4. Strayer Education ( STRA) offers training courses online and in classrooms.
The numbers: Fourth-quarter profit increased 32% to $32 million, or $2.32 a share, as revenue climbed 29% to $147 million. Strayer's operating margin inched up from 35% to 36%. The company boasts a liquid balance sheet, with $117 million of cash and no debt. The stock: Strayer advanced 14% during the past year, trailing U.S. benchmarks. The stock trades at a price-to-earnings ratio of 28, a premium to diversified consumer services peers. The shares offer a 1.4% dividend yield.