STRA RSI Chart
Last 7 days
0.9%
Last 30 days
8.3%
Last 90 days
12.7%
Trailing 12 Months
20.3%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 1.1B | 1.1B | 1.1B | 1.1B |
2022 | 1.1B | 1.1B | 1.1B | 1.1B |
2021 | 1.1B | 1.1B | 1.1B | 1.1B |
2020 | 1.0B | 1.0B | 1.0B | 1.0B |
2019 | 764.2M | 894.7M | 975.5M | 997.1M |
2018 | 456.4M | 458.4M | 510.8M | 634.2M |
2017 | 444.8M | 449.1M | 455.4M | 454.9M |
2016 | 433.7M | 432.5M | 435.5M | 441.1M |
2015 | 441.5M | 438.5M | 436.8M | 434.4M |
2014 | 482.6M | 463.3M | 454.1M | 446.0M |
2013 | 550.0M | 535.7M | 521.5M | 503.6M |
2012 | 605.0M | 587.5M | 575.9M | 562.0M |
2011 | 650.8M | 655.3M | 643.6M | 627.4M |
2010 | 545.4M | 578.7M | 612.0M | 636.7M |
2009 | 0 | 434.8M | 473.4M | 512.0M |
2008 | 0 | 0 | 0 | 396.3M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
May 04, 2029 | gilligan j kevin | sold | -110,022 | 148 | -739 | vice chairman |
Feb 28, 2024 | hokenson christa | acquired | - | - | 10,520 | chief human resources officer |
Feb 28, 2024 | jackson daniel wayne | acquired | - | - | 21,040 | chief financial officer |
Feb 28, 2024 | mcdonnell raymond karl | acquired | - | - | 34,189 | chief executive officer |
Feb 28, 2024 | silberman robert s | acquired | - | - | 34,189 | chairman |
Feb 28, 2024 | herraiz lizette benedi | acquired | - | - | 10,520 | general counsel |
Feb 28, 2024 | darmon tal | acquired | - | - | 4,471 | chief accounting officer |
Feb 27, 2024 | mcdonnell raymond karl | sold | -1,230,590 | 95.99 | -12,820 | chief executive officer |
Feb 27, 2024 | silberman robert s | sold (taxes) | -952,749 | 95.85 | -9,940 | chairman |
Feb 27, 2024 | hokenson christa | sold (taxes) | -103,518 | 95.85 | -1,080 | chief human resources officer |
Which funds bought or sold STRA recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | reduced | -2.47 | 28,896 | 175,409 | -% |
Mar 11, 2024 | VANGUARD GROUP INC | reduced | -0.23 | 43,793,100 | 238,683,000 | -% |
Mar 01, 2024 | GOLDMAN SACHS GROUP INC | added | 307 | 37,448,000 | 46,811,300 | -% |
Feb 28, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | reduced | -0.83 | 202,620 | 1,135,040 | -% |
Feb 26, 2024 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | unchanged | - | 125,000 | 672,000 | 0.01% |
Feb 16, 2024 | PRICE T ROWE ASSOCIATES INC /MD/ | added | 7.77 | 1,282,000 | 5,249,000 | -% |
Feb 16, 2024 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | reduced | -1.5 | 6,301 | 36,301 | -% |
Feb 16, 2024 | GSA CAPITAL PARTNERS LLP | sold off | -100 | -2,027,000 | - | -% |
Feb 15, 2024 | Legal & General Group Plc | reduced | -0.75 | 1,046,530 | 5,839,350 | -% |
Feb 15, 2024 | Baker Avenue Asset Management, LP | sold off | -100 | -602 | - | -% |
Unveiling Strategic Education Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Peers (Alternatives to Strategic Education Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MID-CAP | ||||||||
