New Oriental Education & Technology (EDU)vs2U Inc (TWOU)
EDU
New Oriental Education & Technology
$45.74
-1.15%
CONSUMER DEFENSIVE · Cap: $7.78B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 493% more annual revenue ($5.37B vs $905.83M). EDU leads profitability with a 7.8% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. EDU earns a higher WallStSmart Score of 69/100 (B-).
EDU
Strong Buy69
out of 100
Grade: B-
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.9%
Fair Value
$339.19
Current Price
$45.74
$293.45 discount
Intrinsic value data unavailable for TWOU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
19.8% revenue growth
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
7.8% margin — thin
Negative free cash flow — burning cash
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -101.3% — below average capital efficiency
Revenue declined 16.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : EDU
The strongest argument for EDU centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : TWOU
The strongest argument for TWOU centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.19 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 : TWOU
The primary concerns for TWOU are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
EDU profiles as a growth stock while TWOU is a turnaround play — different risk/reward profiles.
TWOU carries more volatility with a beta of 0.80 — expect wider price swings.
EDU is growing revenue faster at 19.8% — sustainability is the question.
TWOU generates stronger free cash flow (65M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (69/100 vs 44/100) and 19.8% revenue growth. 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.
2U Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
2U, Inc. is an educational technology company in the United States, Hong Kong, South Africa, and the United Kingdom. The company is headquartered in Lanham, Maryland.
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