51Talk Online Education Group (COE)vsWalmart Inc. (WMT)
COE
51Talk Online Education Group
$28.31
+1.14%
CONSUMER DEFENSIVE · Cap: $154.63M
WMT
Walmart Inc.
$131.93
+3.06%
CONSUMER DEFENSIVE · Cap: $1.02T
Smart Verdict
WallStSmart Research — data-driven comparison
Walmart Inc. generates 745879% more annual revenue ($713.16B vs $95.60M). WMT leads profitability with a 3.1% profit margin vs -17.6%. WMT earns a higher WallStSmart Score of 43/100 (D).
COE
Hold43
out of 100
Grade: D
WMT
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.6%
Fair Value
$40.95
Current Price
$28.31
$12.64 discount
Intrinsic value data unavailable for WMT.
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
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Generating 6.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -162.9% — below average capital efficiency
Currently unprofitable
Trading at 10.6x book value
3.1% margin — thin
Operating margin of 4.6%
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 : WMT
The strongest argument for WMT centers on Market Cap, Altman Z-Score, Return on Equity.
Bear Case : COE
The primary concerns for COE are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : WMT
The primary concerns for WMT are Price/Book, Profit Margin, Operating Margin. A P/E of 46.9x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
COE profiles as a hypergrowth stock while WMT is a value play — different risk/reward profiles.
WMT carries more volatility with a beta of 0.66 — expect wider price swings.
COE is growing revenue faster at 88.6% — sustainability is the question.
WMT generates stronger free cash flow (6.1B), providing more financial flexibility.
Bottom Line
COE scores higher overall (43/100 vs 43/100) and 88.6% revenue growth. Both earn "Hold" 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 →Walmart Inc.
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
Walmart Inc. is an American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores from the United States, headquartered in Bentonville, Arkansas. It also owns and operates Sam's Club retail warehouses.
Visit Website →Compare with Other EDUCATION & TRAINING SERVICES Stocks
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