Nama Insights

Stride (LRN)

Consumer Defensive · Education Training Services · NYSE

Stride (LRN) is a Consumer Defensive company in the Education Training Services industry. It has a market capitalization of $3.15B, a trailing price-to-earnings ratio of 9.1 and a free-cash-flow yield of 10.0%. Over the most recent reported fiscal year, revenue grew 4.7% and free cash flow per share fell 2.6%. Nama's AI scorecard rates it Buy, 8.4 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 8.4/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Middle · +12.7% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-56.2%
How far the last close sits under the highest price of the past five years.
Market cap$3.15B
Trailing P/E9.1
Price / book1.9
Price / sales1.2
FCF yield10.0%
Dividend yield—
Gross margin37.4%
Operating margin18.4%
Net margin13.2%
Revenue growth (YoY)+4.7%
Revenue growth (3-yr annual)+11.1%
EPS growth (YoY)+15.9%
FCF/share growth (YoY)-2.6%
Beta0.1
ExchangeNYSE
SectorConsumer Defensive
IndustryEducation Training Services

LRN earnings

Next report: Jan 26, 2027 (Q2 2027, EPS estimate $2.44). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Oct 20, 2026 $1.37 $1.29 +6.2% $639.38M
Q4 2026 Aug 4, 2026 $2.12 $1.91 +11.0% $636.06M
Q3 2026 Apr 28, 2026 $2.30 $2.21 +4.1% $629.87M
Q2 2026 Jan 27, 2026 $2.50 $2.32 +7.8% $631.26M

LRN analyst price target

Median target $102.50 from 2 analysts, ranging $90.00 – $115.00.

Education Training Services peers

TickerCompanyMarket capP/E
EDU New Oriental Education & Technology Group $8.53B 14.2
TAL TAL Education Group $5.64B 7.3
LAUR Laureate Education $4.56B 13.3
CVSA Covista $3.67B 12.7
LOPE Grand Canyon Education $3.00B 12.2
DAO Youdao $2.38B 109.5
MH McGraw Hill $2.08B 5.6
PRDO Perdoceo Education $1.68B 8.8
Explore live LRN data on Nama Insights →

LRN FAQ

Is LRN a buy?
Nama's AI scorecard currently rates Stride Buy (8.4 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LRN's P/E ratio?
Stride trades at a trailing price-to-earnings ratio of 9.1.
When does LRN report earnings?
Stride's next scheduled report is on Jan 26, 2027. Analysts expect EPS of $2.44.
What is the LRN price target?
The median analyst price target from 2 analysts is $102.50, with a range of $90.00 – $115.00.
Is LRN Shariah compliant?
Nama's AAOIFI-style screen reads Stride as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.