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Strategic Education, Inc. ( SEI, we, us, our, or the Company ) is an education services company that provides access to high-quality education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills for high-demand markets. We operate primarily through our wholly-owned subsidiaries, Capella University and Strayer Unive…
$80.54
+$1.49 (+1.88%)
Last close via Marketstack
13.74% operating margin is respectable but not wide. ROIC at 6.97%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 4.0%, steady but not accelerating.
Even for strong businesses, today's 14x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
14.3x earnings, 10.3x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.27B
▲ +4.0% YoY
Net Income (TTM)
$130M
▲ +12.4% YoY
Op. Margin
13.81%
▲ +1.0pp YoY
ROIC
7.23%
▲ +1.1pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$174M
▲ +19.6% YoY
Op. Cash Flow (TTM)
$218M
▲ +17.0% YoY
Net Debt
-$48M
Net Cash Position
Cash & Equiv.
$158M
5Y CAGR: +5.3%
5Y CAGR: +9.9%
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