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PSO vs. LRN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PSO vs. LRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pearson plc (PSO) and Stride, Inc. (LRN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with PSO having a 22.85% return and LRN slightly higher at 23.66%. Over the past 10 years, PSO has underperformed LRN with an annualized return of 6.91%, while LRN has yielded a comparatively higher 20.28% annualized return.


PSO

1D
-2.70%
1M
1.38%
6M
31.06%
YTD
22.85%
1Y
15.92%
3Y*
19.01%
5Y*
9.46%
10Y*
6.91%
ALL TIME*
1.33%

LRN

1D
-3.35%
1M
-11.22%
6M
-5.09%
YTD
23.66%
1Y
-37.88%
3Y*
27.37%
5Y*
21.23%
10Y*
20.28%
ALL TIME*
7.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$85.91M$73.02M$72.52M
$12.43M$14.13M$13.55M

PSO vs. LRN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSO
Pearson plc
22.85%-11.20%34.16%12.00%37.70%-6.13%13.24%-27.76%24.26%4.53%
LRN
Stride, Inc.
23.66%-37.53%75.05%89.80%-6.15%56.99%4.32%-17.91%55.91%-7.34%

Correlation

The correlation between PSO and LRN is 0.39, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.39

Correlation (3Y)
Balances recent behavior with more history.

0.35

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.27

Correlation (10Y)
Provides a long-term view across more market conditions.

0.16

Correlation (All Time)
Calculated using the full available price history since Dec 13, 2007

0.21

The correlation between PSO and LRN shifts across timeframes, from 0.16 (10 years) to 0.39 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PSO:

$10.17B

LRN:

$3.41B

EPS

PSO:

£1.18

LRN:

$9.77

PE Ratio

PSO:

10.67

LRN:

8.22

PEG Ratio

PSO:

0.42

LRN:

0.20

PS Ratio

PSO:

1.15

LRN:

1.52

PB Ratio

PSO:

2.25

LRN:

2.33

Total Revenue (TTM)

PSO:

£7.12B

LRN:

$2.54B

Gross Profit (TTM)

PSO:

£3.66B

LRN:

$972.24M

EBITDA (TTM)

PSO:

£2.01B

LRN:

$424.60M

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Return for Risk

PSO vs. LRN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PSO
PSO Risk / Return Rank: 6969
Overall Rank
PSO Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
PSO Sortino Ratio Rank: 6565
Sortino Ratio Rank
PSO Omega Ratio Rank: 6969
Omega Ratio Rank
PSO Calmar Ratio Rank: 6868
Calmar Ratio Rank
PSO Martin Ratio Rank: 6868
Martin Ratio Rank

LRN
LRN Risk / Return Rank: 2525
Overall Rank
LRN Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
LRN Sortino Ratio Rank: 2828
Sortino Ratio Rank
LRN Omega Ratio Rank: 2424
Omega Ratio Rank
LRN Calmar Ratio Rank: 2323
Calmar Ratio Rank
LRN Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PSO vs. LRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pearson plc (PSO) and Stride, Inc. (LRN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PSOLRNDifference
Sharpe ratioReturn per unit of total volatility

+1.39

Sortino ratioReturn per unit of downside risk

+1.43

Omega ratioGain probability vs. loss probability

1.19

0.95

+0.23

Calmar ratioReturn relative to maximum drawdown

1.13

-0.59

+1.72

Martin ratioReturn relative to average drawdown

2.60

-0.82

+3.42

PSO vs. LRN - Sharpe Ratio Comparison

The current PSO Sharpe Ratio is 0.86, which is higher than the LRN Sharpe Ratio of -0.53. The chart below compares the historical Sharpe Ratios of PSO and LRN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PSO vs. LRN - Drawdown Comparison

The maximum PSO drawdown since its inception was -74.78%, smaller than the maximum LRN drawdown of -81.41%. Use the drawdown chart below to compare losses from any high point for PSO and LRN.


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Drawdown Indicators


PSOLRNDifference

Max Drawdown

Largest peak-to-trough decline

-74.78%

-81.41%

+6.63%

Max Drawdown (1Y)

Largest decline over 1 year

-19.49%

-64.07%

+44.58%

Max Drawdown (3Y)

Largest decline over 3 years

-30.73%

-64.07%

+33.34%

Max Drawdown (5Y)

Largest decline over 5 years

-30.82%

-64.07%

+33.25%

Max Drawdown (10Y)

Largest decline over 10 years

-58.32%

-64.07%

+5.75%

Current Drawdown

Current decline from peak

-3.97%

-52.72%

+48.75%

Average Drawdown

Average peak-to-trough decline

-36.39%

-36.36%

-0.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.46%

45.54%

-37.08%

Volatility

PSO vs. LRN - Volatility Comparison

The current volatility for Pearson plc (PSO) is 10.88%, while Stride, Inc. (LRN) has a volatility of 21.03%. This indicates that PSO experiences smaller price fluctuations and is considered to be less risky than LRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSOLRNDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.88%

21.03%

-10.15%

Volatility (6M)

Calculated over the trailing 6-month period

18.54%

32.25%

-13.71%

Volatility (1Y)

Calculated over the trailing 1-year period

25.50%

70.91%

-45.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.78%

51.90%

-23.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.94%

49.67%

-17.73%

Dividends

PSO vs. LRN - Dividend Comparison

PSO's dividend yield for the trailing twelve months is around 1.91%, while LRN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
LRN
Stride, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PSO
Pearson plc
1.91%2.12%1.82%2.21%2.40%3.27%2.74%2.90%1.96%5.14%7.28%7.48%

Financials

PSO vs. LRN - Financials Comparison

This section allows you to compare key financial metrics between Pearson plc and Stride, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

PSO vs. LRN - Profitability Comparison

The chart below illustrates the profitability comparison between Pearson plc and Stride, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

PSO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Pearson plc reported a gross profit of 974.95M and revenue of 1.84B. Therefore, the gross margin over that period was 52.9%.

LRN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Stride, Inc. reported a gross profit of 231.56M and revenue of 629.87M. Therefore, the gross margin over that period was 36.8%.

PSO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Pearson plc reported an operating income of 273.30M and revenue of 1.84B, resulting in an operating margin of 14.8%.

LRN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Stride, Inc. reported an operating income of 129.08M and revenue of 629.87M, resulting in an operating margin of 20.5%.

PSO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Pearson plc reported a net income of 169.95M and revenue of 1.84B, resulting in a net margin of 9.2%.

LRN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Stride, Inc. reported a net income of 248.49M and revenue of 629.87M, resulting in a net margin of 39.5%.


Frequently Asked Questions


PSO and LRN have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LRN has higher volatility (21.03%) compared to PSO (10.88%). In terms of maximum drawdown, PSO dropped -74.78% vs LRN's -81.41%.

PSO currently has the higher Sharpe Ratio (0.86 vs -0.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PSO and LRN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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