Análisis Argos
LRN
LRNOportunidad
Stride, Inc. · Consumer Defensive
US$ 90.44
precio al 2026-07-04
Valor justo Argos*
US$ 98–120
vs. su valor justo
17% por debajo
Score Argos
88/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 9.6% 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 Argos88de 100Oportunidad
Ingresos▲18%
US$ 2.4 B
Margen operativo▲23%
15%
Flujo de caja libre▲68%
US$ 0.4 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.8B
P/E13.4x
EV/EBITDA7.6x
FCF yield9.7%
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

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.
seekingalpha.com · 7 may
Stride: Career Learning Growth Engine With A Margin Tailwind
Stride, Inc. (LRN) is rated Buy at $93 as the post-crisis recovery is largely priced in and easy gains are behind. Career Learning segment drives growth, now 44% of revenue, with +15.9% y/y revenue and +11.6% y/y enrollment in Q3 FY2026. General Education enrollment decline (-5% y/y in Q3) is the key risk; stabilization is needed for further upside.
zacks.com · 30 abr
K12 (LRN) Just Overtook the 20-Day Moving Average
After reaching an important support level, K12 (LRN) could be a good stock pick from a technical perspective. LRN surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
fool.com · 29 abr
Why Stride Stock Topped the Market Today
Despite a bottom-line slide, the educational services provider still crushed analyst estimates in its fiscal third quarter.

* 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.