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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and USANA HEALTH SCIENCES INC (USNA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $250.2M, roughly 1.2× USANA HEALTH SCIENCES INC). Strategic Education, Inc. runs the higher net margin — 10.7% vs 3.0%, a 7.7% gap on every dollar of revenue. On growth, Strategic Education, Inc. posted the faster year-over-year revenue change (0.8% vs -3.0%). Over the past eight quarters, USANA HEALTH SCIENCES INC's revenue compounded faster (11.8% 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.
Usana Health Sciences, Inc., or USANA, is an American multi-level marketing company based in Salt Lake City, Utah. As of 2021, Usana was the 14th largest direct-selling company in the world by revenue. The company manufactures most of its nutritional products, dietary supplements, and skincare products at a Salt Lake City facility. Its products are sold in 24 countries via a network of independent distributors.
STRA vs USNA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2027
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $250.2M |
| Net Profit | $32.8M | $7.5M |
| Gross Margin | — | 76.2% |
| Operating Margin | 13.4% | 5.5% |
| Net Margin | 10.7% | 3.0% |
| Revenue YoY | 0.8% | -3.0% |
| Net Profit YoY | 10.3% | -20.0% |
| EPS (diluted) | $1.48 | $0.41 |
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 | $250.2M | ||
| Q4 25 | $323.2M | $226.2M | ||
| Q3 25 | $319.9M | $213.7M | ||
| Q2 25 | $321.5M | $235.8M | ||
| Q1 25 | $303.6M | $249.5M | ||
| Q4 24 | $311.5M | $213.6M | ||
| Q3 24 | $306.0M | $200.2M | ||
| Q2 24 | $312.3M | — |
| Q1 26 | $32.8M | $7.5M | ||
| Q4 25 | $37.9M | $180.0K | ||
| Q3 25 | $26.6M | $-6.5M | ||
| Q2 25 | $32.3M | $9.7M | ||
| Q1 25 | $29.7M | $9.4M | ||
| Q4 24 | $25.3M | $4.5M | ||
| Q3 24 | $27.7M | $10.6M | ||
| Q2 24 | $29.9M | — |
| Q1 26 | — | 76.2% | ||
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 77.2% | ||
| Q2 25 | — | 78.7% | ||
| Q1 25 | — | 79.0% | ||
| Q4 24 | — | 82.0% | ||
| Q3 24 | — | 80.4% | ||
| Q2 24 | — | — |
| Q1 26 | 13.4% | 5.5% | ||
| Q4 25 | 16.0% | 1.7% | ||
| Q3 25 | 11.6% | 0.6% | ||
| Q2 25 | 14.2% | 7.1% | ||
| Q1 25 | 13.1% | 6.3% | ||
| Q4 24 | 11.6% | 3.8% | ||
| Q3 24 | 11.9% | 7.8% | ||
| Q2 24 | 13.4% | — |
| Q1 26 | 10.7% | 3.0% | ||
| Q4 25 | 11.7% | 0.1% | ||
| Q3 25 | 8.3% | -3.1% | ||
| Q2 25 | 10.1% | 4.1% | ||
| Q1 25 | 9.8% | 3.8% | ||
| Q4 24 | 8.1% | 2.1% | ||
| Q3 24 | 9.1% | 5.3% | ||
| Q2 24 | 9.6% | — |
| Q1 26 | $1.48 | $0.41 | ||
| Q4 25 | $1.65 | $-0.10 | ||
| Q3 25 | $1.15 | $-0.36 | ||
| Q2 25 | $1.37 | $0.52 | ||
| Q1 25 | $1.24 | $0.49 | ||
| Q4 24 | $1.05 | $0.23 | ||
| Q3 24 | $1.15 | $0.56 | ||
| 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 | $162.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | — |
| Total Assets | $2.1B | $739.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | $162.8M | ||
| Q4 25 | $148.1M | $158.4M | ||
| Q3 25 | $172.6M | $145.3M | ||
| Q2 25 | $164.9M | $151.3M | ||
| Q1 25 | $182.6M | $179.6M | ||
| Q4 24 | $184.0M | $181.8M | ||
| Q3 24 | $222.1M | $364.9M | ||
| Q2 24 | $256.2M | — |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | $528.1M | ||
| Q2 25 | $1.7B | $531.1M | ||
| Q1 25 | $1.6B | $529.8M | ||
| Q4 24 | $1.7B | $532.1M | ||
| Q3 24 | $1.7B | $533.1M | ||
| Q2 24 | $1.7B | — |
| Q1 26 | $2.1B | $739.0M | ||
| Q4 25 | $2.0B | $742.9M | ||
| Q3 25 | $2.1B | $726.6M | ||
| Q2 25 | $2.1B | $734.5M | ||
| Q1 25 | $2.1B | $746.6M | ||
| Q4 24 | $2.0B | $748.2M | ||
| Q3 24 | $2.2B | $671.3M | ||
| Q2 24 | $2.2B | — |
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 | — | — |
| 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 | — | ||
| Q3 25 | $60.1M | $-2.0M | ||
| Q2 25 | $31.2M | $12.2M | ||
| Q1 25 | $67.7M | $15.5M | ||
| Q4 24 | $15.9M | $5.8M | ||
| Q3 24 | $51.5M | $29.5M | ||
| Q2 24 | $24.3M | — |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | — | ||
| Q3 25 | $49.3M | $-5.2M | ||
| Q2 25 | $20.4M | $7.2M | ||
| Q1 25 | $57.3M | $12.7M | ||
| Q4 24 | $4.7M | $4.0M | ||
| Q3 24 | $42.1M | $27.1M | ||
| Q2 24 | $13.6M | — |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | — | ||
| Q3 25 | 15.4% | -2.4% | ||
| Q2 25 | 6.3% | 3.0% | ||
| Q1 25 | 18.9% | 5.1% | ||
| Q4 24 | 1.5% | 1.9% | ||
| Q3 24 | 13.8% | 13.6% | ||
| Q2 24 | 4.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.4% | 1.5% | ||
| Q2 25 | 3.4% | 2.1% | ||
| Q1 25 | 3.4% | 1.1% | ||
| Q4 24 | 3.6% | 0.8% | ||
| Q3 24 | 3.1% | 1.2% | ||
| Q2 24 | 3.4% | — |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | — | ||
| Q3 25 | 2.26× | — | ||
| Q2 25 | 0.97× | 1.27× | ||
| Q1 25 | 2.27× | 1.65× | ||
| Q4 24 | 0.63× | 1.29× | ||
| Q3 24 | 1.86× | 2.78× | ||
| 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 | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
USNA
Segment breakdown not available.
