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Stride NYSE:LRN Stock Report

Last Price

US$104.97

Market Cap

US$4.5b

7D

0.2%

1Y

76.8%

Updated

30 Dec, 2024

Data

Company Financials +

Stride, Inc.

NYSE:LRN Stock Report

Market Cap: US$4.5b

LRN Stock Overview

A technology-based education service company, engages in the provision of proprietary and third-party online curriculum, software systems, and educational services in the United States and internationally. More details

LRN fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance5/6
Financial Health5/6
Dividends0/6

Rewards

Trading at 58.1% below our estimate of its fair value

Earnings are forecast to grow 14.61% per year

Earnings grew by 55.5% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Significant insider selling over the past 3 months

Volatile share price over the past 3 months compared to the US market


My Notes

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Community Narratives

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WA
Analyst Price Target
Consensus Narrative from 5 Analysts

Despite Funding Risks, Strong Demand In Career Learning Will Boost Future Prospects

Key Takeaways Strong demand for educational offerings and strategic shifts toward Career Learning suggest potential for continued revenue growth and diversification. Efficiency gains through improved margins and disciplined expense management are expected to enhance profitability despite headwinds like loss of funding.
View narrative
US$98.20
FV
6.9% overvalued intrinsic discount
9.48%
Revenue growth p.a.
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3users have followed this narrative
4 days ago author updated this narrative

Stride, Inc. Competitors

Grand Canyon Education

NasdaqGS:LOPE

US$4.7b

Graham Holdings

NYSE:GHC

US$3.8b

Adtalem Global Education

NYSE:ATGE

US$3.4b

Bright Horizons Family Solutions

NYSE:BFAM

US$6.4b

Price History & Performance

Summary of share price highs, lows and changes for Stride
Historical stock prices
Current Share PriceUS$104.97
52 Week HighUS$112.80
52 Week LowUS$54.81
Beta0.31
1 Month Change-1.78%
3 Month Change25.19%
1 Year Change76.81%
3 Year Change215.79%
5 Year Change412.05%
Change since IPO327.58%

Recent News & Updates

Stride: Industry Winds Are Changing, Uncertainties Abound

Dec 16

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

Dec 08
With EPS Growth And More, Stride (NYSE:LRN) Makes An Interesting Case

Stride: Is Valuation Now A Risk?

Dec 05

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

Nov 07
Stride, Inc.'s (NYSE:LRN) Shares Leap 27% Yet They're Still Not Telling The Full Story

Recent updates

Stride: Industry Winds Are Changing, Uncertainties Abound

Dec 16

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

Dec 08
With EPS Growth And More, Stride (NYSE:LRN) Makes An Interesting Case

Stride: Is Valuation Now A Risk?

Dec 05

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

Nov 07
Stride, Inc.'s (NYSE:LRN) Shares Leap 27% Yet They're Still Not Telling The Full Story

Stride: Full Steam Ahead

Oct 28

Returns Are Gaining Momentum At Stride (NYSE:LRN)

Oct 24
Returns Are Gaining Momentum At Stride (NYSE:LRN)

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

Oct 08
Stride (NYSE:LRN) Could Easily Take On More Debt

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

Aug 26
Here's Why We Think Stride (NYSE:LRN) Is Well Worth Watching

Stride: Boring Sector, Interesting Expected Returns

Aug 25

Stride: Great Cost Management, Continued Enrollment Momentum In Q4

Aug 08

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

Jul 27
With Stride, Inc. (NYSE:LRN) It Looks Like You'll Get What You Pay For

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

Jul 11
The Return Trends At Stride (NYSE:LRN) Look Promising

Stride: Unlocking Growth Potential Through Scalability And Cash On Hand

May 24

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

May 12
Does Stride (NYSE:LRN) Have A Healthy Balance Sheet?

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

Apr 03
Do Stride's (NYSE:LRN) Earnings Warrant Your Attention?

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

Mar 14
Stride, Inc. (NYSE:LRN) Shares Could Be 45% Below Their Intrinsic Value Estimate

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

Feb 11
Investors Appear Satisfied With Stride, Inc.'s (NYSE:LRN) Prospects

Results: Stride, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Jan 27
Results: Stride, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Stride (NYSE:LRN) Is Looking To Continue Growing Its Returns On Capital

Jan 20
Stride (NYSE:LRN) Is Looking To Continue Growing Its Returns On Capital

An Overview Of Stride In The EdTech Landscape

Jan 03

Is There An Opportunity With Stride, Inc.'s (NYSE:LRN) 25% Undervaluation?

Dec 14
Is There An Opportunity With Stride, Inc.'s (NYSE:LRN) 25% Undervaluation?

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

Dec 01
Do Stride's (NYSE:LRN) Earnings Warrant Your Attention?

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

Nov 15
Is Stride (NYSE:LRN) Using Too Much Debt?

