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Strategic Education, Inc.(STRA)とWD 40 CO(WDFC)の財務データ比較。上の社名をクリックして会社を切り替えられます
Strategic Education, Inc.の直近四半期売上が大きい($305.9M vs $154.4M、WD 40 COの約2.0倍)。WD 40 COの純利益率が高く(11.3% vs 10.7%、差は0.6%)。Strategic Education, Inc.の前年同期比売上増加率が高い(0.8% vs 0.6%)。Strategic Education, Inc.の直近四半期フリーキャッシュフローが多い($77.3M vs $9.1M)。過去8四半期でWD 40 COの売上複合成長率が高い(5.4% vs -1.0%)
Strategic Education, Inc.(SEI)は教育サービスを事業とする持ち株会社で、旧社名はStrayer Education, Inc.です。営利目的のオンライン大学であるカペラ大学、ストレイヤー大学を傘下に所有するほか、DevMountain、Hackbright Academy、Sophia Learningなどの非学位コースを提供する教育機関も運営しています。
WD-40カンパニーは同名の多目的防錆潤滑剤で広く知られる世界的な消費財・産業用資材メーカーです。洗浄剤、脱脂剤、特殊潤滑剤などの製品を取り扱い、170カ国以上の小売、産業、自動車分野の市場に商品を提供しています。
STRA vs WDFC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $305.9M | $154.4M |
| 純利益 | $32.8M | $17.5M |
| 粗利率 | — | 56.2% |
| 営業利益率 | 13.4% | 15.1% |
| 純利益率 | 10.7% | 11.3% |
| 売上前年比 | 0.8% | 0.6% |
| 純利益前年比 | 10.3% | -7.8% |
| EPS(希薄化後) | $1.48 | $1.28 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $305.9M | — | ||
| Q4 25 | $323.2M | $154.4M | ||
| Q3 25 | $319.9M | $163.5M | ||
| Q2 25 | $321.5M | $156.9M | ||
| Q1 25 | $303.6M | $146.1M | ||
| Q4 24 | $311.5M | $153.5M | ||
| Q3 24 | $306.0M | $156.0M | ||
| Q2 24 | $312.3M | $155.0M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $17.5M | ||
| Q3 25 | $26.6M | $21.2M | ||
| Q2 25 | $32.3M | $21.0M | ||
| Q1 25 | $29.7M | $29.9M | ||
| Q4 24 | $25.3M | $18.9M | ||
| Q3 24 | $27.7M | $16.8M | ||
| Q2 24 | $29.9M | $19.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 56.2% | ||
| Q3 25 | — | 54.7% | ||
| Q2 25 | — | 56.2% | ||
| Q1 25 | — | 54.6% | ||
| Q4 24 | — | 54.8% | ||
| Q3 24 | — | 54.1% | ||
| Q2 24 | — | 53.1% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 15.1% | ||
| Q3 25 | 11.6% | 17.1% | ||
| Q2 25 | 14.2% | 17.4% | ||
| Q1 25 | 13.1% | 15.9% | ||
| Q4 24 | 11.6% | 16.4% | ||
| Q3 24 | 11.9% | 15.4% | ||
| Q2 24 | 13.4% | 17.5% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | 11.3% | ||
| Q3 25 | 8.3% | 13.0% | ||
| Q2 25 | 10.1% | 13.4% | ||
| Q1 25 | 9.8% | 20.4% | ||
| Q4 24 | 8.1% | 12.3% | ||
| Q3 24 | 9.1% | 10.8% | ||
| Q2 24 | 9.6% | 12.8% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | $1.28 | ||
| Q3 25 | $1.15 | $1.57 | ||
| Q2 25 | $1.37 | $1.54 | ||
| Q1 25 | $1.24 | $2.19 | ||
| Q4 24 | $1.05 | $1.39 | ||
| Q3 24 | $1.15 | $1.23 | ||
| Q2 24 | $1.24 | $1.46 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | $150.3M | $48.6M |
| 総負債低いほど良い | — | $85.7M |
| 株主資本純資産 | $1.6B | $264.1M |
| 総資産 | $2.1B | $459.7M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.32× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $48.6M | ||
| Q3 25 | $172.6M | $58.1M | ||
| Q2 25 | $164.9M | $51.7M | ||
| Q1 25 | $182.6M | $53.0M | ||
| Q4 24 | $184.0M | $54.9M | ||
| Q3 24 | $222.1M | $46.7M | ||
| Q2 24 | $256.2M | $45.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $264.1M | ||
| Q3 25 | $1.7B | $268.2M | ||
| Q2 25 | $1.7B | $257.1M | ||
| Q1 25 | $1.6B | $242.1M | ||
| Q4 24 | $1.7B | $226.3M | ||
| Q3 24 | $1.7B | $230.5M | ||
| Q2 24 | $1.7B | $222.2M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $459.7M | ||
| Q3 25 | $2.1B | $475.8M | ||
| Q2 25 | $2.1B | $456.0M | ||
| Q1 25 | $2.1B | $458.3M | ||
| Q4 24 | $2.0B | $447.3M | ||
| Q3 24 | $2.2B | $449.0M | ||
| Q2 24 | $2.2B | $443.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | $87.4M | $10.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $77.3M | $9.1M |
| FCFマージンFCF / 売上 | 25.3% | 5.9% |
| 設備投資強度設備投資 / 売上 | — | 0.6% |
| キャッシュ転換率営業CF / 純利益 | 2.66× | 0.57× |
| 直近12ヶ月FCF直近4四半期 | $173.9M | $78.2M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $10.0M | ||
| Q3 25 | $60.1M | $29.9M | ||
| Q2 25 | $31.2M | $35.1M | ||
| Q1 25 | $67.7M | $8.0M | ||
| Q4 24 | $15.9M | $14.9M | ||
| Q3 24 | $51.5M | $27.2M | ||
| Q2 24 | $24.3M | $19.9M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $9.1M | ||
| Q3 25 | $49.3M | $28.6M | ||
| Q2 25 | $20.4M | $34.0M | ||
| Q1 25 | $57.3M | $6.6M | ||
| Q4 24 | $4.7M | $14.2M | ||
| Q3 24 | $42.1M | $26.4M | ||
| Q2 24 | $13.6M | $18.7M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 5.9% | ||
| Q3 25 | 15.4% | 17.5% | ||
| Q2 25 | 6.3% | 21.6% | ||
| Q1 25 | 18.9% | 4.5% | ||
| Q4 24 | 1.5% | 9.3% | ||
| Q3 24 | 13.8% | 16.9% | ||
| Q2 24 | 4.3% | 12.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 0.6% | ||
| Q3 25 | 3.4% | 0.8% | ||
| Q2 25 | 3.4% | 0.7% | ||
| Q1 25 | 3.4% | 0.9% | ||
| Q4 24 | 3.6% | 0.5% | ||
| Q3 24 | 3.1% | 0.5% | ||
| Q2 24 | 3.4% | 0.8% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 0.57× | ||
| Q3 25 | 2.26× | 1.41× | ||
| Q2 25 | 0.97× | 1.67× | ||
| Q1 25 | 2.27× | 0.27× | ||
| Q4 24 | 0.63× | 0.79× | ||
| Q3 24 | 1.86× | 1.62× | ||
| Q2 24 | 0.81× | 1.00× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |