Stride: Boring Sector, Interesting Expected Returns

Tom Werner/DigitalVision via Getty Images Stride (NYSE:LRN) is a company operating in the rather boring sector of education. It was founded in 2000 and is followed by very few analysts. The company grows its EPS by +15% annually and has a ROIC well above the market average, accompanied by low Capex spending. Since 2018, the company decided to change direction and focus on better returns for shareholders, so much so that it has consistently outperformed the S&P 500 since then. With a projected return of at l ...