TORVANTA
Other · S&P 500 · data as of 2026-10-05

LRN stock analysis: LRN

LRN (LRN) is an S&P 500 company in Other. It grades strongest on value and weakest on momentum.

The model's view of LRN · subscribers

Where LRN ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with LRN · updated 2026-10-05 · from prices and SEC filings

LRN price performance

LRN against the S&P 500, one year
-50%-25%+0%S&P 500 +18%LRN -47%2025-09-292026-10-05
Year to date+21.5%S&P 500 +14.5% · ahead by 7.0 pts
1 year-45.1%S&P 500 +17.0% · behind by 62.1 pts
3 years+72.8%S&P 500 +89.3% · behind by 16.5 pts
5 years+116.8%S&P 500 +91.3% · ahead by 25.5 pts

Total returns with dividends reinvested.

LRN factor grades

Each grade compares LRN with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

A-ValueP/E 11.0x (industry 20.1x)FCF yield 13.2% (industry 6.0%)
CGrowthRevenue growth +5% (industry +8%)EPS growth +20% (industry +10%)
BProfitabilityOperating margin 17.9% (industry 9.6%)ROIC 26.7% (industry 10.1%)
D-Momentum12-month change -45%From 52-wk high -49%

LRN in plain numbers

LRN key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$3.3B
Revenue growth (y/y)+5%
Free-cash-flow yield13.2%
Dividend yieldn/a
Next earnings (expected)2026-10-27
Valuation measures
Market value$3.3B
Enterprise value$2.9B
P/E (trailing)11.0x
Forward P/E (Torvanta estimate)10.1x
PEG (Torvanta estimate)1.15
Price / sales1.3x
Price / book2.0x
EV / revenue1.2x
EV / EBITDA5.1x
Financial highlights
Revenue, last 12 months$2.5B
Net income, last 12 months$338.2M
EPS, last 12 months (GAAP)$7.20
Gross margin37.8%
Operating margin17.9%
Net margin13.4%
Return on equity21.7%
Return on invested capital26.7%
Cash$754.5M
Total debt$418.0M
Debt / equity0.26x
Free cash flow, last 12 months$432.7M
Current ratio5.94x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

LRN earnings trends

Revenue vs earnings
$0$163.4M$326.8M$490.2M$653.6MSep 2024 Revenue: $551.1MDec 2024 Revenue: $587.2MMar 2025 Revenue: $613.4MJun 2025 Revenue: $653.6MSep 2025 Revenue: $620.9MDec 2025 Revenue: $631.3MMar 2026 Revenue: $629.9MJun 2026 Revenue: $636.1MSep 2024 Net income: $40.9MDec 2024 Net income: $96.4MMar 2025 Net income: $99.3MJun 2025 Net income: $51.3MSep 2025 Net income: $68.8MDec 2025 Net income: $99.5MMar 2026 Net income: $88.5MJun 2026 Net income: $81.4MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 7.4%Net margin: 16.4%Net margin: 16.2%Net margin: 7.9%Net margin: 11.1%Net margin: 15.8%Net margin: 14.1%Net margin: 12.8%0%8%16%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.5$1.1$1.6$2.1Sep 2024 EPS (GAAP, diluted): $0.9Dec 2024 EPS (GAAP, diluted): $2.0Mar 2025 EPS (GAAP, diluted): $2.0Jun 2025 EPS (GAAP, diluted): $1.0Sep 2025 EPS (GAAP, diluted): $1.4Dec 2025 EPS (GAAP, diluted): $2.1Mar 2026 EPS (GAAP, diluted): $1.9Jun 2026 EPS (GAAP, diluted): $1.8Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +49% · Dec 2025 +4% · Mar 2026 -4% · Jun 2026 +75%

From the company's 10-Q and 10-K filings with the SEC.

LRN financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$1.7B$1.8B$2.0B$2.4B$2.5B
Net income$107.1M$126.9M$204.2M$287.9M$338.2M
EPS (GAAP)$2.52$2.96$4.68$5.99$7.20
Free cash flow$197.1M$198.8M$276.1M$431.0M$432.7M

LRN earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-04$1.75+75%-3%+1.5%
2026-07-30$1.75+75%-3%-20.2%
2026-04-28$1.93-4%+3%-2.2%
2026-01-27$2.12+4%+8%+15.2%
2025-10-28$1.40+49%+13%-54.4%
2025-08-05$1.00-30%+22%+13.6%

About LRN

HeadquartersReston, VA
Industry (SEC code)Services-Educational Services
Fiscal year endsJune 30
Incorporated inDE
Listed onNYSE
FormerlyK12 INC

From the company's SEC registration record.

Companies similar to LRN

CompanyMarket valueP/ERevenue growthOperating margin12-month change
LRN LRN$3.3B11.0x+5%17.9%-45%
SFNC SFNC$3.3Bn/an/an/a+22%compare
LBRT LBRT$3.3B26.5x+2%1.3%+54%compare
PRK PRK$3.3B16.2x+12%n/a+16%compare
EXPO EXPO$3.3B30.8x+13%20.2%+4%
HIW HIW$3.3B35.1x+1%67.4%-2%
FFBC FFBC$3.3B11.1xn/an/a+25%

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Frequently asked questions

Is LRN stock a buy?

Torvanta does not tell individuals what to buy. Its grades for LRN are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is LRN's P/E ratio?

LRN trades at about 11.0 times its last 12 months of GAAP earnings reported to the SEC, and about 10.1 times Torvanta's own estimate of the next 12 months.

When does LRN report earnings next?

Based on its filing history, Torvanta expects LRN to report around 2026-10-27.

How has LRN performed against the S&P 500?

Over the past year LRN returned -45.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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