51Talk Online Education Group (COE)vsGraham Holdings Co (GHC)
COE
51Talk Online Education Group
$22.50
-3.48%
CONSUMER DEFENSIVE · Cap: $135.16M
GHC
Graham Holdings Co
$1,132.53
+1.48%
CONSUMER DEFENSIVE · Cap: $5.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Graham Holdings Co generates 5111% more annual revenue ($4.98B vs $95.60M). GHC leads profitability with a 6.0% profit margin vs -17.6%. GHC earns a higher WallStSmart Score of 56/100 (C).
COE
Hold43
out of 100
Grade: D
GHC
Buy56
out of 100
Grade: C
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
-32.0%
Fair Value
$840.48
Current Price
$1132.53
$292.05 premium
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 21.4% YoY
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -162.9% — below average capital efficiency
Currently unprofitable
ROE of 6.3% — below average capital efficiency
6.0% margin — thin
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 88.6% demonstrates continued momentum.
Bull Case : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : COE
The primary concerns for COE are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
COE profiles as a hypergrowth stock while GHC is a value play — different risk/reward profiles.
GHC carries more volatility with a beta of 0.72 — expect wider price swings.
COE is growing revenue faster at 88.6% — sustainability is the question.
GHC generates stronger free cash flow (49M), providing more financial flexibility.
Bottom Line
GHC scores higher overall (56/100 vs 43/100). 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 →Graham Holdings Co
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
Visit Website →Compare with Other EDUCATION & TRAINING SERVICES Stocks
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