NASDAQ: STRA · Education & Training Services
Strategic Education (STRA) fair value: undervalued or overvalued?
As of 26 Sep 2026, Faircurve's model values Strategic Education (STRA) at $77.79 a share. The stock last closed at $79.72, which puts the model's fair value 2.4% below the price. On the model's bands that reads as Fairly valued.
Revalued . Price is the close of 2 Oct 2026. Strategic Education, Inc.
Faircurve Insights · 26 Sep 2026
Strategic Education, Inc. (SEI) provides a range of educational services, including traditional campus-based and online post-secondary learning, and programs to develop career-ready competencies.
On 26 Sep 2026, Faircurve's model found a fair value of $77.79 a share, the midpoint of 2,000 simulations. This fair value moved -4.2% from the previous run on 19 Sep 2026, which gave $81.23. The calibrated range over 63 trading days is $65.26 to $94.85, built from the fair value and calibrated weekly against realised prices (4,327 past valuations, refreshed 26 Sep 2026). Ranges built this way held the price 60% of the time at this horizon, and the model graded the evidence as High.
The overall quality score against comparable companies is 44 out of 100. This includes a Profitability score of 27 (ROIC 8.4%, peer median 15.3%) and an Earnings quality score of 47 (FCF / net income 1.35x, peer median 1.10x). The model compares Strategic Education, Inc. with Perdoceo Education Corporation (PRDO), Stride, Inc. (LRN), Grand Canyon Education, Inc. (LOPE), Covista Inc. (CVSA), and Laureate Education, Inc. (LAUR). Around the last 8 earnings reports, the median size of moves, ignoring direction, was 6.3%.
Written from the figures on this page for the 26 Sep 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
What price range does the model give STRA?
The calibrated range for STRA over 63 trading days is $65.26 to $94.85. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 4,327 past valuations, refreshed 26 Sep 2026). Ranges built this way held the price 60% of the time at this horizon.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $65.26 to $92.16. In 52% of the simulations the fair value came out above the price the model ran on.
How does STRA score on business quality?
Strategic Education's overall quality score is 44 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 27 | 8.4%ROIC | 15.3% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 47 | 1.35xFCF / net income | 1.10x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analyst estimate revisions. | 34 | 4.0%Revenue growth, trailing | 7.1% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 67 | 8.7%Net buybacks / market value | 6.2% |
| Balance sheetNet debt to EBITDA and interest coverage. | 56 | -0.07xNet debt / EBITDA | 0.28x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 78 | 1.6 ptsEBITDA margin downside volatility, 5y | 2.3 pts |
How does STRA compare with similar companies?
The companies in education & training services closest to Strategic Education in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| PRDO Perdoceo Education Corporation | $31.91 | $34.76 | +8.9% | Fairly valued |
| LRN Stride, Inc. | $78.89 | $82.64 | +4.8% | Fairly valued |
| LOPE Grand Canyon Education, Inc. | $155.79 | $153.00 | -1.8% | Fairly valued |
| CVSA Covista Inc. | $125.48 | $122.12 | -2.7% | Fairly valued |
| LAUR Laureate Education, Inc. | $38.62 | $34.86 | -9.7% | Fairly valued |
All education & training services stocks ranked by gap to fair value
When does STRA report earnings, and how has the stock reacted?
Strategic Education's next earnings report is scheduled for 5 Nov 2026. Companies can move their dates.
Options prices on 2 Oct 2026 imply a move of about 11.5% in either direction through the nearest expiry, about 48 days out, a window that includes the report. That is the size the market is pricing, not a direction.
How STRA moved around its last 8 earnings reports
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across these 8 reports, ignoring direction, was 6.3%.
| Report date | Two session move |
|---|---|
| 29 Jul 2026 | +4.5% |
| 23 Apr 2026 | -12.1% |
| 26 Feb 2026 | +8.3% |
| 6 Nov 2025 | +1.6% |
| 30 Jul 2025 | -6.7% |
| 24 Apr 2025 | +5.8% |
| 27 Feb 2025 | -17.8% |
| 7 Nov 2024 | +3.6% |
Strategic Education at a glance
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.
- Market value
- $1.7B
- Sector
- Consumer Defensive
- Industry
- Education & Training Services
- Revenue expected, next twelve months
- $1.3B
- Consensus revenue growth, next fiscal year
- +2.5%
- Analysts with estimates
- 2
- Beta to the US market
- -0.02
- First valued by Faircurve
- 11 Jul 2026
How the fair value is worked out: the model prices Strategic Education on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 19 Sep 2026 the model's fair value for STRA was $81.23. As of 26 Sep 2026 it is $77.79, a change of -4.2%. The model revalues every stock it covers each week, and again after an earnings report.
Questions about Strategic Education's valuation
Is Strategic Education stock undervalued or overvalued?
On Faircurve's model, STRA reads as Fairly valued as of 26 Sep 2026. The model's fair value is $77.79 a share against a last close of $79.72, a gap of -2.4%.
What is STRA's fair value?
$77.79 a share as of 26 Sep 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $65.26 to $92.16.
What price range does the model give STRA?
$65.26 to $94.85 over 63 trading days. Ranges built this way held the price 60% of the time across 4,327 past valuations, refreshed 26 Sep 2026.
When does Strategic Education report earnings next?
The next report is scheduled for 5 Nov 2026. Companies can move their dates.
How much has STRA moved on past earnings reports?
Across its last 8 reports the median two session move was 6.3%, ignoring direction. The largest was -17.8% around the report of 27 Feb 2025.
How confident is the model in this valuation?
The model's evidence grade for STRA is high. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.