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Consumer Defensive - Education & Training Services - NYSE - US
$ 138.165
-2.1 %
$ 6.02 B
Market Cap
22.32
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one LRN stock under the worst case scenario is HIDDEN Compared to the current market price of 138 USD, Stride, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one LRN stock under the base case scenario is HIDDEN Compared to the current market price of 138 USD, Stride, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one LRN stock under the best case scenario is HIDDEN Compared to the current market price of 138 USD, Stride, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LRN

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$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$90.0Nov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 Apr
FINANCIALS
2.04 B REVENUE
11.03%
250 M OPERATING INCOME
50.82%
204 M NET INCOME
60.94%
279 M OPERATING CASH FLOW
37.24%
-140 M INVESTING CASH FLOW
-18.29%
-49.1 M FINANCING CASH FLOW
22.65%
587 M REVENUE
6.56%
125 M OPERATING INCOME
164.24%
96.4 M NET INCOME
135.78%
223 M OPERATING CASH FLOW
257.29%
-14.8 M INVESTING CASH FLOW
29.28%
-8.73 M FINANCING CASH FLOW
56.26%
Balance Sheet Stride, Inc.
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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.
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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%
12.23% OPERATING MARGIN
12.23%
10.01% NET MARGIN
10.01%
17.36% ROE
17.36%
10.63% ROA
10.63%
10.77% ROIC
10.77%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Stride, Inc.
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250m250m200m200m150m150m100m100m50m50m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 204 M
Depreciation & Amortization 110 M
Capital Expenditures -61.6 M
Stock-Based Compensation 31.5 M
Change in Working Capital -109 M
Others -21.6 M
Free Cash Flow 217 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Stride, Inc.
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Wall Street analysts predict an average 1-year price target for LRN of $90 , with forecasts ranging from a low of $82 to a high of $100 .
LRN Lowest Price Target Wall Street Target
82 USD -40.65%
LRN Average Price Target Wall Street Target
90 USD -34.86%
LRN Highest Price Target Wall Street Target
100 USD -27.62%
Price
Max Price Target
Min Price Target
Average Price Target
1501501401401301301201201101101001009090808070706060Jun '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.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
2.82 M USD 1
6-9 MONTHS
735 K USD 1
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
CORRECTION NOTICE: Stride Announces Date for Third Quarter Fiscal Year 2025 Earnings Call This press release has been updated to correct a link originally included in the second paragraph. The original release was issued on April 15, 2025. No other changes have been made. This press release has been updated to correct a link originally included in the second paragraph. The original release was issued on April 15, 2025. No other changes have been made. globenewswire.com - 2 weeks ago
Stride Announces Date for Third Quarter Fiscal Year 2025 Earnings Call RESTON, VA, April 15, 2025 (GLOBE NEWSWIRE) -- Stride Inc. (NYSE: LRN) announced today it plans to discuss its third quarter fiscal year 2025 financial results during a conference call scheduled for Tuesday, April 29, 2025 at 5:00 p.m. eastern time (ET). globenewswire.com - 2 weeks ago
Stride: A Unique Business Offering Tariff-Resilient Growth Stride is a unique for-profit education company that has seen success in selling its curriculums and working directly with school districts. The company distinguishes itself by bypassing individual students and selling directly to districts (where peers like 2U have stumbled), but still maintaining double-digit growth in enrollments. The company's scalable business model and significant operating margin gains highlight its efficiency, with adjusted EBITDA up 36% y/y, nearing "Rule of 40" status. seekingalpha.com - 2 weeks ago
