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Stride, Inc. LRN R2KR3K

Consumer Defensive · Education & Training Services · United States
https://stridelearning.com
Company Profile ↓
$84.68
-46.52% 1Y
Mkt Cap$3.52B
P/E11.86
P/B2.11
52W High$169.81
52W Low$61.02
Book Value$39.19
EPS (TTM)$7.14

Company Overview

Stride, Inc., a technology company, provides an educational platform to deliver proprietary and third-party curriculum, software systems, and educational services in the United States. The company offers online coursework and content in software engineering, healthcare, and medical fields, as well as state customized versions of those courses, electives, and instructional supports; end-to-end platform includes single sign-on capability for content management, learning management, student information, data reporting and analytics, and various support systems that provides an educational experience for students; and stand-alone products and services which can provide curriculum and content hosting on customers' learning management systems, or integration with customers' student information systems. It also provides instructional services that includes customer support for instructional teams comprising recruitment of state-certified teachers, training in research-based online instruction methods and Stride systems, oversight and evaluation services, and ongoing professional development; training options, such as hands-on training, on-demand courses, and support materials. In addition, the company offers support services, including marketing and enrollment, supporting prospective students through the admission process, assessment management, administrative support, technology, and materials support services. The company provides its products and services through virtual schools, traditional school districts, and consumer. It serves public and private schools, school districts, and charter boards, as well as employers, government agencies, and consumers. The company was formerly known as K12 Inc. and changed its name to Stride, Inc. in December 2020. The company was incorporated in 1999 and is headquartered in Reston, Virginia.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 21.7%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 21.0%.

Consistent Profit Growth

Net profit has compounded at 18.8% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 12.5% CAGR over the past five years.

Reasonable Valuation

Trades at a P/E of 11.9, below the sector median of 18.7.

Healthy Margins

Operating margin of 16.0% supports profitability.

Recent Developments

  • Jun 2026 Revenue of $2.52B (+4.7% YoY); net profit $338.19M.
  • Trailing 12 Months Year-on-year growth — revenue -2.7%, earnings +69.6%.
  • 5-Year Trend Long-term compounding — revenue CAGR 12.5%, profit CAGR 18.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:12.46%
1 Year:-2.70%

Compounded Profit Growth

5 Years:18.79%
1 Year:69.60%

Stock Price Performance

1 Year:-46.52%
6 Months:-2.48%
3 Months:-15.33%
1 Month:+5.85%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 22% of range
$61.02 $169.81
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)48.85 · Neutral
Price Performance
1M+5.85%
3M-15.33%
6M-2.48%
1Y-46.52%
Valuation vs Sector

P/E of 11.86 is below the sector median of 18.74 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 21.7%.
  • Healthy ROCE of 21.0%.
  • Compounding revenue at 12.5% over 5 years.
  • Profit CAGR of 18.8% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Trading 50.1% below its 52-week high.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
11.86
Industry PE
18.74
Forward P/E
9.13
PEG Ratio
0.46
Book Value
$39.19
Price to Book
2.11
P/S
1.36
EV/EBITDA
5.85
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
12.46%
Profit 5Y
18.79%
Revenue (YoY)
-2.70%
Earnings (YoY)
69.60%

Profitability & Returns

ROCE
21.00%
ROE
21.73%
ROA
11.91%
Profit Margin
13.43%
Op Margin
15.98%
Gross Margin
37.75%
EPS (Latest Qtr)
$1.93
EPS (TTM)
$7.14

Balance Sheet & Liquidity

Debt/Equity
0.33
Quick Ratio
5.62
Current Ratio
5.94
Debt
$545.98M
Total Assets
$2.44B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
3.76%
Chg in Prom Hold
-0.01%
FII / Inst Holding
116.18%
Chg in FII Hold
-0.02%

