Graham Holdings Co (GHC)vsStrategic Education Inc (STRA)
GHC
Graham Holdings Co
$1,070.23
+0.72%
CONSUMER DEFENSIVE · Cap: $4.64B
STRA
Strategic Education Inc
$83.49
+2.13%
CONSUMER DEFENSIVE · Cap: $1.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Graham Holdings Co generates 287% more annual revenue ($4.91B vs $1.27B). STRA leads profitability with a 10.0% profit margin vs 5.9%. STRA appears more attractively valued with a PEG of 0.75. STRA earns a higher WallStSmart Score of 66/100 (B-).
GHC
Buy51
out of 100
Grade: C-
STRA
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-145.2%
Fair Value
$452.34
Current Price
$1070.23
$617.89 premium
Margin of Safety
+69.5%
Fair Value
$253.19
Current Price
$83.49
$169.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 58.1% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
0.4% revenue growth
ROE of 6.5% — below average capital efficiency
5.9% margin — thin
Expensive relative to growth rate
3.8% revenue growth
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bull Case : STRA
The strongest argument for STRA centers on Price/Book, EPS Growth, Altman Z-Score. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : GHC
The primary concerns for GHC are Revenue Growth, Return on Equity, Profit Margin.
Bear Case : STRA
The primary concerns for STRA are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
GHC carries more volatility with a beta of 0.81 — expect wider price swings.
STRA is growing revenue faster at 3.8% — sustainability is the question.
STRA generates stronger free cash flow (27M), providing more financial flexibility.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STRA scores higher overall (66/100 vs 51/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Graham Holdings Co
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
Visit Website →Strategic Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Strategic Education, Inc., offers postsecondary education and non-degree programs. The company is headquartered in Herndon, Virginia.
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