People In Business NASDAQ 4

USA

G. Thomas Waite - Strategic Education updates director's profile 20 September 2018

NEWS BITES - PEOPLE IN BUSINESS

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of G. Thomas Waite (67), Independent Director is shown below.

Mr. G. Thomas Waite, III has been Treasurer and Chief Financial Officer of the Humane Society of the United States since 1997 and prior to that served as Controller beginning in 1993. In 1992, Mr. Waite was the Director of Commercial Management of The National Housing Partnership. Mr. Waite has served on the Board since 1996, is Chair of the Audit Committee, and is a former member of the Strayer University Board of Trustees. Mr. Waite holds a bachelor's degree in commerce from the University of Virginia and is a Certified Public Accountant. Mr. Waite is a leader in philanthropy and the non-profit sector, which is the Company's indispensable partner in fulfilling our mission of providing quality education to working adults. His experience as a chief financial officer brings to the Board a seasoned voice in matters of accounting and governance that is a tremendous asset to the Board and the committees on which he serves. The Nominating Committee believes that based on his experience and expertise in financial matters, accounting and audit, and educational management, Mr. Waite should serve as a director of the Company.

SECTION 1 BIOGRAPHY G. THOMAS WAITE, INDEPENDENT DIRECTOR

Mr. G. Thomas Waite, III has been Treasurer and Chief Financial Officer of the Humane Society of the United States since 1997 and prior to that served as Controller beginning in 1993. In 1992, Mr. Waite was the Director of Commercial Management of The National Housing Partnership. Mr. Waite has served on the Board since 1996, is Chair of the Audit Committee, and is a former member of the Strayer University Board of Trustees. Mr. Waite holds a bachelor's degree in commerce from the University of Virginia and is a Certified Public Accountant. Mr. Waite is a leader in philanthropy and the non-profit sector, which is the Company's indispensable partner in fulfilling our mission of providing quality education to working adults. His experience as a chief financial officer brings to the Board a seasoned voice in matters of accounting and governance that is a tremendous asset to the Board and the committees on which he serves. The Nominating Committee believes that based on his experience and expertise in financial matters, accounting and audit, and educational management, Mr. Waite should serve as a director of the Company.

SECTION 2 STRATEGIC EDUCATION, INC. PRICE PERFORMANCE SCORECARD (NASDAQ:STRA):

2.1 The Past Quarter

Strategic Education is good value by P/E despite 19% price rise

Strategic Education, Inc. (NASDAQ:STRA), has jumped $US21.23 (or 18.7%) in the past quarter to close at $US134.71 today. Compared with the NASDAQ-100 Index which rose 262.3 points (or 3.6%) in the past quarter, this represented a relative price increase of 15.1%. The stock is trading at a price earnings multiple of 35.6 times. The P/E is 0.8 times the sector average of 45.4; and is the 3rd lowest in the Schools sector.

2.2 MCap History:

MCap: 5-Year Perspective

In the past 5 years Market Capitalization has increased by $US1.1 billion from $US454.1 million to $US1.5 billion. Based on a dynamic start date of 5 years ago, there have been declines in MCap in 2 out of 5 years.

PriceMCap (US$ M)
Last$US134.711,522.4
1 Year ago$US81.98921.6
2 Years ago$US45.92517.9
3 Years ago$US54.39606.8
4 Years ago$US59.92660.5
5 Years ago$US41.32454.1

2.3 Moving Annual Return (Past 5 years)

Based on a dynamic start date of 5 years ago, the Moving Annual Return has been positive in 3 of the last 5 years. An investment a year ago in STRA would have produced a return of 65.2%.

STRAClose (USD)Dividends (USD)Capital Gain / (Loss) %% YieldAnnual Return %
Sep 19134.710.7564.30.965.2
1 Yr ago81.980.7578.51.680.2
2 Yrs ago45.92-(15.6)-(15.6)
3 Yrs ago54.39-(9.2)-(9.2)
4 Yrs ago59.92-45-45.0

Close 5 years ago $US41.32

2.4 Present Value of $US1000 invested in the past

The present value of $US1000 invested a year ago is $US1,655

PV$10001-week1-month1-year
STRA.NASDAQ9981,0031,655
NASDAQ-100 Index1,0009891,250

2.5 Trailing Price Change %

1-Year price change of 58.8% for Strategic Education outperformed the change of 26.3% in the NASDAQ-100 Index for a relative price change of 32.5%.

