Nama Insights

Strategic Education (STRA)

Consumer Defensive · Education Training Services · NASDAQ

Strategic Education (STRA) is a Consumer Defensive company in the Education Training Services industry. It has a market capitalization of $1.16B, a trailing price-to-earnings ratio of 7.9 and a free-cash-flow yield of 12.6%. Over the most recent reported fiscal year, revenue grew 4.0% and free cash flow per share grew 23.3%. Nama's AI scorecard rates it Buy, 6.8 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +7.1% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-57.8%
How far the last close sits under the highest price of the past five years.
Market cap$1.16B
Trailing P/E7.9
Price / book0.7
Price / sales0.9
FCF yield12.6%
Dividend yield4.6%
Gross margin49.1%
Operating margin15.7%
Net margin10.5%
Revenue growth (YoY)+4.0%
Revenue growth (3-yr annual)+6.0%
EPS growth (YoY)+27.1%
FCF/share growth (YoY)+23.3%
Beta0.5
ExchangeNASDAQ
SectorConsumer Defensive
IndustryEducation Training Services

STRA earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate $1.77). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $1.72 $1.95 -11.8% —
Q2 2026 Jul 29, 2026 $1.76 $1.80 -2.2% $337.26M
Q1 2026 Apr 23, 2026 $1.41 $1.49 -5.4% $305.93M
Q4 2025 Feb 26, 2026 $1.74 $1.41 +23.4% $323.21M

STRA analyst price target

Median target $95.00 from 3 analysts, ranging $90.00 – $105.00.

Education Training Services peers

TickerCompanyMarket capP/E
EDU New Oriental Education & Technology Group $8.53B 14.2
TAL TAL Education Group $5.64B 7.3
LAUR Laureate Education $4.56B 13.3
CVSA Covista $3.67B 12.7
LRN Stride $3.15B 9.1
LOPE Grand Canyon Education $3.00B 12.2
DAO Youdao $2.38B 109.5
MH McGraw Hill $2.08B 5.6
Explore live STRA data on Nama Insights →

STRA FAQ

Is STRA a buy?
Nama's AI scorecard currently rates Strategic Education Buy (6.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is STRA's P/E ratio?
Strategic Education trades at a trailing price-to-earnings ratio of 7.9.
When does STRA report earnings?
Strategic Education's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $1.77.
What is the STRA price target?
The median analyst price target from 3 analysts is $95.00, with a range of $90.00 – $105.00.
Is STRA Shariah compliant?
Nama's AAOIFI-style screen reads Strategic Education as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does STRA pay a dividend?
Yes — Strategic Education's dividend yield is 4.6%.