New Oriental Education & Technology (EDU)vsStride Inc (LRN)
EDU
New Oriental Education & Technology
$53.14
-1.26%
CONSUMER DEFENSIVE · Cap: $8.97B
LRN
Stride Inc
$93.08
-4.20%
CONSUMER DEFENSIVE · Cap: $3.96B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 112% more annual revenue ($5.37B vs $2.54B). LRN leads profitability with a 12.1% profit margin vs 7.8%. LRN appears more attractively valued with a PEG of 0.52. EDU earns a higher WallStSmart Score of 66/100 (B-).
EDU
Strong Buy66
out of 100
Grade: B-
LRN
Strong Buy65
out of 100
Grade: B-
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
+15.1%
Fair Value
$101.13
Current Price
$93.08
$8.05 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
Safe zone — low bankruptcy risk
Every $100 of equity generates 20 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.8%
Areas to Watch
7.8% margin — thin
Negative free cash flow — burning cash
2.7% revenue growth
Earnings declined 4.5%
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 : LRN
The strongest argument for LRN centers on Altman Z-Score, Return on Equity, PEG Ratio. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bear Case : EDU
The primary concerns for EDU are Profit Margin, Free Cash Flow.
Bear Case : LRN
The primary concerns for LRN are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
EDU profiles as a growth stock while LRN is a value play — different risk/reward profiles.
EDU carries more volatility with a beta of 0.32 — expect wider price swings.
EDU is growing revenue faster at 19.8% — sustainability is the question.
LRN generates stronger free cash flow (186M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (66/100 vs 65/100) and 19.8% revenue growth. LRN offers better value entry with a 15.1% margin of safety. Both earn "Strong Buy" and "Strong 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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