Price Change %1-Month3-Month1-Year
STRA-0.315.858.8
Schools sector-5.0-2.923.8
NASDAQ-100 Index2.73.926.3

SECTION 3 STRATEGIC EDUCATION, INC. FINANCIALS AND GROWTH PERFORMANCE SCORECARD (NASDAQ:STRA):

3.1 Key Financials (All figures percent)

Operating Margin deteriorated from 18.4% in 2014 to 16.1% in 2017, Return on Equity deteriorated from 50.0% in 2014 to 21.2% in 2017 and EPS Growth deteriorated from 180.6% in 2014 to 15.2% in 2017.

STRARevenue GrowthEPS GrowthOperating MarginROE
2017-1.515.216.121.2
20161.6-12.113.116.6
2015-2.6-14.316.121.2
2014-11.4180.618.450

3.2 Revenue and Net Profit

In the last 3 years Compound Annual Growth Rate (CAGR) averaged -0.9% for Total Revenue and -4.8% for Net Profit.

DescriptionAnnual ($US M)3-year Avg ($US M)3-year CAGR %
Total Revenue434.7437-0.9
EBITDA7066-12.0
Operating Profit7066-5.1
Net Profit4038.3-4.8

CAGR = Compound Annual Growth Rate

3.3 Performance (All figures in %)

Net Profit Margin 3-year average is 8.8% and Return on Equity 3-year average is 19.7%.

DescriptionAnnual3-year Avg
EBITDA Margin16.115.1
Operating Profit Margin16.115.1
Net Profit Margin9.28.8
Return on Equity21.219.7
Return on Assets13.412.5
Return on Capital Employed29.327.2

3.4 High Performance Indicators and rank of Strategic Education in the NASDAQ market:

DescriptionSTRA ValueRank In NASDAQ Market
Return on Capital Employed [ROCE] %29.3In Top 8%
Price/MAP2001.26In Top Quartile
Return on Assets [ROA] %13.4In Top Quartile
3-mo Price Change %18.71In Top Quartile
Relative Price Change % (1 Year)39.1In Top Quartile
Earnings Yield %2.8In Top Quartile
Turnover in Quarter$US978.2 millionIn Top Quartile
Price/MAP501.05In Top Quartile

SECTION 4 STRATEGIC EDUCATION, INC. GLOBAL RANK (NASDAQ:STRA):

4.1 Global Rank

Global Rank [out of 47,639 stocks]

DescriptionValueRankQuartile
MCap (US$)1.5B6,175Top
Total Assets (US$)298.7M17,015Second
Revenue (US$)434.7M10,483Top
Net Profit (US$)40M8,930Top
Return on Equity %21.23,807Top
Net Profit Margin %9.212,559Second
Price to Book9.133,152Third
Price Earnings35.716,561Second
Yield %0.621,193Second
PV$1000 (1Year) US$1,6552,795Top
US$ Change (1Year) %63.72,704Top
Rel Strength 6 Mo (US$)933,170Top

SECTION 5 STRATEGIC EDUCATION, INC. ACTIVITIES

Strategic Education, Inc., previously Strayer Education, Inc. is a post-secondary education services corporation. The Company offers a variety of academic programs through its wholly owned subsidiary, Strayer University, Inc., both in classroom courses and online via the Internet. The Strayer University is an institution of higher learning that offers undergraduate and graduate degree programs in business administration, accounting, information technology, education and public administration at 65 campuses in Alabama, Delaware, Florida, Georgia, Kentucky, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, West Virginia and Washington, D.C. As part of its program offering, the University also offers classes online via the Internet. As of December 31, 2008, the Company had more than 44,000 students enrolled in its programs.

SECTION 6 RECENT NEWS ON DIRECTORS

6.1 SHAREHOLDER VALUE ADDED BY DIRECTORS

01 July 2018

Todd A. Milano starts twenty-third year as Strayer Education Independent Director

Todd A. Milano was appointed Independent Director of Strayer Education (NASDAQ:STRA) twenty-two years ago on July 01, 1996. In the last 10 years the average annualized return to shareholders was -5.8%. The present value of USD1,000 (PV1000) invested 10 years ago is now $US551, a loss of $US458 and dividend reinvested of $US9.

