image
Stride, Inc. LRN
Consumer Defensive - Education & Training Services - NYSE - US
Watchlist
$ 158.17
-1.59 %
$ 6.88 B
Market Cap
24.79
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one LRN stock under the worst case scenario is HIDDEN Compared to the current market price of 158 USD, Stride, Inc. is HIDDEN

LRN Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one LRN stock under the base case scenario is HIDDEN Compared to the current market price of 158 USD, Stride, Inc. is HIDDEN

LRN Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one LRN stock under the best case scenario is HIDDEN Compared to the current market price of 158 USD, Stride, Inc. is HIDDEN

LRN Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart LRN

image
1M 16%
6M 58.0%
1Y 126%
3Y 328%
5Y 558%
All
$170.0$170.0$160.0$160.0$150.0$150.0$140.0$140.0$130.0$130.0$120.0$120.0$110.0$110.0$100.0$100.0$90.0$90.015 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '25
FINANCIALS
2.04 B REVENUE
11.03%
Growth Rates
1Year 11.03%
3Years 9.90%
5Years 14.97%
7Years 12.61%
10Years 8.29%
250 M OPERATING INCOME
50.82%
Growth Rates
1Year 50.82%
3Years 31.23%
5Years 40.56%
7Years 52.31%
10Years 27.01%
204 M NET INCOME
60.94%
Growth Rates
1Year 60.94%
3Years 41.91%
5Years 40.56%
7Years 139.11%
10Years 27.41%
279 M OPERATING CASH FLOW
37.24%
Growth Rates
1Year 37.24%
3Years 27.61%
5Years 14.51%
7Years 17.77%
10Years 8.49%
-140 M INVESTING CASH FLOW
-18.29%
Growth Rates
1Year -18.29%
3Years 5.44%
5Years -18.01%
7Years -13.63%
10Years -11.81%
-49.1 M FINANCING CASH FLOW
22.65%
Growth Rates
1Year 22.65%
3Years -7.44%
5Years -11.12%
7Years -18.87%
10Years 2.61%
613 M REVENUE
4.46%
Growth Rates
1Year 11.03%
3Years 9.90%
5Years 14.97%
7Years 12.61%
10Years 8.29%
131 M OPERATING INCOME
4.55%
Growth Rates
1Year 50.82%
3Years 31.23%
5Years 40.56%
7Years 52.31%
10Years 27.01%
99.3 M NET INCOME
3.06%
Growth Rates
1Year 60.94%
3Years 41.91%
5Years 40.56%
7Years 139.11%
10Years 27.41%
53.1 M OPERATING CASH FLOW
-76.21%
Growth Rates
1Year 37.24%
3Years 27.61%
5Years 14.51%
7Years 17.77%
10Years 8.49%
-17.7 M INVESTING CASH FLOW
-19.61%
Growth Rates
1Year -18.29%
3Years 5.44%
5Years -18.01%
7Years -13.63%
10Years -11.81%
-22 M FINANCING CASH FLOW
-151.57%
Growth Rates
1Year 22.65%
3Years -7.44%
5Years -11.12%
7Years -18.87%
10Years 2.61%
Balance Sheet Stride, Inc.
image
Current Assets 1.25 B
Cash & Short-Term Investments 692 M
Receivables 473 M
Other Current Assets 80.4 M
Non-Current Assets 675 M
Long-Term Investments 21.9 M
PP&E 105 M
Other Non-Current Assets 548 M
36.05 %24.62 %4.19 %5.49 %28.52 %Total Assets$1.9b
Current Liabilities 244 M
Accounts Payable 41 M
Short-Term Debt 83.8 M
Other Current Liabilities 120 M
Non-Current Liabilities 500 M
Long-Term Debt 486 M
Other Non-Current Liabilities 13.8 M
5.50 %11.26 %16.06 %65.33 %Total Liabilities$744.4m
EFFICIENCY
Earnings Waterfall Stride, Inc.
image
Revenue 2.04 B
Cost Of Revenue 1.28 B
Gross Profit 764 M
Operating Expenses 514 M
Operating Income 250 M
Other Expenses 45.4 M
Net Income 204 M
3b3b2b2b2b2b1b1b500m500m002b(1b)764m(514m)250m(45m)204mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
37.43% GROSS MARGIN
37.43%
Averages
1Year 37.43%
3Years 36.00%
5Years 35.24%
7Years 34.87%
10Years 35.47%
12.23% OPERATING MARGIN
12.23%
Averages
1Year 12.23%
3Years 10.18%
5Years 8.17%
7Years 6.87%
10Years 5.31%
10.01% NET MARGIN
10.01%
Averages
1Year 10.01%
3Years 7.76%
5Years 6.05%
7Years 5.28%
10Years 3.92%
17.36% ROE
17.36%
Averages
1Year 17.36%
3Years 14.65%
5Years 11.29%
7Years 9.58%
10Years 7.08%
10.63% ROA
10.63%
Averages
1Year 10.63%
3Years 8.12%
5Years 6.23%
7Years 5.63%
10Years 4.23%
10.77% ROIC
10.77%
Averages
1Year 10.77%
3Years 8.84%
5Years 7.02%
7Years 6.32%
10Years 4.72%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Stride, Inc.
image
250m250m200m200m150m150m100m100m50m50m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 204 M
Depreciation & Amortization 110 M
Capital Expenditures -61.6 M
Stock-Based Compensation 32.3 M
Change in Working Capital -109 M
Others -23.2 M
Free Cash Flow 217 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Stride, Inc.
image
Wall Street analysts predict an average 1-year price target for LRN of $106 , with forecasts ranging from a low of $82 to a high of $170 .
LRN Lowest Price Target Wall Street Target
82 USD -48.16%
LRN Average Price Target Wall Street Target
106 USD -32.98%
LRN Highest Price Target Wall Street Target
