Stride, Inc.

NYSE:LRN 주식 리포트

시가총액: US$3.8b

Stride 과거 순이익 실적

과거 기준 점검 2/6

Stride은 연평균 34.3%의 비율로 수입이 증가해 온 반면, Consumer Services 산업은 수입이 25.6% 증가했습니다. 매출은 연평균 11.3%의 비율로 증가했습니다. Stride의 자기자본이익률은 18.8%이고 순이익률은 12.2%입니다.

핵심 정보

34.33%

순이익 성장률

33.29%

주당순이익(EPS) 성장률

Consumer Services 산업 성장률20.27%
매출 성장률11.30%
자기자본이익률18.77%
순이익률12.15%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

분석 기사 Nov 05

Solid Earnings Reflect Stride's (NYSE:LRN) Strength As A Business

Investors were underwhelmed by the solid earnings posted by Stride, Inc. ( NYSE:LRN ) recently. We did some digging and...

Recent updates

내러티브 업데이트 May 19

LRN: Revised 2026 Guidance And Spending Will Support Higher Future Earnings Multiple

Analysts have lifted their price target on Stride from $112.00 to $113.50, reflecting updated assumptions around slightly higher revenue growth, a modestly lower profit margin, and a small adjustment to the P/E multiple and discount rate. What's in the News Stride issued earnings guidance for the fourth quarter of 2026, indicating profitability is expected to be lower than in the third quarter as the company increases marketing and other spending ahead of the upcoming school year (company guidance).
Seeking Alpha May 08

Stride: Career Learning Growth Engine With A Margin Tailwind

Summary Stride, Inc. (LRN) is rated Buy at $93 as the post-crisis recovery is largely priced in and easy gains are behind. Career Learning segment drives growth, now 44% of revenue, with +15.9% y/y revenue and +11.6% y/y enrollment in Q3 FY2026. General Education enrollment decline (-5% y/y in Q3) is the key risk; stabilization is needed for further upside. Valuation remains supportive with strong EV/EBITDA and profitability metrics, but near-term multiple expansion is capped by earnings revisions. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 21

LRN: Future Earnings Multiple Will Reflect 2026 Guidance And Recent Buybacks

Analysts have lifted their price target on Stride to $112.0 from $109.5, citing updated fair value work and Street research that includes a recent $19 price target increase highlighted by BMO Capital. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated fair value work as support for a higher target, suggesting that recent fundamentals and assumptions used in their models justify the new US$112.0 level.
내러티브 업데이트 Apr 06

LRN: Future Earnings Multiple Will Depend On 2026 Guidance And Buybacks

Analysts raised their price target on Stride by $19 to reflect updated assumptions on discount rates and future P/E. They cited recent research that supports a slightly more constructive risk and valuation profile.
내러티브 업데이트 Mar 23

LRN: Future Earnings Multiple Will Depend On 2026 Guidance Delivery

Analysts have lifted their price targets on Stride, with the fair value estimate moving from $106.33 to $109.50. They cited updated assumptions for revenue growth, profit margins and future P/E multiples following recent Street research.
내러티브 업데이트 Mar 08

LRN: Future Earnings Multiple Will Rely On 2026 Guidance Execution

Analysts have trimmed their fair value estimate for Stride from about $111 to roughly $106, citing slightly more conservative assumptions on revenue growth, profit margins and the appropriate P/E multiple, while also acknowledging recent price target adjustments such as BMO Capital's $19 increase. Analyst Commentary Recent Street research on Stride includes a price target increase of $19 from BMO Capital.
내러티브 업데이트 Feb 21

LRN: Future Revenue Guidance Execution Will Support Higher Earnings Multiple

Analysts have raised their price target on Stride by $19, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions as supporting factors. Analyst Commentary Analysts lifting their price target on Stride by $19 are pointing to a mix of valuation adjustments and refreshed assumptions around the business model.
분석 기사 Feb 11

There's No Escaping Stride, Inc.'s (NYSE:LRN) Muted Earnings Despite A 26% Share Price Rise

Stride, Inc. ( NYSE:LRN ) shares have continued their recent momentum with a 26% gain in the last month alone...
내러티브 업데이트 Feb 07

LRN: Future Execution On Revenue Guidance Will Support Premium Earnings Multiple

Analysts have lifted their fair value estimate for Stride from US$105 to US$111, reflecting updated assumptions around revenue growth, profit margins and future P/E as outlined in recent Street research. Analyst Commentary Recent Street commentary around the US$111 fair value centers on how Stride can execute against its growth assumptions and sustain margins that support the updated P/E framework.
내러티브 업데이트 Jan 23

