Consumer Defensive
Stride, Inc.(LRN)
Live Price
Offline$97.71
-1.77% today
1Y Change
-41.08%
Window
Jun 25, 2025 โ Jun 16, 2026
- Market Cap
- $3.94B
- Revenue Growth
- +17.9%
- EPS Growth
- +39.7%
- Dividend Yield
- 0.0%
Coverage: 245 bars ยท Jun 25, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Stride, Inc. (LRN) is a Consumer Defensive stock with a market cap of $3.94B and listed on NYSE. The stock last traded around $97.71 and down 41.1% across the available one-year price window (Jun 25, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of +17.9%, EPS growth of +39.7%, a dividend yield of 0.0%. What stands out right now is revenue +17.9%, EPS +39.7%, free cash flow +71.6% with operating margin 15.9% and ROIC 13.9%. Valuation is more restrained than many high-expectation growth names at P/E 12.9 and price/sales 1.6. Stock Foundry combines LRN price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+17.9% vs +1.7% peer median
Operating Margin
Above sector median
+15.9% vs +6.6% peer median
P/E
Near sector median
12.9 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Apr 28, 2026 with an EPS surprise of +19.2% and a revenue surprise of +0.0%.
The operating story is still moving forward
Revenue is running at +17.9% and EPS at +39.7%, with operating margin around 15.9%.
The next real check-in already has a date
The next earnings event is scheduled for Aug 4, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -11.3% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 28, 2026 | +19.2% | +2.8% | +1.3% | -1.7% |
2026 Jan 27, 2026 | +5.5% | +14.2% | +18.4% | +16.3% |
2025 Oct 28, 2025 | +42.1% | -54.4% | -53.7% | -59.0% |
Benchmark Edge
LRN vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LRN
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LRN Max Drawdown
-64.07%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LRN and SPY.
Company Overview
Stride, Inc.
New York Stock Exchange
Stride, Inc., a technology-based education service company, provides proprietary and third-party online curriculum, software systems, and educational services to facilitate individualized learning for students primarily in kindergarten through 12th grade (K-12) in the United States and internationally. Its technology-based products and services enable clients to attract, enroll, educate, track progress, and support students. The company offers integrated package of systems, services, products, and professional expertise to support a virtual or blended public school; 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 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 brand names, as well as provides staffing and talent development services to employers. Stride, Inc. 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 founded in 2000 and is headquartered in Reston, Virginia.
- Leadership
- James J. Rhyu
- IPO Date
- Dec 13, 2007
- Employees
- 7.8k
- Street Address
- 11720 Plaza America
- Mailing
- Reston, VA, 20190
- Region
- Reston, VA, US
- Reporting Currency
- USD
- Investor Line
- 703 483 7000
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 12.9
- EV/EBITDA
- 7.2
- Price/Sales
- 1.6
- Price/Book
- 2.4
Growth
- Revenue
- +17.9%
- EPS
- +39.7%
- Free Cash Flow
- +71.6%
Profitability
- Gross Margin
- 38.3%
- Operating Margin
- 15.9%
- Net Margin
- 12.2%
- ROE
- 19.9%
- ROIC
- 13.9%
Balance Sheet
- Debt/Equity
- 0.33
- Current Ratio
- 6.21
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.