Stock STRA STRATEGIC EDUCATION, INC.
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Financials Strategic Education, Inc.

Equities

STRA

US86272C1036

Miscellaneous Educational Service Providers

Market Closed - Nasdaq
Other stock markets
 04:00:00 2024-04-26 pm EDT 		5-day change 1st Jan Change
121.1 USD +3.43% Intraday chart for Strategic Education, Inc. +23.39% +31.06%
Apr. 26 Truist Raises Price Target on Strategic Education to $145 From $125, Keeps Buy Rating MT
Apr. 26 Barrington Raises Price Target on Strategic Education to $135 From $125, Keeps Outperform Rating MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025
Capitalization 1 3,413 2,305 1,409 1,896 2,233 2,949 -
Enterprise Value (EV) 1 2,958 2,222 1,275 1,775 2,085 2,745 2,660
P/E ratio 43.3 x 25.3 x 25.4 x 40.4 x 31.7 x 26.4 x 21.2 x
Yield 1.32% 2.52% 4.15% 3.06% 2.6% 1.98% 1.98%
Capitalization / Revenue 3.42 x 2.24 x 1.24 x 1.78 x 1.97 x 2.43 x 2.31 x
EV / Revenue 2.97 x 2.16 x 1.13 x 1.67 x 1.84 x 2.27 x 2.09 x
EV / EBITDA 11.9 x 8.19 x 5.37 x 10.9 x 10.6 x 11.8 x 10.1 x
EV / FCF 18.1 x 23.1 x 9.73 x 21.4 x 26 x 22 x 18.5 x
FCF Yield 5.53% 4.32% 10.3% 4.67% 3.84% 4.54% 5.41%
Price to Book - 1.25 x - - - - -
Nbr of stocks (in thousands) 21,477 24,184 24,356 24,209 24,171 24,364 -
Reference price 2 158.9 95.33 57.84 78.32 92.37 121.1 121.1
Announcement Date 2/28/20 2/26/21 2/25/22 2/22/23 2/29/24 - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025
Net sales 1 997.1 1,028 1,132 1,065 1,133 1,211 1,274
EBITDA 1 248.7 271.2 237.3 163.1 196.5 232.1 263.5
EBIT 1 194.1 211.1 165.3 88.34 124.6 162.5 190.6
Operating Margin 19.47% 20.54% 14.61% 8.29% 11% 13.41% 14.95%
Earnings before Tax (EBT) 1 123.7 114 76.6 69.57 100.7 177.2 199.8
Net income 1 81.14 86.27 55.09 46.67 69.79 121.9 137.7
Net margin 8.14% 8.39% 4.87% 4.38% 6.16% 10.06% 10.81%
EPS 2 3.670 3.770 2.280 1.940 2.910 4.580 5.705
Free Cash Flow 1 163.5 96.09 131.1 82.88 80.18 124.6 144
FCF margin 16.39% 9.35% 11.58% 7.78% 7.08% 10.28% 11.3%
FCF Conversion (EBITDA) 65.72% 35.43% 55.24% 50.81% 40.8% 53.68% 54.66%
FCF Conversion (Net income) 201.46% 111.39% 237.98% 177.59% 114.88% 102.21% 104.55%
Dividend per Share 2 2.100 2.400 2.400 2.400 2.400 2.400 2.400
Announcement Date 2/28/20 2/26/21 2/25/22 2/22/23 2/29/24 - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 272.1 258.9 273.6 263.1 269.9 256.6 287.7 285.9 302.7 290.2 306.9 300.2 314.1 306.9 328.1
EBITDA 1 56.12 38.36 47.94 31.6 45.23 27.2 45.42 49.54 74.37 54.27 54.37 51.43 73.5 59.2 58.4
EBIT 1 37.89 19.45 29.47 12.21 27.21 8.203 27.2 32.6 56.57 35.85 38.19 33.75 54.7 41.9 41.4
Operating Margin 13.93% 7.51% 10.77% 4.64% 10.08% 3.2% 9.45% 11.4% 18.69% 12.35% 12.45% 11.24% 17.42% 13.65% 12.62%
Earnings before Tax (EBT) 1 29.48 12.27 22.16 7.545 27.59 -0.951 19.99 26.47 55.22 43.15 40.72 35.47 57.84 45.4 45
Net income 1 21.68 7.029 15.22 6.092 18.33 -2.028 14.23 18.46 39.13 29.7 26 24.4 41.8 31.8 31.5
Net margin 7.97% 2.72% 5.56% 2.32% 6.79% -0.79% 4.95% 6.46% 12.93% 10.23% 8.47% 8.13% 13.31% 10.36% 9.6%
EPS 2 0.9000 0.2900 - - 0.7700 -0.0900 0.5900 0.7700 1.630 1.230 1.080 1.010 1.720 1.300 1.290
Dividend per Share - - - - - - - - - - - - - - -
Announcement Date 2/25/22 4/28/22 7/27/22 11/3/22 2/22/23 4/27/23 7/27/23 11/2/23 2/29/24 4/25/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025
Net Debt 1 - - - - - - -
Net Cash position 1 455 83.5 134 121 147 205 290
Leverage (Debt/EBITDA) - - - - - - -
Free Cash Flow 1 163 96.1 131 82.9 80.2 125 144
ROE (net income / shareholders' equity) 10.2% 8.73% 6.72% 3.64% 5.42% 7.1% 8%
ROA (Net income/ Total Assets) - - - - - - -
Assets 1 - - - - - - -
Book Value Per Share - 76.50 - - - - -
Cash Flow per Share 2 - 6.250 - 5.230 4.890 5.150 7.280
Capex 1 38.7 46.8 49.4 43.2 36.9 42.7 44.8
Capex / Sales 3.88% 4.56% 4.37% 4.05% 3.26% 3.52% 3.52%
Announcement Date 2/28/20 2/26/21 2/25/22 2/22/23 2/29/24 - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Strategic Education, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
4
Last Close Price
121.1 USD
Average target price
133.5 USD
Spread / Average Target
+10.28%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Miscellaneous Educational Service Providers
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