Ambow Education Holding Ltd (AMBO)vsNew Oriental Education & Technology (EDU)
AMBO
Ambow Education Holding Ltd
$2.29
-9.84%
CONSUMER DEFENSIVE · Cap: $7.18M
EDU
New Oriental Education & Technology
$45.74
-1.15%
CONSUMER DEFENSIVE · Cap: $7.78B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 53898% more annual revenue ($5.37B vs $9.95M). AMBO leads profitability with a 16.8% profit margin vs 7.8%. AMBO appears more attractively valued with a PEG of 0.12. AMBO earns a higher WallStSmart Score of 80/100 (B+).
AMBO
Strong Buy80
out of 100
Grade: B+
EDU
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMBO.
Margin of Safety
+81.9%
Fair Value
$339.19
Current Price
$45.74
$293.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 233 in profit
Earnings expanding 266.9% YoY
Revenue surging 21.0% year-over-year
Earnings expanding 60.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
19.8% revenue growth
Areas to Watch
Smaller company, higher risk/reward
Negative free cash flow — burning cash
Distress zone — elevated risk
7.8% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AMBO
The strongest argument for AMBO centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 16.8% and operating margin at 15.8%. Revenue growth of 21.0% demonstrates continued momentum.
Bull Case : EDU
The strongest argument for EDU centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : AMBO
The primary concerns for AMBO are Market Cap, Free Cash Flow, Altman Z-Score.
Bear Case : EDU
The primary concerns for EDU are Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
AMBO carries more volatility with a beta of 0.76 — expect wider price swings.
AMBO is growing revenue faster at 21.0% — sustainability is the question.
AMBO generates stronger free cash flow (-1M), providing more financial flexibility.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMBO scores higher overall (80/100 vs 69/100), backed by strong 16.8% margins and 21.0% revenue growth. EDU offers better value entry with a 81.9% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ambow Education Holding Ltd
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China
Ambow Education Holding Ltd. provides a range of educational and career enhancement products and services to students, recent graduates, corporate employees, and management professionals in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
New Oriental Education & Technology
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China
New Oriental Education & Technology Group Inc. provides private educational services under the New Oriental brand in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
Compare with Other EDUCATION & TRAINING SERVICES Stocks
Want to dig deeper into these stocks?