01 July 2018

G. Thomas Waite starts twenty-third year as Strayer Education Independent Director

G. Thomas Waite was appointed Independent Director of Strayer Education (NASDAQ:STRA) twenty-two years ago on July 01, 1996. In the last 10 years the average annualized return to shareholders was -5.8%. The present value of USD1,000 (PV1000) invested 10 years ago is now $US551, a loss of $US458 and dividend reinvested of $US9.

01 July 2018

Charlotte F. Beason starts twenty-third year as Strayer Education Independent Director

Charlotte F. Beason was appointed Independent Director of Strayer Education (NASDAQ:STRA) twenty-two years ago on July 01, 1996. In the last 10 years the average annualized return to shareholders was -5.8%. The present value of USD1,000 (PV1000) invested 10 years ago is now $US551, a loss of $US458 and dividend reinvested of $US9.

13 May 2018

Karl McDonnell brings two-bagger value to Strayer Education

Karl McDonnell was appointed CEO of Strayer Education (NASDAQ:STRA) five years ago on May 13, 2013. The present value of USD1,000 (PV1000) invested on the appointment date is US$2,180, for a capital gain of US$1,150 and dividend reinvested of US$30. In the same period the shares were up 115% from US$48.1 to US$103.4.

03 May 2018

Robert S. Silberman brings two-bagger value to Strayer Education

Robert S. Silberman was appointed Executive Chairman of Strayer Education (NASDAQ:STRA) five years ago on May 03, 2013. The present value of USD1,000 (PV1000) invested on the appointment date is US$2,473, for a capital gain of US$1,438 and dividend reinvested of US$35. In the same period the shares were up 143.8% from US$45.3 to US$110.5.

6.2 RECENT REPORTED SELLING

07 September 2018

Strategic Education executive vice chairman Gilligan J Kevin sells

Strategic Education (NASDAQ:STRA) Executive Vice Chairman Gilligan J Kevin sold 5,000 shares worth $US676,598 on September 06. The selling price was $US135.32. The shares hit a 16-day low on the day.

31 August 2018

Strategic Education executive vice chairman Gilligan J Kevin sells

Strategic Education (NASDAQ:STRA) Executive Vice Chairman Gilligan J Kevin sold 5,000 shares worth $US682,764 on August 30. The selling price was $US136.55. The shares hit a six-day low on the day.

24 August 2018

Strategic Education executive vice chairman Gilligan J Kevin sells

Strategic Education (NASDAQ:STRA) Executive Vice Chairman Gilligan J Kevin sold 5,000 shares worth $US678,928 on August 23. The selling price was $US135.79.

06 August 2018

Strategic Education director and executive chairman Robert S. Silberman sells

Strategic Education (NASDAQ:STRA) Director and Executive Chairman Robert S. Silberman sold 33,000 shares worth $US4,087,600 on August 02. The selling price was $US123.87.

06 August 2018

Strategic Education director and executive chairman Robert S. Silberman sells

Strategic Education (NASDAQ:STRA) Director and Executive Chairman Robert S. Silberman sold 34,000 shares worth $US4,183,736 on August 06. The selling price was $US123.05.

6.3 UPDATED DIRECTOR PROFILES

20 September 2018

J. David Wargo - Strategic Education updates director's profile

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of J. David Wargo (64), Director is shown below.Mr. J. David Wargo has been President of Wargo and Company, Inc., an investment management company, since 1993. Mr. Wargo is a co-founder and was a Member of New Mountain Capital, LLC, from 2000 to 2008, and was a Senior Advisor there from 2008 until 2011. From 1989 to 1992, Mr. Wargo was a Managing Director and Senior Analyst of The Putnam Companies, a Boston-based investment management company. From 1985 to 1989, Mr. Wargo was a partner and held other positions at Marble Arch Partners. Mr. Wargo is also a Director of Liberty Global, Inc., Discovery Communications, Inc., Liberty Broadband Corporation, Liberty TripAdvisor Holdings, Inc., and Vobile Holdings Ltd. Mr. Wargo has served on the Board since 2001 and is Chair of the Compensation Committee of the Board. Mr. Wargo holds a bachelor's degree in physics and a master's degree in nuclear engineering, both from the Massachusetts Institute of Technology. He also holds a master's degree in management science from the Sloan School of Management, which is the business school of the Massachusetts Institute of Technology. Mr. Wargo is an expert in markets and governance and has extensive experience in developing and managing businesses. His broad-based knowledge of transactions and investments brings to the Board strong leadership, which is further enhanced by his experience on the boards of other respected publicly traded companies. The Nominating Committee believes that based on his experience and expertise in financial matters, accounting and audit, financial markets, capital allocation, and strategic planning, Mr. Wargo should serve as a director of the Company.