LOPE | 4.1B | 960.9M | 19.95 | 4.26 | ||||
GHC | 3.6B | 4.4B | 17.35 | 0.81 | ||||
LRN | 2.7B | 1.9B | 16.03 | 1.41 | ||||
STRA | 2.5B | 1.1B | 36.41 | 2.24 | ||||
LAUR | 2.3B | 1.5B | 21.34 | 1.55 | ||||
COUR | 2.2B | 635.8M | -18.88 | 3.46 | ||||
SMALL-CAP | ||||||||
ATGE | 2.0B | 1.5B | 16.98 | 1.35 | ||||
CHGG | 779.3M | 716.3M | 42.87 | 1.09 | ||||
LINC | 328.1M | 378.1M | 12.62 | 0.87 | ||||
APEI | 248.6M | 600.5M | -5.26 | 0.41 |
Strategic Education Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 5.9% | 303 | 286 | 288 | 257 | 270 | 263 | 274 | 259 | 272 | 270 | 299 | 290 | 267 | 239 | 256 | 265 | 264 | 242 | 245 | 247 | 242 |
Costs and Expenses | -4.5% | 248 | 260 | 271 | 258 | 242 | 255 | 252 | 245 | 244 | 263 | 272 | 278 | 264 | 224 | 209 | 221 | 227 | 222 | 218 | 221 | 223 |
Operating Expenses | -1.3% | 154 | 156 | 161 | 153 | 152 | 153 | 147 | 145 | 149 | 154 | 153 | 153 | 147 | 127 | 126 | 133 | 133 | 133 | 131 | 134 | 131 |
S&GA Expenses | -5.3% | 92.00 | 98.00 | 99.00 | 95.00 | 91.00 | 98.00 | 97.00 | 95.00 | 85.00 | 96.00 | 93.00 | 87.00 | 85.00 | 74.00 | 67.00 | 69.00 | 68.00 | 72.00 | 68.00 | 64.00 | 69.00 |
EBITDA Margin | 16.3% | 0.14* | 0.12* | 0.11* | 0.11* | 0.13* | 0.13* | 0.13* | 0.15* | 0.16* | 0.15* | 0.17* | - | - | - | - | - | - | - | - | - | - |
Income Taxes | 100.7% | 16.00 | 8.00 | 6.00 | 1.00 | 9.00 | 1.00 | 7.00 | 5.00 | 8.00 | 2.00 | 7.00 | 5.00 | -2.39 | 5.00 | 14.00 | 11.00 | 11.00 | 7.00 | 7.00 | 18.00 | -1.87 |
Earnings Before Taxes | 108.6% | 55.00 | 26.00 | 20.00 | -0.95 | 28.00 | 8.00 | 22.00 | 12.00 | 29.00 | 6.00 | 27.00 | 14.00 | 4.00 | 16.00 | 48.00 | 46.00 | 40.00 | 23.00 | 32.00 | 29.00 | 21.00 |
EBT Margin | 33.8% | 0.09* | 0.07* | 0.05* | 0.05* | 0.07* | 0.07* | 0.06* | 0.07* | 0.07* | 0.04* | 0.06* | - | - | - | - | - | - | - | - | - | - |
Net Income | 112.0% | 39.00 | 18.00 | 14.00 | -2.03 | 18.00 | 6.00 | 15.00 | 7.00 | 22.00 | 4.00 | 20.00 | 10.00 | 6.00 | 11.00 | 34.00 | 35.00 | 29.00 | 17.00 | 24.00 | 12.00 | 22.00 |
Net Income Margin | 38.3% | 0.06* | 0.04* | 0.03* | 0.04* | 0.04* | 0.05* | 0.04* | 0.05* | 0.05* | 0.03* | 0.04* | - | - | - | - | - | - | - | - | - | - |
Free Cashflow | -44.9% | 20.00 | 37.00 | -4.03 | 27.00 | -9.34 | 34.00 | 11.00 | 47.00 | 4.00 | 25.00 | 37.00 | - | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 0.5% | 2,125 | 2,114 | 2,142 | 2,166 | 2,162 | 2,215 | 2,260 | 2,368 | 2,306 | 2,316 | 2,363 | 2,369 | 2,296 | 2,047 | 1,792 | 1,784 | 1,789 | 1,781 | 1,785 | 1,775 | 1,661 |
Current Assets | -6.2% | 329 | 351 | 351 | 357 | 329 | 403 | 396 | 418 | 368 | 406 | 394 | 353 | 286 | 806 | 553 | 533 | 524 | 506 | 490 | 457 | 420 |
Cash Equivalents | 0.5% | 168 | 168 | 181 | 203 | 214 | 263 | 263 | 293 | 279 | 275 | 262 | 238 | 202 | 718 | 470 | 443 | 420 | 397 | 376 | 352 | 312 |
