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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and STARZ ENTERTAINMENT CORP (STRZ). Click either name above to swap in a different company.
STARZ ENTERTAINMENT CORP is the larger business by last-quarter revenue ($320.9M vs $305.9M, roughly 1.0× Strategic Education, Inc.). Strategic Education, Inc. runs the higher net margin — 9.7% vs -16.4%, a 26.1% gap on every dollar of revenue. On growth, Strategic Education, Inc. posted the faster year-over-year revenue change (-0.8% vs -7.5%). Strategic Education, Inc. produced more free cash flow last quarter ($57.3M vs $-31.3M). Over the past eight quarters, Strategic Education, Inc.'s revenue compounded faster (-1.0% CAGR vs -40.6%).
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.
Starz Entertainment Corp., formerly known as Lions Gate Entertainment Corporation, or simply Lionsgate, is a Canadian-American entertainment company currently headquartered in Santa Monica, California. Founded by Frank Giustra on July 10, 1997, it is/was domiciled and incorporated in Vancouver, British Columbia.
STRA vs STRZ — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $320.9M |
| Net Profit | $29.7M | $-52.6M |
| Gross Margin | — | — |
| Operating Margin | 13.0% | -10.8% |
| Net Margin | 9.7% | -16.4% |
| Revenue YoY | -0.8% | -7.5% |
| Net Profit YoY | -9.3% | -71.9% |
| EPS (diluted) | $1.24 | $-3.15 |
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 | $323.2M | — | ||
| Q3 25 | $319.9M | $320.9M | ||
| Q2 25 | $321.5M | $319.7M | ||
| Q1 25 | $303.6M | — | ||
| Q4 24 | $311.5M | $970.5M | ||
| Q3 24 | $306.0M | $346.9M | ||
| Q2 24 | $312.3M | $347.6M |
| Q1 26 | $29.7M | — | ||
| Q4 25 | $37.9M | — | ||
| Q3 25 | $26.6M | $-52.6M | ||
| Q2 25 | $32.3M | $-42.5M | ||
| Q1 25 | $29.7M | — | ||
| Q4 24 | $25.3M | $-21.9M | ||
| Q3 24 | $27.7M | $-30.6M | ||
| Q2 24 | $29.9M | $4.2M |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 16.0% | — | ||
| Q3 25 | 11.6% | -10.8% | ||
| Q2 25 | 14.2% | -8.4% | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | 11.6% | 3.7% | ||
| Q3 24 | 11.9% | -4.9% | ||
| Q2 24 | 13.4% | 2.9% |
| Q1 26 | 9.7% | — | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 8.3% | -16.4% | ||
| Q2 25 | 10.1% | -13.3% | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.1% | -2.3% | ||
| Q3 24 | 9.1% | -8.8% | ||
| Q2 24 | 9.6% | 1.2% |
| Q1 26 | $1.24 | — | ||
| Q4 25 | $1.65 | — | ||
| Q3 25 | $1.15 | $-3.15 | ||
| Q2 25 | $1.37 | $-2.54 | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $1.05 | $-0.09 | ||
| Q3 24 | $1.15 | $-1.83 | ||
| Q2 24 | $1.24 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $140.8M | $37.0M |
| Total DebtLower is stronger | — | $608.7M |
| Stockholders' EquityBook value | $1.6B | $663.2M |
| Total Assets | $2.0B | $2.0B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $140.8M | — | ||
| Q4 25 | $148.1M | — | ||
| Q3 25 | $172.6M | $37.0M | ||
| Q2 25 | $164.9M | $51.6M | ||
| Q1 25 | $182.6M | — | ||
| Q4 24 | $184.0M | $200.5M | ||
| Q3 24 | $222.1M | $229.6M | ||
| Q2 24 | $256.2M | $192.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $608.7M | ||
| Q2 25 | — | $611.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $1.5B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | $663.2M | ||
| Q2 25 | $1.7B | $712.3M | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.7B | $-168.3M | ||
| Q3 24 | $1.7B | $935.9M | ||
| Q2 24 | $1.7B | $973.1M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | $7.2B | ||
| Q3 24 | $2.2B | $7.1B | ||
| Q2 24 | $2.2B | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.92× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.24× | ||
| Q2 24 | — | 1.59× |
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 | $67.7M | $-26.1M |
| Free Cash FlowOCF − Capex | $57.3M | $-31.3M |
| FCF MarginFCF / Revenue | 18.7% | -9.8% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | 2.27× | — |
| TTM Free Cash FlowTrailing 4 quarters | $153.9M | $-317.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $67.7M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $60.1M | $-26.1M | ||
| Q2 25 | $31.2M | $65.4M | ||
| Q1 25 | $67.7M | — | ||
| Q4 24 | $15.9M | $-335.3M | ||
| Q3 24 | $51.5M | $9.1M | ||
| Q2 24 | $24.3M | $-33.5M |
| Q1 26 | $57.3M | — | ||
| Q4 25 | $27.0M | — | ||
| Q3 25 | $49.3M | $-31.3M | ||
| Q2 25 | $20.4M | $58.5M | ||
| Q1 25 | $57.3M | — | ||
| Q4 24 | $4.7M | $-349.3M | ||
| Q3 24 | $42.1M | $4.4M | ||
| Q2 24 | $13.6M | $-38.4M |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.3% | — | ||
| Q3 25 | 15.4% | -9.8% | ||
| Q2 25 | 6.3% | 18.3% | ||
| Q1 25 | 18.9% | — | ||
| Q4 24 | 1.5% | -36.0% | ||
| Q3 24 | 13.8% | 1.3% | ||
| Q2 24 | 4.3% | -11.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.4% | 1.6% | ||
| Q2 25 | 3.4% | 2.2% | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 3.6% | 1.4% | ||
| Q3 24 | 3.1% | 1.4% | ||
| Q2 24 | 3.4% | 1.4% |
| Q1 26 | 2.27× | — | ||
| 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× | -7.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |
STRZ
| Over The Top Subscription Service OTT | $222.8M | 69% |
| Linear Subscription Service | $98.1M | 31% |