20 September 2018

Robert R. Grusky - Strategic Education updates director's profile

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of Robert R. Grusky (61), Independent Director is shown below.Mr. Robert R. Grusky is the Founder and has been the Managing Member of Hope Capital Management, LLC, an investment manager, since 2000. He co-founded New Mountain Capital, LLC, a private equity firm, in 2000 and was a Principal and Member from 2000 to 2005, and has been a Senior Advisor since then. From 1998 to 2000, Mr. Grusky served as President of RSL Investments Corporation. From 1985 to 1997, with the exception of 1990 to 1991 when he was on a leave of absence to serve as a White House Fellow and Assistant for Special Projects to the Secretary of Defense, Mr. Grusky served in a variety of capacities at Goldman, Sachs & Co., first in its Mergers & Acquisitions Department and then in its Principal Investment Area. He also serves on the Board of Directors of AutoNation, Inc. In the past five years, he has also served on the Board of Directors of AutoZone, Inc. Mr. Grusky has served on the Board since 2001, is the Chair of the Nominating Committee, and currently serves as the Presiding Independent Director. He holds a bachelor's degree in history from Union College and a master's degree in business administration from Harvard University. The Nominating Committee believes that Mr. Grusky's keen understanding of the financial markets and his extensive experience as an investment manager and executive are tremendous assets to the Board and that he should serve as a director of the Company.

20 September 2018

Nate Fick - Strategic Education updates director's profile

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of Nate Fick (41), Director is shown below.Mr. Nathaniel C. Fick is the Chief Executive Officer of Endgame, a technology firm focusing on cybersecurity. He previously served as a Captain in the United States Marine Corps, leading infantry and reconnaissance units in combat in Afghanistan and Iraq. His book about that experience, "One Bullet Away," was a New York Times bestseller, a Washington Post "Best Book of the Year," and one of the Military Times' "Best Military Books of the Decade." Mr. Fick is a graduate of Dartmouth College, the Harvard Kennedy School, and the Harvard Business School, and serves as a Trustee of Dartmouth College. Mr. Fick was elected to the Board in 2016, and serves on the Audit Committee. The Nominating Committee believes that based on his experience and expertise in leadership, cybersecurity, and his educational background, Mr. Fick should serve as a director of the Company.

20 September 2018

Robert S. Silberman - Strategic Education updates chairman's profile

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of Robert S. Silberman (60), Director and Executive Chairman is shown below.Mr. Robert S. Silberman has been a Director of the Company since March 2001. He was Chairman of the Board from February 2003 to 2013 and Chief Executive Officer from March 2001 to 2013. Mr. Silberman was named Executive Chairman of the Board in 2013. From 1995 to 2000, Mr. Silberman served in a variety of senior management positions at CalEnergy Company, Inc., including as President and Chief Operating Officer. From 1993 to 1995, Mr. Silberman was Assistant to the Chairman and Chief Executive Officer of International Paper Company. From 1989 to 1993, Mr. Silberman served in several senior positions in the U.S. Department of Defense, including as Assistant Secretary of the Army. Since 2014, he has served as a Managing Director of Equity Group Investments. He also serves on the Board of Directors of Twenty-First Century Fox, Inc., Covanta Holding Company, and Par Pacific Holdings; and is a member of the Council on Foreign Relations. Mr. Silberman holds a bachelor's degree in history from Dartmouth College and a master's degree in international policy from The Johns Hopkins University.Mr. Silberman has been a driving force behind the evolution of the Company. He leads the Board with a deep appreciation of the Company's history, a focused strategic vision for its future, and a broad understanding of the economic, regulatory, and demographic factors affecting the Company. The Nominating Committee believes that based on his experience and expertise in business management, leadership of large organizations, financial management, public policy, governmental affairs, academic policy, educational leadership, and stewardship of stockholder capital, Mr. Silberman should serve as a director of the Company.

