Laureate Education Inc (LAUR)vsStrategic Education Inc (STRA)
LAUR
Laureate Education Inc
$35.38
+1.75%
CONSUMER DEFENSIVE · Cap: $4.96B
STRA
Strategic Education Inc
$83.49
+2.13%
CONSUMER DEFENSIVE · Cap: $1.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Laureate Education Inc generates 34% more annual revenue ($1.70B vs $1.27B). LAUR leads profitability with a 16.6% profit margin vs 10.0%. STRA appears more attractively valued with a PEG of 0.75. LAUR earns a higher WallStSmart Score of 79/100 (B+).
LAUR
Strong Buy79
out of 100
Grade: B+
STRA
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$88.45
Current Price
$35.38
$53.07 discount
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
Strong operational efficiency at 33.2%
Earnings expanding 88.4% YoY
Every $100 of equity generates 26 in profit
Revenue surging 27.9% year-over-year
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
No major concerns identified
3.8% revenue growth
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : LAUR
The strongest argument for LAUR centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 16.6% and operating margin at 33.2%. Revenue growth of 27.9% demonstrates continued momentum.
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 : LAUR
No major red flags identified for LAUR, but monitor valuation.
Bear Case : STRA
The primary concerns for STRA are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
LAUR profiles as a growth stock while STRA is a value play — different risk/reward profiles.
LAUR carries more volatility with a beta of 0.67 — expect wider price swings.
LAUR is growing revenue faster at 27.9% — sustainability is the question.
STRA generates stronger free cash flow (27M), providing more financial flexibility.
Bottom Line
LAUR scores higher overall (79/100 vs 66/100), backed by strong 16.6% margins and 27.9% revenue growth. STRA offers better value entry with a 69.5% margin of safety. Both earn "Strong Buy" and "Strong 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.
Laureate Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Laureate Education, Inc. offers higher education programs and services to students through a network of universities and institutions of higher education. The company is headquartered in Baltimore, Maryland.
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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