51Talk Online Education Group (COE)vsNew Oriental Education & Technology (EDU)
COE
51Talk Online Education Group
$22.50
-3.48%
CONSUMER DEFENSIVE · Cap: $135.16M
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 5522% more annual revenue ($5.37B vs $95.60M). EDU leads profitability with a 7.8% profit margin vs -17.6%. EDU earns a higher WallStSmart Score of 69/100 (B-).
COE
Hold43
out of 100
Grade: D
EDU
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.4%
Fair Value
$30.46
Current Price
$22.50
$7.96 discount
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
Revenue surging 88.6% year-over-year
Earnings expanding 116.0% YoY
Conservative balance sheet, low leverage
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
Weak financial health signals
ROE of -162.9% — below average capital efficiency
Currently unprofitable
7.8% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : COE
The strongest argument for COE centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 88.6% 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 : COE
The primary concerns for COE are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : EDU
The primary concerns for EDU are Profit Margin, Free Cash Flow.
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 0.68 — expect wider price swings.
COE is growing revenue faster at 88.6% — sustainability is the question.
COE generates stronger free cash flow (10M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (69/100 vs 43/100) and 19.8% revenue growth. Both earn "Strong 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.
Compare with Other EDUCATION & TRAINING SERVICES Stocks
Want to dig deeper into these stocks?