Strategic Education, Inc. — Education & Training Services. Scored on the same transparent 7-signal model behind the daily rankings.
★
STRA
Strategic Education, Inc. · Education & Training Services
FCF$174mC
Rev+4.0%C+
D/E0.07A
P/E14.6xA-
PEG0.74A-
72.6Score
$83.48$1.9B
1Y Target$88.67Analyst consensus · 3 analysts
5Y Target$111.94Compound horizon
10Y Target$143.56Long-dated conviction
FCF$174mTTMC
FCF $174m — modest; watch for margin expansion
Rev+4.0%TTM YoYC+
Revenue +4.0% — steady but below market-beating range
D/E0.07A
D/E 0.07 — least levered decile in Consumer Defensive (≈10th pctile)
P/E14.6xA-
P/E 14.6 — cheaper than most Consumer Defensive peers (≈25th pctile)
PEG0.74A-
PEG 0.74 — strong; Lynch's preferred zone
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Quality-growth score · 72.6
Quality0.69
Growth0.64
Value0.87
Why this score
Buying back stock
Entry · Margin of safety
52-week rangeNear 52-week high
4% off the 12-month high
vs DCF fair value64% belowest. fair value ~$229
Quality signals · context only
Gross profitability49% · A-gross profit ÷ total assets (Novy-Marx)
ROIC8.5% · Breturn on invested capital — not score-weighted
Why now
Education & Training Services · market cap $1.9b. 4% off the 52-week high of $87.38. PEG 0.74 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Buy with a mean 1-yr target of $88.67 (implying +6% upside).
Moat
FCF converts 134% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
ROE 8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Horizon
1-3 yr $88.67 (3-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $111.94 at ~6% CAGR — dividend + buyback compounding. 10 yr $143.56 if the moat survives secular pressure.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Position sizing · STRA
$
%
%
Shares to buy
23
Position size
$1,920
3.8% of portfolio
Stop price
$62.61
25% below $83.48
$ at risk if stopped
$480.01
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
Strategic Education, Inc. (STRA): score, valuation & FAQ
Strategic Education, Inc. (STRA) is a Education & Training Services company that scores 72.6 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are D/E (A), P/E (A-) and PEG (A-). On valuation, STRA sits about 64% below our discounted-cash-flow fair value (a margin of safety).
Is STRA a good stock to buy?
Bull Rankings scores STRA 72.6 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by D/E (A), P/E (A-) and PEG (A-). A score is a quantitative screen of Strategic Education, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does STRA score 72.6 on Bull Rankings?
The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). STRA earns its highest marks on D/E (A), P/E (A-) and PEG (A-). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.
Is STRA overvalued or undervalued?
Based on $83.48, STRA sits about 64% below our discounted-cash-flow fair value (a margin of safety). It trades at a 14.6x× P/E (graded A-). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in STRA?
ROE 8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.