Strategic Education vs Afya

This page compares Strategic Education Inc and Afya Ltd, regarding their business models, financial performance, and market context in clear, accessible terms. It explores how each company delivers education services, pursues growth, and positions itself in the sector, providing neutral, comparative insight for readers. Educational content, not financial advice.

This page compares Strategic Education Inc and Afya Ltd, regarding their business models, financial performance, and market context in clear, accessible terms. It explores how each company delivers ed...

Comparison Snapshot

Key Financial Metrics

STRA

Metric

AFYA

$1.97B

Market Cap

$1.28B

25.44%

Potential Profit

30.38%

Buy

Analyst Rating

Buy

Investment Analysis

Strategic Education

STRA

Pros

Education Technology Services revenue grew 46% year-over-year in Q3 2025, demonstrating strong segment growth.
Adjusted operating income margin improved to 16.1% in constant currency terms in Q3 2025, indicating better profitability.
Stable enrollment growth in U.S. Higher Education’s healthcare portfolio with a 7% year-over-year increase boosts recurring revenue.

Considerations

Operating income margin slightly declined from 11.9% to 11.6% year-over-year, signaling margin pressure at the consolidated level.
Performance and stock valuation suggest dependence on continued growth in technology services, elevating execution risk if segment growth slows.
Share price volatility evident with a 52-week range from $72.25 to $104.51, showing moderate market uncertainty.

Afya

AFYA

Pros

Afya operates a diversified medical education group in Brazil with a comprehensive ecosystem including digital health services.
Current price-to-earnings ratio of about 15.39 reflects moderate valuation relative to industry peers and historical averages.
Focus on lifelong medical learning with digital tools enhances recurring revenue potential and aligns with growing healthcare education trends.

Considerations

Company’s exposure is primarily in Brazil, increasing geographic and regulatory risk tied to the Brazilian market.
PE ratio increase of over 27% over the last four quarters indicates growing valuation which may limit near-term upside potential.
Limited analyst coverage and less liquidity compared to larger education tech peers could increase investment risk.

About The Companies

Strategic Education (STRA)

Strategic Education, Inc. (STRA) is a US-based provider of post-secondary education and workforce training, operating a mix of campus and online programmes aimed at career-focused diplomas and degrees. With a market capitalisation around $2.00B, the company’s revenue mix is weighted towards online enrolments and continuing education services, which can offer recurring cash flow and scale benefits. Key strengths include established brands, targeted career-oriented curricula, and growing demand for upskilling and flexible learning. Investors should weigh these opportunities against regulatory scrutiny of for-profit education, sensitivity to enrolment cycles, and competition from non-traditional online providers and community colleges. Financially, performance depends on student intake, retention and pricing, plus effective cost control. This summary is educational only and not investment advice; outcomes can vary and past performance is not a reliable indicator of future returns. Consider suitability for your goals and consult a regulated adviser before making decisions.

Afya (AFYA)

Afya Ltd is a prominent Brazilian company specialising in the education sector, with a primary focus on medical and health sciences. It operates a network of medical schools across the country, offering a wide array of courses including medicine, dentistry, nursing, and pharmacy. Beyond healthcare, Afya also provides undergraduate and postgraduate degrees in fields like business administration, law, and engineering. The company distinguishes itself with a modern, technology-enabled approach to learning, aiming for a personalised experience that mimics one-on-one tutoring through integrated content and interactive activities. This combination of a specialised, high-demand educational focus and an innovative delivery model makes it a notable name in Latin America's education landscape. As with any investment, its value can go down as well as up.

Which Baskets Do They Appear In?

Future of Work: Productivity & Participation

Invest in companies addressing the IMF's call for enhanced workforce participation and productivity. These carefully selected stocks represent businesses providing the training, technology, and services needed to upskill workers and integrate underutilized talent in our changing economy.

Published: July 2, 2025

Explore Basket

Future Skills Portfolio

Invest in companies equipping tomorrow's workforce with essential skills. These carefully selected stocks represent businesses that are transforming education through technology-driven training solutions, helping people adapt to rapidly changing job requirements.

Published: June 18, 2025

Explore Basket

Second-Act Workforce Champions

These carefully selected companies are powering the future of work for experienced professionals. Our analysts have identified the platforms and services helping skilled workers navigate career transitions and find flexible opportunities in an evolving job market.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Future of Work: Productivity & Participation

Invest in companies addressing the IMF's call for enhanced workforce participation and productivity. These carefully selected stocks represent businesses providing the training, technology, and services needed to upskill workers and integrate underutilized talent in our changing economy.

Published: July 2, 2025

Explore Basket

Future Skills Portfolio

Invest in companies equipping tomorrow's workforce with essential skills. These carefully selected stocks represent businesses that are transforming education through technology-driven training solutions, helping people adapt to rapidly changing job requirements.

Published: June 18, 2025

Explore Basket

Second-Act Workforce Champions

These carefully selected companies are powering the future of work for experienced professionals. Our analysts have identified the platforms and services helping skilled workers navigate career transitions and find flexible opportunities in an evolving job market.

Published: June 17, 2025

Explore Basket

Knowledge & Skills Economy

Tap into the growing market for lifelong learning and professional development. These carefully selected companies are at the forefront of educational innovation, from digital platforms to specialized training services. Our analysts have identified the leaders in this expanding sector.

Published: June 17, 2025

Explore Basket

Knowledge Economy Builders

Discover companies shaping the future of education and professional development. These carefully selected stocks represent institutions and platforms creating the intellectual capital essential for tomorrow's workforce, curated by our investment experts.

Published: June 17, 2025

Explore Basket

Discover More Comparisons

Strategic Education vs Gaotu

Laureate Education vs Afya

Perdoceo Education vs Afya

Strategic Education vs Afya

Comparison Snapshot