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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and TOMPKINS FINANCIAL CORP (TMP). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $194.8M, roughly 1.6× TOMPKINS FINANCIAL CORP). TOMPKINS FINANCIAL CORP runs the higher net margin — 49.4% vs 10.7%, a 38.7% gap on every dollar of revenue. On growth, TOMPKINS FINANCIAL CORP posted the faster year-over-year revenue change (152.7% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $31.9M). Over the past eight quarters, TOMPKINS FINANCIAL CORP's revenue compounded faster (63.6% 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.
Tompkins Financial Corporation is a small, diversified financial services company based in Ithaca, New York. It is the parent of the Tompkins Trust Company, as well as several other banks, an insurance agency, and a wealth management division.
STRA vs TMP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $194.8M |
| Net Profit | $32.8M | $96.2M |
| Gross Margin | — | — |
| Operating Margin | 13.4% | 71.7% |
| Net Margin | 10.7% | 49.4% |
| Revenue YoY | 0.8% | 152.7% |
| Net Profit YoY | 10.3% | 388.9% |
| EPS (diluted) | $1.48 | $6.72 |
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 | $194.8M | ||
| Q3 25 | $319.9M | $87.4M | ||
| Q2 25 | $321.5M | $82.6M | ||
| Q1 25 | $303.6M | $81.7M | ||
| Q4 24 | $311.5M | $77.1M | ||
| Q3 24 | $306.0M | $76.6M | ||
| Q2 24 | $312.3M | $72.7M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $96.2M | ||
| Q3 25 | $26.6M | $23.7M | ||
| Q2 25 | $32.3M | $21.5M | ||
| Q1 25 | $29.7M | $19.7M | ||
| Q4 24 | $25.3M | $19.7M | ||
| Q3 24 | $27.7M | $18.6M | ||
| Q2 24 | $29.9M | $15.7M |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 71.7% | ||
| Q3 25 | 11.6% | 35.6% | ||
| Q2 25 | 14.2% | 34.2% | ||
| Q1 25 | 13.1% | 31.6% | ||
| Q4 24 | 11.6% | 33.4% | ||
| Q3 24 | 11.9% | 32.0% | ||
| Q2 24 | 13.4% | 28.3% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | 49.4% | ||
| Q3 25 | 8.3% | 27.1% | ||
| Q2 25 | 10.1% | 26.0% | ||
| Q1 25 | 9.8% | 24.1% | ||
| Q4 24 | 8.1% | 25.5% | ||
| Q3 24 | 9.1% | 24.3% | ||
| Q2 24 | 9.6% | 21.6% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | $6.72 | ||
| Q3 25 | $1.15 | $1.65 | ||
| Q2 25 | $1.37 | $1.50 | ||
| Q1 25 | $1.24 | $1.37 | ||
| Q4 24 | $1.05 | $1.39 | ||
| Q3 24 | $1.15 | $1.30 | ||
| Q2 24 | $1.24 | $1.10 |
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 | $132.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | $938.4M |
| Total Assets | $2.1B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $132.8M | ||
| Q3 25 | $172.6M | $193.5M | ||
| Q2 25 | $164.9M | $212.6M | ||
| Q1 25 | $182.6M | $193.1M | ||
| Q4 24 | $184.0M | $134.4M | ||
| Q3 24 | $222.1M | $132.3M | ||
| Q2 24 | $256.2M | $70.9M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $938.4M | ||
| Q3 25 | $1.7B | $788.8M | ||
| Q2 25 | $1.7B | $761.8M | ||
| Q1 25 | $1.6B | $741.4M | ||
| Q4 24 | $1.7B | $713.4M | ||
| Q3 24 | $1.7B | $719.9M | ||
| Q2 24 | $1.7B | $674.6M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $8.7B | ||
| Q3 25 | $2.1B | $8.5B | ||
| Q2 25 | $2.1B | $8.4B | ||
| Q1 25 | $2.1B | $8.2B | ||
| Q4 24 | $2.0B | $8.1B | ||
| Q3 24 | $2.2B | $8.0B | ||
| Q2 24 | $2.2B | $7.9B |
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 | $38.9M |
| Free Cash FlowOCF − Capex | $77.3M | $31.9M |
| FCF MarginFCF / Revenue | 25.3% | 16.4% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | 2.66× | 0.40× |
| TTM Free Cash FlowTrailing 4 quarters | $173.9M | $105.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $38.9M | ||
| Q3 25 | $60.1M | $34.9M | ||
| Q2 25 | $31.2M | $18.9M | ||
| Q1 25 | $67.7M | $22.2M | ||
| Q4 24 | $15.9M | $95.0M | ||
| Q3 24 | $51.5M | $21.2M | ||
| Q2 24 | $24.3M | $27.3M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $31.9M | ||
| Q3 25 | $49.3M | $33.9M | ||
| Q2 25 | $20.4M | $18.3M | ||
| Q1 25 | $57.3M | $20.9M | ||
| Q4 24 | $4.7M | $88.8M | ||
| Q3 24 | $42.1M | $18.9M | ||
| Q2 24 | $13.6M | $26.3M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 16.4% | ||
| Q3 25 | 15.4% | 38.8% | ||
| Q2 25 | 6.3% | 22.1% | ||
| Q1 25 | 18.9% | 25.5% | ||
| Q4 24 | 1.5% | 115.1% | ||
| Q3 24 | 13.8% | 24.7% | ||
| Q2 24 | 4.3% | 36.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 3.6% | ||
| Q3 25 | 3.4% | 1.1% | ||
| Q2 25 | 3.4% | 0.8% | ||
| Q1 25 | 3.4% | 1.7% | ||
| Q4 24 | 3.6% | 8.1% | ||
| Q3 24 | 3.1% | 2.9% | ||
| Q2 24 | 3.4% | 1.3% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 0.40× | ||
| Q3 25 | 2.26× | 1.47× | ||
| Q2 25 | 0.97× | 0.88× | ||
| Q1 25 | 2.27× | 1.13× | ||
| Q4 24 | 0.63× | 4.82× | ||
| Q3 24 | 1.86× | 1.14× | ||
| Q2 24 | 0.81× | 1.74× |
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% |
TMP
Segment breakdown not available.
