Strategic Education, Inc (STRA) Fair Value & Analysis
Consumer Defensive · US · Market cap $1.9B
Strategic Education, Inc
STRA · US
Fair value as of: Jul 13, 2026
From 24 valuation models · updated 28 days ago
Fair value updated Jul 13, 2026, revised from $123.18 to $105.48 (−14.4%) since Jun 24, 2026. Share price +2.5% over the past month.
A strong business, screening 24% undervalued on our models.
What matters now
- Our model range runs from $76.76 (bear) to $131.50 (bull), base $105.48. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 77/100 (high quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.
How to read this chart
60‑month range $43.61 – $115.64 · fair‑value band $76.76 – $131.50 · the $84.88 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 Jul 13, 2026.
Analysis
Strategic Education, Inc (STRA) currently trades at $84.88, while our model-based Fair Value estimate is $105.48, implying the stock looks roughly 24.3% undervalued today. The Quality Score stands at 77/100 (high quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
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 Jul 13, 2026
Our scenario range runs from $76.76 (bear case) to $131.50 (bull case); at $84.88, 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 3% below its 52-week high and 23% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 14% fair-value upside, at 24%, STRA screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 24 models by family
Widest divergence: DCF Models ($107.29) versus Asset-Based ($48.78). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 72 · Market factors (momentum, volatility) 65
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.
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.
Watch STRA: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- 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
- Strategic Education Inc (STRA) (Q2 2026) Earnings Call Highlights: Strong US Performance ...
- Strategic Education (STRA) Q2 Earnings Lag Estimates
Peer Group
Education & Training Services · 148 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
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Education & Training Services stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| New Oriental Education & Technology Group EDUN | 966.48 MXN | 897.37 MXN | -7% |
| TAL Education Group TAL | $10.24 | $15.60 | +52% |
| Laureate Education, Inc LAUR | $36.45 | $41.45 | +14% |
| Physicswallah Limited PWL | ₹131.59 | ₹14.81 | -89% |
| Grand Canyon Education, Inc LOPE | $149.00 | $152.01 | +2% |
| Covista Inc CVSA | $116.22 | $135.45 | +17% |
| Stride, Inc LRN | $83.39 | $139.45 | +67% |
| Universal Technical Institute, Inc UTI | $40.33 | $21.35 | -47% |
| Perdoceo Education Corporation PRDO | $31.66 | $41.45 | +31% |
| McGraw Hill, Inc MH | $9.70 | $4.06 | -58% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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