Strategic Education, Inc. (STRA) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does Strategic Education, Inc. Do?
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. Strategic Education, Inc. (STRA) is classified as a small-cap stock in the Consumer Discretionary sector, specifically within the Personal Services industry. The company is led by CEO Karl McDonnell and employs approximately 3,910 people, headquartered in Baltimore, Virginia. With a market capitalization of $1.9B, STRA is one of the notable companies in the Consumer Discretionary sector.
Strategic Education, Inc. (STRA) Stock Rating — Hold (April 2026)
As of April 2026, Strategic Education, Inc. receives a Hold rating with a composite score of 49.2/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.STRA ranks #715 out of 4,446 stocks in our coverage universe. Within the Consumer Discretionary sector, Strategic Education, Inc. ranks #46 of 442 stocks, placing it in the top quartile of its Consumer Discretionary peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
STRA Stock Price and 52-Week Range
Strategic Education, Inc. (STRA) currently trades at $82.46. The 52-week high for STRA is $93.45, which means the stock is currently trading -11.8% from its annual peak. The 52-week low is $72.17, putting the stock 14.3% above its annual trough. Recent trading volume was 0 shares, suggesting relatively thin trading activity.
Is STRA Overvalued or Undervalued? — Valuation Analysis
Strategic Education, Inc. (STRA) carries a value factor score of 72/100 in the Blank Capital model, suggesting the stock trades at a meaningful discount to its fundamental earning power. The trailing price-to-earnings ratio is 16.23x, compared to the Consumer Discretionary sector average of 24.47x — a discount of 34%. The price-to-book ratio stands at 1.15x, versus the sector average of 1.99x. The price-to-sales ratio is 1.51x, compared to 0.27x for the average Consumer Discretionary stock. On an enterprise value basis, STRA trades at 9.22x EV/EBITDA, versus 4.91x for the sector.
Based on these multiples, Strategic Education, Inc. appears attractively valued relative to both its sector peers and the broader market. Value-oriented investors may find the current entry point compelling, particularly if the company's fundamental quality metrics also score well.
Strategic Education, Inc. Profitability — ROE, Margins, and Quality Score
Strategic Education, Inc. (STRA) earns a quality factor score of 47/100, signaling below-average profitability metrics relative to the broader market. The return on equity (ROE) is 7.1%, compared to the Consumer Discretionary sector average of 6.2%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at 5.7% versus the sector average of 2.5%.
On a margin basis, Strategic Education, Inc. reports gross margins of 100.0%, compared to 36.9% for the sector. The operating margin is 12.7% (sector: 3.8%). Net profit margin stands at 9.3%, versus 2.1% for the average Consumer Discretionary stock. Revenue growth is running at 2.5% on a trailing basis, compared to 3.3% for the sector. Profitability is below benchmark levels, which may reflect industry headwinds, elevated reinvestment, or structural challenges.
STRA Debt, Balance Sheet, and Financial Health
Strategic Education, Inc. has a debt-to-equity ratio of 24.0%, compared to the Consumer Discretionary sector average of 89.0%. The low leverage indicates a conservative balance sheet with significant financial flexibility. The current ratio is 1.27x, suggesting adequate working capital coverage. Total debt on the balance sheet is $0. Cash and equivalents stand at $151M.
STRA has a beta of 0.47, meaning it is less volatile than the S&P 500, making it a relatively defensive holding. The stability factor score for Strategic Education, Inc. is 79/100, indicating low-volatility characteristics and consistent price behavior that appeals to risk-averse investors.
Strategic Education, Inc. Revenue and Earnings History — Quarterly Trend
In TTM 2026, Strategic Education, Inc. reported revenue of $1.25B and earnings per share (EPS) of $5.57. Net income for the quarter was $116M. Gross margin was 100.0%. Operating income came in at $159M.
In FY 2025, Strategic Education, Inc. reported revenue of $1.27B and earnings per share (EPS) of $5.57. Net income for the quarter was $127M. Revenue grew 4.0% year-over-year compared to FY 2024. Operating income came in at $174M.
In Q3 2025, Strategic Education, Inc. reported revenue of $320M and earnings per share (EPS) of $1.18. Net income for the quarter was $27M. Revenue grew 4.6% year-over-year compared to Q3 2024. Operating income came in at $37M.
In Q2 2025, Strategic Education, Inc. reported revenue of $321M and earnings per share (EPS) of $1.41. Net income for the quarter was $32M. Revenue grew 2.9% year-over-year compared to Q2 2024. Operating income came in at $46M.
Over the past 8 quarters, Strategic Education, Inc. has demonstrated a growth trajectory, with revenue expanding from $312M to $1.25B. Investors analyzing STRA stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
STRA Dividend Yield and Income Analysis
Strategic Education, Inc. (STRA) currently pays a dividend yield of 2.8%. At this yield, a $10,000 investment in STRA stock would generate approximately $$279.00 in annual dividend income. The net margin of 9.3% provides reasonable coverage for the dividend, though investors should monitor payout sustainability.
STRA Momentum and Technical Analysis Profile
Strategic Education, Inc. (STRA) has a momentum factor score of 43/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 32/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 26/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
STRA vs Competitors — Consumer Discretionary Sector Ranking and Peer Comparison
Within the Consumer Discretionary sector, Strategic Education, Inc. (STRA) ranks #46 out of 442 stocks based on the Blank Capital composite score. This places STRA in the top quartile of all Consumer Discretionary stocks in our coverage universe. Key competitors and sector peers include MONARCH CASINO & RESORT INC (MCRI) with a score of 50.5/100, CASEYS GENERAL STORES INC (CASY) with a score of 57.3/100, INGLES MARKETS INC (IMKTA) with a score of 51.0/100, FIVE BELOW, INC (FIVE) with a score of 51.6/100, and TARGET CORP (TGT) with a score of 52.6/100.
Comparing STRA against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full STRA vs S&P 500 (SPY) comparison to assess how Strategic Education, Inc. stacks up against the broader market across all factor dimensions.
STRA Next Earnings Date
No upcoming earnings date has been announced for Strategic Education, Inc. (STRA) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy STRA? — Investment Thesis Summary
Strategic Education, Inc. presents a balanced picture with arguments on both sides. The value score of 72/100 suggests attractive pricing relative to fundamentals. Low volatility (stability score 79/100) reduces downside risk.
In summary, Strategic Education, Inc. (STRA) earns a Hold rating with a composite score of 49.2/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on STRA stock.
Related Resources for STRA Investors
Explore more research and tools: STRA vs S&P 500 comparison, top Consumer Discretionary stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare STRA head-to-head with peers: STRA vs MCRI, STRA vs CASY, STRA vs IMKTA.