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4 / 10Stock Comparison
DDC vs COE vs GOTU vs TAL
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Education & Training Services
Education & Training Services
DDC vs COE vs GOTU vs TAL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Packaged Foods | Software - Application | Education & Training Services | Education & Training Services |
| Market Cap | $1M | $2M | $760M | $750M |
| Revenue (TTM) | $273M | $81M | $5.85B | $2.66B |
| Net Income (TTM) | $-170M | $-11M | $-374M | $171M |
| Gross Margin | 28.4% | 75.3% | 67.5% | 54.4% |
| Operating Margin | -50.3% | -11.2% | -9.1% | 2.7% |
| Forward P/E | — | 417.0x | — | 17.6x |
| Total Debt | $192M | $3M | $492M | $333M |
| Cash & Equiv. | $61M | $28M | $1.32B | $1.77B |
DDC vs COE vs GOTU vs TAL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 23 | May 26 | Return |
|---|---|---|---|
| DDC Enterprise Limi… (DDC) | 100 | 1.0 | -99.0% |
| 51Talk Online Educa… (COE) | 100 | 298.7 | +198.7% |
| Gaotu Techedu Inc. (GOTU) | 100 | 76.1 | -23.9% |
| TAL Education Group (TAL) | 100 | 88.5 | -11.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DDC vs COE vs GOTU vs TAL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DDC plays a supporting role in this comparison — it may shine differently against other peers.
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%
- 87.0% revenue growth vs DDC's 33.0%
- Beta 0.91 vs DDC's 2.64
GOTU lags the leaders in this set but could rank higher in a more targeted comparison.
TAL is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 23.9% 10Y total return vs COE's -68.9%
- Lower volatility, beta 0.99, Low D/E 8.9%, current ratio 2.86x
- Beta 0.99, current ratio 2.86x
- Better valuation composite
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 87.0% revenue growth vs DDC's 33.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 6.5% margin vs DDC's -62.3% | |
| Stability / Safety | Beta 0.91 vs DDC's 2.64 | |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | +19.8% vs GOTU's -40.3% | |
| Efficiency (ROA) | 3.1% ROA vs DDC's -36.8%, ROIC -0.3% vs -53.7% |
DDC vs COE vs GOTU vs TAL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
DDC vs COE vs GOTU vs TAL — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
TAL leads in 2 of 6 categories
DDC leads 1 • COE leads 1 • GOTU leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
TAL leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GOTU is the larger business by revenue, generating $5.8B annually — 72.0x COE's $81M. TAL is the more profitable business, keeping 6.5% of every revenue dollar as net income compared to DDC's -62.3%. On growth, DDC holds the edge at +74.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $273M | $81M | $5.8B | $2.7B |
| EBITDAEarnings before interest/tax | — | -$9M | -$378M | $72M |
| Net IncomeAfter-tax profit | — | -$11M | -$374M | $171M |
| Free Cash FlowCash after capex | — | $0 | $0 | $441M |
| Gross MarginGross profit ÷ Revenue | +28.4% | +75.3% | +67.5% | +54.4% |
| Operating MarginEBIT ÷ Revenue | -50.3% | -11.2% | -9.1% | +2.7% |
| Net MarginNet income ÷ Revenue | -62.3% | -13.4% | -6.4% | +6.5% |
| FCF MarginFCF ÷ Revenue | -41.4% | +10.9% | +1.7% | +16.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +74.8% | — | +32.9% | +38.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -58.3% | — | +66.7% | -21.4% |
Valuation Metrics
DDC leads this category, winning 2 of 5 comparable metrics.
