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Gaotu Techedu vs Strategic Education: revenue, profit, margins and growth compared

Gaotu Techedu brought in $879M of revenue in fiscal 2025, Strategic Education $1.3B in fiscal 2025. Revenue changed by +40.9% at Gaotu Techedu and +4.0% at Strategic Education on the year before, so Gaotu Techedu grew faster. Gaotu Techedu kept -5.3% of its revenue as net profit, Strategic Education 10.0%. Free cash flow was $35.3M at Gaotu Techedu and $153.9M at Strategic Education.

Side by side, latest fiscal year

GOTUSTRA
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$879M$1.3B
Revenue growth+40.9%+4.0%
Net income-$46.2M$126.6M
Net margin-5.3%10.0%
Free cash flow$35.3M$153.9M
Free cash flow margin4.0%12.1%
Earnings per share (diluted)-$0.28$5.41
Cash$85.3M$140.8M
Debt$4.6Mn/a
Price to earningsn/a14.2
Market value$586.6M$1.7B
Dividend yieldn/a3.12%
Rank by revenue in sector#66 of 162 · Real estate#52 of 162 · Real estate

Over the years

Revenue
GOTU FY2019: $303.8MGOTU FY2020: $1.1BGOTU FY2021: $1BGOTU FY2022: $362.2MGOTU FY2023: $417MGOTU FY2024: $623.8MGOTU FY2025: $879MSTRA FY2018: $634.2MSTRA FY2019: $997.1MSTRA FY2020: $1BSTRA FY2021: $1.1BSTRA FY2022: $1.1BSTRA FY2023: $1.1BSTRA FY2024: $1.2BSTRA FY2025: $1.3BFY18FY19FY20FY21FY22FY23FY24FY25
GOTU $879MSTRA $1.3B
Net income
GOTU FY2019: $32.6MGOTU FY2020: -$213.5MGOTU FY2021: -$487MGOTU FY2022: $1.9MGOTU FY2023: -$1MGOTU FY2024: -$143.7MGOTU FY2025: -$46.2MSTRA FY2018: -$15.7MSTRA FY2019: $81.1MSTRA FY2020: $86.3MSTRA FY2021: $55.1MSTRA FY2022: $46.7MSTRA FY2023: $69.8MSTRA FY2024: $112.7MSTRA FY2025: $126.6MFY18FY19FY20FY21FY22FY23FY24FY25
GOTU -$46.2MSTRA $126.6M
Net margin
GOTU FY2019: 10.7%GOTU FY2020: -19.6%GOTU FY2021: -47.3%GOTU FY2022: 0.5%GOTU FY2023: -0.2%GOTU FY2024: -23.0%GOTU FY2025: -5.3%STRA FY2018: -2.5%STRA FY2019: 8.1%STRA FY2020: 8.4%STRA FY2021: 4.9%STRA FY2022: 4.4%STRA FY2023: 6.2%STRA FY2024: 9.2%STRA FY2025: 10.0%FY18FY19FY20FY21FY22FY23FY24FY25
GOTU -5.3%STRA 10.0%
Revenue growth
GOTU FY2020: +259.4%GOTU FY2021: -5.7%GOTU FY2022: -64.8%GOTU FY2023: +15.1%GOTU FY2024: +49.6%GOTU FY2025: +40.9%STRA FY2019: +57.2%STRA FY2020: +3.1%STRA FY2021: +10.1%STRA FY2022: -5.9%STRA FY2023: +6.3%STRA FY2024: +7.7%STRA FY2025: +4.0%FY19FY20FY21FY22FY23FY24FY25
GOTU +40.9%STRA +4.0%
Free cash flow
GOTU FY2019: $175.8MGOTU FY2020: $48.9MGOTU FY2021: -$699.6MGOTU FY2022: $5.2MGOTU FY2023: $44.1MGOTU FY2024: $10.9MGOTU FY2025: $35.3MSTRA FY2018: $19.3MSTRA FY2019: $163.5MSTRA FY2020: $96.1MSTRA FY2021: $131.1MSTRA FY2022: $82.9MSTRA FY2023: $80.2MSTRA FY2024: $128.8MSTRA FY2025: $153.9MFY18FY19FY20FY21FY22FY23FY24FY25
GOTU $35.3MSTRA $153.9M

Fiscal years as each company reports them; the two may end in different months.

Questions about Gaotu Techedu and Strategic Education

Which is bigger by revenue, Gaotu Techedu or Strategic Education?

Strategic Education is bigger by revenue: $1.3B in fiscal 2025, against $879M for Gaotu Techedu in fiscal 2025.

Which keeps more of its revenue as profit, Gaotu Techedu or Strategic Education?

Gaotu Techedu had a net margin of -5.3% in fiscal 2025; Strategic Education had 10.0% in fiscal 2025.

Which grew revenue faster, Gaotu Techedu or Strategic Education?

In their latest fiscal years revenue changed by +40.9% at Gaotu Techedu and +4.0% at Strategic Education.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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