Education & Training Services
Compare Stocks
2 / 10Stock Comparison
EDU vs COE
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
EDU vs COE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Education & Training Services | Software - Application |
| Market Cap | $8.53B | $2M |
| Revenue (TTM) | $4.99B | $81M |
| Net Income (TTM) | $367M | $-11M |
| Gross Margin | 55.1% | 75.3% |
| Operating Margin | 9.0% | -11.2% |
| Forward P/E | 15.4x | 417.0x |
| Total Debt | $804M | $3M |
| Cash & Equiv. | $1.61B | $28M |
EDU vs COE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| New Oriental Educat… (EDU) | 100 | 44.7 | -55.3% |
| 51Talk Online Educa… (COE) | 100 | 22.8 | -77.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EDU vs COE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EDU carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 5 yrs, beta 0.83, yield 1.1%
- 40.3% 10Y total return vs COE's -68.9%
- Lower volatility, beta 0.83, Low D/E 20.3%, current ratio 1.58x
COE is the clearest fit if your priority is growth exposure.
- Rev growth 87.0%, EPS growth 50.0%, 3Y rev CAGR 300.7%
- 87.0% revenue growth vs EDU's 13.6%
- +19.8% vs EDU's +16.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 87.0% revenue growth vs EDU's 13.6% | |
| Value | Lower P/E (15.4x vs 417.0x) | |
| Quality / Margins | 7.4% margin vs COE's -13.4% | |
| Stability / Safety | Beta 0.83 vs COE's 0.91 | |
| Dividends | 1.1% yield; 5-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +19.8% vs EDU's +16.4% | |
| Efficiency (ROA) | 4.8% ROA vs COE's -21.0% |
EDU vs COE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EDU vs COE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
EDU leads this category, winning 3 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
EDU is the larger business by revenue, generating $5.0B annually — 61.4x COE's $81M. EDU is the more profitable business, keeping 7.4% of every revenue dollar as net income compared to COE's -13.4%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.0B | $81M |
| EBITDAEarnings before interest/tax | $563M | -$9M |
| Net IncomeAfter-tax profit | $367M | -$11M |
| Free Cash FlowCash after capex | $737M | $0 |
| Gross MarginGross profit ÷ Revenue | +55.1% | +75.3% |
| Operating MarginEBIT ÷ Revenue | +9.0% | -11.2% |
| Net MarginNet income ÷ Revenue | +7.4% | -13.4% |
| FCF MarginFCF ÷ Revenue | +14.8% | +10.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.1% | — |
| EPS Growth (YoY)Latest quarter vs prior year | 0.0% | — |
Valuation Metrics
COE leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $8.5B | $2M |
| Enterprise ValueMkt cap + debt − cash | $7.7B | -$23M |
| Trailing P/EPrice ÷ TTM EPS | 23.31x | -0.33x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.44x | 416.96x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 14.43x | — |
| Price / SalesMarket cap ÷ Revenue | 1.74x | 0.04x |
| Price / BookPrice ÷ Book value/share | 2.20x | — |
| Price / FCFMarket cap ÷ FCF | 13.39x | 0.41x |
Profitability & Efficiency
EDU leads this category, winning 3 of 4 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), EDU scores 7/9 vs COE's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +9.1% | — |
| ROA (TTM)Return on assets | +4.8% | -21.0% |
| ROICReturn on invested capital | +9.9% | — |
| ROCEReturn on capital employed | +9.5% | — |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.20x | — |
| Net DebtTotal debt minus cash | -$809M | -$25M |
| Cash & Equiv.Liquid assets | $1.6B | $28M |
| Total DebtShort + long-term debt | $804M | $3M |
| Interest CoverageEBIT ÷ Interest expense | 1570.90x | — |
Total Returns (Dividends Reinvested)
Evenly matched — EDU and COE each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EDU five years ago would be worth $3,797 today (with dividends reinvested), compared to $3,078 for COE. Over the past 12 months, COE leads with a +19.8% total return vs EDU's +16.4%. The 3-year compound annual growth rate (CAGR) favors COE at 57.0% vs EDU's 9.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -7.3% | -24.5% |
| 1-Year ReturnPast 12 months | +16.4% | +19.8% |
| 3-Year ReturnCumulative with dividends | +30.6% | +286.9% |
| 5-Year ReturnCumulative with dividends | -62.0% | -69.2% |
| 10-Year ReturnCumulative with dividends | +40.3% | -68.9% |
| CAGR (3Y)Annualised 3-year return | +9.3% | +57.0% |
