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Side-by-side financial comparison of Esperion Therapeutics, Inc. (ESPR) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $168.4M, roughly 1.8× Esperion Therapeutics, Inc.). On growth, Esperion Therapeutics, Inc. posted the faster year-over-year revenue change (143.7% vs 0.8%). Over the past eight quarters, Esperion Therapeutics, Inc.'s revenue compounded faster (10.6% CAGR vs -1.0%).
Esperion Therapeutics, Inc. is a publicly traded American pharmaceutical company focused on the development of bempedoic acid, an orally available small molecule designed to lower elevated levels of LDL-C. The company is headquartered in Ann Arbor, Michigan.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
ESPR vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $168.4M | $305.9M |
| Net Profit | — | $32.8M |
| Gross Margin | — | — |
| Operating Margin | 50.6% | 13.4% |
| Net Margin | — | 10.7% |
| Revenue YoY | 143.7% | 0.8% |
| Net Profit YoY | — | 10.3% |
| EPS (diluted) | $0.32 | $1.48 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $305.9M | ||
| Q4 25 | $168.4M | $323.2M | ||
| Q3 25 | $87.3M | $319.9M | ||
| Q2 25 | $82.4M | $321.5M | ||
| Q1 25 | $65.0M | $303.6M | ||
| Q4 24 | $69.1M | $311.5M | ||
| Q3 24 | $51.6M | $306.0M | ||
| Q2 24 | $73.8M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | — | $37.9M | ||
| Q3 25 | $-31.3M | $26.6M | ||
| Q2 25 | $-12.7M | $32.3M | ||
| Q1 25 | $-40.5M | $29.7M | ||
| Q4 24 | — | $25.3M | ||
| Q3 24 | $-29.5M | $27.7M | ||
| Q2 24 | $-61.9M | $29.9M |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 50.6% | 16.0% | ||
| Q3 25 | -11.4% | 11.6% | ||
| Q2 25 | 8.6% | 14.2% | ||
| Q1 25 | -34.0% | 13.1% | ||
| Q4 24 | -6.4% | 11.6% | ||
| Q3 24 | -31.0% | 11.9% | ||
| Q2 24 | 3.5% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | -35.9% | 8.3% | ||
| Q2 25 | -15.4% | 10.1% | ||
| Q1 25 | -62.2% | 9.8% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | -57.2% | 9.1% | ||
| Q2 24 | -83.9% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.32 | $1.65 | ||
| Q3 25 | $-0.16 | $1.15 | ||
| Q2 25 | $-0.06 | $1.37 | ||
| Q1 25 | $-0.21 | $1.24 | ||
| Q4 24 | $-0.14 | $1.05 | ||
| Q3 24 | $-0.15 | $1.15 | ||
| Q2 24 | $-0.33 | $1.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $167.9M | $150.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-302.0M | $1.6B |
| Total Assets | $465.9M | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $150.3M | ||
| Q4 25 | $167.9M | $148.1M | ||
| Q3 25 | $92.4M | $172.6M | ||
| Q2 25 | $86.1M | $164.9M | ||
| Q1 25 | $114.6M | $182.6M | ||
| Q4 24 | $144.8M | $184.0M | ||
| Q3 24 | $144.7M | $222.1M | ||
| Q2 24 | $189.3M | $256.2M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $-302.0M | $1.6B | ||
| Q3 25 | $-451.4M | $1.7B | ||
| Q2 25 | $-433.5M | $1.7B | ||
| Q1 25 | $-426.2M | $1.6B | ||
| Q4 24 | $-388.7M | $1.7B | ||
| Q3 24 | $-370.2M | $1.7B | ||
| Q2 24 | $-344.2M | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $465.9M | $2.0B | ||
| Q3 25 | $364.0M | $2.1B | ||
| Q2 25 | $347.1M | $2.1B | ||
| Q1 25 | $324.0M | $2.1B | ||
| Q4 24 | $343.8M | $2.0B | ||
| Q3 24 | $314.1M | $2.2B | ||
| Q2 24 | $352.3M | $2.2B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $45.2M | $87.4M |
| Free Cash FlowOCF − Capex | — | $77.3M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | — | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $45.2M | $39.2M | ||
| Q3 25 | $-4.3M | $60.1M | ||
| Q2 25 | $-31.4M | $31.2M | ||
| Q1 25 | $-22.6M | $67.7M | ||
| Q4 24 | $-35.0M | $15.9M | ||
| Q3 24 | $-35.3M | $51.5M | ||
| Q2 24 | $-7.2M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | — | $49.3M | ||
| Q2 25 | — | $20.4M | ||
| Q1 25 | — | $57.3M | ||
| Q4 24 | — | $4.7M | ||
| Q3 24 | $-35.5M | $42.1M | ||
| Q2 24 | $-7.3M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | -68.7% | 13.8% | ||
| Q2 24 | -9.9% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 3.8% | ||
| Q3 25 | 0.0% | 3.4% | ||
| Q2 25 | 0.0% | 3.4% | ||
| Q1 25 | 0.0% | 3.4% | ||
| Q4 24 | 0.0% | 3.6% | ||
| Q3 24 | 0.3% | 3.1% | ||
| Q2 24 | 0.1% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
