LRN posts 21% enrollment growth and record income in the third quarter, but staying ahead means innovating beyond scale.
LRN leads with 20% enrollment growth and a bullish 2025 outlook, while CHGG struggles with subscriber losses and AI-driven headwinds.
Stride's stock has surged 344% since 2023, driven by robust enrollment growth and secular trends favoring online and homeschool education. The company boasts strong financials, with a 14% revenue CAGR and a 33% adjusted operating income CAGR over the past two years, supporting my buy rating. Risks include potential 6.94% share dilution from convertible notes and limited pricing power, due to reliance on district funding per student.
21 Apr 2025 Date | | - Cons. EPS | - EPS |
21 Jan 2025 Date | | 1.87 Cons. EPS | 2.03 EPS |
22 Oct 2024 Date | | 0.22 Cons. EPS | 0.94 EPS |
13 Aug 2024 Date | | 1.27 Cons. EPS | - EPS |
6 Aug 2024 Date | | 1.27 Cons. EPS | 1.42 EPS |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
21 Jan 2025 Date | | 1.87 Cons. EPS | 2.03 EPS |
22 Oct 2024 Date | | 0.22 Cons. EPS | 0.94 EPS |
13 Aug 2024 Date | | 1.27 Cons. EPS | - EPS |
6 Aug 2024 Date | | 1.27 Cons. EPS | 1.42 EPS |
Education & Training Services Industry | Consumer Defensive Sector | Mr. James J. Rhyu CEO | NYSE Exchange | 86333M108 Cusip |
US Country | 7,800 Employees | - Last Dividend | - Last Split | 13 Dec 2007 IPO Date |
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.
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: