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Side-by-side financial comparison of MEDICAL PROPERTIES TRUST INC (MPW) 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 $270.3M, roughly 1.1× MEDICAL PROPERTIES TRUST INC). Strategic Education, Inc. runs the higher net margin — 10.7% vs 6.5%, a 4.2% gap on every dollar of revenue. On growth, MEDICAL PROPERTIES TRUST INC posted the faster year-over-year revenue change (16.6% vs 0.8%). Over the past eight quarters, MEDICAL PROPERTIES TRUST INC's revenue compounded faster (-0.2% CAGR vs -1.0%).
Medical Properties Trust, Inc. (MPT) is an international real estate investment trust (REIT) based in Birmingham, Alabama that purchases and invests in healthcare facilities and for-profit healthcare holding companies, primarily in the United States and Europe. Their property acquisitions often come in the form of sale-leaseback agreements, in which the original property owner sells the property to MPT and becomes their tenant. MPT's tenants are generally subject to long-term triple net lease...
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.
MPW vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.3M | $305.9M |
| Net Profit | $17.6M | $32.8M |
| Gross Margin | 95.8% | — |
| Operating Margin | 9.7% | 13.4% |
| Net Margin | 6.5% | 10.7% |
| Revenue YoY | 16.6% | 0.8% |
| Net Profit YoY | 104.3% | 10.3% |
| EPS (diluted) | $0.03 | $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 | $270.3M | $323.2M | ||
| Q3 25 | $237.5M | $319.9M | ||
| Q2 25 | $240.4M | $321.5M | ||
| Q1 25 | $223.8M | $303.6M | ||
| Q4 24 | $231.8M | $311.5M | ||
| Q3 24 | $225.8M | $306.0M | ||
| Q2 24 | $266.6M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $17.6M | $37.9M | ||
| Q3 25 | $-77.7M | $26.6M | ||
| Q2 25 | $-98.4M | $32.3M | ||
| Q1 25 | $-118.3M | $29.7M | ||
| Q4 24 | $-412.3M | $25.3M | ||
| Q3 24 | $-801.2M | $27.7M | ||
| Q2 24 | $-320.6M | $29.9M |
| Q1 26 | — | — | ||
| Q4 25 | 95.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 91.8% | — | ||
| Q1 25 | 63.6% | — | ||
| Q4 24 | 90.9% | — | ||
| Q3 24 | 96.5% | — | ||
| Q2 24 | 98.4% | — |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 9.7% | 16.0% | ||
| Q3 25 | -28.0% | 11.6% | ||
| Q2 25 | -36.7% | 14.2% | ||
| Q1 25 | -48.5% | 13.1% | ||
| Q4 24 | -173.7% | 11.6% | ||
| Q3 24 | -350.7% | 11.9% | ||
| Q2 24 | -114.5% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 6.5% | 11.7% | ||
| Q3 25 | -32.7% | 8.3% | ||
| Q2 25 | -40.9% | 10.1% | ||
| Q1 25 | -52.8% | 9.8% | ||
| Q4 24 | -177.8% | 8.1% | ||
| Q3 24 | -354.8% | 9.1% | ||
| Q2 24 | -120.3% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.03 | $1.65 | ||
| Q3 25 | $-0.13 | $1.15 | ||
| Q2 25 | $-0.16 | $1.37 | ||
| Q1 25 | $-0.20 | $1.24 | ||
| Q4 24 | $-0.68 | $1.05 | ||
| Q3 24 | $-1.34 | $1.15 | ||
| Q2 24 | $-0.54 | $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 | $540.9M | $150.3M |
| Total DebtLower is stronger | $9.7B | — |
| Stockholders' EquityBook value | $4.6B | $1.6B |
| Total Assets | $15.0B | $2.1B |
| Debt / EquityLower = less leverage | 2.11× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $150.3M | ||
| Q4 25 | $540.9M | $148.1M | ||
| Q3 25 | $396.6M | $172.6M | ||
| Q2 25 | $509.8M | $164.9M | ||
| Q1 25 | $673.5M | $182.6M | ||
| Q4 24 | $332.3M | $184.0M | ||
| Q3 24 | $275.6M | $222.1M | ||
| Q2 24 | $606.5M | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | $9.7B | — | ||
| Q3 25 | $9.6B | — | ||
| Q2 25 | $9.6B | — | ||
| Q1 25 | $9.5B | — | ||
| Q4 24 | $8.8B | — | ||
| Q3 24 | $9.2B | — | ||
| Q2 24 | $9.4B | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $4.6B | $1.6B | ||
| Q3 25 | $4.7B | $1.7B | ||
| Q2 25 | $4.8B | $1.7B | ||
| Q1 25 | $4.8B | $1.6B | ||
| Q4 24 | $4.8B | $1.7B | ||
| Q3 24 | $5.4B | $1.7B | ||
| Q2 24 | $6.2B | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $15.0B | $2.0B | ||
| Q3 25 | $14.9B | $2.1B | ||
| Q2 25 | $15.2B | $2.1B | ||
| Q1 25 | $14.9B | $2.1B | ||
| Q4 24 | $14.3B | $2.0B | ||
| Q3 24 | $15.2B | $2.2B | ||
| Q2 24 | $16.2B | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | 2.00× | — | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 1.83× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.51× | — |
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 | $230.8M | $87.4M |
| Free Cash FlowOCF − Capex | — | $77.3M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 13.11× | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $230.8M | $39.2M | ||
| Q3 25 | $18.6M | $60.1M | ||
| Q2 25 | $51.7M | $31.2M | ||
| Q1 25 | $384.0K | $67.7M | ||
| Q4 24 | $245.5M | $15.9M | ||
| Q3 24 | $59.2M | $51.5M | ||
| Q2 24 | $35.3M | $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 | 13.11× | 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
MPW
Segment breakdown not available.
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
