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56.24 (1y: -38%)
Market Cap 610.8 M P/E(ttm) 10.70
Enterprise Value 682.54 M P/B 15.60
STRA- NAS (USA)
Strayer Education, Inc.
  • Currently 5/5
Business Predictability Rank: 5-Star (On Watch)
Back Testing Results:
Average gain of all 5-Star stocks: 12.1% per year.
% of Stocks that are in still loss if held for 10yrs: 3%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$56.24
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry		 vs
history
Cash to Debt 0.38
STRA's Cash to Debt is ranked lower than
1204818% of the 83 Companies
in the Global Education & Training Services industry.

( Industry Median: 3.80 vs. STRA: 0.38 )
STRA' s 10-Year Cash to Debt Range
Min: 0.38   Max: No Debt
Current: 0.38
Equity to Asset 0.15
STRA's Equity to Asset is ranked lower than
1333332% of the 75 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.54 vs. STRA: 0.15 )
STRA' s 10-Year Equity to Asset Range
Min: -0.61   Max: 0.83
Current: 0.15
-0.61
0.83
Interest Coverage 24.6
STRA's Interest Coverage is ranked lower than
1492536% of the 67 Companies
in the Global Education & Training Services industry.

( Industry Median: 424.70 vs. STRA: 24.6 )
STRA' s 10-Year Interest Coverage Range
Min: 25   Max: No Debt
Current: 24.6
F-Score: 5
Z-Score: 6.43
M-Score: -2.79
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry		 vs
history
Operating margin (%) 20.20
STRA's Operating margin (%) is ranked higher than
72% of the 61 Companies
in the Global Education & Training Services industry.

( Industry Median: 13.90 vs. STRA: 20.20 )
STRA' s 10-Year Operating margin (%) Range
Min: 20.2   Max: 39.5
Current: 20.2
20.2
39.5
Net-margin (%) 11.7
STRA's Net-margin (%) is ranked higher than
62% of the 60 Companies
in the Global Education & Training Services industry.

( Industry Median: 8.60 vs. STRA: 11.7 )
STRA' s 10-Year Net-margin (%) Range
Min: 11.7   Max: 27.8
Current: 11.7
11.7
27.8
ROE (%) 160.9
STRA's ROE (%) is ranked higher than
98% of the 60 Companies
in the Global Education & Training Services industry.

( Industry Median: 10.50 vs. STRA: 160.9 )
STRA' s 10-Year ROE (%) Range
Min: 22.2   Max: 404.5
Current: 160.9
22.2
404.5
ROA (%) 28.9
STRA's ROA (%) is ranked higher than
97% of the 60 Companies
in the Global Education & Training Services industry.

( Industry Median: 7.40 vs. STRA: 28.9 )
STRA' s 10-Year ROA (%) Range
Min: 18.2   Max: 45.9
Current: 28.9
18.2
45.9
ROC (Joel Greenblatt) (%) 91.80
STRA's ROC (Joel Greenblatt) (%) is ranked higher than
77% of the 48 Companies
in the Global Education & Training Services industry.

( Industry Median: 36.80 vs. STRA: 91.80 )
STRA' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 91.8   Max: 433.6
Current: 91.8
91.8
433.6
Revenue Growth (%) 7.3
STRA's Revenue Growth (%) is ranked lower than
68% of the 31 Companies
in the Global Education & Training Services industry.

( Industry Median: 10.90 vs. STRA: 7.3 )
STRA' s 10-Year Revenue Growth (%) Range
Min: 7.3   Max: 21
Current: 7.3
7.3
21
EBITDA Growth (%) -2.8
STRA's EBITDA Growth (%) is ranked lower than
4545450% of the 22 Companies
in the Global Education & Training Services industry.

( Industry Median: 15.80 vs. STRA: -2.8 )
STRA' s 10-Year EBITDA Growth (%) Range
Min: -2.8   Max: 29.9
Current: -2.8
-2.8
29.9
EPS Growth (%) -6.7
STRA's EPS Growth (%) is ranked lower than
5882347% of the 17 Companies
in the Global Education & Training Services industry.

