COE
51Talk Online Education Group
Software - Application
Market Cap$2M
5Y Perf.-77.2%
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Stock Comparison
COE vs GOTU
Revenue, margins, valuation, and 5-year total return — side by side.
GOTU
Gaotu Techedu Inc.
Education & Training Services
Market Cap$760M
5Y Perf.-93.7%
COE vs GOTU — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | COE | GOTU |
|---|---|---|
| Industry | Software - Application | Education & Training Services |
| Market Cap | $2M | $760M |
| Revenue (TTM) | $81M | $5.85B |
| Net Income (TTM) | $-11M | $-374M |
| Gross Margin | 75.3% | 67.5% |
| Operating Margin | -11.2% | -9.1% |
| Forward P/E | 417.0x | — |
| Total Debt | $3M | $492M |
| Cash & Equiv. | $28M | $1.32B |
COE vs GOTU — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
COE
GOTU
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| 51Talk Online Educa… (COE) | 100 | 22.8 | -77.2% |
| Gaotu Techedu Inc. (GOTU) | 100 | 6.3 | -93.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: COE vs GOTU
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: COE leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Gaotu Techedu Inc. is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
COE
51Talk Online Education Group
The Income Pick
COE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 0.91
- Rev growth 87.0%, EPS growth 50.0%, 3Y rev CAGR 300.7%
- -68.9% 10Y total return vs GOTU's -81.2%
Best for: income & stability and growth exposure
GOTU
Gaotu Techedu Inc.
The Quality Compounder
GOTU is the clearest fit if your priority is quality and efficiency.
- -6.4% margin vs COE's -13.4%
- -6.8% ROA vs COE's -21.0%
Best for: quality and efficiency
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | COE | 87.0% revenue growth vs GOTU's 56.0% |
| Value | COE | Better valuation composite |
| Quality / Margins | GOTU | -6.4% margin vs COE's -13.4% |
| Stability / Safety | COE | Beta 0.91 vs GOTU's 1.01 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | COE | +19.8% vs GOTU's -40.3% |
| Efficiency (ROA) | GOTU | -6.8% ROA vs COE's -21.0% |
COE vs GOTU — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2021
FY 2024
COE vs GOTU — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCOELAGGINGGOTU
GOTUGaotu Techedu Inc.
0leads
COE51Talk Online Educati…
2leads
6 Total Categories
CATEGORYLEADERvs GOTUMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
COE2/3
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
Tied
—
Total Returns1Y, 3Y, 5Y total returns with dividends
COE5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
Evenly matched — COE and GOTU each lead in 2 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
GOTU is the larger business by revenue, generating $5.8B annually — 72.0x COE's $81M. GOTU is the more profitable business, keeping -6.4% of every revenue dollar as net income compared to COE's -13.4%.
| Metric | COE51Talk Online Edu… | GOTUGaotu Techedu Inc. |
|---|---|---|
| RevenueTrailing 12 months | $81M | $5.8B |
| EBITDAEarnings before interest/tax | -$9M | -$378M |
| Net IncomeAfter-tax profit | -$11M | -$374M |
| Free Cash FlowCash after capex | $0 | $0 |
| Gross MarginGross profit ÷ Revenue | +75.3% | +67.5% |
| Operating MarginEBIT ÷ Revenue | -11.2% | -9.1% |
| Net MarginNet income ÷ Revenue | -13.4% | -6.4% |
| FCF MarginFCF ÷ Revenue | +10.9% | +1.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +32.9% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +66.7% |
Evenly matched — COE and GOTU each lead in 2 of 4 comparable metrics.
Valuation Metrics
COE leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | COE51Talk Online Edu… | GOTUGaotu Techedu Inc. |
|---|---|---|
| Market CapShares × price | $2M | $760M |
| Enterprise ValueMkt cap + debt − cash | -$23M | $638M |
| Trailing P/EPrice ÷ TTM EPS | -0.33x | -4.86x |
| Forward P/EPrice ÷ next-FY EPS est. | 416.96x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 0.04x | 1.12x |
| Price / BookPrice ÷ Book value/share | — | 2.67x |
| Price / FCFMarket cap ÷ FCF | 0.41x | 64.78x |
COE leads this category, winning 2 of 3 comparable metrics.
