Added to YB: 2025-10-17
Pitch date: 2025-08-26
LRN [bullish]
Stride, Inc.
-51.08%
current return
Author Info
No bio for this author
Company Info
Stride, Inc., together with its subsidiaries, provides proprietary and third-party online curriculum, software systems, and educational services in the United States and internationally.
Market Cap
$3.1B
Pitch Price
$169.55
Price Target
395.00 (+376%)
Dividend
N/A
EV/EBITDA
5.82
P/E
11.29
EV/Sales
1.19
Sector
Diversified Consumer Services
Category
growth
Stride, Inc. - $LRN
LRN: K-12 virtual school leader w/ 5x revenue vs only national competitor. CEO Rhyu transformed margins from 12% to 24% EBITDA, Cash EPS up 7x to $9. 90%+ client retention, 13% revenue CAGR post-COVID. ~1% virtual market share vs 5% in mature markets = massive whitespace. Trump school choice support. $395 target, 140% upside, 30%+ IRR on 25x Cash EPS.
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