New Oriental Education & Technology (EDU)vsFour Seasons Education Cayman (FEDU)
EDU
New Oriental Education & Technology
$55.82
+2.27%
CONSUMER DEFENSIVE · Cap: $9.92B
FEDU
Four Seasons Education Cayman
$10.01
-4.03%
CONSUMER DEFENSIVE · Cap: $21.90M
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 2125% more annual revenue ($5.66B vs $254.44M). FEDU leads profitability with a 12.1% profit margin vs 8.4%. FEDU trades at a lower P/E of 4.9x. EDU earns a higher WallStSmart Score of 64/100 (C+).
EDU
Buy64
out of 100
Grade: C+
FEDU
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.5%
Fair Value
$350.15
Current Price
$55.82
$294.33 discount
Margin of Safety
+44.3%
Fair Value
$18.02
Current Price
$10.01
$8.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 791.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 358.6% YoY
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
ROE of 1.7% — below average capital efficiency
Revenue declined 6.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EDU
The strongest argument for EDU centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 23.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bull Case : FEDU
The strongest argument for FEDU centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : EDU
No major red flags identified for EDU, but monitor valuation.
Bear Case : FEDU
The primary concerns for FEDU are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
EDU profiles as a growth stock while FEDU is a declining play — different risk/reward profiles.
EDU carries more volatility with a beta of 0.23 — expect wider price swings.
EDU is growing revenue faster at 23.0% — sustainability is the question.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EDU scores higher overall (64/100 vs 48/100) and 23.0% revenue growth. FEDU offers better value entry with a 44.3% margin of safety. 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.
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.
Four Seasons Education Cayman
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China
Four Seasons Education (Cayman) Inc., provides after-school education services that focus on mathematics education for kindergarten, elementary, and high school students in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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