Risk & Volatility
EDU leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
EDU is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than COE's 0.91 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EDU currently trades 82.5% from its 52-week high vs COE's 42.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.83x | 0.91x |
| 52-Week HighHighest price in past year | $64.97 | $56.13 |
| 52-Week LowLowest price in past year | $41.62 | $15.32 |
| % of 52W HighCurrent price vs 52-week peak | +82.5% | +42.0% |
| RSI (14)Momentum oscillator 0–100 | 55.0 | 50.0 |
| Avg Volume (50D)Average daily shares traded | 685K | 9K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates EDU as "Buy" and COE as "Buy". EDU is the only dividend payer here at 1.13% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $68.00 | — |
| # AnalystsCovering analysts | 24 | 2 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | — |
| Dividend StreakConsecutive years of raises | 5 | — |
| Dividend / ShareAnnual DPS | $0.61 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +5.2% | 0.0% |
EDU leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). COE leads in 1 (Valuation Metrics). 1 tied.
EDU vs COE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is EDU or COE 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 13. 6% for New Oriental Education & Technology Group Inc. (EDU). New Oriental Education & Technology Group Inc. (EDU) offers the better valuation at 23. 3x trailing P/E (15. 4x forward), making it the more compelling value choice. Analysts rate New Oriental Education & Technology Group Inc. (EDU) a "Buy" — based on 24 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 — EDU or COE?
On forward P/E, New Oriental Education & Technology Group Inc.
is actually cheaper at 15. 4x.
03Which is the better long-term investment — EDU or COE?
Over the past 5 years, New Oriental Education & Technology Group Inc.
(EDU) delivered a total return of -62. 0%, compared to -69. 2% for 51Talk Online Education Group (COE). Over 10 years, the gap is even starker: EDU returned +40. 3% versus COE's -68. 9%. 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 — EDU or COE?
By beta (market sensitivity over 5 years), New Oriental Education & Technology Group Inc.
(EDU) is the lower-risk stock at 0. 83β versus 51Talk Online Education Group's 0. 91β — meaning COE is approximately 9% more volatile than EDU relative to the S&P 500.
05Which is growing faster — EDU or COE?
By revenue growth (latest reported year), 51Talk Online Education Group (COE) is pulling ahead at 87.
0% versus 13. 6% for New Oriental Education & Technology Group Inc. (EDU). On earnings-per-share growth, the picture is similar: 51Talk Online Education Group grew EPS 50. 0% year-over-year, compared to 27. 8% for New Oriental Education & Technology Group 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 — EDU or COE?
New Oriental Education & Technology Group Inc.
(EDU) is the more profitable company, earning 7. 6% net margin versus -14. 3% for 51Talk Online Education Group — meaning it keeps 7. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EDU leads at 8. 7% versus -15. 9% for COE. 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 EDU or COE more undervalued right now?
On forward earnings alone, New Oriental Education & Technology Group Inc.
(EDU) trades at 15. 4x forward P/E versus 417. 0x for 51Talk Online Education Group — 401. 5x cheaper on a one-year earnings basis.
08Which pays a better dividend — EDU or COE?
In this comparison, EDU (1.
1% yield) pays a dividend. COE does not pay a meaningful dividend and should not be held primarily for income.
09Is EDU or COE better for a retirement portfolio?
For long-horizon retirement investors, New Oriental Education & Technology Group Inc.
(EDU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 83), 1. 1% yield). Both have compounded well over 10 years (EDU: +40. 3%, COE: -68. 9%), 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 EDU and COE?
These companies operate in different sectors (EDU (Consumer Defensive) and COE (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: EDU is a small-cap quality compounder stock; COE is a small-cap high-growth stock. EDU pays a dividend while COE does not, making them suitable for different income and tax situations. 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.