vs
PERDOCEO EDUCATION Corp（PRDO）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
Strategic Education, Inc.的季度营收约是PERDOCEO EDUCATION Corp的1.4倍（$305.9M vs $211.6M）。PERDOCEO EDUCATION Corp同比增速更快（20.0% vs -0.8%）。Strategic Education, Inc.自由现金流更多（$57.3M vs $37.9M）。过去两年PERDOCEO EDUCATION Corp的营收复合增速更高（12.2% vs -1.0%）
Perdoceo Education是美国上市营利性教育集团，前身为职业教育公司（Career Education Corporation），旗下运营五所美国营利性大学，包括美国洲际大学、科罗拉多理工大学、南加利福尼亚大学、三叉戟国际大学及圣奥古斯丁健康科学大学，业务覆盖高等教育、职业教育及健康科学相关教育领域。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
PRDO vs STRA — 直观对比
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $211.6M | $305.9M |
| 净利润 | — | $29.7M |
| 毛利率 | — | — |
| 营业利润率 | 19.8% | 13.0% |
| 净利率 | — | 9.7% |
| 营收同比 | 20.0% | -0.8% |
| 净利润同比 | — | -9.3% |
| 每股收益（稀释后） | $0.55 | $1.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q1 26 | — | $305.9M | ||
| Q4 25 | $211.6M | $323.2M | ||
| Q3 25 | $211.9M | $319.9M | ||
| Q2 25 | $209.6M | $321.5M | ||
| Q1 25 | $213.0M | $303.6M | ||
| Q4 24 | $176.4M | $311.5M | ||
| Q3 24 | $169.8M | $306.0M | ||
| Q2 24 | $166.7M | $312.3M |
| Q1 26 | — | $29.7M | ||
| Q4 25 | — | $37.9M | ||
| Q3 25 | $39.9M | $26.6M | ||
| Q2 25 | $41.0M | $32.3M | ||
| Q1 25 | $43.7M | $29.7M | ||
| Q4 24 | — | $25.3M | ||
| Q3 24 | $38.3M | $27.7M | ||
| Q2 24 | $38.4M | $29.9M |
| Q1 26 | — | 13.0% | ||
| Q4 25 | 19.8% | 16.0% | ||
| Q3 25 | 24.1% | 11.6% | ||
| Q2 25 | 24.5% | 14.2% | ||
| Q1 25 | 24.3% | 13.1% | ||
| Q4 24 | 21.1% | 11.6% | ||
| Q3 24 | 26.4% | 11.9% | ||
| Q2 24 | 27.6% | 13.4% |
| Q1 26 | — | 9.7% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | 18.8% | 8.3% | ||
| Q2 25 | 19.6% | 10.1% | ||
| Q1 25 | 20.5% | 9.8% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | 22.5% | 9.1% | ||
| Q2 24 | 23.0% | 9.6% |
| Q1 26 | — | $1.24 | ||
| Q4 25 | $0.55 | $1.65 | ||
| Q3 25 | $0.60 | $1.15 | ||
| Q2 25 | $0.62 | $1.37 | ||
| Q1 25 | $0.65 | $1.24 | ||
| Q4 24 | $0.46 | $1.05 | ||
| Q3 24 | $0.57 | $1.15 | ||
| Q2 24 | $0.57 | $1.24 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $111.0M | $140.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $972.4M | $1.6B |
| 总资产 | $1.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $140.8M | ||
| Q4 25 | $111.0M | $148.1M | ||
| Q3 25 | $159.5M | $172.6M | ||
| Q2 25 | $172.1M | $164.9M | ||
| Q1 25 | $132.1M | $182.6M | ||
| Q4 24 | $109.1M | $184.0M | ||
| Q3 24 | $238.0M | $222.1M | ||
| Q2 24 | $127.9M | $256.2M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $972.4M | $1.6B | ||
| Q3 25 | $997.9M | $1.7B | ||
| Q2 25 | $984.6M | $1.7B | ||
| Q1 25 | $970.3M | $1.6B | ||
| Q4 24 | $959.5M | $1.7B | ||
| Q3 24 | $935.4M | $1.7B | ||
| Q2 24 | $899.5M | $1.7B |
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.1B | $2.2B | ||
| Q2 24 | $1.1B | $2.2B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $40.1M | $67.7M |
| 自由现金流经营现金流 - 资本支出 | $37.9M | $57.3M |
| 自由现金流率自由现金流/营收 | 17.9% | 18.7% |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | — | 2.27× |
| 过去12个月自由现金流最近4个季度 | $216.7M | $153.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | $67.7M | ||
| Q4 25 | $40.1M | $39.2M | ||
| Q3 25 | $41.2M | $60.1M | ||
| Q2 25 | $78.8M | $31.2M | ||
| Q1 25 | $65.1M | $67.7M | ||
| Q4 24 | $17.6M | $15.9M | ||
| Q3 24 | $51.0M | $51.5M | ||
| Q2 24 | $38.5M | $24.3M |
| Q1 26 | — | $57.3M | ||
| Q4 25 | $37.9M | $27.0M | ||
| Q3 25 | $39.4M | $49.3M | ||
| Q2 25 | $76.0M | $20.4M | ||
| Q1 25 | $63.4M | $57.3M | ||
| Q4 24 | $16.0M | $4.7M | ||
| Q3 24 | $50.0M | $42.1M | ||
| Q2 24 | $37.7M | $13.6M |
| Q1 26 | — | 18.7% | ||
| Q4 25 | 17.9% | 8.3% | ||
| Q3 25 | 18.6% | 15.4% | ||
| Q2 25 | 36.3% | 6.3% | ||
| Q1 25 | 29.8% | 18.9% | ||
| Q4 24 | 9.1% | 1.5% | ||
| Q3 24 | 29.4% | 13.8% | ||
| Q2 24 | 22.6% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 3.8% | ||
| Q3 25 | 0.9% | 3.4% | ||
| Q2 25 | 1.3% | 3.4% | ||
| Q1 25 | 0.8% | 3.4% | ||
| Q4 24 | 0.9% | 3.6% | ||
| Q3 24 | 0.6% | 3.1% | ||
| Q2 24 | 0.5% | 3.4% |
| Q1 26 | — | 2.27× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | 1.03× | 2.26× | ||
| Q2 25 | 1.92× | 0.97× | ||
| Q1 25 | 1.49× | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | 1.33× | 1.86× | ||
| Q2 24 | 1.00× | 0.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
PRDO
| CTU | $107.0M | 51% |
| AIUS | $60.8M | 29% |
| University Of St Augustine For Health Sciences Llc | $43.7M | 21% |
| Other | $1.1M | 1% |
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |
