New Oriental Education & Technology (EDU)vsTCTM Kids IT Education Inc. (VSA)
EDU
New Oriental Education & Technology
$47.08
-1.15%
CONSUMER DEFENSIVE · Cap: $7.50B
VSA
TCTM Kids IT Education Inc.
$4.04
-1.09%
CONSUMER DEFENSIVE · Cap: $11.45M
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 517216% more annual revenue ($5.37B vs $1.04M). VSA leads profitability with a 165437.0% profit margin vs 7.8%. VSA appears more attractively valued with a PEG of 0.33. EDU earns a higher WallStSmart Score of 69/100 (B-).
EDU
Strong Buy69
out of 100
Grade: B-
VSA
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.8%
Fair Value
$336.88
Current Price
$47.08
$289.81 discount
Intrinsic value data unavailable for VSA.
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
Keeps 165437 of every $100 in revenue as profit
Areas to Watch
7.8% margin — thin
Negative free cash flow — burning cash
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -32.6% — below average capital efficiency
Revenue declined 84.5%
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 0.77 suggests the stock is reasonably priced for its growth.
Bull Case : VSA
The strongest argument for VSA centers on PEG Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 165437.0% and operating margin at -1825.0%. PEG of 0.33 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 : VSA
The primary concerns for VSA are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
EDU profiles as a growth stock while VSA is a declining play — different risk/reward profiles.
VSA carries more volatility with a beta of 0.47 — expect wider price swings.
EDU is growing revenue faster at 19.8% — sustainability is the question.
EDU generates stronger free cash flow (-7M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (69/100 vs 42/100) 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.
TCTM Kids IT Education Inc.
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
TCTM Kids IT Education Inc., engages in the provision of IT-focused education services in Mainland China. The company is headquartered in Beijing, the People's Republic of China.
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