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Strategic Education, Inc.（STRA）与WSFS FINANCIAL CORP（WSFS）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WSFS FINANCIAL CORP的1.1倍（$305.9M vs $275.3M），WSFS FINANCIAL CORP净利率更高（31.5% vs 10.7%，领先20.8%），WSFS FINANCIAL CORP同比增速更快（7.5% vs 0.8%），过去两年WSFS FINANCIAL CORP的营收复合增速更高（1.7% vs -1.0%）
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。
WSFS金融集团是一家金融服务企业，核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点，其中88个为银行网点，分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州，提供全面金融服务。
STRA vs WSFS — 直观对比
营收规模更大
STRA
是对方的1.1倍
$275.3M
营收增速更快
WSFS
高出6.7%
0.8%
净利率更高
WSFS
高出20.8%
10.7%
两年增速更快
WSFS
近两年复合增速
-1.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $305.9M | $275.3M |
| 净利润 | $32.8M | $86.8M |
| 毛利率 | — | — |
| 营业利润率 | 13.4% | — |
| 净利率 | 10.7% | 31.5% |
| 营收同比 | 0.8% | 7.5% |
| 净利润同比 | 10.3% | 31.7% |
| 每股收益（稀释后） | $1.48 | $1.64 |
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
营收STRAWSFS
| Q1 26 | $305.9M | $275.3M | ||
| Q4 25 | $323.2M | $271.9M | ||
| Q3 25 | $319.9M | $270.5M | ||
| Q2 25 | $321.5M | $267.5M | ||
| Q1 25 | $303.6M | $256.1M | ||
| Q4 24 | $311.5M | $261.5M | ||
| Q3 24 | $306.0M | $267.7M | ||
| Q2 24 | $312.3M | $266.0M |
净利润STRAWSFS
| Q1 26 | $32.8M | $86.8M | ||
| Q4 25 | $37.9M | $72.7M | ||
| Q3 25 | $26.6M | $76.4M | ||
| Q2 25 | $32.3M | $72.3M | ||
| Q1 25 | $29.7M | $65.9M | ||
| Q4 24 | $25.3M | $64.2M | ||
| Q3 24 | $27.7M | $64.4M | ||
| Q2 24 | $29.9M | $69.3M |
营业利润率STRAWSFS
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 35.8% | ||
| Q3 25 | 11.6% | 37.3% | ||
| Q2 25 | 14.2% | 35.7% | ||
| Q1 25 | 13.1% | 34.0% | ||
| Q4 24 | 11.6% | 32.3% | ||
| Q3 24 | 11.9% | 31.9% | ||
| Q2 24 | 13.4% | 34.0% |
净利率STRAWSFS
| Q1 26 | 10.7% | 31.5% | ||
| Q4 25 | 11.7% | 26.7% | ||
| Q3 25 | 8.3% | 28.3% | ||
| Q2 25 | 10.1% | 27.0% | ||
| Q1 25 | 9.8% | 25.7% | ||
| Q4 24 | 8.1% | 24.6% | ||
| Q3 24 | 9.1% | 24.1% | ||
| Q2 24 | 9.6% | 26.0% |
每股收益（稀释后）STRAWSFS
| Q1 26 | $1.48 | $1.64 | ||
| Q4 25 | $1.65 | $1.33 | ||
| Q3 25 | $1.15 | $1.37 | ||
| Q2 25 | $1.37 | $1.27 | ||
| Q1 25 | $1.24 | $1.12 | ||
| Q4 24 | $1.05 | $1.08 | ||
| Q3 24 | $1.15 | $1.08 | ||
| Q2 24 | $1.24 | $1.16 |
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 | $150.3M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $2.7B |
| 总资产 | $2.1B | $22.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资STRAWSFS
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $1.7B | ||
| Q3 25 | $172.6M | — | ||
| Q2 25 | $164.9M | — | ||
| Q1 25 | $182.6M | — | ||
| Q4 24 | $184.0M | $1.2B | ||
| Q3 24 | $222.1M | — | ||
| Q2 24 | $256.2M | — |
股东权益STRAWSFS
| Q1 26 | $1.6B | $2.7B | ||
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.7B | $2.8B | ||
| Q2 25 | $1.7B | $2.7B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.7B | $2.6B | ||
| Q3 24 | $1.7B | $2.7B | ||
| Q2 24 | $1.7B | $2.5B |
总资产STRAWSFS
| Q1 26 | $2.1B | $22.1B | ||
| Q4 25 | $2.0B | $21.3B | ||
| Q3 25 | $2.1B | $20.8B | ||
| Q2 25 | $2.1B | $20.8B | ||
| Q1 25 | $2.1B | $20.5B | ||
| Q4 24 | $2.0B | $20.8B | ||
| Q3 24 | $2.2B | $20.9B | ||
| Q2 24 | $2.2B | $20.7B |
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 | $87.4M | — |
| 自由现金流经营现金流 - 资本支出 | $77.3M | — |
| 自由现金流率自由现金流/营收 | 25.3% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.66× | — |
| 过去12个月自由现金流最近4个季度 | $173.9M | — |
8季度趋势，按日历期对齐
经营现金流STRAWSFS
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $220.0M | ||
| Q3 25 | $60.1M | $121.5M | ||
| Q2 25 | $31.2M | $37.2M | ||
| Q1 25 | $67.7M | $8.7M | ||
| Q4 24 | $15.9M | $219.9M | ||
| Q3 24 | $51.5M | $3.1M | ||
| Q2 24 | $24.3M | $44.8M |
自由现金流STRAWSFS
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $213.6M | ||
| Q3 25 | $49.3M | $120.3M | ||
| Q2 25 | $20.4M | $35.2M | ||
| Q1 25 | $57.3M | $6.3M | ||
| Q4 24 | $4.7M | $205.6M | ||
| Q3 24 | $42.1M | $-489.0K | ||
| Q2 24 | $13.6M | $42.1M |
自由现金流率STRAWSFS
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 78.6% | ||
| Q3 25 | 15.4% | 44.5% | ||
| Q2 25 | 6.3% | 13.2% | ||
| Q1 25 | 18.9% | 2.5% | ||
| Q4 24 | 1.5% | 78.6% | ||
| Q3 24 | 13.8% | -0.2% | ||
| Q2 24 | 4.3% | 15.8% |
资本支出强度STRAWSFS
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 2.3% | ||
| Q3 25 | 3.4% | 0.5% | ||
| Q2 25 | 3.4% | 0.7% | ||
| Q1 25 | 3.4% | 0.9% | ||
| Q4 24 | 3.6% | 5.5% | ||
| Q3 24 | 3.1% | 1.4% | ||
| Q2 24 | 3.4% | 1.0% |
现金转化率STRAWSFS
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 3.03× | ||
| Q3 25 | 2.26× | 1.59× | ||
| Q2 25 | 0.97× | 0.51× | ||
| Q1 25 | 2.27× | 0.13× | ||
| Q4 24 | 0.63× | 3.43× | ||
| Q3 24 | 1.86× | 0.05× | ||
| Q2 24 | 0.81× | 0.65× |
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
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
WSFS
暂无分部数据
