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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and Vital Farms, Inc. (VITL). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $213.6M, roughly 1.4× Vital Farms, Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs 7.6%, a 3.1% gap on every dollar of revenue. On growth, Vital Farms, Inc. posted the faster year-over-year revenue change (28.7% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $-32.1M). Over the past eight quarters, Vital Farms, Inc.'s revenue compounded faster (20.2% 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.
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
STRA vs VITL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $213.6M |
| Net Profit | $32.8M | $16.3M |
| Gross Margin | — | 35.8% |
| Operating Margin | 13.4% | 10.0% |
| Net Margin | 10.7% | 7.6% |
| Revenue YoY | 0.8% | 28.7% |
| Net Profit YoY | 10.3% | 54.3% |
| EPS (diluted) | $1.48 | $0.35 |
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 | $213.6M | ||
| Q3 25 | $319.9M | $198.9M | ||
| Q2 25 | $321.5M | $184.8M | ||
| Q1 25 | $303.6M | $162.2M | ||
| Q4 24 | $311.5M | $166.0M | ||
| Q3 24 | $306.0M | $145.0M | ||
| Q2 24 | $312.3M | $147.4M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $16.3M | ||
| Q3 25 | $26.6M | $16.4M | ||
| Q2 25 | $32.3M | $16.6M | ||
| Q1 25 | $29.7M | $16.9M | ||
| Q4 24 | $25.3M | $10.6M | ||
| Q3 24 | $27.7M | $7.4M | ||
| Q2 24 | $29.9M | $16.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.8% | ||
| Q3 25 | — | 37.7% | ||
| Q2 25 | — | 38.9% | ||
| Q1 25 | — | 38.5% | ||
| Q4 24 | — | 36.1% | ||
| Q3 24 | — | 36.9% | ||
| Q2 24 | — | 39.1% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 10.0% | ||
| Q3 25 | 11.6% | 10.8% | ||
| Q2 25 | 14.2% | 12.9% | ||
| Q1 25 | 13.1% | 13.4% | ||
| Q4 24 | 11.6% | 7.8% | ||
| Q3 24 | 11.9% | 6.4% | ||
| Q2 24 | 13.4% | 11.6% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | 7.6% | ||
| Q3 25 | 8.3% | 8.3% | ||
| Q2 25 | 10.1% | 9.0% | ||
| Q1 25 | 9.8% | 10.4% | ||
| Q4 24 | 8.1% | 6.4% | ||
| Q3 24 | 9.1% | 5.1% | ||
| Q2 24 | 9.6% | 11.1% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | $0.35 | ||
| Q3 25 | $1.15 | $0.36 | ||
| Q2 25 | $1.37 | $0.36 | ||
| Q1 25 | $1.24 | $0.37 | ||
| Q4 24 | $1.05 | $0.23 | ||
| Q3 24 | $1.15 | $0.16 | ||
| Q2 24 | $1.24 | $0.36 |
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 | $48.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | $351.3M |
| Total Assets | $2.1B | $518.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $48.8M | ||
| Q3 25 | $172.6M | $93.8M | ||
| Q2 25 | $164.9M | $108.2M | ||
| Q1 25 | $182.6M | $156.3M | ||
| Q4 24 | $184.0M | $150.6M | ||
| Q3 24 | $222.1M | $149.5M | ||
| Q2 24 | $256.2M | $133.2M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $351.3M | ||
| Q3 25 | $1.7B | $331.2M | ||
| Q2 25 | $1.7B | $309.8M | ||
| Q1 25 | $1.6B | $288.9M | ||
| Q4 24 | $1.7B | $269.3M | ||
| Q3 24 | $1.7B | $253.4M | ||
| Q2 24 | $1.7B | $238.4M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $518.7M | ||
| Q3 25 | $2.1B | $481.5M | ||
| Q2 25 | $2.1B | $430.8M | ||
| Q1 25 | $2.1B | $376.9M | ||
| Q4 24 | $2.0B | $359.3M | ||
| Q3 24 | $2.2B | $344.7M | ||
| Q2 24 | $2.2B | $320.5M |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $77.3M | $-32.1M |
| FCF MarginFCF / Revenue | 25.3% | -15.1% |
| Capex IntensityCapex / Revenue | — | 17.8% |
| Cash ConversionOCF / Net Profit | 2.66× | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | $173.9M | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $5.8M | ||
| Q3 25 | $60.1M | $23.4M | ||
| Q2 25 | $31.2M | $-761.0K | ||
| Q1 25 | $67.7M | $5.3M | ||
| Q4 24 | $15.9M | $14.8M | ||
| Q3 24 | $51.5M | $10.0M | ||
| Q2 24 | $24.3M | $16.1M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $-32.1M | ||
| Q3 25 | $49.3M | $-10.6M | ||
| Q2 25 | $20.4M | $-7.6M | ||
| Q1 25 | $57.3M | $2.1M | ||
| Q4 24 | $4.7M | $-3.4M | ||
| Q3 24 | $42.1M | $6.4M | ||
| Q2 24 | $13.6M | $10.5M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | -15.1% | ||
| Q3 25 | 15.4% | -5.3% | ||
| Q2 25 | 6.3% | -4.1% | ||
| Q1 25 | 18.9% | 1.3% | ||
| Q4 24 | 1.5% | -2.0% | ||
| Q3 24 | 13.8% | 4.4% | ||
| Q2 24 | 4.3% | 7.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 17.8% | ||
| Q3 25 | 3.4% | 17.1% | ||
| Q2 25 | 3.4% | 3.7% | ||
| Q1 25 | 3.4% | 1.9% | ||
| Q4 24 | 3.6% | 10.9% | ||
| Q3 24 | 3.1% | 2.5% | ||
| Q2 24 | 3.4% | 3.8% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 0.35× | ||
| Q3 25 | 2.26× | 1.43× | ||
| Q2 25 | 0.97× | -0.05× | ||
| Q1 25 | 2.27× | 0.31× | ||
| Q4 24 | 0.63× | 1.40× | ||
| Q3 24 | 1.86× | 1.34× | ||
| Q2 24 | 0.81× | 0.99× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
