Stride Inc. Common Stock (LRN)

FairStock Score: 67/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I begin with business quality. Stride provides an online education platform, curriculum, software, and services to students, mostly in the U.S. It employs 9,200 people and generates real cash: trailing free cash flow was $355.0M, a 10.3% FCF yield on the $3.4B market cap. In FY2026, the year ended 2026-06-30, filed results show revenue of $2.5B, net income of $338.2M, and diluted EPS of $7.14. That compares with FY2025 revenue of $2.4B, net income of $287.9M, and EPS of $5.95, and FY2024 revenue of $2.0B, net income of $204.2M, and EPS of $4.69. Profits and per-share earnings have compounded well. The FairStock Lynch category calls it a FAST GROWER, citing 36.5% annual profit growth over five years and 10.4% revenue growth. Returns are good: FairStock calculations show ROE of 21.73%, ROCE of 11.91%, and debt/equity of 0.33. The balance sheet looks safe with an Altman Z-Score of 4.37, though the Piotroski F-Score is a moderate 5/9. At the $83.00 close on 2026-10-13, FairStock calculations put the P/E at 11.62, PEG at 0.20, and EV/EBITDA at 5.59. Those are undemanding if growth persists. But the Graham Number is $79.51, giving a margin of safety of -4.39%, so on Graham's conservative math the price is slightly above fair value. Revenue rose only from $2.4B to $2.5B in FY2026, and in fiscal Q3 2026, the quarter ended 2026-03-31, net income was $88.5M versus $99.3M in fiscal Q3 2025. Low beta of 0.11 and a 52-week range of $60.61-$155.06 suggest Mr. Market is uncertain. I would want durable enrollment and margin trends before paying much more.

In plain English: Stride is an online education company that provides courses, software, and school services, mostly in the United States. The business is profitable, produces strong cash flow, and has grown its profits, but revenue growth has been modest. At $83 a share, the price looks close to fair based on the company's numbers, not an obvious bargain or an obvious bubble.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2026 10-Q (period ended 2025-12-31) · fiscal Q1 2026 10-Q (period ended 2025-09-30) · fiscal Q3 2025 10-Q (period ended 2025-03-31) · FY2026 10-K (period ended 2026-06-30) · FY2025 10-K (period ended 2025-06-30) · FY2024 10-K (period ended 2024-06-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer