Strategic Education Inc (STRA) Fair Value & Analysis
Consumer Defensive · US · Market cap $1.9B · ISIN US86272C1036
What is Strategic Education Inc really worth?
Strategic Education Inc
STRA · US
A strong business, trading 22% below our fair value of $105.48.
Strengths
Risks
For context
Fair value as of: Sep 5, 2026
From 24 valuation models · updated today
Share price −2.2% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The rarer combination: high quality (77/100) AND below fair value. That earns a closer look rather than a quick verdict.
- The price sits in the lower half of our model range, the side with the larger margin of safety.
- The data supports the verdict: every model runs on fully documented inputs.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.
How to read this chart
60‑month range $43.61 – $115.64 · fair‑value band $75.86 – $131.50 · the $81.90 price screens below the $105.48 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
Strategic Education Inc (STRA) currently trades at $81.90, while our model-based Fair Value estimate is $105.48, implying the stock looks roughly 22.4% undervalued today. The Quality Score stands at 77/100 (high quality), in the Consumer Defensive sector. Bull case: the DCF Models group reads highest at a median of $107.29 per share, and 15 of the 24 models we run sit above the $81.90 price. Bear case: the Asset-Based group reads lowest at $48.78, and 9 of the 24 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Strategic Education Inc generated revenue of $1.3B at a net margin of 10.2%. Revenue grew 0.8% year over year. It earns a return on equity of 7.9%. The balance sheet holds a net cash position of $31.6M. Fundamentals as of Sep 5, 2026
Our scenario range runs from $75.86 (bear case) to $131.50 (bull case); at $81.90, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 18% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 6% fair-value upside, at 29%, STRA screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $2.21 per share, which is 2.1 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($107.29) versus Asset-Based ($48.78). Highest evidence: FCF DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 72 · Market factors (momentum, volatility) 56
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Strategic Education, Inc. provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. The company operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services.
Full company description
Strategic Education, Inc. provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. The company operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. It operates Strayer University that offers undergraduate and graduate degree programs in business, criminal justice, education, health services, information technology, and public administration 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 MBA online through its Jack Welch Management Institute. In addition, the company operates Capella University, an online accredited institution of higher education; Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses 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 higher education provider; 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. It offers Workforce Edge, an administration platform that enables employers to manage and streamline their education benefits programs; and Sophia Learning, which offers low-cost online general education-level courses. Strategic Education, Inc. was founded in 1892 and is headquartered in Herndon, Virginia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Strategic Education Inc reported revenue of $1.3B in FY2025 versus $1.1B in FY2021, a compound +2.9%/yr. Reported net income was $127M in FY2025, compounding +23.1%/yr from FY2021.
of which total revenue +11.9 % · buybacks/dilution −8.4 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
Watch STRA: get an alert when its fair value changes →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Strategic Education, Inc. and Leading Education Investors Seek Edtech Innovators for Second Signal Labs Cohort
- STRA Q2 Deep Dive: Education Technology Drives Growth, Australia Remains a Watch Point
- Strategic Education (STRA) Following Buyback Completion And Earnings Has Fair Value Back In Focus
Peer Group
Education & Training Services · 142 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Education & Training Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 78/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Education & Training Services stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| New Oriental Education & Technology Group EDU | $58.22 | $48.37 | −17% |
| TAL Education Group TAL | $11.69 | $15.60 | +33% |
| Laureate Education, Inc LAUR | $38.36 | $41.45 | +8% |
| Physicswallah Limited PWL | ₹119.46 | ₹13.69 | −89% |
| Grand Canyon Education, Inc LOPE | $151.19 | $152.01 | +1% |
| Covista Inc CVSA | $128.22 | $135.45 | +6% |
| Stride, Inc LRN | $84.58 | $139.45 | +65% |
| Universal Technical Institute, Inc UTI | $25.64 | $20.98 | −18% |
| Perdoceo Education Corporation PRDO | $33.81 | $40.65 | +20% |
| Offcn Education Technology Co 002607 | ¥2.03 | ¥0.3300 | −84% |
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