COMP <GO>
LRN vs BAM // RETURN ON INVESTED CAPITAL (ROIC)
Stride Inc. (NYSE) VS. Brookfield Asset Management Inc Class A Limited Voting Shares (NYSE) • 15-METRIC TALLY: LRN 6
— BAM 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BAM
LAST: $78.36 (-2.90%) • MKT CAP: $3.39B
roic
19.40%
BAM — Brookfield Asset Management Inc Class A Limited Voting Shares SUPERIOR
ROARABLE B • RQD 73/100
LAST: $48.26 (-0.70%) • MKT CAP: $77.63B
roic
20.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LRN VS. BAM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LRN | BAM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 39.20% | 41.00% | -1.80 | BAM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 19.40% | 20.00% | -0.60 | BAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.2x | 25.6x | -16.40 | LRN | /valuation <GO> |
| Free Cash Flow Yield | 12.70% | 2.48% | +10.22 | LRN | /fcf-yield <GO> |
| Operating Margin | 15.00% | 74.20% | -59.20 | BAM | /operating-margins <GO> |
| Net Profit Margin | 12.00% | 60.80% | -48.80 | BAM | /net-margins <GO> |
| Revenue Growth (YoY) | 17.90% | 16.70% | +1.20 | LRN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 3.63% | -0.23 | BAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.58 | 7.93 | -2.35 | BAM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | LRN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 7.10% | +0.10 | BAM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.6 | 61.1 | -16.52 | BAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 1.06 | +0.02 | LRN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.9x | 27.2x | -17.30 | LRN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.39B | $77.63B | -$74.23B | BAM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LRN REV | BAM REV | LRN GROSS % | BAM GROSS % | LRN FCF | BAM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.41B | $3.94B | 39.2% | 44.0% | $431.0M | $1.92B |
| FY 2024 | $2.04B | $3.38B | 37.4% | 44.0% | $276.5M | $1.46B |
| FY 2023 | $1.84B | $3.14B | 44.0% | 44.0% | $120.5M | $1.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LRN // BETA 1.08
BAM // BETA 1.06