Net PPE | 0.6% | 119 | 118 | 121 | 124 | 133 | 136 | 142 | 153 | 151 | 147 | 154 | 164 | 159 | 116 | 117 | 117 | 117 | 116 | 118 | 119 | 123 |
Goodwill | 1.9% | 1,252 | 1,228 | 1,238 | 1,243 | 1,251 | 1,226 | 1,256 | 1,303 | 1,286 | 1,280 | 1,304 | 1,311 | 1,319 | 732 | 732 | 732 | 732 | 732 | 732 | 733 | 733 |
Liabilities | -9.0% | 473 | 519 | 544 | 555 | 526 | 617 | 608 | 644 | 592 | 621 | 630 | 634 | 547 | 342 | 307 | 325 | 327 | 337 | 347 | 352 | 236 |
Current Liabilities | -21.0% | 210 | 265 | 242 | 242 | 210 | 260 | 236 | 255 | 196 | 256 | 252 | 250 | 200 | 195 | 149 | 161 | 157 | 158 | 154 | 154 | 125 |
Long Term Debt | 0.2% | 61.00 | 61.00 | 101 | 101 | 101 | 141 | 141 | 142 | 142 | 142 | 142 | 142 | 142 | - | - | - | - | - | - | - | - |
LT Debt, Non Current | 0.2% | 61.00 | 61.00 | 101 | 101 | 101 | 141 | 141 | 142 | 142 | 142 | 142 | 142 | 142 | - | - | - | - | - | - | - | - |
Shareholder's Equity | 3.6% | 1,653 | 1,595 | 1,599 | 1,610 | 1,636 | 1,598 | 1,652 | 1,724 | 1,714 | 1,695 | 1,733 | 1,736 | 1,748 | 1,705 | 1,485 | 1,459 | 1,463 | 1,445 | 1,438 | 1,423 | 1,425 |
Retained Earnings | 17.0% | 169 | 144 | 140 | 143 | 160 | 157 | 166 | 167 | 175 | 168 | 179 | 174 | 180 | 188 | 192 | 171 | 153 | 138 | 132 | 119 | 118 |
Additional Paid-In Capital | 0.3% | 1,518 | 1,513 | 1,509 | 1,512 | 1,511 | 1,508 | 1,514 | 1,528 | 1,530 | 1,525 | 1,523 | 1,521 | 1,520 | 1,516 | 1,292 | 1,287 | 1,309 | 1,306 | 1,305 | 1,304 | 1,307 |
Shares Outstanding | -0.1% | 24.00 | 24.00 | 24.00 | 25.00 | 24.00 | 24.00 | 24.00 | 24.00 | 24.00 | 24.00 | 24.00 | 24.00 | 23.00 | 23.00 | - | - | - | - | - | - | - |
Float | - | - | - | 1,600 | - | - | - | 1,700 | - | - | - | 1,800 | - | - | - | 3,300 | - | - | - | 3,800 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -35.5% | 29,946 | 46,436 | 5,495 | 35,242 | 1,320 | 44,056 | 24,081 | 56,595 | 19,364 | 35,332 | 47,050 | 78,781 | -15,881 | 46,845 | 43,246 | 68,695 | 60,739 | 38,344 | 44,405 | 58,658 | 61,514 |
Share Based Compensation | 12.1% | 4,570 | 4,077 | 5,493 | 5,632 | 5,583 | 5,612 | 5,529 | 5,068 | 5,435 | 4,646 | 4,168 | 3,900 | 3,851 | 3,875 | 3,859 | 3,025 | 3,085 | 2,499 | 3,566 | 3,010 | 3,751 |
Cashflow From Investing | -169.6% | -18,083 | -6,708 | -469 | -23,285 | -1,036 | -9,513 | -12,050 | -8,761 | -12,501 | -2,788 | -7,013 | -10,792 | -627,642 | -5,398 | -2,818 | -6,334 | -24,510 | -4,074 | -7,013 | -2,469 | -16,551 |
Cashflow From Financing | 73.4% | -14,544 | -54,632 | -24,712 | -19,719 | -57,871 | -26,750 | -35,911 | -21,828 | -15,411 | -17,741 | -17,632 | -17,104 | 125,269 | 205,585 | -13,004 | -38,663 | -13,328 | -12,691 | -14,267 | -15,534 | -9,623 |
Dividend Payments | -0.2% | 14,641 | 14,671 | 14,713 | 14,755 | 14,640 | 14,714 | 14,868 | 15,018 | 14,756 | 14,740 | 14,771 | 14,778 | 14,651 | 14,643 | 13,335 | 13,327 | 13,328 | 11,103 | 11,103 | 11,091 | 11,040 |
