Stride Inc (LRN) Fair Value & Analysis
Consumer Defensive · US · Market cap $3.7B · ISIN US86333M1080
What is Stride Inc really worth?
Stride Inc
LRN · US
A solid business, trading 28% below our fair value of $118.53.
Strengths
Risks
Fair value as of: Aug 27, 2026
From 26 valuation models · updated 8 days ago
Share price +6.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price is below even our cautious bear case ($90.06). The market is more pessimistic than our downside scenario.
- Solid quality (62/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.
How to read this chart
60‑month range $26.86 – $169.81 · fair‑value band $90.06 – $155.01 · the $85.80 price screens below the $118.53 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.
Analysis
Stride Inc (LRN) currently trades at $85.80, while our model-based Fair Value estimate is $118.53, implying the stock looks roughly 27.6% undervalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Defensive sector. Bull case: the DCF Models group reads highest at a median of $185.03 per share, and 19 of the 26 models we run sit above the $85.80 price. Bear case: the Asset-Based group reads lowest at $23.31, and 7 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Stride Inc generated revenue of $2.5B at a net margin of 12.2%. Revenue grew 2.7% year over year. It earns a return on equity of 20.1%. The balance sheet holds a net cash position of $233M. Fundamentals as of Aug 27, 2026
Our scenario range runs from $90.06 (bear case) to $155.01 (bull case); at $85.80, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 50% below its 52-week high and 42% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 6% fair-value upside, at 38%, LRN screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 12 months have passed since. In that time the company retained roughly $6.39 per share, which is 5.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models ($185.03) versus Dividend Discount ($4.81). Highest evidence: FCF DCF (77).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 28
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Stride, Inc., together with its subsidiaries, provides 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.
Full company description
Stride, Inc., together with its subsidiaries, provides 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; learning software and support 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. 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 operates tuition-based private schools. In addition, the company offers 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 brands, as well as provides staffing and talent development services to employers. It 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 incorporated in 1999 and is headquartered in Reston, Virginia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Stride Inc reported revenue of $2.4B in FY2025 versus $1.5B in FY2021, a compound +11.9%/yr. Reported net income was $288M in FY2025, compounding +41.7%/yr from FY2021.
of which total revenue +9.7 % · buybacks/dilution −1.7 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
Watch LRN: get an alert when its fair value changes →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Stride (LRN) Could Be 26% Undervalued Following Its Earnings Beat And Buyback Extension
- Is Stronger Career Learning And Capital Returns Altering The Investment Case For Stride (LRN)?
- Stride’s Q2 Earnings Call: Our Top 5 Analyst Questions
- Stride (LRN) Just Got A New CEO. What Happens Next?
Peer Group
Education & Training Services · 142 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Education & Training Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 35/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Education & Training Services stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| New Oriental Education & Technology Group EDU | $58.22 | $48.37 | −17% |
| TAL Education Group TAL | $11.69 | $15.60 | +33% |
| Laureate Education, Inc LAUR | $38.36 | $41.45 | +8% |
| Physicswallah Limited PWL | ₹119.46 | ₹13.69 | −89% |
| Grand Canyon Education, Inc LOPE | $151.19 | $152.01 | +1% |
| Covista Inc CVSA | $128.22 | $135.45 | +6% |
| Universal Technical Institute, Inc UTI | $25.64 | $20.98 | −18% |
| Perdoceo Education Corporation PRDO | $33.81 | $40.65 | +20% |
| Strategic Education, Inc STRA | $81.90 | $105.48 | +29% |
| Offcn Education Technology Co 002607 | ¥2.03 | ¥0.3300 | −84% |
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