New Oriental Education & Technology (EDU)vsLaureate Education Inc (LAUR)
EDU
New Oriental Education & Technology
$54.98
-3.32%
CONSUMER DEFENSIVE · Cap: $9.05B
LAUR
Laureate Education Inc
$33.29
-1.04%
CONSUMER DEFENSIVE · Cap: $4.89B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 202% more annual revenue ($5.14B vs $1.70B). LAUR leads profitability with a 16.6% profit margin vs 7.4%. EDU appears more attractively valued with a PEG of 0.91. LAUR earns a higher WallStSmart Score of 79/100 (B+).
EDU
Buy62
out of 100
Grade: C+
LAUR
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.5%
Fair Value
$112.32
Current Price
$54.98
$57.34 discount
Margin of Safety
+61.1%
Fair Value
$88.45
Current Price
$33.29
$55.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 45.9% YoY
Strong operational efficiency at 33.2%
Earnings expanding 88.4% YoY
Every $100 of equity generates 26 in profit
Revenue surging 27.9% year-over-year
Areas to Watch
7.4% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : EDU
The strongest argument for EDU centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.7% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bull Case : LAUR
The strongest argument for LAUR centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 16.6% and operating margin at 33.2%. Revenue growth of 27.9% demonstrates continued momentum.
Bear Case : EDU
The primary concerns for EDU are Profit Margin.
Bear Case : LAUR
No major red flags identified for LAUR, but monitor valuation.
Key Dynamics to Monitor
EDU profiles as a value stock while LAUR is a growth play — different risk/reward profiles.
LAUR carries more volatility with a beta of 0.67 — expect wider price swings.
LAUR is growing revenue faster at 27.9% — sustainability is the question.
EDU generates stronger free cash flow (516M), providing more financial flexibility.
Bottom Line
LAUR scores higher overall (79/100 vs 62/100), backed by strong 16.6% margins and 27.9% revenue growth. EDU offers better value entry with a 45.5% 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.
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.
Laureate Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Laureate Education, Inc. offers higher education programs and services to students through a network of universities and institutions of higher education. The company is headquartered in Baltimore, Maryland.
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