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STRAStrategic Education Inc
Consumer Staples · Household Products · Small
$81.74+0.18%
As of 23 Oct 2026Mkt cap $1.8B
Stage 13
BUY
Fundamentals
55.5/75
Technical
12.2/15
Independent
67.7/90
GCAE viewstrong Fundamental /75 and actionable Technical v2 timing align · Rotation is a supportive tailwind but contributes no score points
Price
- 1M
- +2.4%
- 3M
- +4.1%
- 6M
- +11.2%
- 1Y
- −1.7%
Financials & valuation
Cached filing evidence · as of 2026-10-02
Valuation
- P/E
- 13.6xHist median 16.4x
- Forward P/E
- —No validated forward-estimate source
- Price / FCF
- 11.3x
- FCF yield
- 8.8%
Quality
- ROIC
- 7.6%
- Operating margin
- 12.8%
- FCF margin
- 12.1%
- Current ratio
- 1.3x
Growth
- Revenue growth
- +4.0%Latest FY YoY
- Revenue CAGR
- +2.9%
- EPS CAGR
- +24.1%
- FCF CAGR
- +4.1%
Capital
- Share-count trend
- −1.2%3Y annualised
- Net cash
- $32M-0.2x OCF
Annual trend
- CAGR 2021–2025
- +2.9%
- Latest · 2025
- $1B
- YoY
- +4.0%
GCAE Research
- Quality Research
- MIXED
- Acceleration Radar
- FUNDAMENTAL GATE FAIL
- THE ONE
- NOT FLAGGED
- Final / Opportunity
- NOT FLAGGED
Key takeaway
Fresh 22 October review retained MIXED; no newer operating filing resolved enrollment quality or outcome-accountability uncertainty.
Unresolved question
No reliable unresolved question is available from the current committed evidence.
Watch next
- USHE enrollment versus online peers
- graduate earnings/employment outcomes
- employer-partner growth without deteriorating economics.
More details & evidence
Production decision
- Stage 13
- BUY
- Technical state
- confirmed-recovery
- Rotation
- tailwind
- Evidence
- fresh
Presentation freshness
- Stage 11 market
- 2026-10-23 · Massive
- Financial cache
- 2026-10-02
- Quality Research
- CURRENT
- THE ONE
- NOT FLAGGED
Authority
- Company page
- Presentation only
- Scores
- Frozen GCAE production outputs
- Research
- Research-only lanes; no score override
- Private portfolio
- Not loaded