( Industry Median: 16.60 vs. STRA: -6.7 )
STRA' s 10-Year EPS Growth (%) Range
Min: -6.7   Max: 21.4
Current: -6.7
-6.7
21.4
» STRA's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

STRA Guru Trades in Q2 2012

Jeff Auxier 1,937 sh (New)
Jim Simons 180,000 sh (+95.44%)
Chuck Royce 1,219,041 sh (+5.5%)
John Hussman 500 sh (unchged)
Ron Baron 1,221,800 sh (-4.69%)
Joel Greenblatt 42,076 sh (-24.19%)
» More
Q3 2012

STRA Guru Trades in Q3 2012

Paul Tudor Jones 6,100 sh (New)
John Hussman 500 sh (unchged)
Jeff Auxier Sold Out
Chuck Royce 1,188,041 sh (-2.54%)
Joel Greenblatt 28,644 sh (-31.92%)
Jim Simons 117,100 sh (-34.94%)
Ron Baron 678,039 sh (-44.5%)
» More
Q4 2012

STRA Guru Trades in Q4 2012

John Hussman 1,000 sh (+100%)
Paul Tudor Jones Sold Out
Chuck Royce 1,179,441 sh (-0.72%)
Ron Baron 649,053 sh (-4.27%)
Jim Simons 96,300 sh (-17.76%)
Joel Greenblatt 13,277 sh (-53.65%)
» More
Q1 2013

STRA Guru Trades in Q1 2013

Jim Simons 235,900 sh (+144.96%)
Joel Greenblatt 20,502 sh (+54.42%)
Chuck Royce 1,188,941 sh (+0.81%)
John Hussman 1,000 sh (unchged)
Ron Baron Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with STRA

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2013-03-31 Sold Out 0.23%$46.89 - $63.97 $ 56.245%0
Joel Greenblatt 2013-03-31 Add 54.42%0.02%$46.89 - $63.97 $ 56.245%20502
Joel Greenblatt 2012-12-31 Reduce -53.65%0.06%$46.49 - $68.7 $ 56.24-1%13277
Joel Greenblatt 2012-12-31 Reduce -53.65%0.06%$46.49 - $68.7 $ 56.24-1%13277
John Hussman 2012-12-31 Add 100%$46.49 - $68.7 $ 56.24-1%1000
Ron Baron 2012-09-30 Reduce -44.5%0.37%$62.68 - $112.31 $ 56.24-30%678039
Joel Greenblatt 2012-09-30 Reduce -31.92%0.11%$62.68 - $112.31 $ 56.24-30%28644
Joel Greenblatt 2012-06-30 Reduce -24.19%0.11%$83.15 - $103.31 $ 56.24-38%42076
Joel Greenblatt 2012-03-31 Add 23.56%0.09%$94.27 - $118.65 $ 56.24-44%55502
John Hussman 2012-03-31 New Buy$94.27 - $118.65 $ 56.24-44%500
Wallace Weitz 2011-12-31 Sold Out 0.2%$70.67 - $98.85 $ 56.24-38%0
Joel Greenblatt 2011-09-30 Add 37.12%0.14%$76.18 - $145.3 $ 56.24-48%41770
Joel Greenblatt 2011-06-30 Add 269.92%0.39%$116.2 - $148.03 $ 56.24-55%30463
Wallace Weitz 2011-06-30 Add 43.88%0.09%$116.2 - $148.03 $ 56.24-55%52700
Ruane Cunniff 2011-06-30 Sold Out 0.02%$116.2 - $148.03 $ 56.24-55%0
Joel Greenblatt 2011-03-31 Add 130.61%0.18%$118.4 - $153.24 $ 56.24-57%8235
Ruane Cunniff 2011-03-31 Reduce -81.03%0.09%$118.4 - $153.24 $ 56.24-57%12463
Steve Mandel 2010-12-31 Sold Out 1.9%$126 - $170.5 $ 56.24-61%0
Joel Greenblatt 2010-12-31 New Buy0.18%$126 - $170.5 $ 56.24-61%3571
Wallace Weitz 2010-12-31 Add 33.11%0.07%$126 - $170.5 $ 56.24-61%36074
Ruane Cunniff 2010-12-31 Add 26.4%0.02%$126 - $170.5 $ 56.24-61%65698
Ruane Cunniff 2010-09-30 Add 26.04%0.02%$144.28 - $239.51 $ 56.24-70%51978
George Soros 2010-09-30 Sold Out 0.01%$144.28 - $239.51 $ 56.24-70%0
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on Strayer Education, Inc.

