Added to YB: 2025-12-26
Pitch date: 2025-12-22
LRN [bullish]
Stride, Inc.
+26.44%
current return
Author Info
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Company Info
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.
Market Cap
$3.4B
Pitch Price
$66.49
Price Target
158.00 (+88%)
Dividend
N/A
EV/EBITDA
5.74
P/E
11.73
EV/Sales
1.18
Sector
Diversified Consumer Services
Category
value
Stride, Inc. (LRN): Temporary Tech Issues, Attractive Opportunity in this School-as-a-Service Leader
LRN: 'School-as-a-Service' leader at 10.4x P/E, 21% ROCE trading 7.4x owner earnings despite 90%+ retention, 5yr sticky contracts, gov-backed funding. Tech issues cost 10-15k enrollments but mgmt targeting $158 price (15% annual return). $500M buyback (14% yield). Risks: political/charter school sentiment, tech problems.
Read full article (7 min)