Financial Snapshot

Enterprise Value
$3.52B
Total Revenue (TTM)
$2.52B
EBITDA
$510.23M
Free Cash Flow
$224.87M
Operating Cash Flow
$433.81M
Shares Outstanding
41.56M
Gross Margin
37.75%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Consumer Defensive).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 LRN Stride, Inc. R2KR3K 84.68 11.86 $3.52B 0.00% 21.00% 21.73% 12.46% 18.79%
2 WMT Walmart Inc. SPXR3K 107.14 37.73 $852.63B 0.88% 16.83% 24.13% 3.82% 3.24%
3 COST Costco Wholesale Corporation NDXSPXR3K 915.74 46.16 $406.11B 0.62% 25.96% 29.15% 8.16% 11.45%
4 KO The Coca-Cola Company SPXR3K 88.07 26.45 $378.93B 2.44% 16.47% 42.05% 2.86% 4.46%
5 PG The Procter & Gamble Company SPXR3K 146.44 22.32 $341.00B 2.96% 22.49% 30.29% 0.52% 1.59%
6 PM Philip Morris International Inc. SPXR3K 182.53 25.07 $284.49B 3.13% 34.03% -113.55% -1.69% 3.57%
7 PEP PepsiCo, Inc. NDXSPXR3K 137.63 18.04 $188.00B 4.28% 15.41% 51.51% 4.93% 2.11%
8 BUD Anheuser-Busch InBev SA/NV 80.35 17.32 $140.40B 1.61% 8.49% 11.39% 0.88% 4.63%
9 MO Altria Group, Inc. SPXR3K 68.88 14.50 $115.01B 6.26% 38.27% - 1.24% -1.89%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Sep 2021Dec 2021Mar 2022Sep 2022Dec 2022Mar 2023Sep 2023Dec 2023Mar 2024Sep 2024Dec 2024Mar 2025Sep 2025Dec 2025Mar 2026
Revenue ----------------------370.96M376.14M392.14M400.23M409.51M421.72M425.15M458.44M470.28M480.18M504.87M520.84M551.08M587.21M613.38M620.88M631.26M629.87M
Gross Profit --------------92.33M94.54M84.99M80.45M87.76M90.09M78.19M91.50M129.89M129.39M139.02M126.40M147.56M154.84M129.65M170.09M175.25M172.89M201.17M201.33M215.85M239.86M249.29M242.12M259.63M231.56M
Operating Income 27.43M-16.32M-20.46M14.73M19.13M510.00K-17.76M18.32M12.76M4.71M-17.76M13.71M19.72M9.88M-13.75M33.29M23.27M2.68M-19.39M30.30M14.50M7.04M12.06M38.45M38.55M-6.98M56.91M60.59M-28.72M68.07M72.20M3.32M84.29M88.31M47.34M125.10M130.79M68.98M146.85M129.08M
Net Income 17.01M-11.58M-12.79M8.54M14.27M-982.00K-8.06M11.65M9.12M-6.48M-8.06M13.26M13.07M9.35M-8.28M23.71M18.46M3.32M-9.73M20.59M8.75M4.89M12.67M24.50M23.79M-5.88M42.00M42.92M-22.67M50.70M55.46M4.88M66.84M69.69M40.88M96.39M99.35M68.80M99.48M88.53M
Diluted EPS 0.45-0.31-0.340.230.37-0.03-0.210.300.23-0.17-0.210.330.320.23-0.220.590.440.08-0.250.520.220.120.300.600.57-0.151.001.02-0.541.191.300.111.541.600.942.032.021.402.121.93
R&D Expense 3.34M4.32M3.41M3.03M2.56M1.07M2.90M2.87M3.51M3.01M2.90M2.38M2.00M1.97M3.50M1.07M2.34M2.56M----------------------

Profit & Loss (Annual)

Figures in USD.

Metric Jun 2010Jun 2011Jun 2012Jun 2013Jun 2014Jun 2015Jun 2016Jun 2017Jun 2018Jun 2019Jun 2020Jun 2021Jun 2022Jun 2023Jun 2024Jun 2025Jun 2026
Revenue 384.47M522.43M708.41M848.22M919.55M948.29M872.70M888.52M917.73M1.02B1.04B1.54B1.69B1.84B2.04B2.41B2.52B
Gross Profit --------325.24M352.31M347.53M534.90M596.48M647.07M763.60M943.92M950.60M
Operating Income 35.47M24.21M28.98M45.71M22.86M18.43M13.91M13.13M25.55M45.49M32.46M110.46M156.63M165.50M249.60M360.09M450.77M
Net Income 21.52M12.79M17.54M28.11M19.60M10.99M9.04M451.00K27.62M37.21M24.51M71.45M107.13M126.87M204.18M287.94M338.19M
Diluted EPS 0.710.370.450.720.500.290.230.010.680.910.601.712.522.974.695.957.14
R&D Expense 9.58M16.35M25.59M21.08M14.22M14.38M10.07M12.46M9.20M9.50M9.70M3.70M7.50M15.50M16.70M16.60M22.00M

Balance Sheet (Annual)

Figures in USD.

Metric Jun 2009Jun 2010Jun 2011Jun 2012Jun 2013Jun 2014Jun 2015Jun 2016Jun 2017Jun 2018Jun 2019Jun 2020Jun 2021Jun 2022Jun 2023Jun 2024Jun 2025Jun 2026
Total Assets --582.10M648.84M718.90M711.67M708.60M734.05M735.28M741.96M819.61M1.07B1.58B1.64B1.76B1.92B2.29B2.44B
Total Equity 186.70M225.99M448.62M473.49M530.16M528.93M536.94M558.72M574.35M587.19M633.37M675.33M804.65M812.58M947.30M1.18B1.48B1.63B
Cash & Equivalents 49.46M81.75M193.10M144.65M181.48M196.11M195.85M213.99M230.86M231.11M283.12M212.30M386.08M389.40M410.81M500.61M782.50M754.50M
Long Term Debt ------------299.27M411.44M413.04M414.68M416.32M418.00M
Total Liabilities --112.15M153.99M169.94M165.94M162.06M167.83M160.24M154.77M186.24M397.93M772.65M830.96M813.37M744.44M814.34M803.22M
Current Liabilities --83.65M97.61M109.19M113.76M110.66M123.01M117.75M116.22M155.59M273.42M306.24M302.07M309.13M244.28M302.88M288.85M

Cash Flows (Annual)

Figures in USD.