170 USD 7.48%
Price
Max Price Target
Min Price Target
Average Price Target
18018016016014014012012010010080806060Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 7
6. Ownership
Insider Ownership Stride, Inc.
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
3.55 M USD 2
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
K12 Tutoring Approved as Vendor for Oregon Department of Education's High-Dosage Tutoring Program With this partnership, K12 Tutoring will deliver high-quality, individualized tutoring services to Oregon's students. With this partnership, K12 Tutoring will deliver high-quality, individualized tutoring services to Oregon's students. globenewswire.com - 2 weeks ago
Are You Looking for a Top Momentum Pick? Why K12 (LRN) is a Great Choice Does K12 (LRN) have what it takes to be a top stock pick for momentum investors? Let's find out. zacks.com - 2 weeks ago
Stride : Buy The Growth, Hold The Risks Stride Inc. reported excellent Q3 2025 earnings, beating expectations with strong financials, driven by the growing trend of SaaS-based remote learning platforms. Revenue growth is robust, with a notable 33% increase in the Career Learning segment, which is expected to become a core revenue contributor. Gross margins are healthy at ~40%, with net profit margins around 16%, supporting efficient scalability and higher future margins. seekingalpha.com - 2 weeks ago
Earnings Estimates Moving Higher for K12 (LRN): Time to Buy? K12 (LRN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions. zacks.com - 2 weeks ago
Stride's Silent Surge Stride Inc. continues to deliver strong quarterly results with revenue growth accelerating and operating income significantly increasing due to lower cost percentages. The company benefits from a unique duopoly in the online K-12 education market, with steady in-year enrollment driving growth. Despite potential long-term impacts from new tariff policies, Stride's resilience and late position in the economic chain make it a solid investment. seekingalpha.com - 2 weeks ago
Stride Q3 FY25: Enrollment Surges, Guidance Raised, Valuation Still Leaves Room To Run Stride delivered 18% revenue growth and a 43% jump in net income year-over-year, prompting management to raise full-year guidance on revenue and operating income. The segment continues to grow steadily, contributing over 60% of total revenue, while providing the predictable cash flow that underpins Stride's broader strategy. K-12 career programs posted 33% growth, driven by demand for flexible, job-aligned education. Adult Learning underperformed, but strategic revamps are in motion. seekingalpha.com - 2 weeks ago
K12 Tutoring Earns ESSA Level II Validation, Confirming Impact on Student Achievement An independently validated study highlighted K12 Tutoring's success in personalized, academic support An independently validated study highlighted K12 Tutoring's success in personalized, academic support globenewswire.com - 2 weeks ago
These 5 Buy-Ranked Mid-Cap Stocks Are Flying High Year to Date Five mid-cap high-flying stocks to buy are: ADMA, FCFS, LRN, LTH, NFG. zacks.com - 2 weeks ago
Stride, Inc. (LRN) Q3 2025 Earnings Call Transcript Stride, Inc. (NYSE:LRN ) Q3 2025 Earnings Conference Call April 29, 2025 5:00 PM ET Company Participants Tim Casey - Vice President of Investor Relations James Rhyu - Chief Executive Officer Donna Blackman - Chief Financial Officer Conference Call Participants Jason Tilchen - Canaccord Genuity Greg Parrish - Morgan Stanley Jeffrey Silber - BMO Capital Markets Pat McIlwee - William Blair Alexander Paris - Barrington Research Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. seekingalpha.com - 2 weeks ago
K12 (LRN) Misses Q3 Earnings Estimates K12 (LRN) came out with quarterly earnings of $2.02 per share, missing the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $1.60 per share a year ago. zacks.com - 2 weeks ago
Strong Demand Delivers Another Record Quarter for Stride RESTON, Va., April 29, 2025 (GLOBE NEWSWIRE) -- Stride, Inc. (NYSE: LRN), one of the nation's most successful technology-based education companies, today announced its results for the third fiscal quarter ended March 31, 2025. globenewswire.com - 2 weeks ago
4 Stocks That Boast Remarkable Interest Coverage Ratio STRL, LRN, BJ & PM's impressive interest coverage ratios highlight that these companies can withstand financial hardships. zacks.com - 3 weeks ago
8. Profile Summary

