STRAStrategic Education, Inc.

$75.92-6.6% 1Y

RyuScore

Seven criteria, each scored 0 to 100 on a published scale, weighted into one number.

RyuScore 70 out of 100, Above average

Above average. Strategic Education, Inc. scores higher than 84% of the 1,794 companies Ryufin scores.

Carried by valuation and return on new capital, held back by return on capital and cycle position.

Consumer Defensive median 60 · all companies 50

Valuation

26% of the score

92median 13

Strategic Education, Inc. is valued at 8.2x its operating profit before acquisition amortisation (EBITA), including debt: a low multiple.

25x
20x
15x
10x
6x
8.2x
Full points at 6x or less, none from 25xfull points

Return on capital

18% of the score

21median 34

Over 7 years the business earned 4.9% a year after tax on the capital it uses.

2%
8%
15%
25%
4.9%
None at 2% or less, full points from 25%full points
Return on capital by year
7 years agolatest 7.5%

Return on new capital

16% of the score

100median 49

For every dollar of operating profit earned over 6 years, yearly profit grew by 12 cents. It did so while using less capital than before.

-5%
12%
12%
None at minus 5 cents, full points from 12 centsfull points

Capital allocation

14% of the score

74median 64

How management spends the money: shares bought back or issued, and whether assets grow faster than the business they serve.

Share countUp 0.5% a year over 5 years: new shares
57
5%
-3%
0.5%
0 pointsfull points
Assets against salesAssets grew -2.4% a year, sales 4.3%
100
12%
-2%
-6.7%
0 pointsfull points

Cycle position

12% of the score

24median 62

Today's operating margin of 14% is 1.52x its normal 9.2%: near a peak, where margins tend to fall back. Normal is half the 10 year median, half the last four years, so a margin that has held is not taken for a peak.

2x
1.5x
1x
0.7x
1.5x
A trough earns points, a peak costs themfull points
Operating margin by year, against its normal level
10 years agonow 14%

Balance sheet

8% of the score

100median 50

What the debt weighs against the profit that has to carry it.

Interest coverOperating profit covers interest 281x
100
1.5x
12x
280.8x
0 pointsfull points

Earnings quality

6% of the score

89median 90

Whether the reported profit arrives as cash, and whether the accounts show the usual signs of stretching.

Cash against profitOperating cash flow was 1.57x profit over 3 years
100
0.7x
1x
1.3x
1.6x
0 pointsfull points
AccrualsCash ran ahead of profit by 3.5% of assets
78
8%
0%
-8%
-3.5%
0 pointsfull points

How the RyuScore works

Each criterion earns 0 to 100 points on the scale drawn under it, and the RyuScore is their average weighted 26, 18, 16, 14, 12, 8 and 6. Scales bend in the company's favour between their ends, so an ordinary figure is never already near zero. Where a criterion cannot be measured from the filings it is taken out and the remaining weights scale up; a company needs 60% of the weight covered, and always a price, to get a score.

Built from the company's annual and quarterly filings with the SEC and today's share price. Banks, insurers and property trusts are not scored: their debt is their raw material, so these yardsticks mean something else there. Figures as of 2026-06-30, latest annual report FY2025.