LRN
Stride, Inc.Consumer Defensive · $3.2B market cap
Verdict
Share price
$78.89
close of Oct 3, 2026
Fair value
$106.99
Sticker Price
Payback Price
$42.80
buy price
LRN is Undervalued: at $78.89 it trades 26% below its fair value of $106.99. Its buy price (Payback Price) is $42.80, 46% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 11% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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1 of the investors we track holds LRN. In Q2 2026, 1 added and 1 sold out. Who we track
Insider activity
Since Jul 29, 2026: no open-market purchases and 28 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
Shepherd Brian A.
director · 2026-08-20
Award
186 shares
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-08-18
Tax withholding
$284K
Goldthwaite Todd
MANAGING DIRECTOR · 2026-08-18
Tax withholding
$38K
KNOWLING ROBERT E JR
Chief Executive Officer · 2026-08-10
Award
13,633 shares
KNOWLING ROBERT E JR
Chief Executive Officer · 2026-08-10
Award
87,249 shares
Show all 28 other filingsShow fewer
KNOWLING ROBERT E JR
Chief Executive Officer · 2026-08-10
Award
46,741 shares
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-08-09
Tax withholding
$149K
Goldthwaite Todd
MANAGING DIRECTOR · 2026-08-09
Tax withholding
$9K
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-08-08
Tax withholding
$46K
Goldthwaite Todd
MANAGING DIRECTOR · 2026-08-08
Tax withholding
$10K
McMullen Greerson Greene
EVP, GENERAL COUNSEL · 2026-08-08
Tax withholding
$7K
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-08-07
Award
5,303 shares
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-08-07
Award
18,180 shares
Goldthwaite Todd
MANAGING DIRECTOR · 2026-08-07
Award
1,061 shares
Goldthwaite Todd
MANAGING DIRECTOR · 2026-08-07
Award
3,636 shares
McMullen Greerson Greene
EVP, GENERAL COUNSEL · 2026-08-07
Award
2,651 shares
McMullen Greerson Greene
EVP, GENERAL COUNSEL · 2026-08-07
Award
9,090 shares
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-08-07
Award
4,545 shares
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-08-07
Award
24,239 shares
Goldthwaite Todd
MANAGING DIRECTOR · 2026-08-07
Award
909 shares
Goldthwaite Todd
MANAGING DIRECTOR · 2026-08-07
Award
4,848 shares
McMullen Greerson Greene
EVP, GENERAL COUNSEL · 2026-08-07
Award
2,273 shares
McMullen Greerson Greene
EVP, GENERAL COUNSEL · 2026-08-07
Award
12,120 shares
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-07-29
Tax withholding
$3.7M
Blackman Donna
CHIEF FINANCIAL OFFICER · 2026-07-29
Award
77,380 shares
Goldthwaite Todd
MANAGING DIRECTOR · 2026-07-29
Tax withholding
$399K
Goldthwaite Todd
MANAGING DIRECTOR · 2026-07-29
Award
11,040 shares
Shepherd Brian A.
director · 2026-07-29
Award
1,094 shares
About Stride, Inc.
Stride, Inc. is an ed-tech company that specializes in providing a variety of online learning tools and services. The firm delivers personalized educational experiences to students, primarily from kindergarten through twelfth grade (K-12), across the United States and internationally, leveraging both its proprietary content and third-party resources, including curriculum, software platforms, and support services…
Education & Training Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works