Baron Funds Comments on Strayer Education Inc. - Dec 07, 2012

Shares of Strayer Education, Inc. (STRA), a provider of post-secondary education to working adults, fell 40.1% in the third quarter. Lower revenue per student on more aggressive use of scholarships and smaller tuition hikes were among the factors that caused management to lower its third quarter and 2012 business outlooks below the low end of previous guidance.We continue to believe Strayer is well positioned, with its industry high completion rates, significant corporate funding, and high graduate salaries. (Susan Robbins)

From Baron Funds third quarter letter.


Check out Ron Baron latest stock trades

Top Ranked Articles about Strayer Education, Inc.

Baron Funds Comments on Strayer Education Inc.
December 7, 2012
Shares of Strayer Education, Inc. (STRA), a provider of post-secondary education to working adults, fell 40.1% in the third quarter. Lower revenue per student on more aggressive use of scholarships and smaller tuition hikes were among the factors that caused management to lower its third quarter and 2012 business outlooks below the low end of previous guidance.We continue to believe Strayer is well positioned, with its industry high completion rates, significant corporate funding, and high graduate salaries. (Susan Robbins) Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 10.70
STRA's P/E(ttm) is ranked lower than
1612902% of the 62 Companies
in the Global Education & Training Services industry.

( Industry Median: 16.60 vs. STRA: 10.70 )
STRA' s 10-Year P/E(ttm) Range
Min: 7.05   Max: 53.2
Current: 10.7
7.05
53.2
P/B 15.60
STRA's P/B is ranked lower than
1265822% of the 79 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.40 vs. STRA: 15.60 )
STRA' s 10-Year P/B Range
Min: 3.23   Max: 289.76
Current: 15.6
3.23
289.76
P/S 1.15
STRA's P/S is ranked lower than
1176469% of the 85 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.00 vs. STRA: 1.15 )
STRA' s 10-Year P/S Range
Min: 0.16   Max: 11.51
Current: 1.15
0.16
11.51
PFCF 11.55
STRA's PFCF is ranked lower than
1694914% of the 59 Companies
in the Global Education & Training Services industry.

( Industry Median: 16.00 vs. STRA: 11.55 )
STRA' s 10-Year PFCF Range
Min: 0.6   Max: 57.59
Current: 11.55
0.6
57.59
EV-to-EBIT 6.65
STRA's EV-to-EBIT is ranked lower than
1470587% of the 68 Companies
in the Global Education & Training Services industry.

( Industry Median: 11.60 vs. STRA: 6.65 )
STRA' s 10-Year EV-to-EBIT Range
Min: 3.2   Max: 48.3
Current: 6.65
3.2
48.3
PEG 1.55
STRA's PEG is ranked lower than
4761900% of the 21 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.80 vs. STRA: 1.55 )
STRA' s 10-Year PEG Range
Min: 0.26   Max: 6.22
Current: 1.55
0.26
6.22
Shiller P/E 7.5
STRA's Shiller P/E is ranked lower than
100% of the Companies
in the Global Education & Training Services industry.

( Industry Median: vs. STRA: 7.5 )
STRA' s 10-Year Shiller P/E Range
Min: 6.08   Max: 66.49
Current: 7.5
6.08
66.49

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 5.33
STRA's Dividend Yield is ranked lower than
2325579% of the 43 Companies
in the Global Education & Training Services industry.

( Industry Median: 2.69 vs. STRA: 5.33 )
STRA' s 10-Year Dividend Yield Range
Min: 0.17   Max: 8.6
Current: 5.33
0.17
8.6
Dividend Payout 0.7
STRA's Dividend Payout is ranked lower than
3846150% of the 26 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.63 vs. STRA: 0.7 )
STRA' s 10-Year Dividend Payout Range
Min: 0.12   Max: 0.69
Current: 0.7
0.12
0.69
Dividend growth (3y) 15.5
STRA's Dividend growth (3y) is ranked lower than
83% of the 6 Companies
in the Global Education & Training Services industry.

( Industry Median: 16.30 vs. STRA: 15.5 )
STRA' s 10-Year Dividend growth (3y) Range
Min: 1   Max: 42.2
Current: 15.5
1
42.2
Yield on cost (5-Year) 17.05
STRA's Yield on cost (5-Year) is ranked lower than
2222220% of the 45 Companies
in the Global Education & Training Services industry.

