Pulling SEC filings + quote and writing the call…

Stride, Inc.
Next earnings Aug 3, 2026 (after close) · consensus $1.82 EPS, $633M rev
Last earnings -5.3% on 2026-04-28
Stride compounds at 18% revenue/41% earnings growth, trades at 14x earnings, and has $782M cash — quality at a value price.
Sources: SEC EDGAR (CIK 0001157408, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/25/2026, 1:28:52 PM.
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Quality fundamentals and an attractive price line up (~160% below fair value) — the rarer case where both the business and the entry look good.
Stride is firing on every cylinder a fundamental investor cares about. FY2025 revenue grew 17.9% to $2.41B while net income jumped 41.0% to $288M — operating leverage that took operating margin to 15.0% and net margin to 12.0% from prior-year levels embedded in the history table (FY2024 net margin ~10.0%, FY2023 ~6.9%). Five-year revenue has nearly doubled from $1.54B (FY2021) to $2.41B, while net income has 4x'd from $71.5M to $288M — that is a structural step-up in profitability, not a one-off. Operating cash flow of $433M (+55.2%) materially exceeds reported net income, capex is a trivial $1.78M, and cash & equivalents surged 56.3% to $782M against just $416M of long-term debt — net cash, debt/equity of 0.55x, and ROE of 19.5%. This is a capital-light compounder.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.54B | $1.69B | $1.84B | $2.04B | $2.41B |
| Gross profit | $535M | $596M | $647M | $764M | $944M |
| Operating income | $110M | $157M | $165M | $250M | $360M |
| Net income | $71.5M | $107M | $127M | $204M | $288M |
| Diluted EPS | $1.71 | $2.52 | $2.97 | $4.69 | $5.95 |
| Net margin | 4.6% | 6.4% | 6.9% | 10.0% | 12.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Q3 FY26 10-Q: continued revenue and margin gains following the earnings release
Q3 FY26 earnings release: continued enrollment-driven revenue and EPS growth
Q2 FY26 10-Q: cash position strengthening, ongoing operating leverage
Q2 FY26 earnings release: strong school-as-a-service growth and margin expansion
Annual meeting vote results and director/officer change; routine governance update
Reg FD/other event disclosure; strategic update with no direct financial impact
Q1 FY26 10-Q: new fiscal year opens with continued growth trajectory
Q1 FY26 earnings release: revenue and EPS growth continued post-record FY25
Annual proxy: routine governance, compensation and director election items
1049 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-03-15 | McMullen Greerson Greene EVP, GENERAL COUNSEL | Tax | 363.00 @ $84.36 | $30.6K |
| 2026-02-19 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER | Gift | 1.35K | |
| 2026-02-18 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER | Tax | 9.28K @ $84.25 | $782K |
| 2026-02-18 | Goldthwaite Todd MANAGING DIRECTOR | Tax | 354.00 @ $84.25 | $29.8K |
| 2026-02-18 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax | 2.23K @ $84.25 | $188K |
| 2026-02-09 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER | Tax | 6.53K @ $87.51 | $571K |
| 2026-02-09 | Goldthwaite Todd MANAGING DIRECTOR | Tax | 88.00 @ $87.51 | $7.70K |
| 2026-02-09 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax | 1.11K @ $87.51 | $97.0K |
| 2026-02-08 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER | Tax | 1.62K @ $87.83 | $143K |
| 2026-02-08 | McMullen Greerson Greene EVP, GENERAL COUNSEL | Tax | 95.00 @ $87.83 | $8.34K |
| 2026-02-08 | Goldthwaite Todd MANAGING DIRECTOR | Tax | 98.00 @ $87.83 | $8.61K |
| 2026-02-08 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax | 394.00 @ $87.83 | $34.6K |