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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and TripAdvisor, Inc. (TRIP). Click either name above to swap in a different company.
TripAdvisor, Inc. is the larger business by last-quarter revenue ($411.0M vs $305.9M, roughly 1.3× Strategic Education, Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs -9.2%, a 20.0% gap on every dollar of revenue. On growth, Strategic Education, Inc. posted the faster year-over-year revenue change (0.8% vs 0.0%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $-122.0M). Over the past eight quarters, TripAdvisor, Inc.'s revenue compounded faster (2.0% 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.
Tripadvisor is an American company that operates online travel agencies, comparison shopping websites, and mobile apps with user-generated content.
STRA vs TRIP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $411.0M |
| Net Profit | $32.8M | $-38.0M |
| Gross Margin | — | 91.5% |
| Operating Margin | 13.4% | -8.3% |
| Net Margin | 10.7% | -9.2% |
| Revenue YoY | 0.8% | 0.0% |
| Net Profit YoY | 10.3% | -3900.0% |
| EPS (diluted) | $1.48 | $-0.32 |
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 | $411.0M | ||
| Q3 25 | $319.9M | $553.0M | ||
| Q2 25 | $321.5M | $529.0M | ||
| Q1 25 | $303.6M | $398.0M | ||
| Q4 24 | $311.5M | $411.0M | ||
| Q3 24 | $306.0M | $532.0M | ||
| Q2 24 | $312.3M | $497.0M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $-38.0M | ||
| Q3 25 | $26.6M | $53.0M | ||
| Q2 25 | $32.3M | $36.0M | ||
| Q1 25 | $29.7M | $-11.0M | ||
| Q4 24 | $25.3M | $1.0M | ||
| Q3 24 | $27.7M | $39.0M | ||
| Q2 24 | $29.9M | $24.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 91.5% | ||
| Q3 25 | — | 92.6% | ||
| Q2 25 | — | 92.1% | ||
| Q1 25 | — | 93.2% | ||
| Q4 24 | — | 93.4% | ||
| Q3 24 | — | 92.5% | ||
| Q2 24 | — | 92.8% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | -8.3% | ||
| Q3 25 | 11.6% | 12.7% | ||
| Q2 25 | 14.2% | 11.2% | ||
| Q1 25 | 13.1% | -3.8% | ||
| Q4 24 | 11.6% | 0.2% | ||
| Q3 24 | 11.9% | 13.2% | ||
| Q2 24 | 13.4% | 7.2% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | -9.2% | ||
| Q3 25 | 8.3% | 9.6% | ||
| Q2 25 | 10.1% | 6.8% | ||
| Q1 25 | 9.8% | -2.8% | ||
| Q4 24 | 8.1% | 0.2% | ||
| Q3 24 | 9.1% | 7.3% | ||
| Q2 24 | 9.6% | 4.8% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | $-0.32 | ||
| Q3 25 | $1.15 | $0.43 | ||
| Q2 25 | $1.37 | $0.28 | ||
| Q1 25 | $1.24 | $-0.08 | ||
| Q4 24 | $1.05 | $0.03 | ||
| Q3 24 | $1.15 | $0.27 | ||
| Q2 24 | $1.24 | $0.17 |
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 | $1.0B |
| Total DebtLower is stronger | — | $819.0M |
| Stockholders' EquityBook value | $1.6B | $645.0M |
| Total Assets | $2.1B | $2.6B |
| Debt / EquityLower = less leverage | — | 1.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $1.0B | ||
| Q3 25 | $172.6M | $1.2B | ||
| Q2 25 | $164.9M | $1.2B | ||
| Q1 25 | $182.6M | $1.2B | ||
| Q4 24 | $184.0M | $1.1B | ||
| Q3 24 | $222.1M | $1.1B | ||
| Q2 24 | $256.2M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $819.0M | ||
| Q3 25 | — | $821.0M | ||
| Q2 25 | — | $822.0M | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $831.0M | ||
| Q3 24 | — | $832.0M | ||
| Q2 24 | — | — |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $645.0M | ||
| Q3 25 | $1.7B | $707.0M | ||
| Q2 25 | $1.7B | $627.0M | ||
| Q1 25 | $1.6B | $643.0M | ||
| Q4 24 | $1.7B | $943.0M | ||
| Q3 24 | $1.7B | $944.0M | ||
| Q2 24 | $1.7B | $857.0M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $2.6B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.1B | $2.8B | ||
| Q4 24 | $2.0B | $2.6B | ||
| Q3 24 | $2.2B | $2.7B | ||
| Q2 24 | $2.2B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.27× | ||
| Q3 25 | — | 1.16× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | — |
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 | $-103.0M |
| Free Cash FlowOCF − Capex | $77.3M | $-122.0M |
| FCF MarginFCF / Revenue | 25.3% | -29.7% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | 2.66× | — |
| TTM Free Cash FlowTrailing 4 quarters | $173.9M | $163.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $-103.0M | ||
| Q3 25 | $60.1M | $44.0M | ||
| Q2 25 | $31.2M | $202.0M | ||
| Q1 25 | $67.7M | $102.0M | ||
| Q4 24 | $15.9M | $-3.0M | ||
| Q3 24 | $51.5M | $-43.0M | ||
| Q2 24 | $24.3M | $51.0M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $-122.0M | ||
| Q3 25 | $49.3M | $25.0M | ||
| Q2 25 | $20.4M | $177.0M | ||
| Q1 25 | $57.3M | $83.0M | ||
| Q4 24 | $4.7M | $-26.0M | ||
| Q3 24 | $42.1M | $-63.0M | ||
| Q2 24 | $13.6M | $36.0M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | -29.7% | ||
| Q3 25 | 15.4% | 4.5% | ||
| Q2 25 | 6.3% | 33.5% | ||
| Q1 25 | 18.9% | 20.9% | ||
| Q4 24 | 1.5% | -6.3% | ||
| Q3 24 | 13.8% | -11.8% | ||
| Q2 24 | 4.3% | 7.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 4.6% | ||
| Q3 25 | 3.4% | 3.4% | ||
| Q2 25 | 3.4% | 4.7% | ||
| Q1 25 | 3.4% | 4.8% | ||
| Q4 24 | 3.6% | 5.6% | ||
| Q3 24 | 3.1% | 3.8% | ||
| Q2 24 | 3.4% | 3.0% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | — | ||
| Q3 25 | 2.26× | 0.83× | ||
| Q2 25 | 0.97× | 5.61× | ||
| Q1 25 | 2.27× | — | ||
| Q4 24 | 0.63× | -3.00× | ||
| Q3 24 | 1.86× | -1.10× | ||
| Q2 24 | 0.81× | 2.13× |
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% |
TRIP
| Third Party | $327.0M | 80% |
| The Fork | $58.0M | 14% |
| Other | $26.0M | 6% |
