WallStSmart

51Talk Online Education Group (COE)vsLaureate Education Inc (LAUR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Laureate Education Inc generates 1718% more annual revenue ($1.74B vs $95.60M). LAUR leads profitability with a 16.1% profit margin vs -17.6%. LAUR earns a higher WallStSmart Score of 67/100 (B-).

COE

Hold

43

out of 100

Grade: D

Growth: 10.0Profit: 2.0Value: 5.3Quality: 5.3
Piotroski: 2/9

LAUR

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 7.0Value: 5.7Quality: 5.0
Piotroski: 3/9Altman Z: 2.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COEUndervalued (+9.4%)

Margin of Safety

+9.4%

Fair Value

$30.46

Current Price

$22.50

$7.96 discount

UndervaluedFair: $30.46Overvalued

Intrinsic value data unavailable for LAUR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COE3 strengths · Avg: 10.0/10
Revenue GrowthGrowth
88.6%10/10

Revenue surging 88.6% year-over-year

EPS GrowthGrowth
116.0%10/10

Earnings expanding 116.0% YoY

Debt/EquityHealth
-0.0910/10

Conservative balance sheet, low leverage

LAUR3 strengths · Avg: 9.0/10
EPS GrowthGrowth
88.4%10/10

Earnings expanding 88.4% YoY

Return on EquityProfitability
26.7%9/10

Every $100 of equity generates 27 in profit

Revenue GrowthGrowth
15.4%8/10

15.4% revenue growth

Areas to Watch

COE4 concerns · Avg: 2.3/10
Market CapQuality
$135.16M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-162.9%2/10

ROE of -162.9% — below average capital efficiency

Profit MarginProfitability
-17.6%1/10

Currently unprofitable

LAUR2 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Operating MarginProfitability
-10.1%1/10

Operating margin of -10.1%

Comparative Analysis Report

WallStSmart Research

Bull 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 : LAUR

The strongest argument for LAUR centers on EPS Growth, Return on Equity, Revenue Growth. Profitability is solid with margins at 16.1% and operating margin at -10.1%. Revenue growth of 15.4% demonstrates continued momentum.

Bear Case : COE

The primary concerns for COE are Market Cap, Piotroski F-Score, Return on Equity.

Bear Case : LAUR

The primary concerns for LAUR are Piotroski F-Score, Operating Margin.

Key Dynamics to Monitor

COE profiles as a hypergrowth stock while LAUR 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.

LAUR generates stronger free cash flow (54M), providing more financial flexibility.

Bottom Line

LAUR scores higher overall (67/100 vs 43/100), backed by strong 16.1% margins and 15.4% 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.

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Laureate Education Inc

CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA

Laureate Education, Inc. offers higher education programs and services to students through a network of universities and institutions of higher education. The company is headquartered in Baltimore, Maryland.

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