51Talk Online Education Group (COE)vsCostco Wholesale Corp (COST)
COE
51Talk Online Education Group
$11.00
-4.93%
CONSUMER DEFENSIVE · Cap: $68.06M
COST
Costco Wholesale Corp
$996.08
+1.36%
CONSUMER DEFENSIVE · Cap: $438.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Costco Wholesale Corp generates 251426% more annual revenue ($303.15B vs $120.53M). COST leads profitability with a 3.0% profit margin vs -14.1%. COST earns a higher WallStSmart Score of 55/100 (C-).
COE
Hold45
out of 100
Grade: D+
COST
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.5%
Fair Value
$37.03
Current Price
$11.00
$26.03 discount
Intrinsic value data unavailable for COST.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 58.8% year-over-year
Earnings expanding 116.0% YoY
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Conservative balance sheet, low leverage
Generating 2.5B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -162.9% — below average capital efficiency
Distress zone — elevated risk
Trading at 12.3x book value
3.0% margin — thin
Operating margin of 3.8%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : COE
The strongest argument for COE centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 58.8% demonstrates continued momentum.
Bull Case : COST
The strongest argument for COST centers on Market Cap, Altman Z-Score, Return on Equity. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : COE
The primary concerns for COE are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : COST
The primary concerns for COST are Price/Book, Profit Margin, Operating Margin. A P/E of 47.6x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
COE profiles as a hypergrowth stock while COST is a value play — different risk/reward profiles.
COST carries more volatility with a beta of 0.87 — expect wider price swings.
COE is growing revenue faster at 58.8% — sustainability is the question.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
COST scores higher overall (55/100 vs 45/100) and 11.1% revenue growth. COE offers better value entry with a 25.5% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
51Talk Online Education Group
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China
China Online Education Group, offers online English education services to students in the People's Republic of China and the Philippines. The company is headquartered in Beijing, the People's Republic of China.
Visit Website →Costco Wholesale Corp
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
Costco Wholesale Corporation (doing business as Costco Wholesale and also known simply as Costco) is an American multinational corporation which operates a chain of membership-only (needing a membership to shop there) big-box retail stores. As of 2020, Costco was the fifth largest retailer in the world, and the world's largest retailer of choice and prime beef, organic foods, rotisserie chicken, and wine as of 2016.
Visit Website →Compare with Other EDUCATION & TRAINING SERVICES Stocks
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