Does Stride Stock Lead the Pack?
Stride’s stock is down 35% over the past year, outperforming Duolingo’s 60% decline, though the two companies differ meaningfully in scale and growth profiles. With a $3.56 billion market capitalization and $2.52 billion in revenue, Stride trades at a more modest 11.18x earnings multiple and delivers a solid 18.38% operating margin. However, its 14.86% LTM revenue growth and 7.12% free-cash-flow margin point to a steadier, lower-growth profile relative to faster-scaling online education peers like Duolingo, which may continue to command greater investor attention as of January 28, 2026.
- LRN’s 18.4% operating margin, bolstered by K-12 contracts and career learning, outpaces DUOL’s consumer app model.
- LRN’s 14.9% growth, while strong in K-12 and career learning, lags DUOL’s surge from language app market expansion and AI-driven subscriptions.
- LRN’s 11.2 PE and 31.4% decline signal K-12 sector pressures, yet DUOL’s larger fall reflects re-evaluating its high-growth app model.
Here’s how Stride stacks up across size, valuation, and profitability versus key peers.
| LRN | DUOL | |
|---|---|---|
| Market Cap ($ Bil) | 3.6 | 6.6 |
| Revenue ($ Bil) | 2.5 | 1.0 |
| PE Ratio | 11.2 | 17.0 |
| LTM Revenue Growth | 14.9% | 39.9% |
| LTM Operating Margin | 18.4% | 11.0% |
| LTM FCF Margin | 7.1% | 36.0% |
| 12M Market Return | -31.4% | -59.3% |
For more details on Stride, read Buy or Sell LRN Stock. Below we compare LRN’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LRN | 14.9% | 17.9% | 11.0% | 8.9% | |
| DUOL | 39.9% | – | 40.8% | 43.7% | 47.3% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LRN | 18.4% | 17.4% | 12.2% | 9.0% | |
| DUOL | 11.0% | – | 8.4% | -2.5% | -17.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LRN | 11.2 | 9.7 | 21.7 | 19.8 | |
| DUOL | 17.0 | – | 86.2 | 836.5 | -150.3 |
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