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Side-by-side financial comparison of PTC THERAPEUTICS, INC. (PTCT) 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 $164.7M, roughly 1.9× PTC THERAPEUTICS, INC.). Strategic Education, Inc. runs the higher net margin — 9.7% vs -82.0%, a 91.7% gap on every dollar of revenue. On growth, Strategic Education, Inc. posted the faster year-over-year revenue change (-0.8% vs -22.7%). Strategic Education, Inc. produced more free cash flow last quarter ($57.3M vs $-36.6M). Over the past eight quarters, Strategic Education, Inc.'s revenue compounded faster (-1.0% CAGR vs -11.5%).
PTC Therapeutics, Inc. is a US pharmaceutical company focused on the development of orally administered small molecule drugs and gene therapy which regulate gene expression by targeting post-transcriptional control (PTC) mechanisms in orphan diseases.
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.
PTCT vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $164.7M | $305.9M |
| Net Profit | $-135.0M | $29.7M |
| Gross Margin | — | — |
| Operating Margin | -43.3% | 13.0% |
| Net Margin | -82.0% | 9.7% |
| Revenue YoY | -22.7% | -0.8% |
| Net Profit YoY | -104.8% | -9.3% |
| EPS (diluted) | $-1.63 | $1.24 |
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 | $164.7M | $323.2M | ||
| Q3 25 | $211.0M | $319.9M | ||
| Q2 25 | $178.9M | $321.5M | ||
| Q1 25 | $1.2B | $303.6M | ||
| Q4 24 | $213.2M | $311.5M | ||
| Q3 24 | $196.8M | $306.0M | ||
| Q2 24 | $186.7M | $312.3M |
| Q1 26 | — | $29.7M | ||
| Q4 25 | $-135.0M | $37.9M | ||
| Q3 25 | $15.9M | $26.6M | ||
| Q2 25 | $-64.8M | $32.3M | ||
| Q1 25 | $866.6M | $29.7M | ||
| Q4 24 | $-65.9M | $25.3M | ||
| Q3 24 | $-106.7M | $27.7M | ||
| Q2 24 | $-99.2M | $29.9M |
| Q1 26 | — | 13.0% | ||
| Q4 25 | -43.3% | 16.0% | ||
| Q3 25 | 1.4% | 11.6% | ||
| Q2 25 | -19.5% | 14.2% | ||
| Q1 25 | 82.5% | 13.1% | ||
| Q4 24 | -76.2% | 11.6% | ||
| Q3 24 | -27.7% | 11.9% | ||
| Q2 24 | -21.5% | 13.4% |
| Q1 26 | — | 9.7% | ||
| Q4 25 | -82.0% | 11.7% | ||
| Q3 25 | 7.5% | 8.3% | ||
| Q2 25 | -36.3% | 10.1% | ||
| Q1 25 | 73.7% | 9.8% | ||
| Q4 24 | -30.9% | 8.1% | ||
| Q3 24 | -54.2% | 9.1% | ||
| Q2 24 | -53.1% | 9.6% |
| Q1 26 | — | $1.24 | ||
| Q4 25 | $-1.63 | $1.65 | ||
| Q3 25 | $0.20 | $1.15 | ||
| Q2 25 | $-0.83 | $1.37 | ||
| Q1 25 | $10.04 | $1.24 | ||
| Q4 24 | $-0.85 | $1.05 | ||
| Q3 24 | $-1.39 | $1.15 | ||
| Q2 24 | $-1.29 | $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 | $1.9B | $140.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-205.3M | $1.6B |
| Total Assets | $2.9B | $2.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $140.8M | ||
| Q4 25 | $1.9B | $148.1M | ||
| Q3 25 | $1.7B | $172.6M | ||
| Q2 25 | $2.0B | $164.9M | ||
| Q1 25 | $2.0B | $182.6M | ||
| Q4 24 | $1.1B | $184.0M | ||
| Q3 24 | $1.0B | $222.1M | ||
| Q2 24 | $1.1B | $256.2M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $-205.3M | $1.6B | ||
| Q3 25 | $-155.8M | $1.7B | ||
| Q2 25 | $-206.5M | $1.7B | ||
| Q1 25 | $-185.8M | $1.6B | ||
| Q4 24 | $-1.1B | $1.7B | ||
| Q3 24 | $-1.1B | $1.7B | ||
| Q2 24 | $-980.2M | $1.7B |
| Q1 26 | — | $2.0B | ||
| Q4 25 | $2.9B | $2.0B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.7B | $2.1B | ||
| Q4 24 | $1.7B | $2.0B | ||
| Q3 24 | $1.8B | $2.2B | ||
| Q2 24 | $1.9B | $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 | $-34.3M | $67.7M |
| Free Cash FlowOCF − Capex | $-36.6M | $57.3M |
| FCF MarginFCF / Revenue | -22.3% | 18.7% |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | — | 2.27× |
| TTM Free Cash FlowTrailing 4 quarters | $702.3M | $153.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $67.7M | ||
| Q4 25 | $-34.3M | $39.2M | ||
| Q3 25 | $-66.3M | $60.1M | ||
| Q2 25 | $-58.3M | $31.2M | ||
| Q1 25 | $870.1M | $67.7M | ||
| Q4 24 | $-30.0M | $15.9M | ||
| Q3 24 | $-77.0M | $51.5M | ||
| Q2 24 | $-71.5M | $24.3M |
| Q1 26 | — | $57.3M | ||
| Q4 25 | $-36.6M | $27.0M | ||
| Q3 25 | $-69.7M | $49.3M | ||
| Q2 25 | $-59.6M | $20.4M | ||
| Q1 25 | $868.4M | $57.3M | ||
| Q4 24 | $-33.8M | $4.7M | ||
| Q3 24 | $-77.5M | $42.1M | ||
| Q2 24 | $-78.8M | $13.6M |
| Q1 26 | — | 18.7% | ||
| Q4 25 | -22.3% | 8.3% | ||
| Q3 25 | -33.1% | 15.4% | ||
| Q2 25 | -33.3% | 6.3% | ||
| Q1 25 | 73.8% | 18.9% | ||
| Q4 24 | -15.8% | 1.5% | ||
| Q3 24 | -39.4% | 13.8% | ||
| Q2 24 | -42.2% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 3.8% | ||
| Q3 25 | 1.6% | 3.4% | ||
| Q2 25 | 0.7% | 3.4% | ||
| Q1 25 | 0.1% | 3.4% | ||
| Q4 24 | 1.8% | 3.6% | ||
| Q3 24 | 0.3% | 3.1% | ||
| Q2 24 | 4.0% | 3.4% |
| Q1 26 | — | 2.27× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | -4.17× | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | 1.00× | 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
PTCT
Segment breakdown not available.
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |
