Grand Canyon Education Inc (LOPE)vsStride Inc (LRN)
LOPE
Grand Canyon Education Inc
$162.45
-1.19%
CONSUMER DEFENSIVE · Cap: $4.55B
LRN
Stride Inc
$85.06
-2.69%
CONSUMER DEFENSIVE · Cap: $3.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Stride Inc generates 128% more annual revenue ($2.52B vs $1.11B). LOPE leads profitability with a 19.5% profit margin vs 12.7%. LRN appears more attractively valued with a PEG of 0.46. LRN earns a higher WallStSmart Score of 77/100 (B+).
LOPE
Strong Buy66
out of 100
Grade: B-
LRN
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.0%
Fair Value
$182.19
Current Price
$162.45
$19.74 discount
Margin of Safety
+71.8%
Fair Value
$304.67
Current Price
$85.06
$219.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 35.1%
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Growing faster than its price suggests
Revenue surging 47.8% year-over-year
Earnings expanding 108.3% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : LOPE
The strongest argument for LOPE centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 19.5% and operating margin at 35.1%. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bull Case : LRN
The strongest argument for LRN centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 47.8% demonstrates continued momentum. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bear Case : LOPE
The primary concerns for LOPE are Piotroski F-Score.
Bear Case : LRN
No major red flags identified for LRN, but monitor valuation.
Key Dynamics to Monitor
LOPE profiles as a mature stock while LRN is a growth play — different risk/reward profiles.
LOPE carries more volatility with a beta of 0.73 — expect wider price swings.
LRN is growing revenue faster at 47.8% — sustainability is the question.
LOPE generates stronger free cash flow (123M), providing more financial flexibility.
Bottom Line
LRN scores higher overall (77/100 vs 66/100) and 47.8% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Grand Canyon Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Grand Canyon Education, Inc. provides educational services to colleges and universities in the United States. The company is headquartered in Phoenix, Arizona.
Stride Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Stride, Inc., a technology-based education company, provides its own and third-party online educational services, software systems and curricula to facilitate individualized learning for students primarily in kindergarten through grade 12 (K -12) in the United States and internationally. .
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