COMPARE · Data as of August 21, 2026
LRN vs STRA
Verdict: Side-by-side breakdown using the Bull Rankings model. LRN scored 81.9, STRA scored 73.2 — LRN leads.
Compare another set
LRN
Stride, Inc.
81.9
$84.36 · $3.5B
fundamentals as of
Score gap
8.7
LRN leads
STRA
Strategic Education, Inc.
73.2
$83.42 · $1.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestLRN11.8x
- Fastest growthLRN+4.7%
- Strongest balance sheetSTRA0.07
- Highest qualityLRN86 / 100
- Largest discount to fair valueLRN-49%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
LRN
stronger →← stronger
STRA
86
Qualityreturns · margins · balance sheet
69
67
Growthrevenue & earnings expansion
62
96
Valuevaluation vs sector peers
91
LRN is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LRN
STRA
$433mC
FCF
$169mC
+4.7%C+
Rev
+3.5%C+
0.33A-
D/E
0.07A
11.8xA
P/E
13.9xA-
0.49A
PEG
0.75A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LRN
STRA
49% below
Price vs fair valuelower is cheaper
45% below
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
+88%
1-yr DCF upside
+52%
+96%
5-yr DCF upside
+82%
+108%
10-yr DCF upside
+137%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LRN
Why this score
- Buying back stock
- Durable high returns
STRA
Why this score
- Buying back stock
The companies
LRNStride, Inc.
Why now
Education & Training Services · market cap $3.5b. Down 51% from 52-week high of $171.17 — deep drawdown territory. PEG 0.49 — paying under fair value for the growth rate.
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 128% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 51% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
STRAStrategic Education, Inc.
Why now
Education & Training Services · market cap $1.9b. 7% off the 52-week high of $89.73. PEG 0.75 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $98.33 (implying +18% upside).
Moat
FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.
Where LRN and STRA diverge
On the headline score the gap is 8.7 points in favor of LRN. The widest single difference is Quality, where LRN leads by 16.7 points.
- QualityLRN 86.1 · STRA 69.4LRN +16.7
- GrowthLRN 66.9 · STRA 61.9LRN +5.0
- ValueLRN 95.7 · STRA 91.4LRN +4.3
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.