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Side-by-side financial comparison of Pediatrix Medical Group, Inc. (MD) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Pediatrix Medical Group, Inc. is the larger business by last-quarter revenue ($493.8M vs $305.9M, roughly 1.6× Strategic Education, Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs 6.8%, a 3.9% gap on every dollar of revenue. On growth, Strategic Education, Inc. posted the faster year-over-year revenue change (0.8% vs -1.7%). Over the past eight quarters, Pediatrix Medical Group, Inc.'s revenue compounded faster (-0.1% CAGR vs -1.0%).
Pediatrix Medical Group, Inc. is a leading U.S. specialized medical service provider focusing on maternal-fetal care, neonatology, pediatric cardiology and other pediatric subspecialties. It partners with U.S. healthcare facilities to deliver evidence-based care to women, newborns and children.
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.
MD vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $493.8M | $305.9M |
| Net Profit | $33.7M | $32.8M |
| Gross Margin | — | — |
| Operating Margin | 9.9% | 13.4% |
| Net Margin | 6.8% | 10.7% |
| Revenue YoY | -1.7% | 0.8% |
| Net Profit YoY | 10.5% | 10.3% |
| EPS (diluted) | $0.40 | $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 | $493.8M | $323.2M | ||
| Q3 25 | $492.9M | $319.9M | ||
| Q2 25 | $468.8M | $321.5M | ||
| Q1 25 | $458.4M | $303.6M | ||
| Q4 24 | $502.4M | $311.5M | ||
| Q3 24 | $511.2M | $306.0M | ||
| Q2 24 | $504.3M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $33.7M | $37.9M | ||
| Q3 25 | $71.7M | $26.6M | ||
| Q2 25 | $39.3M | $32.3M | ||
| Q1 25 | $20.7M | $29.7M | ||
| Q4 24 | $30.5M | $25.3M | ||
| Q3 24 | $19.4M | $27.7M | ||
| Q2 24 | $-153.0M | $29.9M |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 9.9% | 16.0% | ||
| Q3 25 | 13.8% | 11.6% | ||
| Q2 25 | 12.8% | 14.2% | ||
| Q1 25 | 7.0% | 13.1% | ||
| Q4 24 | 7.8% | 11.6% | ||
| Q3 24 | 6.6% | 11.9% | ||
| Q2 24 | -31.3% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 6.8% | 11.7% | ||
| Q3 25 | 14.5% | 8.3% | ||
| Q2 25 | 8.4% | 10.1% | ||
| Q1 25 | 4.5% | 9.8% | ||
| Q4 24 | 6.1% | 8.1% | ||
| Q3 24 | 3.8% | 9.1% | ||
| Q2 24 | -30.3% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.40 | $1.65 | ||
| Q3 25 | $0.84 | $1.15 | ||
| Q2 25 | $0.46 | $1.37 | ||
| Q1 25 | $0.24 | $1.24 | ||
| Q4 24 | $0.37 | $1.05 | ||
| Q3 24 | $0.23 | $1.15 | ||
| Q2 24 | $-1.84 | $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 | $375.2M | $150.3M |
| Total DebtLower is stronger | $570.5M | — |
| Stockholders' EquityBook value | $865.9M | $1.6B |
| Total Assets | $2.2B | $2.1B |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $150.3M | ||
| Q4 25 | $375.2M | $148.1M | ||
| Q3 25 | $340.1M | $172.6M | ||
| Q2 25 | $224.7M | $164.9M | ||
| Q1 25 | $99.0M | $182.6M | ||
| Q4 24 | $229.9M | $184.0M | ||
| Q3 24 | $103.8M | $222.1M | ||
| Q2 24 | $19.4M | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | $570.5M | — | ||
| Q3 25 | $577.2M | — | ||
| Q2 25 | $583.9M | — | ||
| Q1 25 | $590.5M | — | ||
| Q4 24 | $597.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $865.9M | $1.6B | ||
| Q3 25 | $890.7M | $1.7B | ||
| Q2 25 | $833.8M | $1.7B | ||
| Q1 25 | $789.2M | $1.6B | ||
| Q4 24 | $764.9M | $1.7B | ||
| Q3 24 | $732.5M | $1.7B | ||
| Q2 24 | $706.5M | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.0B | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $114.1M | $87.4M |
| Free Cash FlowOCF − Capex | — | $77.3M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.39× | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $114.1M | $39.2M | ||
| Q3 25 | $137.3M | $60.1M | ||
| Q2 25 | $137.2M | $31.2M | ||
| Q1 25 | $-117.5M | $67.7M | ||
| Q4 24 | $133.0M | $15.9M | ||
| Q3 24 | $91.8M | $51.5M | ||
| Q2 24 | $107.0M | $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 | — | $42.1M | ||
| Q2 24 | — | $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 | — | 13.8% | ||
| Q2 24 | — | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 3.39× | 1.03× | ||
| Q3 25 | 1.91× | 2.26× | ||
| Q2 25 | 3.49× | 0.97× | ||
| Q1 25 | -5.66× | 2.27× | ||
| Q4 24 | 4.36× | 0.63× | ||
| Q3 24 | 4.72× | 1.86× | ||
| Q2 24 | — | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
