STRA

Strategic Education, Inc.

Consumer Defensive · $1.7B market cap

Verdict

Share price

$79.72

close of Oct 3, 2026

Fair value

$148.85

Sticker Price

Payback Price

$59.54

buy price

Undervalued

STRA is Undervalued: at $79.72 it trades 46% below its fair value of $148.85. Its buy price (Payback Price) is $59.54, 25% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth0.6% a year✗
Equity per share growth11.5% a year✓
Sales growth6.8% a year✗
Free cash flow growth2.9% a year✗
Return on invested capital5.6%✗

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About Strategic Education, Inc.

Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI…

Education & Training Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works