Profitability & Efficiency
Evenly matched — COE and GOTU each lead in 2 of 4 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), COE scores 5/9 vs GOTU's 4/9, reflecting solid financial health.
| Metric | COE51Talk Online Edu… | GOTUGaotu Techedu Inc. |
|---|---|---|
| ROE (TTM)Return on equity | — | -21.8% |
| ROA (TTM)Return on assets | -21.0% | -6.8% |
| ROICReturn on invested capital | — | -47.8% |
| ROCEReturn on capital employed | — | -39.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 |
| Debt / EquityFinancial leverage | — | 0.25x |
| Net DebtTotal debt minus cash | -$25M | -$829M |
| Cash & Equiv.Liquid assets | $28M | $1.3B |
| Total DebtShort + long-term debt | $3M | $492M |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Evenly matched — COE and GOTU each lead in 2 of 4 comparable metrics.
Total Returns (Dividends Reinvested)
COE leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in COE five years ago would be worth $3,078 today (with dividends reinvested), compared to $792 for GOTU. Over the past 12 months, COE leads with a +19.8% total return vs GOTU's -40.3%. The 3-year compound annual growth rate (CAGR) favors COE at 57.0% vs GOTU's -12.2% — a key indicator of consistent wealth creation.
| Metric | COE51Talk Online Edu… | GOTUGaotu Techedu Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -24.5% | -19.3% |
| 1-Year ReturnPast 12 months | +19.8% | -40.3% |
| 3-Year ReturnCumulative with dividends | +286.9% | -32.3% |
| 5-Year ReturnCumulative with dividends | -69.2% | -92.1% |
| 10-Year ReturnCumulative with dividends | -68.9% | -81.2% |
| CAGR (3Y)Annualised 3-year return | +57.0% | -12.2% |
COE leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — COE and GOTU each lead in 1 of 2 comparable metrics.
Risk & Volatility
COE is the less volatile stock with a 0.91 beta — it tends to amplify market swings less than GOTU's 1.01 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | COE51Talk Online Edu… | GOTUGaotu Techedu Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.91x | 1.01x |
| 52-Week HighHighest price in past year | $56.13 | $4.56 |
| 52-Week LowLowest price in past year | $15.32 | $1.84 |
| % of 52W HighCurrent price vs 52-week peak | +42.0% | +43.2% |
| RSI (14)Momentum oscillator 0–100 | 50.0 | 52.7 |
| Avg Volume (50D)Average daily shares traded | 9K | 391K |
Evenly matched — COE and GOTU each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates COE as "Buy" and GOTU as "Hold".
| Metric | COE51Talk Online Edu… | GOTUGaotu Techedu Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $2.94 |
| # AnalystsCovering analysts | 2 | 10 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
COE leads in 2 of 6 categories — strongest in Valuation Metrics and Total Returns. 3 categories are tied.
Best Overall51Talk Online Education Gro… (COE)Leads 2 of 6 categories
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COE vs GOTU: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is COE or GOTU a better buy right now?
For growth investors, 51Talk Online Education Group (COE) is the stronger pick with 87.
0% revenue growth year-over-year, versus 56. 0% for Gaotu Techedu Inc. (GOTU). Analysts rate 51Talk Online Education Group (COE) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — COE or GOTU?
Over the past 5 years, 51Talk Online Education Group (COE) delivered a total return of -69.
2%, compared to -92. 1% for Gaotu Techedu Inc. (GOTU). Over 10 years, the gap is even starker: COE returned -68. 9% versus GOTU's -81. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — COE or GOTU?
By beta (market sensitivity over 5 years), 51Talk Online Education Group (COE) is the lower-risk stock at 0.
91β versus Gaotu Techedu Inc. 's 1. 01β — meaning GOTU is approximately 12% more volatile than COE relative to the S&P 500.
04Which is growing faster — COE or GOTU?
By revenue growth (latest reported year), 51Talk Online Education Group (COE) is pulling ahead at 87.
0% versus 56. 0% for Gaotu Techedu Inc. (GOTU). On earnings-per-share growth, the picture is similar: 51Talk Online Education Group grew EPS 50. 0% year-over-year, compared to -145. 0% for Gaotu Techedu Inc.. Over a 3-year CAGR, COE leads at 300. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — COE or GOTU?
51Talk Online Education Group (COE) is the more profitable company, earning -14.
3% net margin versus -23. 0% for Gaotu Techedu Inc. — meaning it keeps -14. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: COE leads at -15. 9% versus -26. 0% for GOTU. At the gross margin level — before operating expenses — COE leads at 78. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — COE or GOTU?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is COE or GOTU better for a retirement portfolio?
For long-horizon retirement investors, 51Talk Online Education Group (COE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
91)). Both have compounded well over 10 years (COE: -68. 9%, GOTU: -81. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between COE and GOTU?
These companies operate in different sectors (COE (Technology) and GOTU (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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