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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and Xometry, Inc. (XMTR). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $192.4M, roughly 1.6× Xometry, Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs -4.5%, a 15.2% gap on every dollar of revenue. On growth, Xometry, Inc. posted the faster year-over-year revenue change (29.5% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $-5.9M). Over the past eight quarters, Xometry, Inc.'s revenue compounded faster (25.2% 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.
Xometry is an online marketplace for sourcing on-demand manufactured parts for prototyping and large-scale production.
STRA vs XMTR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $192.4M |
| Net Profit | $32.8M | $-8.6M |
| Gross Margin | — | 39.1% |
| Operating Margin | 13.4% | -4.6% |
| Net Margin | 10.7% | -4.5% |
| Revenue YoY | 0.8% | 29.5% |
| Net Profit YoY | 10.3% | 12.7% |
| EPS (diluted) | $1.48 | — |
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 | $192.4M | ||
| Q3 25 | $319.9M | $180.7M | ||
| Q2 25 | $321.5M | $162.5M | ||
| Q1 25 | $303.6M | $151.0M | ||
| Q4 24 | $311.5M | $148.5M | ||
| Q3 24 | $306.0M | $141.7M | ||
| Q2 24 | $312.3M | $132.6M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $-8.6M | ||
| Q3 25 | $26.6M | $-11.6M | ||
| Q2 25 | $32.3M | $-26.4M | ||
| Q1 25 | $29.7M | $-15.1M | ||
| Q4 24 | $25.3M | $-9.9M | ||
| Q3 24 | $27.7M | $-10.2M | ||
| Q2 24 | $29.9M | $-13.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 39.1% | ||
| Q3 25 | — | 39.9% | ||
| Q2 25 | — | 40.1% | ||
| Q1 25 | — | 37.3% | ||
| Q4 24 | — | 39.7% | ||
| Q3 24 | — | 39.4% | ||
| Q2 24 | — | 39.9% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | -4.6% | ||
| Q3 25 | 11.6% | -6.1% | ||
| Q2 25 | 14.2% | -6.3% | ||
| Q1 25 | 13.1% | -10.2% | ||
| Q4 24 | 11.6% | -7.8% | ||
| Q3 24 | 11.9% | -8.1% | ||
| Q2 24 | 13.4% | -11.5% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | -4.5% | ||
| Q3 25 | 8.3% | -6.4% | ||
| Q2 25 | 10.1% | -16.3% | ||
| Q1 25 | 9.8% | -10.0% | ||
| Q4 24 | 8.1% | -6.7% | ||
| Q3 24 | 9.1% | -7.2% | ||
| Q2 24 | 9.6% | -10.3% |
| Q1 26 | $1.48 | — | ||
| 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 | $150.3M | $219.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | $275.6M |
| Total Assets | $2.1B | $703.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $219.1M | ||
| Q3 25 | $172.6M | $224.5M | ||
| Q2 25 | $164.9M | $225.8M | ||
| Q1 25 | $182.6M | $231.4M | ||
| Q4 24 | $184.0M | $239.8M | ||
| Q3 24 | $222.1M | $234.0M | ||
| Q2 24 | $256.2M | $240.9M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $275.6M | ||
| Q3 25 | $1.7B | $272.0M | ||
| Q2 25 | $1.7B | $270.4M | ||
| Q1 25 | $1.6B | $309.9M | ||
| Q4 24 | $1.7B | $314.5M | ||
| Q3 24 | $1.7B | $315.2M | ||
| Q2 24 | $1.7B | $315.8M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $703.7M | ||
| Q3 25 | $2.1B | $698.9M | ||
| Q2 25 | $2.1B | $687.0M | ||
| Q1 25 | $2.1B | $690.1M | ||
| Q4 24 | $2.0B | $680.1M | ||
| Q3 24 | $2.2B | $678.2M | ||
| Q2 24 | $2.2B | $678.6M |
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 | $4.4M |
| Free Cash FlowOCF − Capex | $77.3M | $-5.9M |
| FCF MarginFCF / Revenue | 25.3% | -3.0% |
| Capex IntensityCapex / Revenue | — | 5.3% |
| Cash ConversionOCF / Net Profit | 2.66× | — |
| TTM Free Cash FlowTrailing 4 quarters | $173.9M | $-24.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $4.4M | ||
| Q3 25 | $60.1M | $5.8M | ||
| Q2 25 | $31.2M | $-427.0K | ||
| Q1 25 | $67.7M | $-3.7M | ||
| Q4 24 | $15.9M | $9.1M | ||
| Q3 24 | $51.5M | $-3.6M | ||
| Q2 24 | $24.3M | $-9.1M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $-5.9M | ||
| Q3 25 | $49.3M | $-1.7M | ||
| Q2 25 | $20.4M | $-7.4M | ||
| Q1 25 | $57.3M | $-9.2M | ||
| Q4 24 | $4.7M | $4.5M | ||
| Q3 24 | $42.1M | $-8.4M | ||
| Q2 24 | $13.6M | $-13.5M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | -3.0% | ||
| Q3 25 | 15.4% | -0.9% | ||
| Q2 25 | 6.3% | -4.5% | ||
| Q1 25 | 18.9% | -6.1% | ||
| Q4 24 | 1.5% | 3.1% | ||
| Q3 24 | 13.8% | -6.0% | ||
| Q2 24 | 4.3% | -10.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 5.3% | ||
| Q3 25 | 3.4% | 4.1% | ||
| Q2 25 | 3.4% | 4.3% | ||
| Q1 25 | 3.4% | 3.6% | ||
| Q4 24 | 3.6% | 3.1% | ||
| Q3 24 | 3.1% | 3.4% | ||
| Q2 24 | 3.4% | 3.3% |
| 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% |
XMTR
| US | $159.1M | 83% |
| Non Us | $33.3M | 17% |
