WallStSmart

New Oriental Education & Technology (EDU)vsUniversal Technical Institute Inc (UTI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

New Oriental Education & Technology generates 501% more annual revenue ($5.14B vs $855.03M). EDU leads profitability with a 7.4% profit margin vs 6.3%. EDU appears more attractively valued with a PEG of 0.92. EDU earns a higher WallStSmart Score of 62/100 (C+).

EDU

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 5.5Value: 10.0Quality: 6.8
Piotroski: 6/9Altman Z: 2.06

UTI

Hold

42

out of 100

Grade: D

Growth: 6.0Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EDUUndervalued (+45.5%)

Margin of Safety

+45.5%

Fair Value

$112.32

Current Price

$56.49

$55.83 discount

UndervaluedFair: $112.32Overvalued
UTISignificantly Overvalued (-315.8%)

Margin of Safety

-315.8%

Fair Value

$6.53

Current Price

$39.66

$33.13 premium

UndervaluedFair: $6.53Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EDU3 strengths · Avg: 8.0/10
PEG RatioValuation
0.928/10

Growing faster than its price suggests

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

EPS GrowthGrowth
45.9%8/10

Earnings expanding 45.9% YoY

UTI0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

EDU1 concerns · Avg: 3.0/10
Profit MarginProfitability
7.4%3/10

7.4% margin — thin

UTI4 concerns · Avg: 2.3/10
Profit MarginProfitability
6.3%3/10

6.3% margin — thin

PEG RatioValuation
3.102/10

Expensive relative to growth rate

P/E RatioValuation
41.3x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-42.5%2/10

Earnings declined 42.5%

Comparative Analysis Report

WallStSmart Research

Bull 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 0.92 suggests the stock is reasonably priced for its growth.

Bull Case : UTI

UTI has a balanced fundamental profile.

Bear Case : EDU

The primary concerns for EDU are Profit Margin.

Bear Case : UTI

The primary concerns for UTI are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 41.3x leaves little room for execution misses.

Key Dynamics to Monitor

UTI carries more volatility with a beta of 1.35 — expect wider price swings.

EDU is growing revenue faster at 14.7% — sustainability is the question.

EDU generates stronger free cash flow (516M), providing more financial flexibility.

Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EDU scores higher overall (62/100 vs 42/100) and 14.7% revenue growth. Both earn "Buy" and "Hold" 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.

Universal Technical Institute Inc

CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA

Universal Technical Institute, Inc. offers postsecondary education for students seeking careers as professional automotive, diesel, collision repair, motorcycle and marine technicians in the United States. The company is headquartered in Phoenix, Arizona.

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