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54

STRA

๐Ÿ›’ Consumer Defensive

Strategic Education, Inc.

Conservative #482Aggressive #709Low Risk
$82.28+4.94%
Day High$83.49
Day Low$77.00
Volume0.4M
Mkt Cap$1.9B
52W Low $7252W High $93
Market Cap
$1.9B
P/E Ratio
15.1
Sector avg: 33.1
Rev Growth
7.7%
Sector avg: 10.6%
Earnings Growth
61.5%
Profit Margin
9.1%
Sector avg: -3.2%
Debt/Equity
0.07

Why This Score

STRA scores 54.8 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.07) provides financial flexibility and downside protection.
  • High conviction (90/100) โ€” fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.

Moderate penalties (-5.0 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score54.8
Fundamental Score57.7
ML Score48.0

Score by Horizon

3 Month
64.7
6 Month
72.3
Primary
1 Year
76.1

Quality Assessment

C
Quality Grade
Average quality โ€” moderate profitability or leverage

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
20
Topping
Sentiment (2.5%)
57
Neutral
Analyst (6.4%)
58
Neutral
Tradability (post-hoc)
58
Grade Clow volume
Base
50.8
SHAP
+2.0
Factors
+0.7
Conviction
+1.3
Final
54.8
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

70AVG
Value82
Quality40
Growth78
Stability80
Investment71

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)64.0
Technical (Momentum, Weinstein, Volatility)57.0
External (Sentiment, Analyst, Macro)79.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-0.5% to +3.8%
Medium-term
-0.1% to +6.5%
Long-term
+0.3% to +9.1%

ML Model Core Features100 trained inputs โ†’ ML Score: 48

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score58.3/100
Target Upside+43.0%
Coverage18 analysts
Market Sentiment
Sentiment Score56.7/100
News Volume1 articles
Technical Stage
Weinstein Stage3 โ€” Topping
12M Momentum-0.0%
6M Momentum-0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+2.3%
Momentum ConsistencyModerate (0.63)
Relative Strength vs Sector-13.3%
Trend Strength (ADX Proxy)Weak (0.5)
Momentum Quality-0.032
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
18%
Moderate โ€” watch growth
Sector RevGr Rank
P62
Revenue growth vs Consumer Defensive peers
Sector PE Rank
P76
Valuation vs Consumer Defensive peers
Sector FCF Rank
P62
Free cash flow vs Consumer Defensive peers
Growth Deviation
+0.1ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 58 relative to sector peers58/100
Machine learning ensemble ranks this stock at the 48th percentileP48
Blended score: 80% fundamental (58) + 20% ML (48) = 55.855.8
Risk assessment: low. Low vol 0.1%; Drawdown 18% โ†’ 0.0ptLow
Earnings quality grade C: mixed earnings quality, some red flags. Score adjusted by 0 pointsGrade C
SHAP feature alignment: +2.0pt (features align with model priorities)SHAP
Conviction adj: +1.3pt (conviction=N/A)Conviction
Risk Factors
Liquidity penalty: -5.0pt (grade C)Liquidity

Sector Peer Comparison(Consumer Defensive โ€” Rank #25 of 55 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
STRA54.815.17.7%9.1%$1.9B
MNST84.446.34.9%20.1%$84.6B
COCO77.443.118.2%11.7%$3.3B
CALM76.73.583.2%27.4%$4.1B
LAUR76.325.85.5%18.9%$4.9B
WMT71.546.75.1%2.9%$1.0T
CCEP68.925.111.7%6.9%$49.7B
PSMT66.531.57.2%2.7%$4.8B
COST66.254.68.2%2.9%$441.9B
PEP65.127.62.3%8.8%$230.9B
COKE64.623.13.7%9.2%$16.7B
PRDO64.013.124.2%18.9%$2.2B
SFD63.811.3-3.4%5.5%$9.6B
OLLI62.531.48.0%8.8%$6.7B
FIZZ61.218.60.8%15.6%$3.5B
DLTR61.023.94.8%5.9%$25.7B
Sector Average51.133.110.6%-3.2%โ€”

Company Overviewvia FMP

Strategic Education, Inc., through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. It operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. The company operates Strayer University that offers undergraduate and graduate degree programs in business administration, accounting, information technology, education, health services administration, public administration, and criminal justice at physical campuses located in the eastern United States, as well as through online; non-degree web and mobile application development courses through Hackbright Academy and Devmountain; and an executive MBA online through its Jack Welch Management Institute. It also operates Capella University, an online post-secondary education institution that provides various bachelor's, master's, and doctoral degree programs to working adults in arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. The company operates Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses primarily in business, design and creative technology, health, hospitality, and education fields through online and on physical campuses located in Australia; Think Education, a vocational training organization; and Media Design School, which provides industry-endorsed courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising in New Zealand. It also offers Workforce Edge, a platform to employers that provides education benefits administration solutions; and Sophia Learning, which enables lower cost education benefits programs. The company was founded in 1892 and is headquartered in Herndon, Virginia.

CEO
Karl McDonnell
Employees
3,801
Beta
0.56
Industry
Education & Training Services
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
52.2
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-12%
High: $93.45
From 52W Low
+14%
Low: $72.17
Moving Averages
10-Day
$76.70
Above
20-Day
$78.60
Above
50-Day
$81.20
Above
200-Day
$81.60
Above
60-Day Support
$72.17
60-Day Resistance
$87.38
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 3 โ€” ToppingScore: 27/100

Stock is losing momentum near highs. The 200-day SMA is flattening or beginning to turn. Historically, this stage precedes distribution.

Exercise caution; tighten risk management
Transition signal: 3โ†’4
Price vs 200 SMA
+0.8%
200 SMA Slope (60d)
-1.3%
Flattening
Volume Ratio
1.53x
10d avg vs 50d avg
Days in Stage
1
Confidence: 80%

Entry & Exit Zones

Avoid
$77.19
Stop Entry Now Target
$84.75
No Entry
โ€”
No new entry โ€” distribution phase
Exit Target
$82.28
Reduce at current price ($82.28)
Stop Level
$79.58
Below SMA50 ($79.58)

Stage 3 distribution โ€” institutional selling pressure is building. Avoid new positions. If already holding, consider reducing and tightening stops below SMA50.

Technical zones only โ€” derived from moving averages and price structure. Not financial advice. Past technical patterns do not guarantee future performance.

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$323M$320M$321M$304M
Gross Profit$163M$157M$155M$145M
Operating Income$74M$37M$46M$40M
Net Income$38M$27M$32M$30M
EPS (Diluted)$1.66$1.15$1.37$1.24
Gross Margin50.5%49.1%48.3%47.9%
Operating Margin22.8%11.6%14.2%13.1%
Net Margin11.7%8.3%10.1%9.8%

Why This Stock

Consumer DefensiveP/E ratio of 15.1Valuation below sector median (P/E 15.1)

Tradability FilterGrade C โ€” 58/100Score impact: +2.0pt

Volume
46
188K avg/day
Dollar Vol
68
$14M/day
Float
52
22M shares
Mkt Cap
55
$1.9B
Range
81
42% spread
Composite Liquidity Score58/100
FDCBA
low volume

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$52.67$95.6157.9%Wide
2022$48.01$82.4252.8%Wide
2023$64.53$98.2241.4%Wide
2024$85.11$123.6236.9%Wide
2025$72.25$104.5136.5%Wide
3-Year Range
62.8%
Narrow Years
0 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
95.3%
Outstanding Shares
23M
Bid-Ask Spread
42.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.