Laureate Education vs Strategic Education
Laureate Education is the larger business, with $1.70bn of revenue in fiscal 2025 against $1.27bn for Strategic Education (1.3 times as much). Laureate Education grew faster (8.6% against 4.0%). Laureate Education kept more of each dollar of sales as profit: a net margin of 16.5% against 10.0%. Strategic Education carries less debt relative to equity (0.0% against 10.9%).
| Latest fiscal year | Laureate EducationLAUR, 2025 | Strategic EducationSTRA, 2025 |
|---|---|---|
| Revenue | $1.70bn | $1.27bn |
| Revenue growth | 8.6% | 4.0% |
| Net income | $282m | $127m |
| Operating margin | 25.3% | 13.7% |
| Net margin | 16.5% | 10.0% |
| Return on equity | 26.2% | 7.7% |
| Free cash flow | $263m | $154m |
| Cash | $147m | $141m |
| Total debt | $129m | $0 |
| Debt to equity | 10.9% | 0.0% |
| Dividend per share | — | $2.40 |
| Dividend yield | — | 3.4% |
| Share buybacks | $215m | $139m |
| Employees | 33,900 | — |
| Market value | $4.79bn | $1.63bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 45 (Weak) | 50 (Moderate) |
| Insider trades, 12 months | 0 buys, 9 sales | 2 buys, 11 sales |