New Oriental Education & Technology (EDU)vsGaotu Techedu Inc DRC (GOTU)
EDU
New Oriental Education & Technology
$55.82
+2.27%
CONSUMER DEFENSIVE · Cap: $9.92B
GOTU
Gaotu Techedu Inc DRC
$2.10
+0.96%
CONSUMER DEFENSIVE · Cap: $448.96M
Smart Verdict
WallStSmart Research — data-driven comparison
Gaotu Techedu Inc DRC generates 17% more annual revenue ($6.62B vs $5.66B). EDU leads profitability with a 8.4% profit margin vs -5.0%. EDU earns a higher WallStSmart Score of 64/100 (C+).
EDU
Buy64
out of 100
Grade: C+
GOTU
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.5%
Fair Value
$350.15
Current Price
$55.82
$294.33 discount
Intrinsic value data unavailable for GOTU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 791.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Reasonable price relative to book value
Revenue surging 20.2% year-over-year
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
ROE of -27.0% — below average capital efficiency
Earnings declined 71.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EDU
The strongest argument for EDU centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 23.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bull Case : GOTU
The strongest argument for GOTU centers on Price/Book, Revenue Growth. Revenue growth of 20.2% demonstrates continued momentum.
Bear Case : EDU
No major red flags identified for EDU, but monitor valuation.
Bear Case : GOTU
The primary concerns for GOTU are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
GOTU carries more volatility with a beta of 0.71 — expect wider price swings.
EDU is growing revenue faster at 23.0% — sustainability is the question.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EDU scores higher overall (64/100 vs 33/100) and 23.0% revenue growth. Both earn "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.
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.
Gaotu Techedu Inc DRC
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China
Gaotu Techedu Inc., a technology-driven education company, offers K-12 online tutoring services after school in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
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