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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and Trip.com Group Ltd (TCOM). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $304.6M, roughly 1.0× Trip.com Group Ltd). Trip.com Group Ltd runs the higher net margin — 27.8% vs 9.7%, a 18.1% gap on every dollar of revenue.
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.
Trip.com Group Limited is a multinational travel agency headquartered in Shanghai, China. It is the largest online travel service provider in the world.
STRA vs TCOM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $304.6M |
| Net Profit | $29.7M | $84.6M |
| Gross Margin | — | 78.8% |
| Operating Margin | 13.0% | 16.5% |
| Net Margin | 9.7% | 27.8% |
| Revenue YoY | -0.8% | — |
| Net Profit YoY | -9.3% | — |
| EPS (diluted) | $1.24 | $0.12 |
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 | $304.6M | ||
| Q3 25 | $319.9M | — | ||
| Q2 25 | $321.5M | — | ||
| Q1 25 | $303.6M | — | ||
| Q4 24 | $311.5M | — | ||
| Q3 24 | $306.0M | — | ||
| Q2 24 | $312.3M | $242.7M |
| Q1 26 | $29.7M | — | ||
| Q4 25 | $37.9M | $84.6M | ||
| Q3 25 | $26.6M | — | ||
| Q2 25 | $32.3M | — | ||
| Q1 25 | $29.7M | — | ||
| Q4 24 | $25.3M | — | ||
| Q3 24 | $27.7M | — | ||
| Q2 24 | $29.9M | $73.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 78.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 81.8% |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 16.0% | 16.5% | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 14.2% | — | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | 11.6% | — | ||
| Q3 24 | 11.9% | — | ||
| Q2 24 | 13.4% | 27.8% |
| Q1 26 | 9.7% | — | ||
| Q4 25 | 11.7% | 27.8% | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 10.1% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.1% | — | ||
| Q3 24 | 9.1% | — | ||
| Q2 24 | 9.6% | 30.4% |
| Q1 26 | $1.24 | — | ||
| Q4 25 | $1.65 | $0.12 | ||
| Q3 25 | $1.15 | — | ||
| Q2 25 | $1.37 | — | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.24 | $0.11 |
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 | $10.8B |
| Total DebtLower is stronger | — | $4.2B |
| Stockholders' EquityBook value | $1.6B | $23.8B |
| Total Assets | $2.0B | $36.9B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $140.8M | — | ||
| Q4 25 | $148.1M | $10.8B | ||
| Q3 25 | $172.6M | — | ||
| Q2 25 | $164.9M | — | ||
| Q1 25 | $182.6M | — | ||
| Q4 24 | $184.0M | — | ||
| Q3 24 | $222.1M | — | ||
| Q2 24 | $256.2M | $12.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | $4.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $8.2B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $23.8B | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | $18.1B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $36.9B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | $34.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.45× |
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 | — |
| Free Cash FlowOCF − Capex | $57.3M | — |
| FCF MarginFCF / Revenue | 18.7% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 2.27× | — |
| TTM Free Cash FlowTrailing 4 quarters | $153.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $67.7M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $60.1M | — | ||
| Q2 25 | $31.2M | — | ||
| Q1 25 | $67.7M | — | ||
| Q4 24 | $15.9M | — | ||
| Q3 24 | $51.5M | — | ||
| Q2 24 | $24.3M | — |
| Q1 26 | $57.3M | — | ||
| 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 | 18.7% | — | ||
| 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 | 2.27× | — | ||
| 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× | — |
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% |
TCOM
| Others | $273.0M | 90% |
| Other | $31.6M | 10% |
