Enrollment GrowthStride, Inc. reported a strong FY1Q25 beat, with record enrollments, indicating strong demand in both General Education and Career Learning.
Financial GuidanceFY2025 guidance is well above prior expectations, with revenue guidance set at $2.25-$2.3 billion and adjusted operating income guidance of $395-$425 million.
Market ValuationThe stock is trading at a big discount to its Ed Tech peers, which have a similar revenue growth rate and margin profile, but trade at much higher multiples.