LRN
Strong BuyUnloved QualityAI screen passStride, Inc. · Consumer Defensive · United States · $3.3B cap · $68.7M/day traded
$80.10 +1.1% · close 28 Oct · scored 29 Oct
Unloved Quality: Strong and cheap; the market has not turned yet.
As of 29 Oct 2026, MoatMap's StockRank for Stride, Inc. (LRN) is 81/100, ranked against 24,000+ stocks in 35 markets (Quality 76, Value 62, Momentum 40, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Stride clears the calibrated bar. All three legs are above the floor (Q78 V52 M54) and an active buyback provides the required corroboration. Nothing adverse is on file: no negative earnings revision and no insider selling. Quality at Q78 is the strongest part of the case, and online K-12 enrolment has proved more durable than the post-pandemic reversion many expected.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT STRIDE, INC.
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Stride, Inc. is a leading for-profit education company specializing in providing online curricula, software, and services for K-12 students, including full-time virtual schools and individual learning solutions. The company's competitive advantage lies in its extensive proprietary curriculum, established partnerships with school districts, and deep expertise in virtual learning delivery, making it the largest provider in the online K-12 segment. Stride is well-positioned to capitalize on the growing demand for flexible and digital educational options.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.7B | 1.8B | 2.0B | 2.4B | 12.6% | 2.5B | 2.5B | 2.6B | 2.2% |
| EPS | 2.58 | 3.00 | 4.79 | 6.69 | 37.4% | 7.66 | 7.23 | 7.72 | 4.9% |
| Shares | 42.8M | 43.0M | 43.2M | 43.5M | +1.7% | 41.6M | — | — | — |
| Debt | 565.7M | 543.8M | 528.2M | 549.8M | -0.9% | 619.0M | — | — | — |
| Equity | 812.6M | 947.3M | 1.2B | 1.5B | 22.1% | — | — | — | — |
| Op CF | 206.9M | 203.2M | 278.8M | 432.8M | 27.9% | 504.8M | — | — | — |
| Inv CF | -110.8M | -118.2M | -139.9M | -88.0M | — | — | — | — | — |
| Fin CF | -93.3M | -63.5M | -49.1M | -62.9M | — | — | — | — | — |
No new 52-week low for 45 weeks, 32% above that low, but not back above a rising 50-day average.
Swung more than 81% of stocks we rank over the past year (68% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of LRN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LRN | Stride, Inc.(you) | $3.3B | 81 | Strong Buy |
| CVSA | Covista Inc. | $4.5B | 79 | Buy |
| LOPE | Grand Canyon Education, Inc. | $4.2B | 70 | Buy |
| PRDO | Perdoceo Education Corporation | $2.1B | 88 | Strong Buy |
| STRA | Strategic Education, Inc. | $1.8B | 87 | Strong Buy |
| LAUR | Laureate Education, Inc. | $5.4B | 71 | Buy |
| MH | McGraw Hill, Inc. | $2.8B | 65 | Hold |
| PXED | Phoenix Education Partners, Inc. | $895M | 88 | Strong Buy |
| APEI | American Public Education, Inc. | $893M | 63 | Hold |
| COUR | Coursera, Inc. | $1.5B | 25 | Sell |
Peer medians: ROE 10.0% · P/E 22.0x · Gross margin 34.5%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.