Financial PerformanceRevenue increased 4.6% to $303.6 million, above the FactSet consensus of $300.7 million, and Adjusted EBITDA increased 10.5% to $60.0 million, above the FactSet consensus of $48.7 million.
Growth PotentialEducation Technology Solutions (ETS) should help STRA to unlock value longer term given its high-growth/margin model.
Investment OpportunityThe stock is trading at a discount to its postsecondary education peer group, offering a potential investment opportunity.