STRAStrategic Education, Inc.

$82.37+2.7% 1Y

$82.37

$71.6452 weeks$86.18

Is the business good?

Good

A genuinely good business: earnings fully cash-backed (1.6×) and margins widening.

2 good, 1 neutral, 1 without data

Profits arrive as cash1.64×derived · Jun 30, 2026

Operating profit is fully backed by cash. Conversion is improving vs a year ago.

Margin direction, 3 years+9.4 pts

Positive operating leverage, operating profit is growing faster than sales, so margins widen as the business scales.

Where ROE comes from6% ROA

A balanced mix of margins, efficiency, and leverage. ROE 8% = margin × turnover × leverage.

Unless marked, from derived.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

FCF conversionmiddle of the market

Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.

Strategic Education, Inc. earns 9.5% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

9.5%

Return on invested capital · cost of capital 9.0% · 0.46 points above what the capital costs: growth creates value

Operating margin: 14%
Operating margin · Education & Training Services median 13% · 12 months to Q2 2026
Cash conversion: 1.64×
Cash conversion · 1.50× a year ago · operating cash flow covers the operating profit after tax
Share count, year on year: −7.6%
Share count, year on year · bought back, each share owns more of the company

Details›

Operating margin12 months to Q2 2026: 14%
Net margin12 months to Q2 2026: 10%
Free cash flow margin: 13%
Revenue, trailing twelve months: $1.29B
Free cash flow, trailing twelve months: $169M
Net income, trailing twelve months: $135M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash: 9.5%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.

Ranks #6 of 15 by RyuScore