Valuation Metrics
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $1M | $2M | $760M | $750M |
| Enterprise ValueMkt cap + debt − cash | $21M | -$23M | $638M | -$688M |
| Trailing P/EPrice ÷ TTM EPS | -0.61x | -0.33x | -4.86x | 8.80x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 416.96x | — | 17.63x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | — | — | — | -16.89x |
| Price / SalesMarket cap ÷ Revenue | 0.03x | 0.04x | 1.12x | 0.33x |
| Price / BookPrice ÷ Book value/share | 0.18x | — | 2.67x | 0.20x |
| Price / FCFMarket cap ÷ FCF | — | 0.41x | 64.78x | 2.62x |
Profitability & Efficiency
TAL leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
TAL delivers a 4.7% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $-2 for DDC. TAL carries lower financial leverage with a 0.09x debt-to-equity ratio, signaling a more conservative balance sheet compared to DDC's 2.34x. On the Piotroski fundamental quality scale (0–9), DDC scores 5/9 vs GOTU's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -2.3% | — | -21.8% | +4.7% |
| ROA (TTM)Return on assets | -36.8% | -21.0% | -6.8% | +3.1% |
| ROICReturn on invested capital | -53.7% | — | -47.8% | -0.3% |
| ROCEReturn on capital employed | -100.3% | — | -39.9% | -0.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 4 | 5 |
| Debt / EquityFinancial leverage | 2.34x | — | 0.25x | 0.09x |
| Net DebtTotal debt minus cash | $132M | -$25M | -$829M | -$1.6B |
| Cash & Equiv.Liquid assets | $61M | $28M | $1.3B | $1.8B |
| Total DebtShort + long-term debt | $192M | $3M | $492M | $333M |
| Interest CoverageEBIT ÷ Interest expense | -8.21x | — | — | — |
Total Returns (Dividends Reinvested)
COE leads this category, winning 4 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 $96 for DDC. 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 DDC's -78.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -29.7% | -24.5% | -19.3% | -3.5% |
| 1-Year ReturnPast 12 months | -32.3% | +19.8% | -40.3% | +17.0% |
| 3-Year ReturnCumulative with dividends | -99.0% | +286.9% | -32.3% | +97.7% |
| 5-Year ReturnCumulative with dividends | -99.0% | -69.2% | -92.1% | -79.5% |
| 10-Year ReturnCumulative with dividends | -98.7% | -68.9% | -81.2% | +23.9% |
| CAGR (3Y)Annualised 3-year return | -78.8% | +57.0% | -12.2% | +25.5% |
Risk & Volatility
Evenly matched — COE and TAL 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 DDC's 2.64 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TAL currently trades 82.9% from its 52-week high vs DDC's 7.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.64x | 0.91x | 1.01x | 0.99x |
| 52-Week HighHighest price in past year | $20.83 | $56.13 | $4.56 | $13.37 |
| 52-Week LowLowest price in past year | $1.35 | $15.32 | $1.84 | $9.07 |
| % of 52W HighCurrent price vs 52-week peak | +7.1% | +42.0% | +43.2% | +82.9% |
| RSI (14)Momentum oscillator 0–100 | 33.7 | 50.0 | 52.7 | 51.7 |
| Avg Volume (50D)Average daily shares traded | 80K | 9K | 391K | 3.3M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: COE as "Buy", GOTU as "Hold", TAL as "Hold". Consensus price targets imply 62.3% upside for TAL (target: $18) vs 49.2% for GOTU (target: $3).
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | — | — | $2.94 | $18.00 |
| # AnalystsCovering analysts | — | 2 | 10 | 28 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | — | — | — | 0 |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +4.0% | +1.8% |
TAL leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). DDC leads in 1 (Valuation Metrics). 1 tied.
DDC vs COE vs GOTU vs TAL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is DDC or COE or GOTU or TAL 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 33. 0% for DDC Enterprise Limited (DDC). TAL Education Group (TAL) offers the better valuation at 8. 8x trailing P/E (17. 6x forward), making it the more compelling value choice. 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 has the better valuation — DDC or COE or GOTU or TAL?
On forward P/E, TAL Education Group is actually cheaper at 17.
6x.
03Which is the better long-term investment — DDC or COE or GOTU or TAL?
Over the past 5 years, 51Talk Online Education Group (COE) delivered a total return of -69.
2%, compared to -99. 0% for DDC Enterprise Limited (DDC). Over 10 years, the gap is even starker: TAL returned +23. 9% versus DDC's -98. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DDC or COE or GOTU or TAL?
By beta (market sensitivity over 5 years), 51Talk Online Education Group (COE) is the lower-risk stock at 0.
91β versus DDC Enterprise Limited's 2. 64β — meaning DDC is approximately 192% more volatile than COE relative to the S&P 500. On balance sheet safety, TAL Education Group (TAL) carries a lower debt/equity ratio of 9% versus 2% for DDC Enterprise Limited — giving it more financial flexibility in a downturn.
05Which is growing faster — DDC or COE or GOTU or TAL?
By revenue growth (latest reported year), 51Talk Online Education Group (COE) is pulling ahead at 87.
0% versus 33. 0% for DDC Enterprise Limited (DDC). On earnings-per-share growth, the picture is similar: TAL Education Group grew EPS 24. 7% 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.
06Which has better profit margins — DDC or COE or GOTU or TAL?
TAL Education Group (TAL) is the more profitable company, earning 3.
8% net margin versus -62. 3% for DDC Enterprise Limited — meaning it keeps 3. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TAL leads at -0. 3% versus -50. 3% for DDC. 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.
07Is DDC or COE or GOTU or TAL more undervalued right now?
On forward earnings alone, TAL Education Group (TAL) trades at 17.
6x forward P/E versus 417. 0x for 51Talk Online Education Group — 399. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TAL: 62. 3% to $18. 00.
08Which pays a better dividend — DDC or COE or GOTU or TAL?
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.
09Is DDC or COE or GOTU or TAL 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)). DDC Enterprise Limited (DDC) carries a higher beta of 2. 64 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (COE: -68. 9%, DDC: -98. 7%), 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.
10What are the main differences between DDC and COE and GOTU and TAL?
These companies operate in different sectors (DDC (Consumer Defensive) and COE (Technology) and GOTU (Consumer Defensive) and TAL (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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