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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $220.8M, roughly 1.4× UNIVERSAL TECHNICAL INSTITUTE INC). Strategic Education, Inc. runs the higher net margin — 9.7% vs 5.8%, a 3.9% gap on every dollar of revenue. On growth, UNIVERSAL TECHNICAL INSTITUTE INC posted the faster year-over-year revenue change (9.6% vs -0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($57.3M vs $-19.2M). Over the past eight quarters, UNIVERSAL TECHNICAL INSTITUTE INC's revenue compounded faster (9.5% 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.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
STRA vs UTI — Head-to-Head
Income Statement — Q1 2026 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $220.8M |
| Net Profit | $29.7M | $12.8M |
| Gross Margin | — | — |
| Operating Margin | 13.0% | 7.1% |
| Net Margin | 9.7% | 5.8% |
| Revenue YoY | -0.8% | 9.6% |
| Net Profit YoY | -9.3% | -42.1% |
| EPS (diluted) | $1.24 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $319.9M | $222.4M | ||
| Q2 25 | $321.5M | $204.3M | ||
| Q1 25 | $303.6M | $207.4M | ||
| Q4 24 | $311.5M | $201.4M | ||
| Q3 24 | $306.0M | $196.4M | ||
| Q2 24 | $312.3M | $177.5M |
| Q1 26 | $29.7M | — | ||
| Q4 25 | $37.9M | $12.8M | ||
| Q3 25 | $26.6M | $18.8M | ||
| Q2 25 | $32.3M | $10.7M | ||
| Q1 25 | $29.7M | $11.4M | ||
| Q4 24 | $25.3M | $22.2M | ||
| Q3 24 | $27.7M | $18.8M | ||
| Q2 24 | $29.9M | $5.0M |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 16.0% | 7.1% | ||
| Q3 25 | 11.6% | 11.2% | ||
| Q2 25 | 14.2% | 6.9% | ||
| Q1 25 | 13.1% | 8.1% | ||
| Q4 24 | 11.6% | 13.6% | ||
| Q3 24 | 11.9% | 13.3% | ||
| Q2 24 | 13.4% | 4.2% |
| Q1 26 | 9.7% | — | ||
| Q4 25 | 11.7% | 5.8% | ||
| Q3 25 | 8.3% | 8.4% | ||
| Q2 25 | 10.1% | 5.2% | ||
| Q1 25 | 9.8% | 5.5% | ||
| Q4 24 | 8.1% | 11.0% | ||
| Q3 24 | 9.1% | 9.6% | ||
| Q2 24 | 9.6% | 2.8% |
| Q1 26 | $1.24 | — | ||
| Q4 25 | $1.65 | $0.23 | ||
| Q3 25 | $1.15 | $0.33 | ||
| Q2 25 | $1.37 | $0.19 | ||
| Q1 25 | $1.24 | $0.21 | ||
| Q4 24 | $1.05 | $0.40 | ||
| Q3 24 | $1.15 | $0.35 | ||
| Q2 24 | $1.24 | $0.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $140.8M | $162.8M |
| Total DebtLower is stronger | — | $101.4M |
| Stockholders' EquityBook value | $1.6B | $335.9M |
| Total Assets | $2.0B | $834.0M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $140.8M | — | ||
| Q4 25 | $148.1M | $162.8M | ||
| Q3 25 | $172.6M | $169.1M | ||
| Q2 25 | $164.9M | $70.7M | ||
| Q1 25 | $182.6M | $96.0M | ||
| Q4 24 | $184.0M | $172.0M | ||
| Q3 24 | $222.1M | $161.9M | ||
| Q2 24 | $256.2M | $115.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $335.9M | ||
| Q3 25 | $1.7B | $328.1M | ||
| Q2 25 | $1.7B | $306.8M | ||
| Q1 25 | $1.6B | $293.9M | ||
| Q4 24 | $1.7B | $280.0M | ||
| Q3 24 | $1.7B | $260.2M | ||
| Q2 24 | $1.7B | $239.4M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $834.0M | ||
| Q3 25 | $2.1B | $826.1M | ||
| Q2 25 | $2.1B | $740.8M | ||
| Q1 25 | $2.1B | $720.4M | ||
| Q4 24 | $2.0B | $753.8M | ||
| Q3 24 | $2.2B | $744.6M | ||
| Q2 24 | $2.2B | $706.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× |
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 | $67.7M | $3.1M |
| Free Cash FlowOCF − Capex | $57.3M | $-19.2M |
| FCF MarginFCF / Revenue | 18.7% | -8.7% |
| Capex IntensityCapex / Revenue | — | 10.1% |
| Cash ConversionOCF / Net Profit | 2.27× | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | $153.9M | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $67.7M | — | ||
| Q4 25 | $39.2M | $3.1M | ||
| Q3 25 | $60.1M | $57.1M | ||
| Q2 25 | $31.2M | $18.1M | ||
| Q1 25 | $67.7M | $-789.0K | ||
| Q4 24 | $15.9M | $23.0M | ||
| Q3 24 | $51.5M | $67.5M | ||
| Q2 24 | $24.3M | $10.0M |
| Q1 26 | $57.3M | — | ||
| Q4 25 | $27.0M | $-19.2M | ||
| Q3 25 | $49.3M | $40.6M | ||
| Q2 25 | $20.4M | $6.8M | ||
| Q1 25 | $57.3M | $-11.7M | ||
| Q4 24 | $4.7M | $19.6M | ||
| Q3 24 | $42.1M | $60.0M | ||
| Q2 24 | $13.6M | $3.0M |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.3% | -8.7% | ||
| Q3 25 | 15.4% | 18.3% | ||
| Q2 25 | 6.3% | 3.4% | ||
| Q1 25 | 18.9% | -5.7% | ||
| Q4 24 | 1.5% | 9.7% | ||
| Q3 24 | 13.8% | 30.6% | ||
| Q2 24 | 4.3% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 10.1% | ||
| Q3 25 | 3.4% | 7.4% | ||
| Q2 25 | 3.4% | 5.5% | ||
| Q1 25 | 3.4% | 5.3% | ||
| Q4 24 | 3.6% | 1.7% | ||
| Q3 24 | 3.1% | 3.8% | ||
| Q2 24 | 3.4% | 4.0% |
| Q1 26 | 2.27× | — | ||
| Q4 25 | 1.03× | 0.24× | ||
| Q3 25 | 2.26× | 3.04× | ||
| Q2 25 | 0.97× | 1.69× | ||
| Q1 25 | 2.27× | -0.07× | ||
| Q4 24 | 0.63× | 1.04× | ||
| Q3 24 | 1.86× | 3.58× | ||
| Q2 24 | 0.81× | 2.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
