COMPARE · Reviewed July 2, 2026
LRN vs OLLI
Verdict: Side-by-side breakdown using the Bull Rankings model. LRN scored 89.3, OLLI scored 75.1 — LRN ahead by 14.200000000000003.
LRN
Stride, Inc.
89.3
$90.44
Score gap
14.200000000000003
LRN leads
OLLI
Ollie's Bargain Outlet Holdings, Inc.
75.1
$74.21
The companies
LRNStride, Inc.
Why now
Education & Training Services · market cap $3.8b. Down 47% from 52-week high of $171.17 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.50 — paying under fair value for the growth rate.
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 134% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
OLLIOllie's Bargain Outlet Holdings, Inc.
Why now
Discount Stores · market cap $4.5b. Down 48% from 52-week high of $141.74 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $120.20 (implying +62% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Down 48% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Base grades (each contributes ~14.3% of base composite)
| LRN | Component | OLLI |
|---|---|---|
| C65 | FCF | C65 |
| B+85 | Rev | B+85 |
| A-90 | D/E | A-90 |
| A-90 | P/E or P/S | B+85 |
| A95 | PEG | B+85 |
| Supplemental signals · feed the score, not on the row card | ||
| A95 | FCF Yield | B80 |
| B+85 | ROE | B80 |
| 87.2 | Base composite | 82.2 |
Adjustments (signed deltas applied on top of base)
LRN
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
GARP sweet spot (PEG <1, positive FCF)+1
DCF cross-check (avg upside 74%)+1
Total+6
OLLI
analyst consensus bullish (87% buy/strong-buy)+2
insider cluster buying (net +28.5%, 35 txns)+2
Total+4
DCF cross-check (per-share value vs. live price)
| LRN upside | Horizon | OLLI upside |
|---|---|---|
| +64% | 1Y | -23% |
| +73% | 5Y | -11% |
| +85% | 10Y | +8% |
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.