WallStSmart

New Oriental Education & Technology (EDU)vsSkillsoft Corp. (SKIL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

New Oriental Education & Technology generates 1014% more annual revenue ($5.66B vs $508.02M). EDU leads profitability with a 8.4% profit margin vs -28.5%. SKIL appears more attractively valued with a PEG of 0.18. EDU earns a higher WallStSmart Score of 66/100 (B-).

EDU

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 8.0Quality: 8.0
Piotroski: 6/9Altman Z: 2.06

SKIL

Hold

37

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 8.3Quality: 4.5
Piotroski: 3/9Altman Z: -2.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EDUUndervalued (+82.6%)

Margin of Safety

+82.6%

Fair Value

$352.45

Current Price

$56.28

$296.17 discount

UndervaluedFair: $352.45Overvalued
SKILUndervalued (+33.6%)

Margin of Safety

+33.6%

Fair Value

$9.71

Current Price

$8.43

$1.28 discount

UndervaluedFair: $9.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EDU5 strengths · Avg: 8.6/10
EPS GrowthGrowth
791.0%10/10

Earnings expanding 791.0% YoY

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.978/10

Growing faster than its price suggests

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.0%8/10

Revenue surging 23.0% year-over-year

SKIL2 strengths · Avg: 10.0/10
PEG RatioValuation
0.1810/10

Growing faster than its price suggests

Debt/EquityHealth
-7.8910/10

Conservative balance sheet, low leverage

Areas to Watch

EDU1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-76.25M2/10

Negative free cash flow — burning cash

SKIL4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$65.55M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-439.6%2/10

ROE of -439.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : SKIL

The strongest argument for SKIL centers on PEG Ratio, Debt/Equity. PEG of 0.18 suggests the stock is reasonably priced for its growth.

Bear Case : EDU

The primary concerns for EDU are Free Cash Flow.

Bear Case : SKIL

The primary concerns for SKIL are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

EDU profiles as a growth stock while SKIL is a turnaround play — different risk/reward profiles.

SKIL carries more volatility with a beta of 2.27 — expect wider price swings.

EDU is growing revenue faster at 23.0% — sustainability is the question.

SKIL generates stronger free cash flow (29M), providing more financial flexibility.

Bottom Line

EDU scores higher overall (66/100 vs 37/100) and 23.0% revenue growth. SKIL offers better value entry with a 33.6% 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.

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.

Skillsoft Corp.

CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA

SkillSoft Corp. The company is headquartered in Nashua, New Hampshire.

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