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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and Westrock Coffee Co (WEST). Click either name above to swap in a different company.
Westrock Coffee Co is the larger business by last-quarter revenue ($339.5M vs $305.9M, roughly 1.1× Strategic Education, Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs -6.6%, a 17.4% gap on every dollar of revenue. On growth, Westrock Coffee Co posted the faster year-over-year revenue change (48.3% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $27.8M). Over the past eight quarters, Westrock Coffee Co's revenue compounded faster (32.8% 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.
Westrock Coffee Co is a global integrated coffee, tea and functional beverage solutions provider. It sources, roasts, manufactures and distributes coffee products, ready-to-drink beverages and custom formulations for retail, foodservice and commercial clients across North America and other key markets.
STRA vs WEST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $339.5M |
| Net Profit | $32.8M | $-22.6M |
| Gross Margin | — | 11.5% |
| Operating Margin | 13.4% | -2.6% |
| Net Margin | 10.7% | -6.6% |
| Revenue YoY | 0.8% | 48.3% |
| Net Profit YoY | 10.3% | 8.3% |
| EPS (diluted) | $1.48 | $-0.22 |
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 | $339.5M | ||
| Q3 25 | $319.9M | $354.8M | ||
| Q2 25 | $321.5M | $280.9M | ||
| Q1 25 | $303.6M | $213.8M | ||
| Q4 24 | $311.5M | $229.0M | ||
| Q3 24 | $306.0M | $220.9M | ||
| Q2 24 | $312.3M | $208.4M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $-22.6M | ||
| Q3 25 | $26.6M | $-19.1M | ||
| Q2 25 | $32.3M | $-21.6M | ||
| Q1 25 | $29.7M | $-27.2M | ||
| Q4 24 | $25.3M | $-24.6M | ||
| Q3 24 | $27.7M | $-14.3M | ||
| Q2 24 | $29.9M | $-17.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 19.9% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | -2.6% | ||
| Q3 25 | 11.6% | -2.4% | ||
| Q2 25 | 14.2% | -5.3% | ||
| Q1 25 | 13.1% | -6.1% | ||
| Q4 24 | 11.6% | -4.3% | ||
| Q3 24 | 11.9% | -5.8% | ||
| Q2 24 | 13.4% | -7.9% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | -6.6% | ||
| Q3 25 | 8.3% | -5.4% | ||
| Q2 25 | 10.1% | -7.7% | ||
| Q1 25 | 9.8% | -12.7% | ||
| Q4 24 | 8.1% | -10.7% | ||
| Q3 24 | 9.1% | -6.5% | ||
| Q2 24 | 9.6% | -8.5% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | $-0.22 | ||
| Q3 25 | $1.15 | $-0.20 | ||
| Q2 25 | $1.37 | $-0.23 | ||
| Q1 25 | $1.24 | $-0.29 | ||
| Q4 24 | $1.05 | $-0.26 | ||
| Q3 24 | $1.15 | $-0.16 | ||
| Q2 24 | $1.24 | $-0.20 |
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 | $49.9M |
| Total DebtLower is stronger | — | $444.1M |
| Stockholders' EquityBook value | $1.6B | $-1.9M |
| Total Assets | $2.1B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $49.9M | ||
| Q3 25 | $172.6M | $34.0M | ||
| Q2 25 | $164.9M | $44.0M | ||
| Q1 25 | $182.6M | $33.1M | ||
| Q4 24 | $184.0M | $26.2M | ||
| Q3 24 | $222.1M | $22.4M | ||
| Q2 24 | $256.2M | $24.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $444.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $393.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $-1.9M | ||
| Q3 25 | $1.7B | $11.4M | ||
| Q2 25 | $1.7B | $18.2M | ||
| Q1 25 | $1.6B | $71.4M | ||
| Q4 24 | $1.7B | $97.5M | ||
| Q3 24 | $1.7B | $110.3M | ||
| Q2 24 | $1.7B | $81.5M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.2B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $36.7M |
| Free Cash FlowOCF − Capex | $77.3M | $27.8M |
| FCF MarginFCF / Revenue | 25.3% | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | 2.66× | — |
| TTM Free Cash FlowTrailing 4 quarters | $173.9M | $-107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $36.7M | ||
| Q3 25 | $60.1M | $-26.6M | ||
| Q2 25 | $31.2M | $-7.0M | ||
| Q1 25 | $67.7M | $-22.1M | ||
| Q4 24 | $15.9M | $2.8M | ||
| Q3 24 | $51.5M | $-332.0K | ||
| Q2 24 | $24.3M | $-23.7M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $27.8M | ||
| Q3 25 | $49.3M | $-44.7M | ||
| Q2 25 | $20.4M | $-27.5M | ||
| Q1 25 | $57.3M | $-63.4M | ||
| Q4 24 | $4.7M | $-15.4M | ||
| Q3 24 | $42.1M | $-36.7M | ||
| Q2 24 | $13.6M | $-59.9M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 8.2% | ||
| Q3 25 | 15.4% | -12.6% | ||
| Q2 25 | 6.3% | -9.8% | ||
| Q1 25 | 18.9% | -29.7% | ||
| Q4 24 | 1.5% | -6.7% | ||
| Q3 24 | 13.8% | -16.6% | ||
| Q2 24 | 4.3% | -28.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 2.6% | ||
| Q3 25 | 3.4% | 5.1% | ||
| Q2 25 | 3.4% | 7.3% | ||
| Q1 25 | 3.4% | 19.3% | ||
| Q4 24 | 3.6% | 7.9% | ||
| Q3 24 | 3.1% | 16.5% | ||
| Q2 24 | 3.4% | 17.4% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | — | ||
| Q3 25 | 2.26× | — | ||
| Q2 25 | 0.97× | — | ||
| Q1 25 | 2.27× | — | ||
| Q4 24 | 0.63× | — | ||
| Q3 24 | 1.86× | — | ||
| 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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