LRN: Strong Applications And Platform Recovery Will Support Future Enrollment Rebound

Analysts have trimmed their price targets on Stride, with updates such as a reduction to $125 and $108. This helps explain the modest shift in our assumptions while keeping our fair value estimate steady at $105.
내러티브 업데이트 Jan 08

LRN: Platform Recovery And Strong Applications Will Support Future Enrollment Rebound

Analysts have trimmed their price targets on Stride, with recent cuts to US$125 and US$108. This has helped drive our updated view, which reflects concerns about the platform rollout issues and a softer fiscal 2026 outlook, while keeping core assumptions such as fair value and growth broadly in line.
내러티브 업데이트 Dec 24

LRN: Platform Stabilization Will Support Enrollment Recovery And Renewed Share Price Upside

Analysts have trimmed their price target on Stride to about $105 from roughly $116, reflecting lowered long term revenue growth assumptions and a modestly reduced future P E multiple. This comes even as they acknowledge resilient margins following recent mixed quarterly results and platform rollout challenges highlighted in recent Street research.
내러티브 업데이트 Dec 09

LRN: Future Enrollment Will Recover As Platform Issues And Legal Headwinds Ease

Analysts have trimmed their price target on Stride to $125 from $175 and to $108 from $164, reflecting mixed recent results and concerns around a troubled platform rollout and a softer than expected fiscal 2026 outlook. Analyst Commentary Recent Street research reflects a more cautious stance on Stride, with price targets reset lower but views remaining divided on the company’s execution risk and long term growth potential.
분석 기사 Nov 27

It's Unlikely That Stride, Inc.'s (NYSE:LRN) CEO Will See A Huge Pay Rise This Year

Key Insights Stride to hold its Annual General Meeting on 4th of December Salary of US$1.00m is part of CEO James...
내러티브 업데이트 Nov 25

LRN: Future Enrollment Should Rebound After Platform Challenges Are Addressed

Stride’s analyst price targets fell sharply this week. The consensus decline is attributed to weaker than anticipated fiscal 2026 guidance and platform rollout challenges that have weighed on recent analyst assessments.
내러티브 업데이트 Nov 09

LRN: Future Enrollment Should Recover as Platform Issues Are Resolved

The analyst price target for Stride was reduced from $170.75 to $115.50, as analysts highlighted lower growth expectations and concerns over platform implementation challenges, which are impacting future enrollment and outlook. Analyst Commentary Recent analyst reports provided a mixed assessment of Stride’s current outlook, highlighting both positive and negative factors affecting the company’s valuation and growth potential.
분석 기사 Nov 05

Solid Earnings Reflect Stride's (NYSE:LRN) Strength As A Business

Investors were underwhelmed by the solid earnings posted by Stride, Inc. ( NYSE:LRN ) recently. We did some digging and...
분석 기사 Nov 04

Little Excitement Around Stride, Inc.'s (NYSE:LRN) Earnings As Shares Take 50% Pounding

The Stride, Inc. ( NYSE:LRN ) share price has fared very poorly over the last month, falling by a substantial 50%. The...
내러티브 업데이트 Oct 26

Digital Education Will Drive Opportunities Despite Recent Lawsuit and Operational Challenges

Narrative Update on Stride: Analyst Price Target Revision Analysts have raised their price target for Stride from $167.50 to $170.75. They cite increased revenue growth expectations and improved profit margins as key drivers for the upward adjustment.
내러티브 업데이트 Sep 24

Flexible Digital Education Will Unlock New Market Opportunities

The slight increase in Stride’s future P/E ratio indicates modestly stronger earnings expectations, contributing to the consensus analyst price target rising from $163.75 to $167.50. What's in the News Gallup-McKinley County Schools filed a lawsuit against Stride alleging fraud, enrollment inflation, staffing law violations, improper cost-cutting, special education non-compliance, and whistleblower suppression, leading to a sharp drop in graduation rates and test scores.
분석 기사 Aug 22

Why Investors Shouldn't Be Surprised By Stride, Inc.'s (NYSE:LRN) 29% Share Price Surge

Stride, Inc. ( NYSE:LRN ) shareholders would be excited to see that the share price has had a great month, posting a...
분석 기사 Jul 14

We Like These Underlying Return On Capital Trends At Stride (NYSE:LRN)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
분석 기사 Jun 30

Does Stride (NYSE:LRN) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Jun 01

Stride, Inc. (NYSE:LRN) Shares Could Be 34% Below Their Intrinsic Value Estimate

Key Insights Stride's estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 May 04

Optimistic Investors Push Stride, Inc. (NYSE:LRN) Shares Up 28% But Growth Is Lacking

