NEW ORIENTAL EDUCATIO-SP ADR (EDU) Stock Fundamental Analysis

NYSE:EDU • US6475812060

52.55 USD
-2.09 (-3.83%)
At close: Mar 3, 2026
52.55 USD
0 (0%)
After Hours: 3/3/2026, 8:06:53 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

Overall EDU gets a fundamental rating of 6 out of 10. We evaluated EDU against 75 industry peers in the Diversified Consumer Services industry. EDU has an excellent financial health rating, but there are some minor concerns on its profitability. EDU has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • In the past year EDU was profitable.
  • EDU had a positive operating cash flow in the past year.
  • EDU had positive earnings in 4 of the past 5 years.
  • EDU had a positive operating cash flow in 4 of the past 5 years.
EDU Yearly Net Income VS EBIT VS OCF VS FCFEDU Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B -1B

1.2 Ratios

  • EDU has a better Return On Assets (4.59%) than 62.67% of its industry peers.
  • The Return On Equity of EDU (9.79%) is better than 65.33% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 8.79%, EDU is in the better half of the industry, outperforming 76.00% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for EDU is significantly below the industry average of 11.20%.
  • The 3 year average ROIC (5.81%) for EDU is below the current ROIC(8.79%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 4.59%
ROE 9.79%
ROIC 8.79%
ROA(3y)3.88%
ROA(5y)-0.95%
ROE(3y)7.76%
ROE(5y)-0.4%
ROIC(3y)5.81%
ROIC(5y)N/A
EDU Yearly ROA, ROE, ROICEDU Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 -20 -30

1.3 Margins

  • EDU's Profit Margin of 7.40% is fine compared to the rest of the industry. EDU outperforms 68.00% of its industry peers.
  • EDU's Profit Margin has declined in the last couple of years.
  • EDU has a better Operating Margin (10.76%) than 69.33% of its industry peers.
  • In the last couple of years the Operating Margin of EDU has declined.
  • EDU's Gross Margin of 55.33% is fine compared to the rest of the industry. EDU outperforms 72.00% of its industry peers.
  • EDU's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 10.76%
PM (TTM) 7.4%
GM 55.33%
OM growth 3YN/A
OM growth 5Y-2.22%
PM growth 3YN/A
PM growth 5Y-8.06%
GM growth 3Y8.42%
GM growth 5Y-0.06%
EDU Yearly Profit, Operating, Gross MarginsEDU Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), EDU is creating some value.
  • Compared to 1 year ago, EDU has less shares outstanding
  • EDU has less shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, EDU has an improved debt to assets ratio.
EDU Yearly Shares OutstandingEDU Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M
EDU Yearly Total Debt VS Total AssetsEDU Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

2.2 Solvency

  • There is no outstanding debt for EDU. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z N/A
ROIC/WACC1.17
WACC7.53%
EDU Yearly LT Debt VS Equity VS FCFEDU Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B

2.3 Liquidity

  • A Current Ratio of 1.57 indicates that EDU should not have too much problems paying its short term obligations.
  • With a decent Current ratio value of 1.57, EDU is doing good in the industry, outperforming 68.00% of the companies in the same industry.
  • EDU has a Quick Ratio of 1.55. This is a normal value and indicates that EDU is financially healthy and should not expect problems in meeting its short term obligations.
  • EDU has a Quick ratio of 1.55. This is in the better half of the industry: EDU outperforms 68.00% of its industry peers.
Industry RankSector Rank
Current Ratio 1.57
Quick Ratio 1.55
EDU Yearly Current Assets VS Current LiabilitesEDU Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. Growth

3.1 Past

  • EDU shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 11.24%, which is quite good.
  • Measured over the past 5 years, EDU shows a small growth in Earnings Per Share. The EPS has been growing by 0.65% on average per year.
  • The Revenue has been growing slightly by 6.70% in the past year.
  • Measured over the past years, EDU shows a small growth in Revenue. The Revenue has been growing by 6.49% on average per year.
EPS 1Y (TTM)11.24%
EPS 3YN/A
EPS 5Y0.65%
EPS Q2Q%-77.27%
Revenue 1Y (TTM)6.7%
Revenue growth 3Y16.42%
Revenue growth 5Y6.49%
Sales Q2Q%14.71%

