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LRN Stride, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Industrials

Scale

Market cap
$3.5bn
Revenue TTM
$2.5bn
Net income TTM
$338m
Free cash flow
$433m
Composite score
85.2
Sector rank
#1299

Valuation

P / E
10.5
EV / EBITDA
5.2
EV / sales
1.2
FCF yield
12.24%
Earnings yield vs 10-yr
4.83pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
13.4%
EBITDA margin
22.9%
ROE
20.7%
ROIC
41.3%
Revenue growth
4.7%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

During the nine months ended March 31, 2026, revenues increased to $1,882.0 million from $1,751.7 million in the prior year, an increase of 7.4%. Over the same period, operating income increased to $344.9 million from $303.2 million in the prior year, an increase of 13.8%. The increase in operating income was driven by revenue growth and an increase in gross margin. Our revenues for the three months ended March 31, 2026 were $629.9 million, an increase of $16.5 million, or 2.7%, from $613.4 million for the same period in the prior year. General Education revenues decreased $13.4 million, or 3.6%, year over year. …Stride, Inc., 10-Q, period ended 2026-03-31, filed 2026-04-29

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