Buy Backs | 100.0% | - | -7.00 | 10,013 | - | 3,200 | 11,944 | 21,011 | 3,961 | - | 3,001 | 2,904 | - | - | - | - | 247 | - | - | - | - | - |
CONSOLIDATED STATEMENTS OF INCOME - USD ($) shares in Thousands, $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Income Statement [Abstract] | |||
Revenues | $ 1,132,924 | $ 1,065,480 | $ 1,131,686 |
Costs and expenses: | |||
Instructional and support costs | 623,903 | 597,321 | 608,261 |
General and administration | 384,443 | 379,817 | 361,345 |
Amortization of intangible assets | 11,457 | 14,350 | 51,495 |
Merger and integration costs | 1,544 | 1,117 | 11,201 |
Restructuring costs | 16,256 | 2,115 | 25,472 |
Total costs and expenses | 1,037,603 | 994,720 | 1,057,774 |
Income from operations | 95,321 | 70,760 | 73,912 |
Other income (expense) | 5,405 | (1,191) | 2,687 |
Income before income taxes | 100,726 | 69,569 | 76,599 |
Provision for income taxes | 30,935 | 22,899 | 21,512 |
Net income | $ 69,791 | $ 46,670 | $ 55,087 |
Earnings per share: | |||
Basic (dollars per share) | $ 2.98 | $ 1.97 | $ 2.30 |
Diluted (dollars per share) | $ 2.91 | $ 1.94 | $ 2.28 |
Weighted average shares outstanding: | |||
Basic (in shares) | 23,403 | 23,679 | 23,955 |
Diluted (in shares) | 23,956 | 23,998 | 24,122 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 168,481 | $ 213,667 |
Marketable securities | 39,728 | 9,156 |
Tuition receivable, net | 76,102 | 62,953 |
Other current assets | 44,758 | 43,285 |
Total current assets | 329,069 | 329,061 |
Property and equipment, net | 118,529 | 132,845 |
Right-of-use lease assets | 119,202 | 125,248 |
Marketable securities, non-current | 483 | 13,123 |
Intangible assets, net | 251,623 | 260,541 |
Goodwill | 1,251,888 | 1,251,277 |
Other assets | 54,419 | 49,652 |
Total assets | 2,125,213 | 2,161,747 |
Current liabilities: | ||
Accounts payable and accrued expenses | 90,888 | 90,588 |
Income taxes payable | 2,200 | 6,989 |
Contract liabilities | 92,341 | 88,488 |
Lease liabilities | 24,190 | 23,879 |
Total current liabilities | 209,619 | 209,944 |
Long-term debt | 61,400 | 101,396 |
Deferred income tax liabilities | 28,338 | 34,605 |
Lease liabilities, non-current | 127,735 | 134,006 |
Other long-term liabilities | 45,603 | 46,006 |
Total liabilities | 472,695 | 525,957 |
Commitments and contingencies | ||
Stockholders’ equity: | ||
Common stock, par value $0.01; 32,000,000 shares authorized; 24,402,891 and 24,406,816 shares issued and outstanding at December 31, 2022 and 2023, respectively | 244 | 244 |
Additional paid-in capital | 1,517,650 | 1,510,924 |
Accumulated other comprehensive loss | (34,247) | (35,068) |
Retained earnings | 168,871 | 159,690 |
Total stockholders’ equity | 1,652,518 | 1,635,790 |
Total liabilities and stockholders’ equity | $ 2,125,213 | $ 2,161,747 |