Strategic Education vs Universal Technical Institute
Strategic Education is the larger business, with $1.27bn of revenue in fiscal 2025 against $836m for Universal Technical Institute (1.5 times as much). Universal Technical Institute grew faster (14.0% against 4.0%). Strategic Education kept more of each dollar of sales as profit: a net margin of 10.0% against 7.5%. Strategic Education carries less debt relative to equity (0.0% against 26.6%).
| Latest fiscal year | Strategic EducationSTRA, 2025 | Universal Technical InstituteUTI, 2025 |
|---|---|---|
| Revenue | $1.27bn | $836m |
| Revenue growth | 4.0% | 14.0% |
| Net income | $127m | $63.0m |
| Operating margin | 13.7% | 10.0% |
| Net margin | 10.0% | 7.5% |
| Return on equity | 7.7% | 21.4% |
| Free cash flow | $154m | $55.4m |
| Cash | $141m | $127m |
| Total debt | $0 | $87.4m |
| Debt to equity | 0.0% | 26.6% |
| Dividend per share | $2.40 | — |
| Dividend yield | 3.4% | — |
| Share buybacks | $139m | — |
| Employees | — | 4,100 |
| Market value | $1.63bn | $1.20bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | 50 (Moderate) | 11 (Weak) |
| Insider trades, 12 months | 2 buys, 11 sales | 12 buys, 14 sales |