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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
TEXAS CAPITAL BANCSHARES INC is the larger business by last-quarter revenue ($324.0M vs $305.9M, roughly 1.1× Strategic Education, Inc.). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs 10.7%, a 12.1% gap on every dollar of revenue. On growth, TEXAS CAPITAL BANCSHARES INC posted the faster year-over-year revenue change (15.5% vs 0.8%). Over the past eight quarters, TEXAS CAPITAL BANCSHARES INC's revenue compounded faster (10.2% CAGR vs -1.0%).
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.
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
STRA vs TCBI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $324.0M |
| Net Profit | $32.8M | $73.8M |
| Gross Margin | — | — |
| Operating Margin | 13.4% | — |
| Net Margin | 10.7% | 22.8% |
| Revenue YoY | 0.8% | 15.5% |
| Net Profit YoY | 10.3% | 56.8% |
| EPS (diluted) | $1.48 | $1.56 |
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 | $324.0M | ||
| Q4 25 | $323.2M | $327.5M | ||
| Q3 25 | $319.9M | $340.4M | ||
| Q2 25 | $321.5M | $307.5M | ||
| Q1 25 | $303.6M | $280.5M | ||
| Q4 24 | $311.5M | $229.6M | ||
| Q3 24 | $306.0M | $125.3M | ||
| Q2 24 | $312.3M | $267.0M |
| Q1 26 | $32.8M | $73.8M | ||
| Q4 25 | $37.9M | $100.7M | ||
| Q3 25 | $26.6M | $105.2M | ||
| Q2 25 | $32.3M | $77.3M | ||
| Q1 25 | $29.7M | $47.0M | ||
| Q4 24 | $25.3M | $71.0M | ||
| Q3 24 | $27.7M | $-61.3M | ||
| Q2 24 | $29.9M | $41.7M |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 40.4% | ||
| Q3 25 | 11.6% | 40.5% | ||
| Q2 25 | 14.2% | 33.2% | ||
| Q1 25 | 13.1% | 21.6% | ||
| Q4 24 | 11.6% | 40.7% | ||
| Q3 24 | 11.9% | -63.8% | ||
| Q2 24 | 13.4% | 21.9% |
| Q1 26 | 10.7% | 22.8% | ||
| Q4 25 | 11.7% | 30.7% | ||
| Q3 25 | 8.3% | 30.9% | ||
| Q2 25 | 10.1% | 25.2% | ||
| Q1 25 | 9.8% | 16.8% | ||
| Q4 24 | 8.1% | 30.9% | ||
| Q3 24 | 9.1% | -48.9% | ||
| Q2 24 | 9.6% | 15.6% |
| Q1 26 | $1.48 | $1.56 | ||
| Q4 25 | $1.65 | $2.11 | ||
| Q3 25 | $1.15 | $2.18 | ||
| Q2 25 | $1.37 | $1.58 | ||
| Q1 25 | $1.24 | $0.92 | ||
| Q4 24 | $1.05 | $1.43 | ||
| Q3 24 | $1.15 | $-1.41 | ||
| Q2 24 | $1.24 | $0.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $150.3M | — |
| Total DebtLower is stronger | — | $878.3M |
| Stockholders' EquityBook value | $1.6B | $3.6B |
| Total Assets | $2.1B | $33.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | — | ||
| Q3 25 | $172.6M | — | ||
| Q2 25 | $164.9M | — | ||
| Q1 25 | $182.6M | — | ||
| Q4 24 | $184.0M | — | ||
| Q3 24 | $222.1M | — | ||
| Q2 24 | $256.2M | — |
| Q1 26 | — | $878.3M | ||
| Q4 25 | — | $620.6M | ||
| Q3 25 | — | $620.4M | ||
| Q2 25 | — | $620.3M | ||
| Q1 25 | — | $660.5M | ||
| Q4 24 | — | $660.3M | ||
| Q3 24 | — | $660.2M | ||
| Q2 24 | — | $660.0M |
| Q1 26 | $1.6B | $3.6B | ||
| Q4 25 | $1.6B | $3.6B | ||
| Q3 25 | $1.7B | $3.6B | ||
| Q2 25 | $1.7B | $3.5B | ||
| Q1 25 | $1.6B | $3.4B | ||
| Q4 24 | $1.7B | $3.4B | ||
| Q3 24 | $1.7B | $3.4B | ||
| Q2 24 | $1.7B | $3.2B |
| Q1 26 | $2.1B | $33.5B | ||
| Q4 25 | $2.0B | $31.5B | ||
| Q3 25 | $2.1B | $32.5B | ||
| Q2 25 | $2.1B | $31.9B | ||
| Q1 25 | $2.1B | $31.4B | ||
| Q4 24 | $2.0B | $30.7B | ||
| Q3 24 | $2.2B | $31.6B | ||
| Q2 24 | $2.2B | $29.9B |
| Q1 26 | — | 0.24× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× |
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 | $87.4M | — |
| Free Cash FlowOCF − Capex | $77.3M | — |
| FCF MarginFCF / Revenue | 25.3% | — |
| Capex IntensityCapex / Revenue | — | — |
| 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 | $39.2M | $360.2M | ||
| Q3 25 | $60.1M | $166.3M | ||
| Q2 25 | $31.2M | $63.0M | ||
| Q1 25 | $67.7M | $368.0K | ||
| Q4 24 | $15.9M | $480.1M | ||
| Q3 24 | $51.5M | $332.8M | ||
| Q2 24 | $24.3M | $33.3M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $347.6M | ||
| Q3 25 | $49.3M | $161.3M | ||
| Q2 25 | $20.4M | $57.5M | ||
| Q1 25 | $57.3M | $-2.0M | ||
| Q4 24 | $4.7M | $415.2M | ||
| Q3 24 | $42.1M | $317.6M | ||
| Q2 24 | $13.6M | $11.1M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 106.1% | ||
| Q3 25 | 15.4% | 47.4% | ||
| Q2 25 | 6.3% | 18.7% | ||
| Q1 25 | 18.9% | -0.7% | ||
| Q4 24 | 1.5% | 180.9% | ||
| Q3 24 | 13.8% | 253.4% | ||
| Q2 24 | 4.3% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 3.8% | ||
| Q3 25 | 3.4% | 1.5% | ||
| Q2 25 | 3.4% | 1.8% | ||
| Q1 25 | 3.4% | 0.9% | ||
| Q4 24 | 3.6% | 28.2% | ||
| Q3 24 | 3.1% | 12.1% | ||
| Q2 24 | 3.4% | 8.3% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 3.58× | ||
| Q3 25 | 2.26× | 1.58× | ||
| Q2 25 | 0.97× | 0.81× | ||
| Q1 25 | 2.27× | 0.01× | ||
| Q4 24 | 0.63× | 6.76× | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 0.81× | 0.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
TCBI
Segment breakdown not available.
