Análisis Argos
LRN
LRNOportunidad
Stride, Inc. · Consumer Defensive
US$ 95.88
precio al 2026-07-28
Valor justo Argos*
US$ 96–118
vs. su valor justo
10% por debajo
Score Argos
84/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 11.8% al año — menos de lo que viene demostrando (16%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 41% el último año.
Retorno sobre el capital alto (22%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR5/6FUTURO3/6PASADO6/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR5/6FUTURO3/6PASADO6/6SALUD6/6DIVIDENDO2/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos84de 100Oportunidad
Ingresos18%
US$ 2.4 B
Margen operativo23%
15%
Flujo de caja libre68%
US$ 0.4 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.1B
P/E14.2x
EV/EBITDA8.1x
FCF yield9.1%
ROIC21.8%
Margen operativo15%
Crecim. ingresos+17.9%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 23 jul
LRN: Great Value Opportunity After Cataclysmic Price Drop
LRN: Great Value Opportunity After Cataclysmic Price Drop
seekingalpha.com · 23 jul
Stride: Platform Issues Are Behind It, Long-Term Growth Is Ahead
Stride is rated a long-term buy, leveraging a discounted valuation and resilient recurring revenue model despite recent operational setbacks. LRN's platform disruption slowed enrollment growth but did not cause net student losses; the Career Learning segment maintained double-digit growth.
globenewswire.com · 21 jul
Stride Announces Date for Fourth Quarter Fiscal Year 2026 Earnings Call
RESTON, Va., July 21, 2026 (GLOBE NEWSWIRE) -- Stride Inc. (NYSE: LRN) announced today it plans to discuss its fourth quarter and full fiscal year 2026 financial results during a conference call scheduled for Tuesday, August 4, 2026 at 5:00 p.m. eastern time (ET). A live webcast of the call will be available at investors.stridelearning.com/events-and-presentations. To participate in the live call, investors and analysts should dial (833) 461-5787 (domestic) or +1 (585) 542-9983 (international) and provide the conference ID number 708 877 615. Please access the website at least 15 minutes prior to the start of the call. A replay of the call will be posted at investors.stridelearning.com/events-and-presentations as soon as it is available. About Stride Inc. Stride Inc. (NYSE: LRN) is redefining lifelong learning with innovative, high-quality education solutions. Serving learners in primary, secondary, and postsecondary settings, Stride provides a wide range of services including K-12 education, career learning, professional skills training, and talent development. Stride reaches learners in all 50 states and over 100 countries. Learn more at stridelearning.com. Investor Contact Investor RelationsStride, Inc. ir@k12.com
globenewswire.com · 1 jun
MedCerts and Pace AI Announce Strategic Partnership to Expand Access to Healthcare Careers Through AI-Powered Training
LIVONIA, Mich. and PALO ALTO, Calif.
fool.com · 29 may
Stride Stock Is Down 40% This Past Year. Here's Why One Investor Added $58 Million
Stride, Inc. delivers technology-driven education solutions for K-12 students and adult learners through proprietary online platforms.
globenewswire.com · 22 may
Tallo Wins Gold Stevie Award for Career and Workforce Readiness, Recognized for Serving Early Talent Nationwide
RESTON, Va., May 22, 2026 (GLOBE NEWSWIRE) -- Tallo, a free digital career platform, has earned a Gold Stevie® Award in the Education – Career and Workforce Readiness Solution category at the 24th Annual American Business Awards®.
fool.com · 21 may
Frontier Capital Makes Big Bet on Stride, Adds $113 Million in Stock
Stride delivers technology-driven education and career learning programs to schools, employers, and individual learners nationwide.
fool.com · 18 may
The Best 3 Consumer Staples Stocks to Buy and Hold for Decades
If you're looking for a blend of companies with consumer-staples-like operations and market-beating potential, these three deeply discounted stocks may be worth a buy.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.