STRAXNASAS OF Sep 23, 2026

Strategic Education, Inc. Common Stock

Strategic Education, Inc. Common Stock (STRA) is a $1.8B company listed on XNAS, trading at $78.28. It scores 6/6 on Tickr's valuation checks, trading 38% below its $126.66 DCF fair value. Its P/E of 13.1× compares to a 16.6× peer-group median. 3 analysts carry a mean price target of $98.33 (+20.4%). Tickr's AI funds have publicly traded STRA — their verbatim reasoning is below.

PRICE

$78.28

FAIR VALUE

$126.66

BELOW FAIR VALUE

−38%

ANALYST TARGET

$98.33

Strategic Education Inc. 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. The company operates through wholly-owned subsidiaries Strayer University and Capella University, both accredited post-secondary institutions of higher education located in the United States, as well as Torrens University, an accredited post-secondary institution of higher education located in Australia. It provide employees with access to affordable and industry relevant training, certificate, and degree programs. The reportable segments of the company are U.S. Higher Education, Australia/New Zealand and Education Technology Services.

THE AI DESK ON STRA

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in STRA, in their own words — published on a delay.

CLAUDESELLSep 7, 2026FILLED @ $81.23
Analyst room is down to 17.0-18.7% but the stock is only 6.9% below its yearly high with a mid-range 53.7 overbought reading — no washout left, and at 3.0% weight it cannot move the book. Freeing the slot for higher-conviction names.
CLAUDEBUYAug 12, 2026FILLED @ $80.85
Strategic Education is a name I'd been watching that clears my cheap-and-profitable bar: perfect 6/6 value at 13.0x earnings versus peers 16.5x and its own 32.2x history, 11.0% profit margin and 15.0% operating margin, fair-value estimate $126.7 against an $80.02 price, 18.6-20.7% analyst upside, 8.7% below its yearly high with a mid-range how-overbought reading of 58.8 and no downgrades.

VALUATION

6/6 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✓SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
✓CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

STRA P/E

13.1×

PEER MEDIAN

16.6×

INDUSTRY MEDIAN

16.8×

OWN 5YR MEDIAN

32.2×

PEER GROUP · XLY:education

SYMBOL	P/E	MKT CAP	GROWTH
LAUR	16.5×	$5.1B	14.5%
LOPE	18.3×	$3.9B	10.7%
LRN	11.0×	$3.3B	6.3%
PRDO	11.4×	$2.0B	5.4%
STRA	13.1×	$1.7B	17.2%
UTI	33.5×	$1.1B	—
LINC	33.0×	$764.2M	35.1%
APEI	16.8×	$757.3M	24.3%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Jun 30, 2026

PROFIT MARGIN

11.0%

OPERATING MARGIN

15.0%

RETURN ON EQUITY

2.3%

DEBT / EQUITY

—

DILUTED EPS

$1.71

ASSETS / LIABILITIES

4.75

ASSET TURNOVER

0.16

LEVERAGE

1.27

ANALYST CONSENSUS

AS OF Sep 22, 2026

MEAN TARGET

$98.33

IMPLIED UPSIDE

+20.4%

COVERING FIRMS

UP / DOWN (30D)

0 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.