( Industry Median: 2.69 vs. STRA: 17.05 )
STRA' s 10-Year Yield on cost (5-Year) Range
Min: 0.56   Max: 28.19
Current: 17.05
0.56
28.19
Share Buyback Rate 4.6
STRA's Share Buyback Rate is ranked lower than
4761900% of the 21 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.80 vs. STRA: 4.6 )
STRA' s 10-Year Share Buyback Rate Range
Min: 4.6   Max: -0.5
Current: 4.6

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 74.5
STRA's Price/Net Current Asset Value is ranked lower than
1562498% of the 64 Companies
in the Global Education & Training Services industry.

( Industry Median: 16.40 vs. STRA: 74.5 )
STRA' s 10-Year Price/Net Current Asset Value Range
Min: 14.9   Max: 145.1
Current: 74.5
14.9
145.1
Price/Tangible Book 18.7
STRA's Price/Tangible Book is ranked lower than
1369862% of the 73 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.80 vs. STRA: 18.7 )
STRA' s 10-Year Price/Tangible Book Range
Min: 4   Max: 130.7
Current: 18.7
4
130.7
Price/DCF (Projected) 0.5
STRA's Price/DCF (Projected) is ranked lower than
3448272% of the 29 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.80 vs. STRA: 0.5 )
STRA' s 10-Year Price/DCF (Projected) Range
Min: 0.5   Max: 3.6
Current: 0.5
0.5
3.6
Price/Median PS Value 0.2
STRA's Price/Median PS Value is ranked lower than
1265822% of the 79 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.00 vs. STRA: 0.2 )
STRA' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 1.7
Current: 0.2
0.2
1.7
Price/Peter Lynch Fair Value 0.6
STRA's Price/Peter Lynch Fair Value is ranked lower than
5555550% of the 18 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.00 vs. STRA: 0.6 )
STRA' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.4   Max: 6
Current: 0.6
0.4
6
Price/Graham Number 2.9
STRA's Price/Graham Number is ranked lower than
1754384% of the 57 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.20 vs. STRA: 2.9 )
STRA' s 10-Year Price/Graham Number Range
Min: 1.8   Max: 13.7
Current: 2.9
1.8
13.7
Earnings Yield (Greenblatt) 15.00
STRA's Earnings Yield (Greenblatt) is ranked higher than
71% of the 73 Companies
in the Global Education & Training Services industry.

( Industry Median: 9.80 vs. STRA: 15.00 )
STRA' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.1   Max: 31.2
Current: 15
2.1
31.2
Forward Rate of Return (Yacktman) 21.85
STRA's Forward Rate of Return (Yacktman) is ranked lower than
3124997% of the 32 Companies
in the Global Education & Training Services industry.

( Industry Median: 19.47 vs. STRA: 21.85 )
STRA' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -19.4   Max: 54.5
Current: 21.85
-19.4
54.5

Business Description

Strayer Education, Inc. was founded in 1892. Strayer University is an institution of higher learning that offers undergraduate and graduate degree programs in business administration, accounting, information technology, health care, education, and public administration at over 60 physical campuses. The Company is a for-profit post-secondary education services corporation. Its mission is to make post-secondary education achievable and convenient for working adults in today's economy. It works to fulfill this mission by offering a variety of academic programs through its wholly-owned subsidiary Strayer University, Inc., both in traditional classroom courses and through Strayer University Online. Strayer University makes post-secondary education accessible to working adults who were previously unable to take advantage of higher education opportunities. Strayer University provides access to higher education to working adult students. Marketing activities include direct mail, Internet marketing, marketing to its existing students, print and broadcast advertising, student referrals, and corporate and government outreach activities. Strayer University maintains booths and information tables at appropriate conferences and expos, as well as at transfer days at community colleges. It has a total of 92 campuses in various stages of growth. As an institution of higher education accredited by Middle States and operating in multiple jurisdictions, Strayer University is subject to accreditation rules and varying state licensing and regulatory requirements.
Company Website
SEC Reports
Industry: Education & Training Services
Compare:ESI, EDU, WPO, GPX, APOL
Traded in other countries:SQE.Germany
» More Articles for STRA

Headlines

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