STRA vs. UTI
STRA (Strategic Education, Inc.) and UTI (Universal Technical Institute, Inc.) are both stocks. Both operate in the Education & Training Services industry within the Consumer Defensive sector. Over the past 10 years, STRA returned 8.29%/yr vs 33.55%/yr for UTI. Their 0.32 correlation means their historical movements had little consistent relationship.
Performance
STRA vs. UTI - Performance Comparison
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Returns By Period
In the year-to-date period, STRA achieves a 5.94% return, which is significantly lower than UTI's 58.13% return. Over the past 10 years, STRA has underperformed UTI with an annualized return of 8.29%, while UTI has yielded a comparatively higher 33.55% annualized return.
STRA
- 1D
- 2.07%
- 1M
- 3.36%
- 6M
- -1.16%
- YTD
- 5.94%
- 1Y
- 15.17%
- 3Y*
- 6.49%
- 5Y*
- 4.39%
- 10Y*
- 8.29%
- ALL TIME*
- 10.17%
UTI
- 1D
- 5.11%
- 1M
- -14.34%
- 6M
- 42.53%
- YTD
- 58.13%
- 1Y
- 28.84%
- 3Y*
- 77.57%
- 5Y*
- 42.79%
- 10Y*
- 33.55%
- ALL TIME*
- 2.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $29.06M | $26.10M | $22.76M | |
| $35.66M | $38.67M | $49.11M |
STRA vs. UTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STRA Strategic Education, Inc. | 5.94% | -11.62% | 3.53% | 21.43% | 40.39% | -37.26% | -38.80% | 42.05% | 28.16% | 12.41% |
UTI Universal Technical Institute, Inc. | 58.13% | 1.63% | 105.35% | 86.31% | -14.07% | 21.05% | -16.21% | 111.23% | 52.08% | -17.53% |
Correlation
The correlation between STRA and UTI is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2003 | 0.32 |
Over the past year, STRA and UTI have become more correlated (0.53) than their long-term average of 0.32, meaning their price movements have been converging.
Fundamentals
STRA:
$1.90B
UTI:
$2.28B
STRA:
$5.98
UTI:
$0.77
STRA:
13.99
UTI:
53.96
STRA:
0.49
UTI:
0.36
STRA:
1.46
UTI:
2.65
STRA:
1.11
UTI:
6.78
STRA:
$1.29B
UTI:
$868.99M
STRA:
$631.04M
UTI:
$208.88M
STRA:
$220.20M
UTI:
$76.70M
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Return for Risk
STRA vs. UTI — Risk / Return Rank
STRA
UTI
STRA vs. UTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Education, Inc. (STRA) and Universal Technical Institute, Inc. (UTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STRA | UTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.14 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.79 | +0.18 |
| Martin ratioReturn relative to average drawdown | 2.23 | 1.81 | +0.42 |
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Drawdowns
STRA vs. UTI - Drawdown Comparison
The maximum STRA drawdown since its inception was -85.50%, smaller than the maximum UTI drawdown of -96.06%. Use the drawdown chart below to compare losses from any high point for STRA and UTI.
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Drawdown Indicators
| STRA | UTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.50% | -96.06% | +10.56% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -36.88% | +21.13% |
Max Drawdown (3Y)Largest decline over 3 years | -38.05% | -39.36% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -38.05% | -51.19% | +13.14% |
Max Drawdown (10Y)Largest decline over 10 years | -71.86% | -61.88% | -9.98% |
Current DrawdownCurrent decline from peak | -54.88% | -19.30% | -35.58% |
Average DrawdownAverage peak-to-trough decline | -39.12% | -65.30% | +26.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.82% | 15.94% | -9.12% |
Volatility
STRA vs. UTI - Volatility Comparison
The current volatility for Strategic Education, Inc. (STRA) is 16.14%, while Universal Technical Institute, Inc. (UTI) has a volatility of 20.94%. This indicates that STRA experiences smaller price fluctuations and is considered to be less risky than UTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRA | UTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.14% | 20.94% | -4.80% |
Volatility (6M)Calculated over the trailing 6-month period | 29.71% | 44.12% | -14.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.19% | 60.34% | -25.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.20% | 48.40% | -14.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.19% | 52.52% | -15.33% |
Dividends
STRA vs. UTI - Dividend Comparison
STRA's dividend yield for the trailing twelve months is around 2.87%, while UTI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRA Strategic Education, Inc. | 2.87% | 2.99% | 2.57% | 2.60% | 3.06% | 4.15% | 2.52% | 1.32% | 1.32% | 1.12% | 0.00% | 0.00% |
UTI Universal Technical Institute, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.69% | 5.15% |
Financials
STRA vs. UTI - Financials Comparison
This section allows you to compare key financial metrics between Strategic Education, Inc. and Universal Technical Institute, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
STRA vs. UTI - Profitability Comparison
STRA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Strategic Education, Inc. reported a gross profit of 159.39M and revenue of 337.26M. Therefore, the gross margin over that period was 47.3%.
UTI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Universal Technical Institute, Inc. reported a gross profit of -109.80M and revenue of 221.40M. Therefore, the gross margin over that period was -49.6%.
STRA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Strategic Education, Inc. reported an operating income of 50.48M and revenue of 337.26M, resulting in an operating margin of 15.0%.
UTI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Universal Technical Institute, Inc. reported an operating income of 339.00K and revenue of 221.40M, resulting in an operating margin of 0.2%.
STRA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Strategic Education, Inc. reported a net income of 37.16M and revenue of 337.26M, resulting in a net margin of 11.0%.
UTI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Universal Technical Institute, Inc. reported a net income of 433.00K and revenue of 221.40M, resulting in a net margin of 0.2%.
Frequently Asked Questions
STRA and UTI have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTI has higher volatility (20.94%) compared to STRA (16.14%). In terms of maximum drawdown, STRA dropped -85.50% vs UTI's -96.06%.
UTI currently has the higher Sharpe Ratio (0.48 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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