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EDU

BULLISH
$51.7 Live
New Oriental Education & Technology Group Inc. · NYSE
Target $70.68 (+36.7%)
$41.62 52W Range $64.97

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 26, 2026
Market cap
$8.62B
P/E
19.15
ROE
10.8%
Profit margin
7.8%
Debt/Equity
0.18
Dividend yield
2.32%

AI Analysis

AI-powered fundamental assessment

Confidence
75%
EDU presents a stable financial profile with a Piotroski F-Score of 4/9 and a strong balance sheet characterized by very low leverage (Debt/Equity 0.18). While the current price of $51.70 sits above the defensive Graham Number ($38.54), it remains significantly below the growth-based intrinsic value of $79.65. The company is exhibiting powerful growth momentum with 60% YoY earnings growth and a PEG ratio of 0.89, suggesting undervaluation relative to its expansion. However, a severe technical breakdown (0/100 trend) and recent price volatility create a divergence between fundamental value and market sentiment.

Key Strengths

Exceptional earnings growth (60% YoY) and revenue growth (19.8% YoY)
Very low leverage with a Debt/Equity ratio of 0.18
Attractive valuation relative to growth (PEG Ratio 0.89)
Strong gross margins at 54.96%
Sustainable dividend profile with a low payout ratio of 22.22%

Key Risks

Extreme bearish technical trend (0/100) indicating strong short-term selling pressure
High historical earnings volatility with significant past misses
Regulatory risks inherent to the Chinese education sector
Lukewarm insider sentiment (40/100)
Recent negative price momentum (12.7% drop in the last week)
AI Fair Value Estimate
Based on comprehensive analysis
$62.5
+20.9% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
69
Strong
Value
78
Future
85
Past
45
Health
65
Dividend
70
AI Verdict
Fundamental Value Play with Technical Headwinds
Key drivers: Earnings growth, Low debt, PEG ratio, Technical trend
Confidence
80%
Value
78/100

P/E 19.15, PEG 0.89, Graham $38.54

Positives
  • PEG < 1.0
  • Forward P/E (12.31) is lower than current P/E
  • Price is well below intrinsic value
Watchpoints
  • Trading above Graham Number
Future
85/100

Ref Growth rates and Analyst Targets

Positives
  • 60% YoY Earnings growth
  • 19.8% Revenue growth
  • Positive analyst target price of $70.68
Watchpoints
  • Unpredictable quarterly earnings surprises
Past
45/100

Ref Historical trends and Earnings track record

Positives
  • Recovery from 2022 lows
Watchpoints
  • 5-year change of -67.8%
  • History of massive EPS misses (e.g., 2022-07-27)
Health
65/100

Ref Piotroski F-Score and Debt/Equity

Positives
  • Low Debt/Equity (0.18)
  • Healthy Current Ratio (1.66)
Watchpoints
  • Piotroski F-Score is only 4/9 (Stable, not Strong)
Dividend
70/100

Ref Yield and Payout

Positives
  • Low payout ratio (22.22%)
  • Consistent yield of 2.32%
Watchpoints
  • Low overall dividend strength score (35/100)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$51.7
Analyst Target
$70.68
Upside/Downside
+36.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for EDU and closest competitors.

Updated 2026-04-24
EDU
New Oriental Education & Technology Group Inc.
Primary
5Y
-67.8%
3Y
+21.0%
1Y
+12.1%
6M
-14.0%
1M
-8.5%
1W
-12.7%
ACI
Albertsons Companies, Inc.
Peer
5Y
+28.0%
3Y
-11.9%
1Y
-19.4%
6M
+1.1%
1M
-2.4%
1W
-6.3%
DAR
Darling Ingredients Inc.
Peer
5Y
-18.1%
3Y
+3.4%
1Y
+97.6%
6M
+74.2%
1M
+2.3%
1W
+3.9%
SFM
Sprouts Farmers Market, Inc.
Peer
5Y
+176.1%
3Y
+121.8%
1Y
-53.7%
6M
-33.7%
1M
-12.1%
1W
-3.9%
CAG
Conagra Brands, Inc.
Peer
5Y
-51.7%
3Y
-56.2%
1Y
-38.9%
6M
-19.4%
1M
-7.5%
1W
-4.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
19.15
Forward P/E
12.31
PEG Ratio
0.89
P/B Ratio
2.11
P/S Ratio
1.6
EV/Revenue
14.48
EV/EBITDA
99.26
Market Cap
$8.62B

Profitability

Profit margins and return metrics

Profit Margin 7.82%
Operating Margin 12.72%
Gross Margin 54.96%
ROE 10.84%
ROA 4.85%

Growth

Revenue and earnings growth rates

Revenue Growth +19.8%
Earnings Growth +60.0%
Q/Q Revenue Growth +19.8%
Q/Q Earnings Growth +45.3%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.18
Low debt
Current Ratio
1.66
Good
Quick Ratio
1.48
Good
Cash/Share
$3.05

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$1.4B
Gross Margin
53.7%
Op. Margin
12.7%
Net Margin
8.9%
Total Assets
$8.2B
Liabilities
$3.8B
Equity
$4.1B
Debt/Equity
0.94x
Operating CF
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-29
$N/A
2026-04-22
$0.95
+12.6% surprise
2026-01-28
$0.45
+32.3% surprise
2025-10-28
$1.61
-2.5% surprise

Consumer Defensive Sector Comparison

Comparing EDU against 157 companies in the Consumer Defensive sector (9 bullish, 57 neutral, 91 bearish)
P/E Ratio
19.15
This Stock
vs
36.75
Sector Avg
-47.9% (Discount)
Return on Equity (ROE)
10.84%
This Stock
vs
-13.47%
Sector Avg
-180.5% (Below Avg)
Profit Margin
7.82%
This Stock
vs
-8.44%
Sector Avg
-192.6% (Weaker)
Debt to Equity
0.18
This Stock
vs
1.98
Sector Avg
-90.8% (Less Debt)
Revenue Growth
19.8%
This Stock
vs
120.32%
Sector Avg
-83.5% (Slower)
Current Ratio
1.66
This Stock
vs
2.37
Sector Avg
-30.1% (Weaker)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

20-F
FORM 20-F
2025-09-25

New Oriental Education & Technology Group Inc. (EDU) filed its Form 20-F annual report on September 25, 2025. This filing serves as the comprehensive annual disclosure of the company's financial performance and detailed operational and regulatory risk factors.

20-F
FORM 20-F
2024-09-25

New Oriental Education & Technology Group Inc. (EDU) filed its annual report on Form 20-F on September 25, 2024. The filing provides a comprehensive update on the company's financial performance and details the operational and regulatory risks associated with its business activities.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
21 analysts
JP Morgan
2025-10-29
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning EDU from our newsroom.

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