Strategic Education operates a portfolio of postsecondary institutions, including Strayer University and Capella University, that serves mostly adult learners through online and hybrid degree programs. The business earns a 49.1% gross margin and a 15.7% operating margin, which is solid for a for-profit education provider that depends on enrollment and regulatory eligibility rather than a proprietary product. Revenue growth of 4.9% is modest, but the stock trades at 13.6 times trailing earnings and 9.3 times forward earnings, a gap that implies the market expects earnings to rise faster than sales. The stock is outside the major indices, which likely keeps coverage thin and leaves room for mispricing. The case for a deeper look rests on whether that forward discount holds up once enrollment trends and federal aid policy are checked against the margin profile.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 11:06 CEST | Rating | Undervalued | first publication | $80.80 |
| 21 Oct 2026, 11:06 CEST | Fair value | $105 | $133 | $80.80 |
| 16 Oct 2026, 00:00 CEST | Fair value | $133 | $137 | $80.97 |
| 11 Oct 2026, 00:00 CEST | ACCE price target | $97.00 | first publication | $82.39 |
| 11 Oct 2026, 00:00 CEST | Fair value | $137 | $119 | $82.39 |
| 5 Oct 2026, 00:00 CEST | Fair value | $119 | $117 | $79.72 |
| 28 Sept 2026, 00:00 CEST | Fair value | $117 | $121 | $76.83 |
| 15 Sept 2026, 00:00 CEST | Fair value | $121 | $124 | $81.66 |
| 7 Sept 2026, 00:00 CEST | Fair value | $124 | $126 | $81.59 |
| 22 Aug 2026, 00:00 CEST | Fair value | $126 | $124 | $82.25 |
Answered from Strategic Education Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| STRA Strategic Education Inc. Common Stock | $81.74 | $105 | 22% below | 13.6x | 8.2% | 71 | 71 |
| PRDO Perdoceo Education Corporation Common Stock | $33.82 | $42 | 20% below | 11.9x | 17.5% | 90 | 72 |
| COUR Coursera Inc. Common Stock | $5.07 | $15 | 66% below | - | -15.2% | 43 | 45 |
| DAO Youdao Inc. American Depositary Shares each representing one Class A Ordinary Share | $19.35 | - | - | 100.1x | 0.0% | 37 | 48 |
| AFYA Afya Limited Class A Common Shares | $14.91 | $32 | 53% below | 9.1x | 16.7% | 86 | 75 |
| UTI Universal Technical Institute Inc Common Stock | $21.66 | $18 | 23% above | 35.8x | 10.5% | 46 | 37 |
| MH McGraw Hill Inc. Common Stock | $14.80 | $20 | 28% below | 30.8x | 17.3% | 59 | 71 |
Where STRA ranks against its sector peers on each metric.