Coursera Inc (COUR)vsNew Oriental Education & Technology (EDU)
COUR
Coursera Inc
$5.81
-4.75%
CONSUMER DEFENSIVE · Cap: $1.69B
EDU
New Oriental Education & Technology
$56.93
+1.15%
CONSUMER DEFENSIVE · Cap: $8.21B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 539% more annual revenue ($5.66B vs $885.40M). EDU leads profitability with a 8.4% profit margin vs -15.4%. EDU earns a higher WallStSmart Score of 66/100 (B-).
COUR
Hold43
out of 100
Grade: D
EDU
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.5%
Fair Value
$9.65
Current Price
$5.81
$3.84 discount
Margin of Safety
+82.6%
Fair Value
$352.45
Current Price
$56.93
$295.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 59.6% year-over-year
Conservative balance sheet, low leverage
Earnings expanding 791.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -10.1% — below average capital efficiency
Distress zone — elevated risk
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : COUR
The strongest argument for COUR centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 59.6% demonstrates continued momentum.
Bull Case : EDU
The strongest argument for EDU centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 23.0% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bear Case : COUR
The primary concerns for COUR are EPS Growth, Market Cap, Return on Equity.
Bear Case : EDU
The primary concerns for EDU are Free Cash Flow.
Key Dynamics to Monitor
COUR profiles as a hypergrowth stock while EDU is a growth play — different risk/reward profiles.
COUR carries more volatility with a beta of 1.23 — expect wider price swings.
COUR is growing revenue faster at 59.6% — sustainability is the question.
COUR generates stronger free cash flow (14M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (66/100 vs 43/100) and 23.0% revenue growth. COUR offers better value entry with a 40.5% margin of safety. 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.
Coursera Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Coursera, Inc. operates an online educational content platform that connects students, educators, and institutions. The company is headquartered in Mountain View, California.
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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