STRAStrategic Education, Inc.

$81.74+5.6% 1Y

RyuScore

Seven criteria, each scored 0 to 100 on a published scale, weighted into one number.

RyuScore 72 out of 100, Above average

Above average. Strategic Education, Inc. scores higher than 81% of the 2,231 companies Ryufin scores.

Carried by valuation and return on new capital, held back by return on capital and cycle position.

Consumer Defensive median 63 · all companies 55

How the score has moved

At each fiscal year end, from the reports and price of the time
66
67
59
62
58
72
20202021202220232024today

The biggest move was up 14 points from 2024 to today, mostly return on new capital.

Valuation

26% of the score

99median 53

Strategic Education, Inc. is valued at 8.5x its operating profit before acquisition amortisation (EBITA), including debt: a low multiple.

60x
50x
35x
25x
18x
12x
8x
8.5x
Full points at 8x or less, none from 60xfull points

Return on capital

18% of the score

21median 24

Over 7 years the business earned 4.9% a year after tax on the capital it uses.

2%
8%
15%
25%
4.9%
None at 2% or less, full points from 25%full points
Return on capital by year
7 years agolatest 7.5%

Return on new capital

16% of the score

100median 33

For every dollar of operating profit earned over 6 years, yearly profit grew by 12 cents. It did so while using less capital than before.

-5%
12%
12%
None at minus 5 cents, full points from 12 centsfull points

Capital allocation

14% of the score

74median 63

How management spends the money: shares bought back or issued, and whether assets grow faster than the business they serve.

Share countUp 0.5% a year over 5 years: new shares
57
5%
-3%
0.5%
0 pointsfull points
Assets against salesAssets grew -2.4% a year, sales 4.3%
100
12%
-2%
-6.7%
0 pointsfull points

Cycle position

12% of the score

24median 63

Today's operating margin of 14% is 1.52x its normal 9.2%: near a peak, where margins tend to fall back. Normal is half the 10 year median, half the last four years, so a margin that has held is not taken for a peak.

2x
1.5x
1x
0.7x
1.5x
A trough earns points, a peak costs themfull points
Operating margin by year, against its normal level
10 years agonow 14%

Balance sheet

8% of the score

100median 50

What the debt weighs against the profit that has to carry it.

Interest coverOperating profit covers interest 281x
100
1.5x
12x
280.8x
0 pointsfull points

Earnings quality

6% of the score

89median 90

Whether the reported profit arrives as cash, and whether the accounts show the usual signs of stretching.

Cash against profitOperating cash flow was 1.57x profit over 3 years
100
0.7x
1x
1.3x
1.6x
0 pointsfull points
AccrualsCash ran ahead of profit by 3.5% of assets
78
8%
0%
-8%
-3.5%
0 pointsfull points

How the RyuScore works

Each criterion earns 0 to 100 points on the scale drawn under it, and the RyuScore is their average weighted 26, 18, 16, 14, 12, 8 and 6. Scales bend in the company's favour between their ends, so an ordinary figure is never already near zero. Where a criterion cannot be measured from the filings it is taken out and the remaining weights scale up; a company needs 60% of the weight covered, and always a price, to get a score.

Built from the company's annual and quarterly filings with the SEC and today's share price. Banks, insurers and property trusts are not scored: their debt is their raw material, so these yardsticks mean something else there. Figures as of 2026-06-30, latest annual report FY2025.