Obermatt

Strategic Education

NSQ:STRA · US86272C1036
Diversified Consumer ServicesLarge

360

97
EV / EBIT87
Price / Owner Earnings52
Owner Earnings Yield88
Dividend Yield81
Price/Sales78
EV / Gross Profit72
Price/Book67
Return on Capital70
Cash Return on Capital75
Return on Equity45
EBIT Margin71
Gross Profitability59
Cash Conversion30
Accruals67
Owner Earnings Margin82
Sales growth18
Profit Growth50
Long-Term EPS Growth70
Owner Earnings Growth72
Reinvestment39
Price momentum24
Debt load83
Refinancing39
Debt Payback100
Liquidity98
Analyst ratings44
Opinion Changes50
Price Target Upside27
Market mood61
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Strategic Education clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryDiversified Consumer Services
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded1996
Employees759
ISINUS86272C1036
Last UpdateApr 2, 2026
Themes
Digital MediaArtificial IntelligenceEdTechAnimation/av WorkstationsE-learningEducation

Description

Strategic Education, Inc. (‘SEI’), an education services company, provides access to high-quality education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills for high-demand ma…

Analysis

Middle-of-the-road

Strategic Education, Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 13.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 1% a year, against analyst forecasts of 15%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 10/20 on our value-creation score: creating some value. Analysts lean positive.

Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
59
2023202420252026

All-time high

98

Sep 2024

All-time low

59

Jun 2026

Average rank

82

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
78
33
29
67
Price/Earnings
62
57
44
87
Price/Book
67
72
64
86
Dividend Yield
81
87
84
93
Value (overall)
90
87
81
99

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Strategic Education with its peers
Perdoceo Education
NSQ:PRDO
96
CountryUSA
IndustryDiversified Consumer Services
SizeMedium
Full Stock Analysis →
Graham Holdings
NYQ:GHC
51
CountryUSA
IndustryDiversified Consumer Services
SizeLarge
Full Stock Analysis →
American Public Education
NSQ:APEI
98
CountryUSA
IndustryDiversified Consumer Services
SizeMedium
Full Stock Analysis →
Adtalem Global Education
NYQ:ATGE
94
CountryUSA
IndustryDiversified Consumer Services
SizeLarge
Full Stock Analysis →
Laureate Education
NSQ:LAUR
92
CountryUSA
IndustryDiversified Consumer Services
SizeLarge
Full Stock Analysis →
Dime Community Bancshares
NSQ:DCOM
57
CountryUSA
IndustryBanks
SizeSmall
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →