Coursera Inc (COUR)vsNew Oriental Education & Technology (EDU)
COUR
Coursera Inc
$5.47
-1.80%
CONSUMER DEFENSIVE · Cap: $1.53B
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 595% more annual revenue ($5.37B vs $773.90M). EDU leads profitability with a 7.8% profit margin vs -8.2%. EDU earns a higher WallStSmart Score of 69/100 (B-).
COUR
Avoid33
out of 100
Grade: F
EDU
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.1%
Fair Value
$8.58
Current Price
$5.47
$3.11 discount
Margin of Safety
+81.9%
Fair Value
$338.04
Current Price
$45.74
$292.30 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -10.1% — below average capital efficiency
Distress zone — elevated risk
7.8% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : COUR
The strongest argument for COUR centers on Price/Book.
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 : COUR
The primary concerns for COUR are EPS Growth, Market Cap, Return on Equity.
Bear Case : EDU
The primary concerns for EDU are Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
COUR profiles as a turnaround stock while EDU is a growth play — different risk/reward profiles.
COUR carries more volatility with a beta of 1.25 — expect wider price swings.
EDU is growing revenue faster at 19.8% — sustainability is the question.
COUR generates stronger free cash flow (14M), providing more financial flexibility.
Bottom Line
EDU scores higher overall (69/100 vs 33/100) and 19.8% revenue growth. COUR offers better value entry with a 33.1% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Coursera Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Coursera, Inc. operates an online educational content platform that connects students, educators, and institutions. The company is headquartered in Mountain View, California.
Visit Website →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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