0.18%
5.72%
13.58%
-6.30%
5.00%
65.55%
-39.14%

Company Description

Strategic Education, Inc., through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills.It operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services.The company operates Strayer University that offers undergraduate and graduate degree programs in business administration, accounting, information technology, education, health services administration, public administration, and criminal justice 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 an executive MBA online through its Jack Welch Management Institute.


It also operates Capella University, an online post-secondary education institution that provides various bachelor's, master's, and doctoral degree programs to working adults in arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership.The company operates Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses primarily 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 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 in New Zealand.It also offers Workforce Edge, a platform to employers that provides education benefits administration solutions; and Sophia Learning, which enables lower cost education benefits programs.


The company was founded in 1892 and is headquartered in Herndon, Virginia.

Market Data

Last Price 98.77
Change Percentage 0.18%
Open 98.39
Previous Close 98.59
Market Cap ( Millions) 2427
Volume 20314
Year High 123.62
Year Low 85.11
M A 50 96.4
M A 200 101.07

Financial Ratios

FCF Yield 5.95%
Dividend Yield 2.43%
ROE 7.56%
Debt / Equity 8.09%
Net Debt / EBIDTA -26.02%
Price To Book 1.35
Price Earnings Ratio 18.29
Price To FCF 16.8
Price To sales 2.0
EV / EBITDA 10.82

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> U.S. Higher Education

Expected Growth : 4.5 %

What the company do ?

Strategic Education, Inc.'s U.S. Higher Education segment offers undergraduate and graduate degree programs in fields like business, technology, and healthcare through its universities and colleges.

Why we expect these perspectives ?

Strategic Education, Inc.'s U.S. Higher Education segment growth of 4.5% is driven by increasing demand for online education, strategic acquisitions, and a strong brand reputation. Additionally, the segment benefits from a growing need for workforce development and skills training, as well as a focus on student affordability and flexibility.

Segment nΒ°2 -> Australia/New Zealand

Expected Growth : 4.2 %

What the company do ?

Australia/New Zealand is a geographic segment of Strategic Education, Inc. that offers academic programs and services in Australia and New Zealand.

Why we expect these perspectives ?

Strong demand for online education in Australia and New Zealand, driven by a growing working-age population and increasing adoption of online learning platforms. Strategic partnerships with local institutions and government initiatives supporting vocational education and training also contribute to the 4.2% growth.

Segment nΒ°3 -> Education Technology Services

Expected Growth : 5.5 %

What the company do ?

Education Technology Services from Strategic Education, Inc. provides innovative solutions to improve student outcomes, enhance the learning experience, and support institutional effectiveness.

Why we expect these perspectives ?

Strategic Education's Education Technology Services segment growth of 5.5% is driven by increasing demand for online and hybrid learning, strategic partnerships with educational institutions, and expansion of its technology-enabled services. Additionally, the segment benefits from the growing need for workforce development and skills training, as well as the company's investments in artificial intelligence and data analytics.

Strategic Education, Inc. Products

Product Range What is it ?
Strayer University A private university that offers undergraduate and graduate degree programs in fields such as business, education, and health sciences.
Capella University An online university that offers undergraduate and graduate degree programs in fields such as business, education, and health sciences.
New York Code + Design Academy A coding bootcamp that offers immersive training programs in software development and data science.
Sophia Learning An online learning platform that offers affordable and flexible general education courses for college credit.
Strategic Education Online A platform that offers online courses and degree programs in partnership with leading universities and organizations.

Strategic Education, Inc.'s Porter Forces

The threat of substitutes for Strategic Education, Inc. is medium because while there are some alternative education providers, they are not a significant threat to the company's business model.

The bargaining power of customers for Strategic Education, Inc. is low because the company has a diverse student base and no single customer has significant bargaining power.

The bargaining power of suppliers for Strategic Education, Inc. is medium because while the company relies on some key suppliers, it has some flexibility to switch to alternative suppliers if needed.

The threat of new entrants for Strategic Education, Inc. is high because the education industry is constantly evolving and new online education providers are emerging, posing a threat to the company's market share.

The intensity of rivalry for Strategic Education, Inc. is high because the education industry is highly competitive, and the company faces intense competition from other education providers.

Capital Structure

Value
Debt Weight 4.92%
Debt Cost 4.87%
Equity Weight 95.08%
Equity Cost 6.19%
WACC 6.12%
Leverage 5.18%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
GHC Graham Holdings Company, through its subsidiaries, operates as a diversified education and media company worldwide. It provides test preparation services and materials; data science and training services; professional training and …
LRN Stride, Inc., a technology-based education service company, provides proprietary and third-party online curriculum, software systems, and educational services to facilitate individualized learning for students primarily in kindergarten through 12th grade …
LAUR Laureate Education, Inc., together with its subsidiaries, provides higher education programs and services to students through a network of universities and higher education institutions. The company offers a range of …
LOPE Grand Canyon Education, Inc. provides education services to colleges and universities in the United States. The company's technology services include learning management system, internal administration, infrastructure, and support services; academic …
ATGE Adtalem Global Education Inc. provides workforce solutions worldwide. It operates through three segments, Chamberlain, Walden, and Medical and Veterinary. The Chamberlain segment offers degree and non-degree programs in the nursing …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
98.76$
Current Price
98.77$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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