Feed / STRA

Strategic Education, Inc.

STRA

Consumer Defensive · 81.62 -0.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:00 GMT-4

Market read

Strategic Education, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 5 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-0.1% todayVolume comparison unavailable
Market group0 of 5 activeBiotechnology & Healthcare · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • STRA's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if STRA's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Education & Training Services

No new filing conclusion is available. 0 of 5 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • STRA's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements121
Verified relationships2
Evidence supporting the case
  • Operating cash flow covered net income at 1.57x in the latest annual period.
  • Restructuring and cost reductions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Capital investment and capacity has repeated adverse evidence across 4 filings.
  • Foreign exchange has repeated adverse evidence across 4 filings.
  • Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position
  • P/E is 17% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

81.04
6m-1.5%12m-0.7%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.1B+10.1%$2.28+5.5%
2022-12-31$1.1B-5.9%$1.94-0.5%
2023-12-31$1.1B+6.3%$2.91-0.2%
2024-12-31$1.2B+7.7%$4.67+0.8%
2025-12-31$1.3B+4.0%$5.41-3.1%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 4 filings
“Capital expenditures decreased to $10.1 million for the three months ended March 31, 2026, compared to $10.3 million for the same period in 2025, primarily due to the timing of capital projects.”
10-Q · Apr 23, 2026 ↗
Foreign exchangemixed · 4 filings
“Consolidated general and administration expenses increased to $108.0 million in the first quarter of 2026 compared to $103.6 million in the first quarter of 2025, principally due to increased investments in branding initiatives, higher stock-based compensatio…”
10-Q · Apr 23, 2026 ↗
Restructuring and cost reductionsmixed · 4 filings
“Restructuring costs increased to $2.1 million in the first quarter of 2026 compared to $1.9 million in the first quarter of 2025, primarily due to a $0.2 million increase in asset impairment charges associated with the consolidation of underutilized facilitie…”
10-Q · Apr 23, 2026 ↗
Credit and interest ratesmixed · 3 filings
“Other income increased to $5.8 million in 2024 compared to $5.4 million in 2023, primarily due to a $3.4 million decrease in interest expense and a $2.1 million increase in interest income, partially offset by a $5.1 million decrease in investment income from…”
10-K · Feb 27, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.5× · EV/sales 1.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

81.62-0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for STRA. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for STRA. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind STRA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

COOTFiling-linked namecustomerApr 23, 2026 ▾

“Torrens University is registered with the Tertiary Education Quality and Standards Agency (“TEQSA”), the regulator for higher education providers and universities throughout Australia, as an Australian University that is authorized to self-accredit its course…”

Depended on by

UTIUniversal Technical Institute, Inc.competitorNov 26, 2025 ▾

“Within the for-profit education sector, some of our public company competitors are Adtalem Global Education, Inc., American Public Education, Inc., Legacy Education, Lincoln Educational Services Corporation, Perdoceo Education Corporation, and Strategic Educa…”

Filing peers

CVSAPRDOLRN

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

STRA is currently a Early Follower in the organic co-movement group Biotechnology & Healthcare. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for STRA; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.