51Talk Online Education Group (COE)vsNew Oriental Education & Technology (EDU)
COE
51Talk Online Education Group
$10.61
-0.52%
CONSUMER DEFENSIVE · Cap: $63.74M
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 5116% more annual revenue ($5.66B vs $108.54M). EDU leads profitability with a 8.4% profit margin vs -16.1%. EDU earns a higher WallStSmart Score of 64/100 (C+).
COE
Hold45
out of 100
Grade: D+
EDU
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.3%
Fair Value
$33.79
Current Price
$10.61
$23.18 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
Revenue surging 70.9% year-over-year
Earnings expanding 116.0% YoY
Conservative balance sheet, low leverage
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
Weak financial health signals
ROE of -162.9% — below average capital efficiency
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : COE
The strongest argument for COE centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 70.9% demonstrates continued momentum.
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 : COE
The primary concerns for COE are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : EDU
No major red flags identified for EDU, but monitor valuation.
Key Dynamics to Monitor
COE profiles as a hypergrowth stock while EDU is a growth play — different risk/reward profiles.
COE carries more volatility with a beta of 0.78 — expect wider price swings.
COE is growing revenue faster at 70.9% — sustainability is the question.
EDU generates stronger free cash flow (420M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (64/100 vs 45/100) and 23.0% revenue growth. COE offers better value entry with a 18.3% 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 →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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