vs
Strategic Education, Inc.（STRA）とWillScot Holdings Corp（WSC）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
WillScot Holdings Corpの直近四半期売上が大きい（$566.0M vs $305.9M、Strategic Education, Inc.の約1.9倍）。Strategic Education, Inc.の純利益率が高く（10.7% vs -33.1%、差は43.8%）。Strategic Education, Inc.の前年同期比売上増加率が高い（0.8% vs -6.1%）。WillScot Holdings Corpの直近四半期フリーキャッシュフローが多い（$149.7M vs $77.3M）。過去8四半期でStrategic Education, Inc.の売上複合成長率が高い（-1.0% vs -1.8%）
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。
WillScotホールディングス・コーポレーションは北米で有数のモジュール式スペースおよびポータブルストレージサービスプロバイダーで、建設、商業開発、教育、医療、政府プロジェクト、イベントなど多岐にわたる分野の顧客に、柔軟で拡張性の高い仮設・半永久的スペースソリューションを提供しています。
STRA vs WSC — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $305.9M | $566.0M |
| 純利益 | $32.8M | $-187.3M |
| 粗利率 | — | 50.4% |
| 営業利益率 | 13.4% | -32.5% |
| 純利益率 | 10.7% | -33.1% |
| 売上前年比 | 0.8% | -6.1% |
| 純利益前年比 | 10.3% | -310.0% |
| EPS（希薄化後） | $1.48 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $319.9M | $566.8M | ||
| Q2 25 | $321.5M | $589.1M | ||
| Q1 25 | $303.6M | $559.6M | ||
| Q4 24 | $311.5M | $602.5M | ||
| Q3 24 | $306.0M | $601.4M | ||
| Q2 24 | $312.3M | $604.6M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $-187.3M | ||
| Q3 25 | $26.6M | $43.3M | ||
| Q2 25 | $32.3M | $47.9M | ||
| Q1 25 | $29.7M | $43.1M | ||
| Q4 24 | $25.3M | $89.2M | ||
| Q3 24 | $27.7M | $-70.5M | ||
| Q2 24 | $29.9M | $-46.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | -32.5% | ||
| Q3 25 | 11.6% | 21.0% | ||
| Q2 25 | 14.2% | 21.5% | ||
| Q1 25 | 13.1% | 21.3% | ||
| Q4 24 | 11.6% | 28.9% | ||
| Q3 24 | 11.9% | -5.9% | ||
| Q2 24 | 13.4% | -0.9% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | -33.1% | ||
| Q3 25 | 8.3% | 7.6% | ||
| Q2 25 | 10.1% | 8.1% | ||
| Q1 25 | 9.8% | 7.7% | ||
| Q4 24 | 8.1% | 14.8% | ||
| Q3 24 | 9.1% | -11.7% | ||
| Q2 24 | 9.6% | -7.7% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | $-1.02 | ||
| Q3 25 | $1.15 | $0.24 | ||
| Q2 25 | $1.37 | $0.26 | ||
| Q1 25 | $1.24 | $0.23 | ||
| Q4 24 | $1.05 | $0.48 | ||
| Q3 24 | $1.15 | $-0.37 | ||
| Q2 24 | $1.24 | $-0.25 |
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 | $14.6M |
| 総負債低いほど良い | — | $3.6B |
| 株主資本純資産 | $1.6B | $856.3M |
| 総資産 | $2.1B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | — | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $14.6M | ||
| Q3 25 | $172.6M | $14.8M | ||
| Q2 25 | $164.9M | $12.8M | ||
| Q1 25 | $182.6M | $10.7M | ||
| Q4 24 | $184.0M | $9.0M | ||
| Q3 24 | $222.1M | $11.0M | ||
| Q2 24 | $256.2M | $5.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $856.3M | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.7B | $1.0B | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.7B | $1.2B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $5.8B | ||
| Q3 25 | $2.1B | $6.1B | ||
| Q2 25 | $2.1B | $6.1B | ||
| Q1 25 | $2.1B | $6.0B | ||
| Q4 24 | $2.0B | $6.0B | ||
| Q3 24 | $2.2B | $6.0B | ||
| Q2 24 | $2.2B | $6.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× |
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 | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $77.3M | $149.7M |
| FCFマージンFCF / 売上 | 25.3% | 26.5% |
| 設備投資強度設備投資 / 売上 | — | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 2.66× | — |
| 直近12ヶ月FCF直近4四半期 | $173.9M | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $158.9M | ||
| Q3 25 | $60.1M | $191.2M | ||
| Q2 25 | $31.2M | $205.3M | ||
| Q1 25 | $67.7M | $206.6M | ||
| Q4 24 | $15.9M | $178.9M | ||
| Q3 24 | $51.5M | $-1.6M | ||
| Q2 24 | $24.3M | $175.6M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $149.7M | ||
| Q3 25 | $49.3M | $186.9M | ||
| Q2 25 | $20.4M | $199.0M | ||
| Q1 25 | $57.3M | $202.0M | ||
| Q4 24 | $4.7M | $176.6M | ||
| Q3 24 | $42.1M | $-4.9M | ||
| Q2 24 | $13.6M | $169.4M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 26.5% | ||
| Q3 25 | 15.4% | 33.0% | ||
| Q2 25 | 6.3% | 33.8% | ||
| Q1 25 | 18.9% | 36.1% | ||
| Q4 24 | 1.5% | 29.3% | ||
| Q3 24 | 13.8% | -0.8% | ||
| Q2 24 | 4.3% | 28.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 1.6% | ||
| Q3 25 | 3.4% | 0.7% | ||
| Q2 25 | 3.4% | 1.1% | ||
| Q1 25 | 3.4% | 0.8% | ||
| Q4 24 | 3.6% | 0.4% | ||
| Q3 24 | 3.1% | 0.6% | ||
| Q2 24 | 3.4% | 1.0% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | — | ||
| Q3 25 | 2.26× | 4.41× | ||
| Q2 25 | 0.97× | 4.28× | ||
| Q1 25 | 2.27× | 4.80× | ||
| Q4 24 | 0.63× | 2.01× | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 0.81× | — |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
