Core Insights - Stride (NYSE: LRN) has shown strong Q4 earnings, increased full-year guidance, and new district contracts, leading to a 12% stock increase in the last week and approximately 40% year-to-date [2][4] - The company is positioned at the intersection of digitization in K–12 education, workforce re-skilling, and state funding for online education, making it a key player in modern educational infrastructure [3] Financial Performance - For fiscal Q4, Stride reported earnings of $2.29 per share, exceeding consensus estimates by $0.46, with revenue increasing by 22.4% year-over-year to $653.6 million [4] - Stride's revenue CAGR over three years is 12%, significantly higher than the S&P 500, with a consistent operating margin of 16.5% and over $300 million in operating cash flow [5] Market Resilience - Stride has demonstrated resilience during market disruptions, recovering from a 32.8% drop in 2022 and a 48.8% decline during COVID, rebounding within a year and seven months respectively [6] - The stock is currently trading at 24.9x earnings and 3.2x sales, slightly above S&P 500 averages, with free cash flow priced at a premium of 26.0x [7] Investment Appeal - Stride offers a unique combination of consistent growth, profitability, and resilience, making it an attractive option for investors seeking stability in the education technology sector [8]