American Public Education Inc (APEI)vsNew Oriental Education & Technology (EDU)
APEI
American Public Education Inc
$52.65
-0.64%
CONSUMER DEFENSIVE · Cap: $961.01M
EDU
New Oriental Education & Technology
$45.74
-1.15%
CONSUMER DEFENSIVE · Cap: $7.78B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 716% more annual revenue ($5.37B vs $659.05M). EDU leads profitability with a 7.8% profit margin vs 6.1%. EDU appears more attractively valued with a PEG of 0.80. EDU earns a higher WallStSmart Score of 69/100 (B-).
APEI
Buy59
out of 100
Grade: C
EDU
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.7%
Fair Value
$72.92
Current Price
$52.65
$20.27 discount
Margin of Safety
+81.9%
Fair Value
$339.19
Current Price
$45.74
$293.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 129.3% YoY
Conservative balance sheet, low leverage
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
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Smaller company, higher risk/reward
6.1% margin — thin
7.8% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : APEI
The strongest argument for APEI centers on EPS Growth, Debt/Equity.
Bull 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 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : APEI
The primary concerns for APEI are PEG Ratio, P/E Ratio, Market Cap.
Bear Case : EDU
The primary concerns for EDU are Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
APEI profiles as a value stock while EDU is a growth play — different risk/reward profiles.
APEI carries more volatility with a beta of 1.46 — expect wider price swings.
EDU is growing revenue faster at 19.8% — sustainability is the question.
APEI generates stronger free cash flow (61M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (69/100 vs 59/100) and 19.8% revenue growth. APEI offers better value entry with a 40.7% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Public Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
American Public Education, Inc. offers postsecondary education online and on campus. The company is headquartered in Charles Town, West Virginia.
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.
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