Stride: Empowering Growth Amid Rising Demand For Alternative Education

Oct 31

Stride (NYSE:LRN) Is Looking To Continue Growing Its Returns On Capital

Sep 14
Stride (NYSE:LRN) Is Looking To Continue Growing Its Returns On Capital

Stride: Still My Favorite EdTech Play

Sep 13

Stride: Risk/Reward Attractive, But Caution On Enrollment Levels

Aug 26

Stride (NYSE:LRN) Ticks All The Boxes When It Comes To Earnings Growth

Aug 23
Stride (NYSE:LRN) Ticks All The Boxes When It Comes To Earnings Growth

Stride Inc.: An Educated Growth Choice

Jul 31

These 4 Measures Indicate That Stride (NYSE:LRN) Is Using Debt Safely

Jul 07
These 4 Measures Indicate That Stride (NYSE:LRN) Is Using Debt Safely

Stride (NYSE:LRN) Is Experiencing Growth In Returns On Capital

May 26
Stride (NYSE:LRN) Is Experiencing Growth In Returns On Capital

We Ran A Stock Scan For Earnings Growth And Stride (NYSE:LRN) Passed With Ease

Apr 08
We Ran A Stock Scan For Earnings Growth And Stride (NYSE:LRN) Passed With Ease

Is Stride (NYSE:LRN) A Risky Investment?

Mar 23
Is Stride (NYSE:LRN) A Risky Investment?

Stride (NYSE:LRN) Is Experiencing Growth In Returns On Capital

Feb 07
Stride (NYSE:LRN) Is Experiencing Growth In Returns On Capital

Stride: Diversified Education Portfolio Strengthens Fiscal Q2 2023 Results

Jan 30

Stride Q2 2023 Earnings Preview

Jan 23

If EPS Growth Is Important To You, Stride (NYSE:LRN) Presents An Opportunity

Jan 04
If EPS Growth Is Important To You, Stride (NYSE:LRN) Presents An Opportunity

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

Nov 16
Stride (NYSE:LRN) Could Easily Take On More Debt

Stride GAAP EPS of -$0.54 misses by $0.40, revenue of $425.12M beats by $5.12M

Oct 25

Is Now The Time To Put Stride (NYSE:LRN) On Your Watchlist?

Sep 13
Is Now The Time To Put Stride (NYSE:LRN) On Your Watchlist?

Stride Stock: Bullish With Online Learning Here To Stay

Sep 13

Stride slide on ambiguous FY2023 outlook despite FQ4 earnings beat

Aug 10

Investors Will Want Stride's (NYSE:LRN) Growth In ROCE To Persist

Aug 08
Investors Will Want Stride's (NYSE:LRN) Growth In ROCE To Persist

Stride (NYSE:LRN) Has A Rock Solid Balance Sheet

Jul 20
Stride (NYSE:LRN) Has A Rock Solid Balance Sheet

Stride: Investing In Education Could Be Quite Profitable

Jun 27

Shareholder Returns

LRNUS Consumer ServicesUS Market
7D0.2%0.5%0.6%
1Y76.8%7.3%23.7%

Return vs Industry: LRN exceeded the US Consumer Services industry which returned 7.3% over the past year.

Return vs Market: LRN exceeded the US Market which returned 23.7% over the past year.

Price Volatility

Is LRN's price volatile compared to industry and market?
LRN volatility
LRN Average Weekly Movement12.0%
Consumer Services Industry Average Movement8.4%
Market Average Movement6.3%
10% most volatile stocks in US Market17.5%
10% least volatile stocks in US Market3.1%

Stable Share Price: LRN's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: LRN's weekly volatility has increased from 7% to 12% over the past year.

About the Company

FoundedEmployeesCEOWebsite
19997,800James Rhyuwww.stridelearning.com

Stride, Inc., a technology-based education service company, engages in the provision of proprietary and third-party online curriculum, software systems, and educational services in the United States and internationally. Its technology-based products and services enable clients to attract, enroll, educate, track progress, support, and facilitate individualized learning for students. The company offers integrated package of systems, services, products, and professional expertise to support a virtual or blended public school; software and services to schools and school districts; 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.

Stride, Inc. Fundamentals Summary

How do Stride's earnings and revenue compare to its market cap?
LRN fundamental statistics
Market capUS$4.50b
Earnings (TTM)US$240.19m
Revenue (TTM)US$2.11b

18.7x

P/E Ratio

2.1x

P/S Ratio

Is LRN overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LRN income statement (TTM)
RevenueUS$2.11b
Cost of RevenueUS$1.30b
Gross ProfitUS$806.37m
Other ExpensesUS$566.18m
EarningsUS$240.19m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)5.60
Gross Margin38.20%
Net Profit Margin11.38%
Debt/Equity Ratio34.2%

How did LRN perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 07:07
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Stride, Inc. is covered by 18 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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