STRAStrategic Education, Inc.

$82.37+2.7% 1Y

Is the price fair?

Excellent

Undemanding: modest expectations priced in, cheap against its own history, and cheap vs its sector.

3 good
What the price assumes~−3% a yearderived · Jun 30, 2026

Priced for a decline (~−3% a year). The price demands less than its three-year revenue growth of 6% a year, expectations look modest.

Vs its own P/E rangecheaper than 92% of its own historyderived

Cheap vs its own history: P/E 13.8 vs a 23.4 median over 37 quarters (−41% vs median).

Vs sector (EV/EBIT)9.1×derived · Dec 31, 2025

Sector median 16.6× across 78 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

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.

P/E (valuation)better than 75% of the market
FCF yieldbetter than 84% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What STRA's price assumes

Strategic Education, Inc. trades at 13.8× earnings against 18.1× for the median Education & Training Services name, cheaper than its own group.

13.8

Trailing P/E · Education & Training Services median 18.1 · cheaper than the typical name in its group

Price / sales
1.37

Price / sales · today's price, fiscal year to Dec 31, 2025

Free cash flow yield
9.7%

Free cash flow yield · Education & Training Services median 9.7%

Growth the price implies
−3.2%

Growth the price implies · The price pays for −3.2% free cash flow growth a year for a decade; the business has delivered +52% a year over the last three.

Details›
Price / booktoday's price, fiscal year to Dec 31, 2025
1.06
EV / EBITtoday's price, fiscal year to Dec 31, 2025
9.14
EV / salestoday's price, fiscal year to Dec 31, 2025
1.26
Consumer Defensive median P/E142 names
20.2
Education & Training Services median P/E18 names
18.1
Free cash flow, trailing twelve months
$169M
Market capitalisation
$1.74B
3-year revenue growth
+6.1%
3-year free cash flow growth
+52%
What the market has paid for these earnings: 37 quarters of its own multiple × $5.99 of trailing earnings per share
MethodPer share
Its own P/E history, lower quartile$104.71
Its own P/E history, median$139.90
Its own P/E history, upper quartile$200.99
52-week range$71.64 – $86.18
Today$82.37

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.