Stride, Inc. LRN

image
COUNTRY US
INDUSTRY Education & Training Services
MARKET CAP $ 6.88 B
Dividend Yield 0.00%
Description Stride, Inc., a technology-based education service company, provides proprietary and third-party online curriculum, software systems, and educational services to facilitate individualized learning for students primarily in kindergarten through 12th grade (K-12) in the United States and internationally. Its technology-based products and services enable clients to attract, enroll, educate, track progress, and support students. The company offers integrated package of systems, services, products, and professional expertise to support a virtual or blended public school; individual online courses and supplemental educational products; and products and services for the general education market focused on subjects, including math, English, science, and history for kindergarten through twelfth grade students. It also provides career learning products and services that are focused on developing skills to enter in industries, including information technology, health care, and business; and focused post-secondary career learning programs, which include skills training for software engineering, healthcare, and medical fields to adult learners under Galvanize, Tech Elevator, and MedCerts brand names, as well as provides staffing and talent development services to employers. Stride, Inc. serves public and private schools, school districts, charter boards, consumers, employers, and government agencies. The company was formerly known as K12 Inc. and changed its name to Stride, Inc. in December 2020. Stride, Inc. was founded in 2000 and is headquartered in Reston, Virginia.
Contact 11720 Plaza America, Reston, VA, 20190 https://www.stridelearning.com
IPO Date Dec. 13, 2007
Employees 7800
Officers Ms. Deborah S. Hannah Chief Marketing Officer Mr. Greerson G. McMullen General Counsel & Secretary Mr. James J. Rhyu Chair of the Board & Chief Executive Officer Mr. Bryan W. Flood Senior Vice President & Chief Public Affairs Officer Ms. Donna M. Blackman CPA Executive Vice President & Chief Financial Officer Ms. Valerie Maddy Senior Vice President & Chief Human Resources Officer Mr. Timothy Casey Vice President of Investor Relations Ms. Emily Riordan Director of Corporate Communications Mr. Todd Goldthwaite Managing Director of Portfolio Companies Mr. Peter G. Stewart Senior Vice President of School Development