Stride, Inc. ( NYSE:LRN ) shareholders would be excited to see that the share price has had a great month, posting a...
분석 기사 Apr 29

Is Stride (NYSE:LRN) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Apr 12

Stride: A Unique Business Offering Tariff-Resilient Growth

Summary 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. Stride is a "growth at a reasonable price" stock trading at ~2.4x forward revenue and ~10x forward adjusted EBITDA, makes it a compelling portfolio addition. The company's business is also arguably tariff-proof, as macro conditions don't dictate spending on education and learning. Read the full article on Seeking Alpha
분석 기사 Apr 03

Stride (NYSE:LRN) Is Doing The Right Things To Multiply Its Share Price

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
분석 기사 Mar 20

Here's Why Stride (NYSE:LRN) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Mar 07

Stride: School From Home, A Secular Trend

Summary 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. Regulation is the primary risk, but long-term enrollment growth and scale gains support a buy rating for Stride. Read the full article on Seeking Alpha
Seeking Alpha Feb 20

Stride: Buy In At A Better Price Point

Summary Stride, Inc. has shown substantial growth, with an eightfold increase over 10 years and strong recent quarterly results, making it a stock to watch. Stride operates in the growing homeschooling market, with little competition, creating a favorable duopoly with significant pricing power and market potential. Despite strong growth, Stride's stock is currently overvalued; the ideal entry price is around $120, with a long-term bullish outlook. Recommend holding off on buying now due to high valuation; consider building positions gradually between $115 and $125. Read the full article on Seeking Alpha
분석 기사 Feb 19

Stride, Inc. (NYSE:LRN) Shares Could Be 45% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Stride fair value estimate is US$258 Stride is estimated to be...
분석 기사 Feb 06

There's Reason For Concern Over Stride, Inc.'s (NYSE:LRN) Massive 30% Price Jump

Despite an already strong run, Stride, Inc. ( NYSE:LRN ) shares have been powering on, with a gain of 30% in the last...
Seeking Alpha Jan 18

Stride: Welcome To The GARP Club

Summary Stride Inc. (LRN) offers a compelling growth opportunity with a forward PE of 16.5, 10% revenue growth, and 20% EPS growth expected. Strong organic demand drives Stride's potential for significant capital appreciation in the coming years. Stride is poised to continue its growth trajectory since 2021 and outperform the S&P 500. The stock's attractive valuation and robust growth metrics make it a solid choice for growth investors. Read the full article on Seeking Alpha
분석 기사 Jan 08

Does Stride (NYSE:LRN) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Dec 16

Stride: Industry Winds Are Changing, Uncertainties Abound

Summary Stride is the dominant player in the K-12 online tutoring niche, with a $4.5B market cap and solid financial health. LRN is the only profitable firm in its niche, boasting strong balance sheets, sustainable debt levels, and impressive free cash flow. Despite competition from well-capitalized startups like Nerdy, the Company's market leadership and financial stability position it well amid industry uncertainties. Given its current valuation and potential risks, LRN is fairly priced, warranting a hold recommendation with a target price of $114.34. Read the full article on Seeking Alpha
분석 기사 Dec 08

With EPS Growth And More, Stride (NYSE:LRN) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Dec 05

Stride: Is Valuation Now A Risk?

Summary Stride's stock price has risen over 30%, meeting my investment thesis, but future returns no longer align with my investment philosophy. Despite strong financials and market position, the current valuation offers a limited margin of safety and potential returns of around 8% annually. I am downgrading Stride from a 'Buy' to a 'Hold' and selling my position, seeking better opportunities with higher expected returns. Read the full article on Seeking Alpha
분석 기사 Nov 07

Stride, Inc.'s (NYSE:LRN) Shares Leap 27% Yet They're Still Not Telling The Full Story

The Stride, Inc. ( NYSE:LRN ) share price has done very well over the last month, posting an excellent gain of 27...
Seeking Alpha Oct 28

Stride: Full Steam Ahead

Summary Stride reported incredibly strong fiscal Q1 results, and with accelerating enrollments and great cost control, the FY2025 outlook stands incredibly good. A recent short report highlighted the potential negative effect of ESSER funding ending, but Stride has responded to the report and claims the report to be inaccurate. The rising enrollment growth prospects and good cost control underline a continued undervaluation of the LRN stock. Read the full article on Seeking Alpha
분석 기사 Oct 24

Returns Are Gaining Momentum At Stride (NYSE:LRN)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 Oct 08

Stride (NYSE:LRN) Could Easily Take On More Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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새로운 내러티브 Sep 04

Educational Innovations And Calculated Investments Poised To Elevate Revenue And Market Share

