Income taxes payable3,3160
Contract liabilities131,70573,232
Lease liabilities23,53927,005
Total current liabilities259,917195,755
Long-term debt141,234141,630
Deferred income tax liabilities33,68844,595
Lease liabilities, non-current136,791162,821
Other long-term liabilities45,13947,089
Total liabilities616,769591,890
Commitments and contingencies
Stockholders’ equity:  
Common stock, par value $0.01; 32,000,000 shares authorized; 24,592,098 and 24,454,377 shares issued and outstanding at December 31, 2021 and September 30, 2022, respectively245246
Additional paid-in capital1,507,9021,529,969
Accumulated other comprehensive income (loss)(66,369)9,203
Retained earnings156,704174,572
Total stockholders’ equity1,598,4821,713,990
Total liabilities and stockholders’ equity$ 2,215,251$ 2,305,880