Stride: 'Perfect' Grade — And 2 Telltale Clues — Attract Top Funds Once again earning a spot on the monthly list of new buys by the best mutual funds, Stride is fighting back against the bear market. The post Stride: 'Perfect' Grade — And 2 Telltale Clues — Attract Top Funds appeared first on Investor's Business Daily. investors.com - 3 weeks ago
MedCerts and City of Refuge Partner to Provide Career Training for Underserved Communities Atlanta, GA, April 01, 2025 (GLOBE NEWSWIRE) -- MedCerts, a nationally recognized leader in online career training and a Stride Inc. company, has forged a strategic partnership with City of Refuge, an Atlanta-based nonprofit. Together, they aim to empower underserved individuals by offering industry-recognized healthcare training, paving the way to sustainable careers, financial independence and a brighter future. globenewswire.com - 1 month ago
Stride Bank Announces Program Partnership with Affirm TULSA, Okla.--(BUSINESS WIRE)--Stride Bank, a leader in innovative payment solutions, is announcing a payments program partnership with Affirm. businesswire.com - 1 month ago
MedCerts, a Stride Inc. Subsidiary, Launches First-Ever Specialty Courses to Supplement Healthcare Certification Programs with Shorter Targeted eLearning Modules LIVONIA, MI, March 27, 2025 (GLOBE NEWSWIRE) -- MedCerts has launched its first-of-its-kind specialty online training courses, giving healthcare employers a flexible way to train and upskill their teams in critical medical areas. The specialty courses can be added to nearly all of MedCerts' allied healthcare education programs. globenewswire.com - 1 month ago
Stride: The Perfect Mix Of Growth And Value I love that Stride, Inc. is consistently generating strong free cash flow while still growing at a healthy pace. With a net cash position covering 6% of its market cap, the balance sheet is rock solid. Paying just 15x forward free cash flow for a company with mid-teen growth rates is a no-brainer. seekingalpha.com - 1 month ago
K12 Tutoring Partners with Lake Forest School District to Provide High-Impact Tutoring After Tutoring Provider Closure Offering accessible, personalized solutions, K12 Tutoring fills a critical gap for Lake Forest students Offering accessible, personalized solutions, K12 Tutoring fills a critical gap for Lake Forest students globenewswire.com - 1 month ago
Stride Stock is Trading at a Premium Than the Industry: Buy or Fold? Stride, Inc. LRN is currently trading at a premium compared with the Schools industry peers but is undervalued in contrast to the broader Consumer Discretionary sector. The company's forward 12-month price-to-earnings (P/E) ratio is 16.79X, above the industry average of 15.11X and below the sector's valuation of 17.66X. zacks.com - 1 month ago
How This Top Small-Cap Growth Fund Wins Big In a stock market that favors the giants, it's still possible to reap big gains investing in Wall Street's small fries. The post How This Top Small-Cap Growth Fund Wins Big appeared first on Investor's Business Daily. investors.com - 1 month ago
Stride: School From Home, A Secular Trend Stride's online K-12 education model is a secular trend, benefiting from growth and scale gains, with a 9% enrollment increase estimated for 2025. The company's high earnings visibility and operating leverage, demonstrated by a rise in EBITDA margins from 6% to 12%, underpin its strong financial outlook. Valuation is attractive at 1x PEG, with a potential price target of $185 if enrollment growth meets or exceeds 9% in September 2025. seekingalpha.com - 1 month ago
8. Profile Summary

Stride, Inc. LRN

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COUNTRY US
INDUSTRY Education & Training Services
MARKET CAP $ 6.02 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 Mr. James J. Rhyu Chair of the Board & Chief Executive Officer Mr. Timothy Casey Vice President of Investor Relations Ms. Donna M. Blackman CPA Executive Vice President & Chief Financial Officer Ms. Emily Riordan Director of Corporate Communications Ms. Valerie Maddy Senior Vice President & Chief Human Resources Officer Mr. Greerson G. McMullen General Counsel & Secretary Mr. Bryan W. Flood Senior Vice President & Chief Public Affairs Officer Mr. Todd Goldthwaite Managing Director of Portfolio Companies Mr. Peter G. Stewart Senior Vice President of School Development Ms. Deborah S. Hannah Chief Marketing Officer