STRAStrategic Education, Inc.
Services-Educational Services
- Revenue
- $1.3B
- 4.0% YoY
- Operating margin
- 13.7%
- 7.7% YoY
- EBITDA
- $223M
- 11% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.0×
- −$8M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear157% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear99% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired61% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.1B | $1.1B | $1.1B | $1.2B | $1.3B | 4.0% |
| Operating income | $74M | $71M | $95M | $156M | $174M | 12% |
| Net income | $55M | $47M | $70M | $113M | $127M | 12% |
| Operating cash flow | $181M | $126M | $117M | $169M | $198M | 17% |
| Capex | $49M | $43M | $37M | $41M | $44M | 9.0% |
| Stock-based comp | $18M | $22M | $20M | $26M | $23M | 10% |
| Buybacks | $6M | $40M | $10M | $12M | $139M | 1107% |
| Dividends | $59M | $59M | $59M | $59M | $58M | 2.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $3M · 2
- Net
- −$3M
Pay vs performance
No pay-versus-performance disclosure yet.