20 September 2018

Charlotte F. Beason - Strategic Education updates director's profile

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of Charlotte F. Beason (70), Independent Director is shown below.Dr. Charlotte F. Beason is a consultant in education and health care administration. She was Executive Director of the Kentucky Board of Nursing from 2005 to 2012. From 2000 to 2003, Dr. Beason was Chair and Vice Chair of the Commission on Collegiate Nursing Education (an autonomous agency accrediting baccalaureate and graduate programs in nursing). From 1988 to 2004, Dr. Beason was with the Department of Veterans Affairs, first as Director of Health Professions Education Service and the Health Professional Scholarship Program, and then as Program Director, Office of Nursing Services. Dr. Beason has served on the Board since 1996 and is a member of the Nominating Committee. She is also Chairwoman of the Strayer University Board of Trustees. Dr. Beason holds a bachelor's degree in nursing from Berea College, a master's degree in psychiatric nursing from Boston University and a doctorate in clinical psychology and public practice from Harvard University. Dr. Beason's record of leadership in education, accreditation, and public administration provides the Board with insight and experience in building and maintaining the quality of Strayer University. The Nominating Committee believes that based on her experience and expertise in academic matters, educational policy, organizational administration, and governmental affairs, Dr. Beason should serve as a director of the Company.

20 September 2018

John T. Casteen - Strategic Education updates director's profile

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of John T. Casteen (74), Independent Director is shown below.Dr. John T. Casteen, III is the President Emeritus and University Professor at the University of Virginia, where he teaches courses in literature, cultural history, and public policy. He served as President of the University of Virginia from 1990 through 2010. He was President of the University of Connecticut from 1985 to 1990. From 1982 to 1985, Dr. Casteen served as the Secretary of Education for the Commonwealth of Virginia. Dr. Casteen is on the board of directors of Altria, Inc. Dr. Casteen is also director of a number of charitable and privately-held business entities, including ECHO 360, and the Jamestown-Yorktown Foundation. He has chaired the boards of both the College Entrance Examination Board and the Association of American Universities. Dr. Casteen has been a member of the Board since 2011, and is on the Nominating Committee of the Board. Dr. Casteen holds a bachelor's degree, master's degree and a Ph.D. in English from the University of Virginia, as well as several honorary degrees, including degrees from the Universities of Athens (Greece) and Edinburgh (Scotland) and two community colleges in Virginia. The Nominating Committee believes that based on his experience and expertise in educational leadership, educational policy, academic affairs, and government affairs, Dr. Casteen should serve as a director of the Company.

20 September 2018

Karl McDonnell - Strategic Education updates CEO's profile

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of Karl McDonnell (52), CEO and Director is shown below.Mr. Karl McDonnell was named Chief Executive Officer of the Company in May 2013, and served as President and Chief Operating Officer from 2006 to 2013. Prior to joining the Company, Mr. McDonnell served as Chief Operating Officer of InteliStaf Healthcare, Inc., one of the nation's largest privately-held healthcare staffing firms. Prior to his tenure at InteliStaf, he served as Vice President of the Investment Banking Division at Goldman, Sachs & Co. Mr. McDonnell has held senior management positions with several Fortune 100 companies, including The Walt Disney Company. Mr. McDonnell has served on the Board since 2011. Mr. McDonnell holds a bachelor's degree from Virginia Wesleyan College and a master's degree in business administration from Duke University. The Nominating Committee believes that based on his experience and expertise in general management, leadership of large organizations, financial management and human capital development, Mr. McDonnell should serve as a director of the Company.

20 September 2018

Todd A. Milano - Strategic Education updates director's profile

Strategic Education recently released their definitive SEC filing DEF 14A. The updated profile of Todd A. Milano (65), Independent Director is shown below.Mr. Todd A. Milano is President Emeritus and Ambassador of Central Penn College, where he served as President and Chief Executive Officer from 1989 to 2012. Mr. Milano has served on the Board since 1996 and is a member of the Compensation Committee of the Board. As a member of the Strayer University Board of Trustees since 1992, he has chaired Strayer University's Presidential Search Committees. Mr. Milano holds a bachelor's degree in industrial management from Purdue University. Having served on the Board for more than 20 years, Mr. Milano knows the Company's business, history, and culture of quality education. He is a leader in higher education and uses his experience to provide critical input into the Company's operations and management. The Nominating Committee believes that based on his experience and expertise in academic affairs, educational management, accrediting activities and organizational leadership, Mr. Milano should serve as a director of the Company.

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