New Oriental Education & Technology (EDU)vsStride Inc (LRN)
EDU
New Oriental Education & Technology
$54.98
-3.32%
CONSUMER DEFENSIVE · Cap: $9.05B
LRN
Stride Inc
$85.06
-2.69%
CONSUMER DEFENSIVE · Cap: $3.64B
Smart Verdict
WallStSmart Research — data-driven comparison
New Oriental Education & Technology generates 104% more annual revenue ($5.14B vs $2.52B). LRN leads profitability with a 12.7% profit margin vs 7.4%. LRN appears more attractively valued with a PEG of 0.46. LRN earns a higher WallStSmart Score of 77/100 (B+).
EDU
Buy62
out of 100
Grade: C+
LRN
Strong Buy77
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
+71.8%
Fair Value
$304.67
Current Price
$85.06
$219.61 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
Growing faster than its price suggests
Revenue surging 47.8% year-over-year
Earnings expanding 108.3% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
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 : LRN
The strongest argument for LRN centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 47.8% demonstrates continued momentum. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bear Case : EDU
The primary concerns for EDU are Profit Margin.
Bear Case : LRN
No major red flags identified for LRN, but monitor valuation.
Key Dynamics to Monitor
EDU profiles as a value stock while LRN is a growth play — different risk/reward profiles.
EDU carries more volatility with a beta of 0.34 — expect wider price swings.
LRN is growing revenue faster at 47.8% — sustainability is the question.
EDU generates stronger free cash flow (516M), providing more financial flexibility.
Bottom Line
LRN scores higher overall (77/100 vs 62/100) and 47.8% 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.
Stride Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Stride, Inc., a technology-based education company, provides its own and third-party online educational services, software systems and curricula to facilitate individualized learning for students primarily in kindergarten through grade 12 (K -12) in the United States and internationally. .
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