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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and TOOTSIE ROLL INDUSTRIES INC (TR). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $196.3M, roughly 1.6× TOOTSIE ROLL INDUSTRIES INC). TOOTSIE ROLL INDUSTRIES INC runs the higher net margin — 14.7% vs 10.7%, a 3.9% gap on every dollar of revenue. On growth, TOOTSIE ROLL INDUSTRIES INC posted the faster year-over-year revenue change (1.5% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $61.0M). Over the past eight quarters, TOOTSIE ROLL INDUSTRIES INC's revenue compounded faster (13.2% 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.
Tootsie Roll Industries is an American manufacturer of confectionery based in Chicago, Illinois. Its best-known products include the namesake Tootsie Rolls and Tootsie Pops. Tootsie Roll Industries currently markets its brands internationally in Canada, Mexico, and over 75 other countries.
STRA vs TR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $196.3M |
| Net Profit | $32.8M | $28.8M |
| Gross Margin | — | 35.7% |
| Operating Margin | 13.4% | 17.0% |
| Net Margin | 10.7% | 14.7% |
| Revenue YoY | 0.8% | 1.5% |
| Net Profit YoY | 10.3% | 27.9% |
| EPS (diluted) | $1.48 | — |
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 | $196.3M | ||
| Q3 25 | $319.9M | $232.7M | ||
| Q2 25 | $321.5M | $155.1M | ||
| Q1 25 | $303.6M | $148.5M | ||
| Q4 24 | $311.5M | $193.4M | ||
| Q3 24 | $306.0M | $225.9M | ||
| Q2 24 | $312.3M | $150.7M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $28.8M | ||
| Q3 25 | $26.6M | $35.7M | ||
| Q2 25 | $32.3M | $17.5M | ||
| Q1 25 | $29.7M | $18.1M | ||
| Q4 24 | $25.3M | $22.5M | ||
| Q3 24 | $27.7M | $32.8M | ||
| Q2 24 | $29.9M | $15.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | 35.3% | ||
| Q4 24 | — | 39.1% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | — | 33.5% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 17.0% | ||
| Q3 25 | 11.6% | 13.9% | ||
| Q2 25 | 14.2% | 7.8% | ||
| Q1 25 | 13.1% | 15.5% | ||
| Q4 24 | 11.6% | 20.0% | ||
| Q3 24 | 11.9% | 15.6% | ||
| Q2 24 | 13.4% | 10.2% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | 14.7% | ||
| Q3 25 | 8.3% | 15.3% | ||
| Q2 25 | 10.1% | 11.3% | ||
| Q1 25 | 9.8% | 12.2% | ||
| Q4 24 | 8.1% | 11.6% | ||
| Q3 24 | 9.1% | 14.5% | ||
| Q2 24 | 9.6% | 10.4% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | — | ||
| Q3 25 | $1.15 | — | ||
| Q2 25 | $1.37 | — | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $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 | $150.3M | $176.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | $941.0M |
| Total Assets | $2.1B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $176.6M | ||
| Q3 25 | $172.6M | $119.8M | ||
| Q2 25 | $164.9M | $170.5M | ||
| Q1 25 | $182.6M | $176.6M | ||
| Q4 24 | $184.0M | $194.6M | ||
| Q3 24 | $222.1M | $163.2M | ||
| Q2 24 | $256.2M | $131.2M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $941.0M | ||
| Q3 25 | $1.7B | $918.9M | ||
| Q2 25 | $1.7B | $893.1M | ||
| Q1 25 | $1.6B | $879.4M | ||
| Q4 24 | $1.7B | $870.7M | ||
| Q3 24 | $1.7B | $870.2M | ||
| Q2 24 | $1.7B | $841.4M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.2B | $1.1B |
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 | $73.3M |
| Free Cash FlowOCF − Capex | $77.3M | $61.0M |
| FCF MarginFCF / Revenue | 25.3% | 31.1% |
| Capex IntensityCapex / Revenue | — | 6.3% |
| Cash ConversionOCF / Net Profit | 2.66× | 2.55× |
| TTM Free Cash FlowTrailing 4 quarters | $173.9M | $96.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $73.3M | ||
| Q3 25 | $60.1M | $62.2M | ||
| Q2 25 | $31.2M | $-8.5M | ||
| Q1 25 | $67.7M | $3.6M | ||
| Q4 24 | $15.9M | $68.8M | ||
| Q3 24 | $51.5M | $61.3M | ||
| Q2 24 | $24.3M | $-12.6M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $61.0M | ||
| Q3 25 | $49.3M | $50.7M | ||
| Q2 25 | $20.4M | $-16.0M | ||
| Q1 25 | $57.3M | $750.0K | ||
| Q4 24 | $4.7M | $64.7M | ||
| Q3 24 | $42.1M | $55.8M | ||
| Q2 24 | $13.6M | $-16.6M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 31.1% | ||
| Q3 25 | 15.4% | 21.8% | ||
| Q2 25 | 6.3% | -10.3% | ||
| Q1 25 | 18.9% | 0.5% | ||
| Q4 24 | 1.5% | 33.5% | ||
| Q3 24 | 13.8% | 24.7% | ||
| Q2 24 | 4.3% | -11.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 6.3% | ||
| Q3 25 | 3.4% | 5.0% | ||
| Q2 25 | 3.4% | 4.8% | ||
| Q1 25 | 3.4% | 1.9% | ||
| Q4 24 | 3.6% | 2.1% | ||
| Q3 24 | 3.1% | 2.4% | ||
| Q2 24 | 3.4% | 2.6% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 2.55× | ||
| Q3 25 | 2.26× | 1.74× | ||
| Q2 25 | 0.97× | -0.49× | ||
| Q1 25 | 2.27× | 0.20× | ||
| Q4 24 | 0.63× | 3.06× | ||
| Q3 24 | 1.86× | 1.87× | ||
| Q2 24 | 0.81× | -0.81× |
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% |
TR
| Products | $194.3M | 99% |
| Rental And Royalty | $1.9M | 1% |
