Strategic Education Inc. (STRA) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$77.81 +0.34% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)

Strategic Education Inc. (STRA) earns a Roarable Rating of B (Buy) with 72/100 RQD Confidence. High-quality cash engine (steady margins, 9% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B • BUY Cap $1.73B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERBUY • B
025507510072
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B- · Rk B
Cash (15)Whales (11)SEC (14)Macro (16)CEO (16)
Each axis scored 0–20
12M PRICE TARGET CONE+6.3% Base Target
$98 Bull$83 Base$64 Bear
📬 FREE STRA RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for STRA)Realized 20D OHLCV Swing Band: ±5.6%
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

STRA Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (STRA)

No recent open-market Form 4 cluster sales or emergency dumps flagged on STRA. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (STRA Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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STRA // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -0.75%📐 HORIZONTAL RANGE
2026-10-30O $78.19H $78.31L $72.61C $77.81VOL 348.9K
RES: $82.59SUP: $72.60SMA50: $80.79SMA200: $80.41
$90.93$85.96$81.00$76.03$71.07RES $82.59SUP $72.60$77.812026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

STRA Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
5.1%/yr Implied 5Y Growth

vs. +4.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on STRA today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for STRA. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for STRA today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (STRA)

Real Estate Rank #10 of 51 ⚔️ PRDO vs STRA Full Matrix →

1. Head-to-Head Real Estate Peer Comparison (STRA vs. PRDO, UTI, DAO, AFYA)

Industry: Other Consumer Services (73 Tracked Issuers)

Across 51 tracked Real Estate securities in the Roarable RQD universe, Strategic Education Inc. (STRA) ranks #10 by composite RQD confidence (72/100, grade B) and #13 by equity capitalization ($1.73B). Within this direct 5-issuer industry benchmark cohort, PRDO leads on earnings valuation at 12.3x trailing P/E, while DAO leads on capital efficiency and profitability with 21.5% ROIC and 44.3% gross margin. UTI currently holds the highest overall quantitative score in the immediate peer group at 75/100 (B) compared with STRA at 72/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
STRA ACTIVE
Strategic Education Inc.
B 72/100 13.6x — 9.1% +0.34% $1.73B Benchmark Subject
PRDO
Perdoceo Education Corporation
B- 70/100 12.3x — 18.0% -0.32% $1.96B /prdo-vs-stra →
UTI
Universal Technical Institute Inc
B 75/100 20.6x — 19.3% +6.59% $1.30B /uti-vs-stra →
DAO
Youdao Inc. each representing one Class A Ordinary Share
D+ 58/100 — 44.3% 21.5% +1.79% $2.33B /dao-vs-stra →
AFYA
Afya Limited (Class A)
D+ 58/100 — — — -0.68% $953.2M /afya-vs-stra →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001013934

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Strategic Education Inc. (STRA) reported GAAP revenue of $1.27B (+4.0% vs. FY2024 revenue of $1.22B , and +11.9% cumulative change since FY2023) , GAAP net income of $126.6M, operating cash flow of $198.2M, and free cash flow of $153.9M (+19.6% YoY). On the balance sheet, STRA closed FY2025 with $2.04B in total assets against $0 in total debt (Altman Z-Score: 3.76, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $1.27B $126.6M $198.2M $153.9M $2.04B —
FY2024 (FY) 2024-12-31 $1.22B $112.7M $169.3M $128.8M $2.05B $0
FY2023 (FY) 2023-12-31 $1.13B $69.8M $117.1M $117.1M — —

3. STRA Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is STRA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Strategic Education Inc. (NASDAQ: STRA) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $77.81 (+0.34% 1D, market cap $1.73B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 16/20. Across 51 tracked Real Estate issuers, STRA ranks #10 in composite RQD confidence.

How does STRA compare to PRDO and UTI in the Real Estate sector?

Within the Real Estate sector (Other Consumer Services), STRA carries a Roarable B (72/100 RQD), trailing P/E of 13.6x, gross margin of —, and ROIC of 9.1%. By comparison, PRDO (Perdoceo Education Corporation) holds a B- grade (70/100 RQD, P/E 12.3x, ROIC 18.0%, cap $1.96B) and UTI (Universal Technical Institute Inc) posts a B grade (75/100 RQD, P/E 20.6x, ROIC 19.3%, cap $1.30B). Among the 5-stock peer group, PRDO leads on earnings multiple (12.3x) while DAO leads on capital efficiency (21.5% ROIC).

What are the biggest fundamental strengths and SEC risk factors for STRA?

Per STRA's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001013934), Strategic Education Inc. generated $1.27B in revenue (+4.0% YoY), $126.6M in net income, and $153.9M in free cash flow against $2.04B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is STRA trading relative to its 50-day, 200-day, and 52-week technical levels?

STRA last traded at $77.81 (+0.34% on volume of 262,882 shares), positioning the stock -3.69% below its 50-day simple moving average ($80.79) and -3.23% below its 200-day simple moving average ($80.41). Across its 52-week range of $69.70 to $89.73, STRA sits at the 40.5% percentile with a 14-day RSI of 29.0 (OVERSOLD (<32)) and an implied next-earnings move of ±5.6% ($73.45 to $82.17).

STRA Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are STRA insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies STRA leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

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