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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and Verisign (VRSN). Click either name above to swap in a different company.
Verisign is the larger business by last-quarter revenue ($425.3M vs $305.9M, roughly 1.4× Strategic Education, Inc.). Verisign runs the higher net margin — 48.5% vs 9.7%, a 38.8% gap on every dollar of revenue. On growth, Verisign posted the faster year-over-year revenue change (7.6% vs -0.8%). Verisign produced more free cash flow last quarter ($285.1M vs $57.3M). Over the past eight quarters, Verisign's revenue compounded faster (5.2% 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.
Verisign, Inc. is an American company based in Reston, Virginia, that operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers, the authoritative registry for the .com, .net, and .name generic top-level domains and the .cc country-code top-level domains, and the back-end systems for the .jobs and .edu sponsored top-level domains.
STRA vs VRSN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $425.3M |
| Net Profit | $29.7M | $206.2M |
| Gross Margin | — | 88.5% |
| Operating Margin | 13.0% | 67.0% |
| Net Margin | 9.7% | 48.5% |
| Revenue YoY | -0.8% | 7.6% |
| Net Profit YoY | -9.3% | 7.7% |
| EPS (diluted) | $1.24 | — |
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 | $425.3M | ||
| Q3 25 | $319.9M | $419.1M | ||
| Q2 25 | $321.5M | $409.9M | ||
| Q1 25 | $303.6M | $402.3M | ||
| Q4 24 | $311.5M | $395.4M | ||
| Q3 24 | $306.0M | $390.6M | ||
| Q2 24 | $312.3M | $387.1M |
| Q1 26 | $29.7M | — | ||
| Q4 25 | $37.9M | $206.2M | ||
| Q3 25 | $26.6M | $212.8M | ||
| Q2 25 | $32.3M | $207.4M | ||
| Q1 25 | $29.7M | $199.3M | ||
| Q4 24 | $25.3M | $191.5M | ||
| Q3 24 | $27.7M | $201.3M | ||
| Q2 24 | $29.9M | $198.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 88.5% | ||
| Q3 25 | — | 88.4% | ||
| Q2 25 | — | 88.0% | ||
| Q1 25 | — | 87.7% | ||
| Q4 24 | — | 87.8% | ||
| Q3 24 | — | 88.0% | ||
| Q2 24 | — | 87.8% |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 16.0% | 67.0% | ||
| Q3 25 | 11.6% | 67.8% | ||
| Q2 25 | 14.2% | 68.5% | ||
| Q1 25 | 13.1% | 67.4% | ||
| Q4 24 | 11.6% | 66.7% | ||
| Q3 24 | 11.9% | 68.9% | ||
| Q2 24 | 13.4% | 68.8% |
| Q1 26 | 9.7% | — | ||
| Q4 25 | 11.7% | 48.5% | ||
| Q3 25 | 8.3% | 50.8% | ||
| Q2 25 | 10.1% | 50.6% | ||
| Q1 25 | 9.8% | 49.5% | ||
| Q4 24 | 8.1% | 48.4% | ||
| Q3 24 | 9.1% | 51.5% | ||
| Q2 24 | 9.6% | 51.4% |
| Q1 26 | $1.24 | — | ||
| Q4 25 | $1.65 | — | ||
| Q3 25 | $1.15 | — | ||
| Q2 25 | $1.37 | — | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| 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 | $140.8M | $580.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | $-2.2B |
| Total Assets | $2.0B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $140.8M | — | ||
| Q4 25 | $148.1M | $580.5M | ||
| Q3 25 | $172.6M | $617.7M | ||
| Q2 25 | $164.9M | $593.8M | ||
| Q1 25 | $182.6M | $648.5M | ||
| Q4 24 | $184.0M | $599.9M | ||
| Q3 24 | $222.1M | $644.9M | ||
| Q2 24 | $256.2M | $689.9M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $-2.2B | ||
| Q3 25 | $1.7B | $-2.1B | ||
| Q2 25 | $1.7B | $-2.0B | ||
| Q1 25 | $1.6B | $-2.0B | ||
| Q4 24 | $1.7B | $-2.0B | ||
| Q3 24 | $1.7B | $-1.9B | ||
| Q2 24 | $1.7B | $-1.8B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.2B | $1.5B | ||
| Q2 24 | $2.2B | $1.5B |
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 | $289.6M |
| Free Cash FlowOCF − Capex | $57.3M | $285.1M |
| FCF MarginFCF / Revenue | 18.7% | 67.0% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 2.27× | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | $153.9M | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $67.7M | — | ||
| Q4 25 | $39.2M | $289.6M | ||
| Q3 25 | $60.1M | $307.7M | ||
| Q2 25 | $31.2M | $202.5M | ||
| Q1 25 | $67.7M | $291.3M | ||
| Q4 24 | $15.9M | $231.5M | ||
| Q3 24 | $51.5M | $253.4M | ||
| Q2 24 | $24.3M | $160.4M |
| Q1 26 | $57.3M | — | ||
| Q4 25 | $27.0M | $285.1M | ||
| Q3 25 | $49.3M | $303.0M | ||
| Q2 25 | $20.4M | $194.7M | ||
| Q1 25 | $57.3M | $285.5M | ||
| Q4 24 | $4.7M | $222.0M | ||
| Q3 24 | $42.1M | $247.8M | ||
| Q2 24 | $13.6M | $151.2M |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.3% | 67.0% | ||
| Q3 25 | 15.4% | 72.3% | ||
| Q2 25 | 6.3% | 47.5% | ||
| Q1 25 | 18.9% | 71.0% | ||
| Q4 24 | 1.5% | 56.1% | ||
| Q3 24 | 13.8% | 63.4% | ||
| Q2 24 | 4.3% | 39.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 1.1% | ||
| Q3 25 | 3.4% | 1.1% | ||
| Q2 25 | 3.4% | 1.9% | ||
| Q1 25 | 3.4% | 1.4% | ||
| Q4 24 | 3.6% | 2.4% | ||
| Q3 24 | 3.1% | 1.4% | ||
| Q2 24 | 3.4% | 2.4% |
| Q1 26 | 2.27× | — | ||
| Q4 25 | 1.03× | 1.40× | ||
| Q3 25 | 2.26× | 1.45× | ||
| Q2 25 | 0.97× | 0.98× | ||
| Q1 25 | 2.27× | 1.46× | ||
| Q4 24 | 0.63× | 1.21× | ||
| Q3 24 | 1.86× | 1.26× | ||
| Q2 24 | 0.81× | 0.81× |
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% |
VRSN
Segment breakdown not available.
