SKIL vs STRA

Skillsoft Corp. vs Strategic Education, Inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — STRA scores higher on quality with 7.2/10 vs SKIL's 6.2/10. SKIL trades at $7.97 while STRA trades at $79.16. Both analyzed daily using SEC EDGAR data across 13 institutional models.

SKIL

Education & Training Services
Skillsoft Corp.
Quality
6.2
out of 10
Value Trap
18
SAFE
Price
$7.97
Last close
Models
9/13
Active
VS

STRA

Education & Training Services
Strategic Education, Inc.
Quality
7.2
out of 10
Value Trap
5
SAFE
Price
$79.16
Last close
Models
13/13
Active
SKIL
ML-RIV sees +116.1% upside
Limited to 2/13 visible models
STRA
2 models active
Limited to 2/13 visible models

SKIL vs STRA — Fair Value Comparison

SKIL
$0$7$14$20 Price$7.97 Bayesian …$5.81 (-16.6%) ML-RIV$17.22 (+116.1%)
STRA
$0$31$62$93 Price$79.16 Bayesian …$54.59 (-31.0%) Earnings …$72.06 (-9.0%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType SKIL Fair ValueSKIL Upside STRA Fair ValueSTRA Upside
Bayesian DCF Intrinsic $5.81 -16.6% $54.59 -31.0%
Earnings Power Value Intrinsic $72.06 -9.0%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $17.22 +116.1% $129.66 +63.8%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

SKIL vs STRA — Which Stock Is More Undervalued in 2026?

STRA scores higher with a 7.2/10 quality rating vs SKIL's 6.2/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do SKIL and STRA Valuations Compare?

At $7.97, SKIL trades +16.6% above its Bayesian DCF fair value of $5.81, while STRA at $79.16 trades +31.0% above its estimate of $54.59. STRA shows a wider gap between price and intrinsic value.

Quality of Company: SKIL vs STRA

SKIL earns a Quality of Company score of 6.2/10 compared to STRA's 7.2/10. The scores are closely matched, indicating similar fundamental quality profiles. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: SKIL vs STRA

SKIL carries a SAFE value trap risk (18/100) while STRA shows SAFE risk (5/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Education & Training Services

Both SKIL and STRA operate in Education & Training Services, which has 42 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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