Metric Jun 2011Jun 2012Jun 2013Jun 2014Jun 2015Jun 2016Jun 2017Jun 2018Jun 2019Jun 2020Jun 2021Jun 2022Jun 2023Jun 2024Jun 2025Jun 2026
Operating Cash Flow ----120.08M121.78M88.73M105.45M141.61M80.42M134.15M206.88M203.15M278.80M432.82M433.81M
Investing Cash Flow -----68.25M-82.85M-57.20M-50.48M-61.11M-217.37M-165.44M-110.76M-118.24M-139.87M-88.00M-179.83M
Financing Cash Flow -----50.39M-20.78M-14.64M-52.72M-28.99M65.63M204.58M-93.31M-63.50M-49.12M-62.94M-281.98M
Capital Expenditure -19.62M-10.48M-8.34M-7.41M-9.93M-5.01M-2.17M-8.74M-5.48M-1.68M-3.57M-9.75M-4.34M-2.27M-1.78M-587.00K
Free Cash Flow ----110.16M116.77M86.55M96.70M136.13M78.74M130.58M197.14M198.81M276.53M431.04M433.23M
Share Buybacks ---48.55M26.45M--27.48M-------188.66M

Ratios (Annual)

Figures in %.

Metric Jun 2010Jun 2011Jun 2012Jun 2013Jun 2014Jun 2015Jun 2016Jun 2017Jun 2018Jun 2019Jun 2020Jun 2021Jun 2022Jun 2023Jun 2024Jun 2025Jun 2026
Gross Margin % --------35.4%34.7%33.4%34.8%35.4%35.2%37.4%39.2%37.8%
Operating Margin % 9.2%4.6%4.1%5.4%2.5%1.9%1.6%1.5%2.8%4.5%3.1%7.2%9.3%9.0%12.2%15.0%17.9%
Net Margin % 5.6%2.4%2.5%3.3%2.1%1.2%1.0%0.1%3.0%3.7%2.4%4.6%6.4%6.9%10.0%12.0%13.4%
ROE % 9.5%2.9%3.7%5.3%3.7%2.0%1.6%0.1%4.7%5.9%3.6%8.9%13.2%13.4%17.4%19.5%20.7%
ROCE % -4.9%5.3%7.5%3.8%3.1%2.3%2.1%4.1%6.9%4.1%8.7%11.7%11.4%14.9%18.1%21.0%

Shareholding Pattern

Insiders
3.76%
Institutions
116.18%
Public Float
120.71%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 15.50% 6.44M $559.22M
2 Vanguard Portfolio Management LLC 5.71% 2.37M $206.13M
3 Jupiter Topco LLC 5.57% 2.32M $201.09M
4 Dimensional Fund Advisors LP 4.61% 1.92M $166.34M
5 Vanguard Capital Management LLC 4.43% 1.84M $159.70M
6 State Street Corporation 4.00% 1.66M $144.29M
7 Impactive Capital, LP 3.14% 1.30M $113.21M
8 Morgan Stanley 3.12% 1.30M $112.57M
9 Frontier Capital Management Company LLC 2.87% 1.19M $103.49M
10 Principal Financial Group, Inc. 2.68% 1.11M $96.70M

Analyst View

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Latest News

Recent headlines for LRN

Google News Mon, 07 Sep 2026

Wellington Management Group LLP Lowers Stock Position in Stride, Inc. $LRN - marketbeat.com

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Google News ue, 04 Aug 2026

Stride’s (NYSE:LRN) Q2 CY2026: Beats On Revenue, Stock Soars - Yahoo Finance

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Google News ue, 18 Aug 2026

Stride (NYSE: LRN) investor plans multimillion share sale by 2026 - Stock Titan

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Google News ue, 28 Apr 2026

Stride Inc. (LRN) Stock Falls on Q3 2026 Earnings - quiverquant.com

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Google News Fri, 17 Apr 2026

Stride Inc. (NYSE:LRN) Presents a Compelling Value Investment Case - ChartMill

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Google News ue, 26 May 2026

LRN - Stride Inc Stock Price and Quote - Finviz

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LRN — Frequently Asked Questions

What is the current share price of Stride, Inc. (LRN)?

As of 2026-09-07 16:24 PDT, Stride, Inc. (LRN) trades at $84.68 on NYSE. Its 52-week range is $61.02 to $169.81.

What is the market capitalisation of LRN?

Stride, Inc. (LRN) has a market capitalisation of $3.52B on NYSE.

What is the P/E ratio of LRN?

LRN trades at a trailing price-to-earnings (P/E) ratio of 11.86. The industry average P/E is 18.74. Its price-to-book (P/B) ratio is 2.11.

What is the return on equity (ROE) of LRN?

LRN has a return on equity (ROE) of 21.73%. Its return on capital employed (ROCE) is 21.00%.

Is LRN a good stock to buy?

This page provides a data-driven analysis of Stride, Inc. (LRN), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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