Strayer Education, Inc. (STRA)

This met a high level screen to indicate a sell and strong underperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balance sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
I'm testing capabilities of this 1st version of my automated, valuation spreadsheet matched with my personal criteria and see how it holds up.

Excellent value at this price. I mean, NO DEBT!!! ROE (TTM) is 54.8%!!!!

Sales and net margin are both projected to grow at 20%, well ahead of industry averages. Yes, the P/E is high, but it has strong financials and stable earnings. Should perform well over the long-term.

This company has an unusually steady upward trend in sales and earnings, and the near future should be a good environment. Nice growing dividend. I am somewhat uncomfortable with most of the education companies, but this company seems to have the right areas for meeting continuing needs.

Already trading at 32x earnigns. While this is a strong company, if the economy recovers in the next 12 months STRA not keep pace with the broader market.

1/23 in Education Services -(76.0 @ A+/A+)

During recession, education stocks do well. And I don't think education is going anywhere. Plus, comparing to its top competitors on Yahoo Finance, it has the best margins in the industry.

I think as they continue to open new campuses at a faster rate each year, expanding westward, the company will continue to grow in excess of 20%, via 5% tuition increases and at least 15% student growth. Management is on top of expenses, so they are kept in line to keep margins expanding.

its tired

CEO.

solid

http://finance.yahoo.com/q/it?s=STRA

The CEO just sold $30 million -- 95% -- of his STRA holdings.

Even though education stocks are up, the fact is that a lot of people are wising up to the fact that a 50,000 debt plus a degree from a for profit school is not worth as much as a degree from a community with no debt in this economy.

Take a good look at the PE multiple. How long can hype last in this market? Growth potential is not like having real income now. I'd be surprised if this is selling for more than 50 three years from now. This, and several other so called education companies, will give many investors an education in unrealistic valuation.

Massively over valued. Like the coyote in road runner defying gravity seconds before he falls down into the canyon.

IBD

this thing is overpriced --- glen bradford..

priced to grow 30%. I anticipate 20%

I keep wanting to sell this stock and this baby just keeps growing.

Great company but unfortunately the valuation is out of control. 2.8B market cap off of 318M 07 revs and a 65M 07 net with approximate 20% growth rates??? Too bad this has been run up so much since its such a good company, but I just have to go short. Also note the insider selling....they all know this is way overvauled at 199.51 a share. It has to come down at some point, but I have no idea if that will be soon (months) or a year or two.