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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and UDR, Inc. (UDR). Click either name above to swap in a different company.
UDR, Inc. is the larger business by last-quarter revenue ($425.8M vs $305.9M, roughly 1.4× Strategic Education, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 10.7%, a 33.9% gap on every dollar of revenue. On growth, UDR, Inc. posted the faster year-over-year revenue change (0.9% vs 0.8%). Over the past eight quarters, UDR, Inc.'s revenue compounded faster (1.3% 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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
STRA vs UDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $425.8M |
| Net Profit | $32.8M | $189.8M |
| Gross Margin | — | — |
| Operating Margin | 13.4% | 54.0% |
| Net Margin | 10.7% | 44.6% |
| Revenue YoY | 0.8% | 0.9% |
| Net Profit YoY | 10.3% | 147.2% |
| EPS (diluted) | $1.48 | $0.63 |
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 | $425.8M | ||
| Q4 25 | $323.2M | $433.1M | ||
| Q3 25 | $319.9M | $431.9M | ||
| Q2 25 | $321.5M | $425.4M | ||
| Q1 25 | $303.6M | $421.9M | ||
| Q4 24 | $311.5M | $422.7M | ||
| Q3 24 | $306.0M | $420.2M | ||
| Q2 24 | $312.3M | $415.3M |
| Q1 26 | $32.8M | $189.8M | ||
| Q4 25 | $37.9M | $222.9M | ||
| Q3 25 | $26.6M | $40.4M | ||
| Q2 25 | $32.3M | $37.7M | ||
| Q1 25 | $29.7M | $76.7M | ||
| Q4 24 | $25.3M | $-5.0M | ||
| Q3 24 | $27.7M | $22.6M | ||
| Q2 24 | $29.9M | $28.9M |
| Q1 26 | 13.4% | 54.0% | ||
| Q4 25 | 16.0% | 64.1% | ||
| Q3 25 | 11.6% | 17.7% | ||
| Q2 25 | 14.2% | 18.2% | ||
| Q1 25 | 13.1% | 29.0% | ||
| Q4 24 | 11.6% | 15.7% | ||
| Q3 24 | 11.9% | 16.6% | ||
| Q2 24 | 13.4% | 16.5% |
| Q1 26 | 10.7% | 44.6% | ||
| Q4 25 | 11.7% | 51.5% | ||
| Q3 25 | 8.3% | 9.4% | ||
| Q2 25 | 10.1% | 8.9% | ||
| Q1 25 | 9.8% | 18.2% | ||
| Q4 24 | 8.1% | -220.5% | ||
| Q3 24 | 9.1% | 5.4% | ||
| Q2 24 | 9.6% | 7.0% |
| Q1 26 | $1.48 | $0.63 | ||
| Q4 25 | $1.65 | $0.67 | ||
| Q3 25 | $1.15 | $0.12 | ||
| Q2 25 | $1.37 | $0.11 | ||
| Q1 25 | $1.24 | $0.23 | ||
| Q4 24 | $1.05 | $-0.01 | ||
| Q3 24 | $1.15 | $0.06 | ||
| Q2 24 | $1.24 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | $3.3B |
| Total Assets | $2.1B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | $1.3M | ||
| Q4 25 | $148.1M | $1.2M | ||
| Q3 25 | $172.6M | $1.2M | ||
| Q2 25 | $164.9M | $1.5M | ||
| Q1 25 | $182.6M | $1.3M | ||
| Q4 24 | $184.0M | $1.3M | ||
| Q3 24 | $222.1M | $2.3M | ||
| Q2 24 | $256.2M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | $1.6B | $3.3B | ||
| Q4 25 | $1.6B | $3.3B | ||
| Q3 25 | $1.7B | $3.3B | ||
| Q2 25 | $1.7B | $3.3B | ||
| Q1 25 | $1.6B | $3.3B | ||
| Q4 24 | $1.7B | $3.4B | ||
| Q3 24 | $1.7B | $3.5B | ||
| Q2 24 | $1.7B | $3.7B |
| Q1 26 | $2.1B | $10.3B | ||
| Q4 25 | $2.0B | $10.6B | ||
| Q3 25 | $2.1B | $10.6B | ||
| Q2 25 | $2.1B | $10.6B | ||
| Q1 25 | $2.1B | $10.7B | ||
| Q4 24 | $2.0B | $10.9B | ||
| Q3 24 | $2.2B | $11.1B | ||
| Q2 24 | $2.2B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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 | — | 4.9% |
| 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 | $902.9M | ||
| Q3 25 | $60.1M | $234.9M | ||
| Q2 25 | $31.2M | $250.3M | ||
| Q1 25 | $67.7M | $156.2M | ||
| Q4 24 | $15.9M | $876.8M | ||
| Q3 24 | $51.5M | $230.3M | ||
| Q2 24 | $24.3M | $238.5M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $650.0M | ||
| Q3 25 | $49.3M | $164.6M | ||
| Q2 25 | $20.4M | $190.1M | ||
| Q1 25 | $57.3M | $103.2M | ||
| Q4 24 | $4.7M | $627.0M | ||
| Q3 24 | $42.1M | $161.3M | ||
| Q2 24 | $13.6M | $171.1M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 150.1% | ||
| Q3 25 | 15.4% | 38.1% | ||
| Q2 25 | 6.3% | 44.7% | ||
| Q1 25 | 18.9% | 24.5% | ||
| Q4 24 | 1.5% | 148.3% | ||
| Q3 24 | 13.8% | 38.4% | ||
| Q2 24 | 4.3% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 3.8% | 58.4% | ||
| Q3 25 | 3.4% | 16.3% | ||
| Q2 25 | 3.4% | 14.2% | ||
| Q1 25 | 3.4% | 12.6% | ||
| Q4 24 | 3.6% | 59.1% | ||
| Q3 24 | 3.1% | 16.4% | ||
| Q2 24 | 3.4% | 16.2% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 4.05× | ||
| Q3 25 | 2.26× | 5.81× | ||
| Q2 25 | 0.97× | 6.64× | ||
| Q1 25 | 2.27× | 2.04× | ||
| Q4 24 | 0.63× | — | ||
| Q3 24 | 1.86× | 10.19× | ||
| Q2 24 | 0.81× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