3.2 Future

  • EDU is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 15.75% yearly.
  • EDU is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 8.64% yearly.
EPS Next Y7.31%
EPS Next 2Y13.24%
EPS Next 3Y15.75%
EPS Next 5YN/A
Revenue Next Year12.92%
Revenue Next 2Y12.02%
Revenue Next 3Y11.24%
Revenue Next 5Y8.64%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
EDU Yearly Revenue VS EstimatesEDU Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B
EDU Yearly EPS VS EstimatesEDU Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 2 -2 4 -4

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 17.69, which indicates a rather expensive current valuation of EDU.
  • The rest of the industry has a similar Price/Earnings ratio as EDU.
  • Compared to an average S&P500 Price/Earnings ratio of 26.83, EDU is valued a bit cheaper.
  • Based on the Price/Forward Earnings ratio of 13.09, the valuation of EDU can be described as correct.
  • Based on the Price/Forward Earnings ratio, EDU is valued a bit cheaper than 76.00% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.95, EDU is valued a bit cheaper.
Industry RankSector Rank
PE 17.69
Fwd PE 13.09
EDU Price Earnings VS Forward Price EarningsEDU Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, EDU is valued cheaply inside the industry as 97.33% of the companies are valued more expensively.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of EDU indicates a rather cheap valuation: EDU is cheaper than 85.33% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 9.13
EV/EBITDA 0.95
EDU Per share dataEDU EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates EDU does not grow enough to justify the current Price/Earnings ratio.
  • EDU has a very decent profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as EDU's earnings are expected to grow with 15.75% in the coming years.
PEG (NY)2.42
PEG (5Y)27.16
EPS Next 2Y13.24%
EPS Next 3Y15.75%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 1.04%, EDU has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 0.39, EDU pays a better dividend. On top of this EDU pays more dividend than 88.00% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, EDU's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 1.04%

5.2 History

  • EDU has been paying a dividend for less than 5 years, so it still needs to build a track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
EDU Yearly Dividends per shareEDU Yearly Dividends per shareYearly Dividends per share 2024 2025 0.1 0.2 0.3 0.4 0.5

5.3 Sustainability

DPN/A
EPS Next 2Y13.24%
EPS Next 3Y15.75%
EDU Yearly Income VS Free CF VS DividendEDU Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M -1B

More info and screens

Find the best dividend stocksShow peers with best dividend

NEW ORIENTAL EDUCATIO-SP ADR

NYSE:EDU (3/3/2026, 8:06:53 PM)

After market: 52.55 0 (0%)

52.55

-2.09 (-3.83%)

