New Oriental Education & Technology (EDU)vsStride Inc (LRN)
EDU
New Oriental Education & Technology
$55.64
+0.18%
CONSUMER DEFENSIVE · Cap: $9.92B
LRN
Stride Inc
$78.90
-2.53%
CONSUMER DEFENSIVE · Cap: $3.41B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 125% more annual revenue ($5.66B vs $2.52B). LRN leads profitability with a 13.4% profit margin vs 8.4%. LRN appears more attractively valued with a PEG of 0.46. LRN earns a higher WallStSmart Score of 71/100 (B).
EDU
Buy64
out of 100
Grade: C+
LRN
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.5%
Fair Value
$349.01
Current Price
$55.64
$293.37 discount
Margin of Safety
+6.9%
Fair Value
$88.16
Current Price
$78.90
$9.26 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
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 69.6% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Revenue declined 2.7%
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 : LRN
The strongest argument for LRN centers on PEG Ratio, P/E Ratio, EPS Growth. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bear Case : EDU
No major red flags identified for EDU, but monitor valuation.
Bear Case : LRN
The primary concerns for LRN are Revenue Growth.
Key Dynamics to Monitor
EDU profiles as a growth stock while LRN 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.
EDU generates stronger free cash flow (420M), providing more financial flexibility.
Bottom Line
LRN scores higher overall (71/100 vs 64/100). EDU offers better value entry with a 82.5% margin of safety. 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.
Stride Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Stride, Inc., a technology-based education company, provides its own and third-party online educational services, software systems and curricula to facilitate individualized learning for students primarily in kindergarten through grade 12 (K -12) in the United States and internationally. .
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