Stride - Valuation Review [Lite] (Sep 2025)

A concise, analyst-style 7-slide review built from our GAAP-based DCF and comparable multiples.

Slides included

• Cover (scope/date/sources)
• Thesis: what the business is and why the current pricing looks conservative; key figures (EV/Revenue, P/E, margin set-up)
• Financial outlook: Street revenue & GAAP net income snapshot (’25–’27)
• Valuation result: core inputs (discount rate, terminal growth, net cash), equity value/share, implied upside
• Market expectations: what today’s valuation is effectively assuming vs. our read of the data
• Summary: verdict, what would de-risk the story, potential catalysts

Key assumptions shown

• GAAP NI for headline EV/E (where used)
• Discount rate: 9%
• Terminal (maturity) growth: –1%

Note on metrics

We prioritize EV/Revenue and margin structure for cross-company comparisons; EV/E = EV ÷ GAAP Net Income is shown where relevant for continuity.

Policy

Educational research only. Not investment advice. 7-day refund if not useful.