American Public Education Inc (APEI)vsNew Oriental Education & Technology (EDU)
APEI
American Public Education Inc
$44.94
+0.18%
CONSUMER DEFENSIVE · Cap: $822.47M
EDU
New Oriental Education & Technology
$55.82
+2.27%
CONSUMER DEFENSIVE · Cap: $9.92B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 747% more annual revenue ($5.66B vs $668.01M). EDU leads profitability with a 8.4% profit margin vs 6.8%. APEI appears more attractively valued with a PEG of 0.98. APEI earns a higher WallStSmart Score of 66/100 (B-).
APEI
Strong Buy66
out of 100
Grade: B-
EDU
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.0%
Fair Value
$73.27
Current Price
$44.94
$28.33 discount
Margin of Safety
+82.5%
Fair Value
$350.15
Current Price
$55.82
$294.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 129.3% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 791.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Areas to Watch
Smaller company, higher risk/reward
6.8% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : APEI
The strongest argument for APEI centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bull Case : EDU
The strongest argument for EDU centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 23.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : APEI
The primary concerns for APEI are Market Cap, Profit Margin.
Bear Case : EDU
No major red flags identified for EDU, but monitor valuation.
Key Dynamics to Monitor
APEI profiles as a value stock while EDU is a growth play — different risk/reward profiles.
APEI carries more volatility with a beta of 1.39 — expect wider price swings.
EDU is growing revenue faster at 23.0% — sustainability is the question.
EDU generates stronger free cash flow (420M), providing more financial flexibility.
Bottom Line
APEI scores higher overall (66/100 vs 64/100). EDU offers better value entry with a 82.5% margin of safety. Both earn "Strong Buy" and "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.
American Public Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
American Public Education, Inc. offers postsecondary education online and on campus. The company is headquartered in Charles Town, West Virginia.
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.
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