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KinderCare Learning Companies, Inc. Stock Price

NYSE:KLC Community·US$455.9m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

KLC Share Price Performance

US$3.86
-6.89 (-64.09%)
US$5.96
Fair Value
US$3.86
-6.89 (-64.09%)
35.3% undervalued intrinsic discount
US$5.96
Fair Value
Price US$3.86
AnalystConsensusTarget US$5.96
AnalystLowTarget US$4.50
AnalystHighTarget US$7.82

KLC Community Narratives

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Fair Value US$5.96 35.3% undervalued intrinsic discount

Childcare Benefits And Policy Support Will Reshape This Early Education Provider’s Earnings Profile

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·
Fair Value US$4.5 14.2% undervalued intrinsic discount

Childcare Funding And Occupancy Trends Will Shape Modest Long Term Earnings Recovery

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Fair Value US$7.82 50.6% undervalued intrinsic discount

Employer Childcare Demand And Digital Tools Will Support Long Term Upside

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US$7.82
50.6% undervalued intrinsic discount
Profit Margin
4.54%
Future PE
9.66x
Price in 2029
US$11.13

Trending Discussion

Updated Narratives

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Employer Childcare Demand And Digital Tools Will Support Long Term Upside

Fair Value: US$7.82 50.6% undervalued intrinsic discount
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KLC logo

Childcare Benefits And Policy Support Will Reshape This Early Education Provider’s Earnings Profile

Fair Value: US$5.96 35.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
KLC logo

Childcare Funding And Occupancy Trends Will Shape Modest Long Term Earnings Recovery

Fair Value: US$4.5 14.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with very low risk.

2 Risks
2 Rewards

KinderCare Learning Companies, Inc. Key Details

US$2.7b

Revenue

US$2.2b

Cost of Revenue

US$568.5m

Gross Profit

US$992.4m

Other Expenses

-US$423.9m

Earnings

Last Reported Earnings
Apr 04, 2026
Next Reporting Earnings
n/a
-3.58
20.77%
-15.48%
197.1%
View Full Analysis

About KLC

Founded
1969
Employees
39700
CEO
John Wyatt
WebsiteView website
www.investors.kindercare.com

KinderCare Learning Companies, Inc. provides early childhood education and care services in the United States. The company offers community-based early childhood education services for infants, toddlers, preschool, and kindergarten students; and customized family care benefits for organizations, including care for young children on or near the site where their parents work, tuition benefits, and backup care under the KinderCare Learning Centers (KCLC) and Crème School brands. It also provides before-and after-school programs, including summer camp programs for preschool and school-age children under the Champions brand. The company was formerly known as KC Holdco, LLC and changed its name to KinderCare Learning Companies, Inc. in January 2022. KinderCare Learning Companies, Inc. was founded in 1969 and is headquartered in Lake Oswego, Oregon.

Recent KLC News & Updates

Seeking Alpha May 26

KinderCare Learning Companies Deserves To At Least Double From Here

Summary KinderCare Learning Companies remains a "Strong Buy" as operational improvements and revised guidance signal substantial upside potential despite the recent share price doubling. KLC’s profitability suffered from occupancy declines and self-inflicted operational distractions, but management’s corrective actions and cost-cutting are expected to drive stabilization. Recent guidance revision raised 2026 EBITDA to $215–$235 million, supporting a bullish valuation case even at conservative EV/EBITDA multiples. Federal and state subsidy support, alongside enrichment program expansion, provide structural tailwinds and potential for further operational recovery. Read the full article on Seeking Alpha

Recent updates

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