Stride, Inc. (0AJ)
XMUN 
Summary
0AJ Chart
Could Stride's Free Tutoring Initiative be Its Next Brand Win?
Stride, Inc. LRN has been offering tutoring services since 2022, under the name Stride Tutoring, which was then rebranded in 2024 as K12 Tutoring. Through its K12 Tutoring service portfolio, the company offers personalized online tutoring services to school students, providing them with an additional boost toward academic gains.
Stride's 60% Drop: A Broken Price, Not A Broken Business
Stride suffered a 60% valuation drop after muted guidance for FY2026, but I see the long-term growth story as intact. LRN demonstrates strong cash conversion, high margins, moderate leverage, and ample liquidity, with FCF/EBITDA above 50% and a current ratio of 6.7x, supporting scalability and downside protection. Management attributes recent enrollment losses to a temporary platform upgrade issue, not a structural demand problem, with resolution expected next year.
Stride: In After-School Detention Until September 2026
Stride suffered a major platform glitch, causing a 20k student loss and a $200M revenue hit, triggering a sharp share price decline. I expect EBITDA margins to contract to 20% in 2026, with net income down 19%, but trend growth and margins should resume by 2027. Valuation now reflects excessive pessimism, trading at 11x P/E and 6x P/CE; a $500M buyback should support EPS and share price.
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Stride, Inc. Profile
| Diversified Consumer Services Industry | Consumer Discretionary Sector | James J. Rhyu CEO | XMUN Exchange | US86333M1080 ISIN |
| US Country | 7,800 Employees | - Last Dividend | - Last Split | 13 Dec 2007 IPO Date |
Overview
Stride, Inc. is a leading technology-based education service company that offers innovative and comprehensive solutions aimed at enhancing individualized learning for students from kindergarten through 12th grade (K-12), both in the United States and internationally. Initially founded as K12 Inc. in 2000 and rebranded to Stride, Inc. in December 2020, its headquarters are located in Reston, Virginia. The core mission of Stride, Inc. revolves around leveraging technology to provide proprietary and third-party online curriculum, software systems, and educational services. These offerings are designed to support the educational journey of students by facilitating personalized learning experiences, monitoring progress, and ensuring substantial support. The company caters to a wide range of clients including public and private schools, school districts, charter boards, consumers, employers, as well as government agencies.
Products and Services
Stride, Inc. has established a comprehensive portfolio of products and services tailored to fill various educational needs from K-12 to adult learning and career development. These offerings include:
- Virtual or Blended Public School Support: An integrated package of systems, services, products, and professional expertise designed to support public schools in offering virtual or blended learning environments. This solution is intended to attract, enroll, educate, and track the progress of students while providing necessary support.
- Individual Online Courses and Supplemental Educational Products: A selection of individual online courses and other supplementary educational products that cater to students seeking additional resources outside of their standard curricula. These products cover a variety of subjects including math, English, science, and history from kindergarten through twelfth grade.
- General Education Market Products: A suite of products and services targeted at the general education market. these offerings focus on foundational subjects such as math, English, science, and history, ideally suited for K-12 students.
- Career Learning Products and Services: Specialized products and services aimed at equipping students with the necessary skills for entering key industries such as information technology, health care, and business. These offerings are tailored to develop industry-relevant skills and prepare students for their future careers.
- Post-secondary Career Learning Programs: Under the brand names Galvanize, Tech Elevator, and MedCerts, Stride, Inc. offers focused post-secondary career learning programs that provide skills training in software engineering, healthcare, and medical fields. These programs are designed for adult learners looking to advance or change their careers. Additionally, Stride, Inc. extends staffing and talent development services to employers, connecting skilled individuals with potential opportunities.
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