Chartmill FA Rating
GICS IndustryGroupConsumer Services
GICS IndustryDiversified Consumer Services
Earnings (Last)01-28
Earnings (Next)04-21
Inst Owners35.17%
Inst Owner Change6.79%
Ins Owners0.07%
Ins Owner ChangeN/A
Market Cap8.36B
Revenue(TTM)5.14B
Net Income(TTM)380.53M
Analysts80.95
Price Target70.38 (33.93%)
Short Float %33.57%
Short Ratio5.49
Dividend
Industry RankSector Rank
Dividend Yield 1.04%
Yearly Dividend0.06
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-44.36%
Min EPS beat(2)-85.16%
Max EPS beat(2)-3.57%
EPS beat(4)1
Avg EPS beat(4)-3.02%
Min EPS beat(4)-85.16%
Max EPS beat(4)80.56%
EPS beat(8)2
Avg EPS beat(8)-12.73%
EPS beat(12)3
Avg EPS beat(12)-14.52%
EPS beat(16)4
Avg EPS beat(16)-35.11%
Revenue beat(2)1
Avg Revenue beat(2)0.73%
Min Revenue beat(2)-0.2%
Max Revenue beat(2)1.66%
Revenue beat(4)2
Avg Revenue beat(4)0.69%
Min Revenue beat(4)-3.27%
Max Revenue beat(4)4.55%
Revenue beat(8)4
Avg Revenue beat(8)1.23%
Revenue beat(12)8
Avg Revenue beat(12)2.63%
Revenue beat(16)12
Avg Revenue beat(16)8.38%
PT rev (1m)3.43%
PT rev (3m)5.07%
EPS NQ rev (1m)4.68%
EPS NQ rev (3m)4.68%
EPS NY rev (1m)-4.3%
EPS NY rev (3m)-5.31%
Revenue NQ rev (1m)1.93%
Revenue NQ rev (3m)3%
Revenue NY rev (1m)1.66%
Revenue NY rev (3m)2.11%
Valuation
Industry RankSector Rank
PE 17.69
Fwd PE 13.09
P/S 1.63
P/FCF 9.13
P/OCF 9.13
P/B 2.15
P/tB 2.18
EV/EBITDA 0.95
EPS(TTM)2.97
EY5.65%
EPS(NY)4.01
Fwd EY7.64%
FCF(TTM)5.75
FCFY10.95%
OCF(TTM)5.75
OCFY10.95%
SpS32.3
BVpS24.42
TBVpS24.07
PEG (NY)2.42
PEG (5Y)27.16
Graham Number40.39
Profitability
Industry RankSector Rank
ROA 4.59%
ROE 9.79%
ROCE 11.68%
ROIC 8.79%
ROICexc N/A
ROICexgc N/A
OM 10.76%
PM (TTM) 7.4%
GM 55.33%
FCFM 17.82%
ROA(3y)3.88%
ROA(5y)-0.95%
ROE(3y)7.76%
ROE(5y)-0.4%
ROIC(3y)5.81%
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)7.71%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5Y-2.22%
PM growth 3YN/A
PM growth 5Y-8.06%
GM growth 3Y8.42%
GM growth 5Y-0.06%
F-Score5
Asset Turnover0.62
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 250
Cash Conversion 131.06%
Profit Quality 240.68%
Current Ratio 1.57
Quick Ratio 1.55
Altman-Z N/A
F-Score5
WACC7.53%
ROIC/WACC1.17
Cap/Depr(3y)172.18%
Cap/Depr(5y)156.74%
Cap/Sales(3y)5.16%
Cap/Sales(5y)6.11%
Profit Quality(3y)308.35%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)11.24%
EPS 3YN/A
EPS 5Y0.65%
EPS Q2Q%-77.27%
EPS Next Y7.31%
EPS Next 2Y13.24%
EPS Next 3Y15.75%
EPS Next 5YN/A
Revenue 1Y (TTM)6.7%
Revenue growth 3Y16.42%
Revenue growth 5Y6.49%
Sales Q2Q%14.71%
Revenue Next Year12.92%
Revenue Next 2Y12.02%
Revenue Next 3Y11.24%
Revenue Next 5Y8.64%
EBIT growth 1Y26.79%
EBIT growth 3YN/A
EBIT growth 5Y4.13%
EBIT Next Year48.87%
EBIT Next 3Y27.01%
EBIT Next 5Y17.53%
FCF growth 1Y-26.64%
FCF growth 3YN/A
FCF growth 5Y5.75%
OCF growth 1Y-26.64%
OCF growth 3YN/A
OCF growth 5Y2.19%

NEW ORIENTAL EDUCATIO-SP ADR / EDU FAQ

Can you provide the ChartMill fundamental rating for NEW ORIENTAL EDUCATIO-SP ADR?

ChartMill assigns a fundamental rating of 6 / 10 to EDU.


Can you provide the valuation status for NEW ORIENTAL EDUCATIO-SP ADR?

ChartMill assigns a valuation rating of 6 / 10 to NEW ORIENTAL EDUCATIO-SP ADR (EDU). This can be considered as Fairly Valued.


How profitable is NEW ORIENTAL EDUCATIO-SP ADR (EDU) stock?

NEW ORIENTAL EDUCATIO-SP ADR (EDU) has a profitability rating of 6 / 10.


How financially healthy is NEW ORIENTAL EDUCATIO-SP ADR?

The financial health rating of NEW ORIENTAL EDUCATIO-SP ADR (EDU) is 7 / 10.