Graham Holdings Co (GHC)vsStrategic Education Inc (STRA)
GHC
Graham Holdings Co
$1,132.53
+1.48%
CONSUMER DEFENSIVE · Cap: $5.06B
STRA
Strategic Education Inc
$81.58
+1.29%
CONSUMER DEFENSIVE · Cap: $1.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Graham Holdings Co generates 292% more annual revenue ($4.98B vs $1.27B). STRA leads profitability with a 10.2% profit margin vs 6.0%. STRA appears more attractively valued with a PEG of 0.69. STRA earns a higher WallStSmart Score of 62/100 (C+).
GHC
Buy56
out of 100
Grade: C
STRA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.0%
Fair Value
$840.48
Current Price
$1132.53
$292.05 premium
Margin of Safety
+71.6%
Fair Value
$271.70
Current Price
$81.58
$190.12 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
Earnings expanding 21.4% YoY
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
ROE of 6.3% — below average capital efficiency
6.0% margin — thin
Expensive relative to growth rate
0.8% revenue growth
Smaller company, higher risk/reward
ROE of 7.9% — 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, Debt/Equity, Altman Z-Score. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
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 0.72 — expect wider price swings.
GHC is growing revenue faster at 6.0% — sustainability is the question.
STRA generates stronger free cash flow (77M), providing more financial flexibility.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STRA scores higher overall (62/100 vs 56/100). Both earn "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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