New Oriental Education & Technology (EDU)vsGraham Holdings Co (GHC)
EDU
New Oriental Education & Technology
$53.14
-1.26%
CONSUMER DEFENSIVE · Cap: $8.97B
GHC
Graham Holdings Co
$1,134.42
+1.06%
CONSUMER DEFENSIVE · Cap: $4.91B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 8% more annual revenue ($5.37B vs $4.98B). EDU leads profitability with a 7.8% profit margin vs 6.0%. EDU appears more attractively valued with a PEG of 0.92. EDU earns a higher WallStSmart Score of 66/100 (B-).
EDU
Strong Buy66
out of 100
Grade: B-
GHC
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.6%
Fair Value
$351.66
Current Price
$53.14
$298.52 discount
Margin of Safety
+5.3%
Fair Value
$1171.08
Current Price
$1134.42
$36.66 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.0% YoY
Growing faster than its price suggests
Reasonable price relative to book value
19.8% revenue growth
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
7.8% margin — thin
Negative free cash flow — burning cash
ROE of 6.7% — below average capital efficiency
6.0% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EDU
The strongest argument for EDU centers on EPS Growth, PEG Ratio, Price/Book. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bull Case : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : EDU
The primary concerns for EDU are Profit Margin, Free Cash Flow.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
EDU profiles as a growth stock while GHC is a value play — different risk/reward profiles.
GHC carries more volatility with a beta of 0.79 — expect wider price swings.
EDU is growing revenue faster at 19.8% — sustainability is the question.
GHC generates stronger free cash flow (49M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (66/100 vs 58/100) and 19.8% revenue growth. Both earn "Strong Buy" and "Buy" 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.
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.
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