Stride's diversification and technological investments hint at efficiencies and new revenue streams, enhancing market penetration.
분석 기사 Aug 26

Here's Why We Think Stride (NYSE:LRN) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Aug 25

Stride: Boring Sector, Interesting Expected Returns

Summary Stride is a company in the education sector with consistent +15% EPS growth and outperformance of the S&P 500 since 2018. The company specializes in K-12 education and professional education in IT engineering and healthcare, with 70% recurring revenue through long-term contracts. Stride Inc. has strong financials, outperforming competitors in margins and profitability, with a projected return of at least 15% annually, making it a "Buy" recommendation. Read the full article on Seeking Alpha
Seeking Alpha Aug 08

Stride: Great Cost Management, Continued Enrollment Momentum In Q4

Summary Stride reported strong Q4 results, showing great enrollment and revenue momentum with a seemingly good confidence in FY2025 enrollments as well. SG&A was managed incredibly well in the quarter, of which a part looks to carry onto upcoming quarters as well. The stock remains undervalued with my financial estimates. Read the full article on Seeking Alpha
분석 기사 Jul 27

With Stride, Inc. (NYSE:LRN) It Looks Like You'll Get What You Pay For

It's not a stretch to say that Stride, Inc.'s ( NYSE:LRN ) price-to-earnings (or "P/E") ratio of 16.9x right now seems...
분석 기사 Jul 11

The Return Trends At Stride (NYSE:LRN) Look Promising

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Seeking Alpha May 24

Stride: Unlocking Growth Potential Through Scalability And Cash On Hand

Summary Stride, a leading educational service provider, has experienced significant growth, doubling its revenue between FY18 and FY23. The online education industry in the US is projected to grow at a CAGR of 10.52% between FY24 and FY29, providing further growth opportunities for Stride. The company is expected to cross the $2B revenue threshold in FY24, driven by increased enrollment and strong margins. FY28 guidance released by management appears achievable through a strategy based on organic growth and acquisitions. Read the full article on Seeking Alpha
분석 기사 May 12

Does Stride (NYSE:LRN) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Apr 03

Do Stride's (NYSE:LRN) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Mar 14

Stride, Inc. (NYSE:LRN) Shares Could Be 45% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Stride fair value estimate is US$112 Stride is estimated to be...
분석 기사 Feb 11

Investors Appear Satisfied With Stride, Inc.'s (NYSE:LRN) Prospects

With a median price-to-earnings (or "P/E") ratio of close to 16x in the United States, you could be forgiven for...

매출 및 비용 세부 내역

Stride가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:LRN 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,53630847117
31 Dec 252,51931948717
30 Sep 252,47531649017
30 Jun 252,40528848617
31 Mar 252,28629947617
31 Dec 242,19327047117
30 Sep 242,11124047217
30 Jun 242,04020447317
31 Mar 241,98918546916
31 Dec 231,93917145916
30 Sep 231,89215444516
30 Jun 231,83712743716
31 Mar 231,8091124798
31 Dec 221,761994498
30 Sep 221,712904438
30 Jun 221,6871074038
31 Mar 221,629903814
31 Dec 211,599704044
30 Sep 211,566534014
30 Jun 211,537713994
31 Mar 211,4086635410
31 Dec 201,2735133010
30 Sep 201,1554729210
30 Jun 201,0412527910
31 Mar 201,0282325910
31 Dec 191,0243325410
30 Sep 191,0223626610
30 Jun 191,0163726810
31 Mar 19998432992
31 Dec 18978383004
30 Sep 18940273006
30 Jun 18918282619
31 Mar 188951229310
31 Dec 17884829212
30 Sep 17888629212
30 Jun 17889030112
31 Mar 17894629811
31 Dec 168931130010
30 Sep 16881830010
30 Jun 16873929410
31 Mar 16887-229713
31 Dec 15910129814
30 Sep 15933529914
30 Jun 159481130314

양질의 수익: LRN는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: LRN의 현재 순 이익률 (12.2%)은 지난해 (13.1%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: LRN의 수익은 지난 5년 동안 연평균 34.3%로 크게 증가했습니다.

성장 가속화: 지난 1년간 LRN 의 수익 증가율(2.9%)은 5년 평균(연간 34.3%)보다 낮습니다.

수익 대 산업: LRN의 지난 1년 수익 증가율(2.9%)은 Consumer Services 업계 평균(10.2%)을 능가하지 못했습니다.


자기자본이익률

높은 ROE: LRN의 자본 수익률(18.8%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 06:35
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/06/30

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분석가 소스

Stride, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
Jeffrey MeulerBaird
Alexander ParisBarrington Research Associates, Inc.