KinderCare Learning Companies, Inc.

KLC

CIK 0001873529 · Quarterly mode · latest period FY2026 (Q4) (ending 2026-01-03) · sourced from SEC EDGAR

At a glance · FY2026 (Q4)

Revenue
$688M
↑+6.4% +$41Mvs FY2024 (Q4)
Operating Income
$32M
Net Income
$12M
Gross Profit
$139M
↑+4.2% +$6Mvs FY2024 (Q4)

Quality Score

Quality score

6-dimension fundamental snapshot · latest annual filed values · S&P 500 calibration

Weak
38/100
  • Profitability
    0ROIC -0.9% (10% = solid, 20%+ = moat)
  • Liquidity
    12Current Ratio 0.74 (above 1.5 = solid)
  • Leverage
    39D/E 1.23 (under 0.5 = conservative)
  • Efficiency
    41Asset Turnover 0.74x (1.0+ = capital-efficient)
  • Growth
    38Revenue YoY +6.4% (10% = solid, 25%+ = elite)
  • Margin Trend
    100Op Margin 3.9% · trend +4.2pts (4Q avg vs prior 4Q)

Calibrated to S&P 500 medians. Each sub-score is computed from a single CFA-grade ratio (Profitability = ROIC, Liquidity = Current Ratio, Leverage = D/E, Efficiency = Asset Turnover, Growth = Revenue YoY, Margin Trend = 4Q operating-margin avg vs prior 4Q). Overall = simple mean.

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project KLC's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

3%

Trailing 3-yr CAGR was -18.3%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$13.01
Total enterprise IV
$1.54B
Diluted shares
0.12B
Terminal PV
$1.08B (70% of total)
Year-5 FCF
$128M
YearProjected FCFDiscounted PV
+1$114M$103M
+2$117M$97M
+3$120M$91M
+4$124M$85M
+5$128M$79M
Terminal$1.75B$1.08B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Capital allocation · trailing 4 quarters

how the company spent its cash
Capex (TTM)
$128M
investment in PP&E
Stock-based comp (TTM)
$12M
non-cash dilution

Balance sheet · 2026-01-03

latest filed snapshot
Total assets
$3.75B
everything owned
Total liabilities
$2.99B
everything owed
Stockholders' equity
$755M
shareholder claim
Net debt
$794M
LT debt minus cash

Recent performance · 13 quarters

Revenue↑+6.4% +$41M
$688M
Net Income↓-67.4% -$9M
$5M
Free Cash Flow↑+25.5% +$10M
$-28M
Operating Margin↓-4.2pts
3.9%

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