Stride Inc (LRN)vsStrategic Education Inc (STRA)
LRN
Stride Inc
$101.96
-14.50%
CONSUMER DEFENSIVE · Cap: $4.16B
STRA
Strategic Education Inc
$81.58
+1.29%
CONSUMER DEFENSIVE · Cap: $1.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Stride Inc generates 100% more annual revenue ($2.54B vs $1.27B). LRN leads profitability with a 12.1% profit margin vs 10.2%. LRN appears more attractively valued with a PEG of 0.55. LRN earns a higher WallStSmart Score of 65/100 (B-).
LRN
Strong Buy65
out of 100
Grade: B-
STRA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.2%
Fair Value
$87.11
Current Price
$101.96
$14.85 premium
Margin of Safety
+71.6%
Fair Value
$271.70
Current Price
$81.58
$190.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.8%
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
2.7% revenue growth
Earnings declined 4.5%
0.8% revenue growth
Smaller company, higher risk/reward
ROE of 7.9% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : LRN
The strongest argument for LRN centers on Altman Z-Score, PEG Ratio, P/E Ratio. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bull Case : STRA
The strongest argument for STRA centers on Price/Book, Debt/Equity, Altman Z-Score. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : LRN
The primary concerns for LRN are Revenue Growth, EPS Growth.
Bear Case : STRA
The primary concerns for STRA are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
STRA carries more volatility with a beta of 0.50 — expect wider price swings.
LRN is growing revenue faster at 2.7% — sustainability is the question.
LRN generates stronger free cash flow (202M), providing more financial flexibility.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LRN scores higher overall (65/100 vs 62/100). STRA offers better value entry with a 71.6% margin of safety. Both earn "Strong Buy" and "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.
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. .
Visit Website →Strategic Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Strategic Education, Inc., offers postsecondary education and non-degree programs. The company is headquartered in Herndon, Virginia.
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