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Consumer Defensive - Education & Training Services - NYSE - CN
$ 55.9
1.54 %
$ 9.14 B
Market Cap
24.3
P/E
1. INTRINSIC VALUE

New Oriental Education & Technology Group Inc. provides private educational services under the New Oriental brand in the People's Republic of China. It operates through K-12 AST, Test Preparation and Other Courses; Online Education; and Others segments. The company offers test preparation courses to students taking language and entrance exams used by educational institutions in the United States, the People's Republic of China, and the Commonwealth countries; and after-school tutoring courses for middle and high school students to enhance their exam scores, as well as for children to teach English. It also provides language training courses, including English, as well as other foreign languages, such as German, Japanese, French, Korean, Italian, and Spanish; operates a full-time private primary and secondary school in Yangzhou seeking a full curriculum with a focus on English; develops and edits educational materials for language training and test preparation; and offers online education programs that include college, K-12, and pre-school education.[ Read More ]

The intrinsic value of one EDU stock under the base case scenario is HIDDEN Compared to the current market price of 55.9 USD, New Oriental Education & Technology Group Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart EDU

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FINANCIALS
4.31 B REVENUE
43.89%
350 M OPERATING INCOME
84.39%
325 M NET INCOME
38.18%
1.12 B OPERATING CASH FLOW
15.62%
-1.15 B INVESTING CASH FLOW
-2984.45%
-160 M FINANCING CASH FLOW
35.01%
1.44 B REVENUE
26.28%
293 M OPERATING INCOME
2684.74%
245 M NET INCOME
0.00%
183 M OPERATING CASH FLOW
-51.38%
-295 M INVESTING CASH FLOW
65.84%
-153 M FINANCING CASH FLOW
-40.52%
Balance Sheet Decomposition New Oriental Education & Technology Group Inc.
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Current Assets 5.39 B
Cash & Short-Term Investments 4.78 B
Receivables 29.7 M
Other Current Assets 584 M
Non-Current Assets 2.14 B
Long-Term Investments 385 M
PP&E 1.16 B
Other Non-Current Assets 595 M
Current Liabilities 3 B
Accounts Payable 106 M
Short-Term Debt -1.65 B
Other Current Liabilities 4.54 B
Non-Current Liabilities 482 M
Long-Term Debt 462 M
Other Non-Current Liabilities 19.4 M
EFFICIENCY
Earnings Waterfall New Oriental Education & Technology Group Inc.
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Revenue 4.31 B
Cost Of Revenue 2.05 B
Gross Profit 2.26 B
Operating Expenses 1.91 B
Operating Income 350 M
Other Expenses 25.2 M
Net Income 325 M
RATIOS
52.45% GROSS MARGIN
52.45%
8.12% OPERATING MARGIN
8.12%
7.18% NET MARGIN
7.18%
8.20% ROE
8.20%
4.11% ROA
4.11%
14.02% ROIC
14.02%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis New Oriental Education & Technology Group Inc.
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Net Income 325 M
Depreciation & Amortization 107 M
Capital Expenditures -283 M
Stock-Based Compensation 122 M
Change in Working Capital 519 M
Others 589 M
Free Cash Flow 839 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets New Oriental Education & Technology Group Inc.
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Wall Street analysts predict an average 1-year price target for EDU of $69.7 , with forecasts ranging from a low of $14 to a high of $120 .
EDU Lowest Price Target Wall Street Target
14 USD -74.96%
EDU Average Price Target Wall Street Target
69.7 USD 24.61%
EDU Highest Price Target Wall Street Target
120 USD 113.77%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.58 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership New Oriental Education & Technology Group Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7. News
New Oriental Education & Technology Group Inc. (EDU) Q1 2025 Earnings Call Transcript New Oriental Education & Technology Group Inc. (NYSE:EDU ) Q1 2025 Earnings Conference Call October 23, 2024 8:00 AM ET Company Participants Sisi Zhao - Investor Relations Stephen Yang - Executive President & Chief Financial Officer Conference Call Participants Felix Liu - UBS Alice Cai - Citi Yiwen Zhang - China Renaissance Lucy Yu - Bank of America Timothy Zhao - Goldman Sachs Charlotte Wei - HSBC DS Kim - JPMorgan Operator Good evening, and thank you for standing by for New Oriental's FY 2025 First Quarter Results Earnings Conference Call. At this time, all participants are in listen-only mode. seekingalpha.com - 3 weeks ago
New Oriental (EDU) Shares Decline Pre-Market Amid Profit Forecast Downgrade New Oriental (EDU, Financial) shares dropped by 1.87% in pre-market trading, priced at $74.36. Macquarie has revised its forecast for New Oriental's non-GAAP net profit for fiscal years 2025 to 2027, reducing it by 11.6% to 13.3%. gurufocus.com - 1 month ago
New Oriental (EDU) Shares Drop Amid Profit Forecast Downgrade Shares of New Oriental (EDU, Financial) fell approximately 9.8% in pre-market trading to $71.77. This decline followed a report from Macquarie, which adjusted its forecast for New Oriental's non-GAAP net profit for fiscal years 2025 to 2027 downward by 11.6% to 13.3%. gurufocus.com - 1 month ago
Veteran portfolio manager bets big on China education stock Here's why a portfolio manager with decades of success is highlighting a for-profit education stock amid China market rally youtube.com - 1 month ago
TAL, EDU, GOTU Rally as China's Education Policy Boosts Employment Focus U.S.-listed Chinese education stocks surged following the release of a new policy focusing on employment and education integration. TAL Education Group (TAL, Financial) saw its shares rise over 4%, New Oriental Education & Technology Group (EDU) gained more than 3%, and Gaotu Techedu Inc. (GOTU) increased nearly 1%. gurufocus.com - 1 month ago
Mixed Performance for Chinese Stocks with HXC Index Down 2.37% Major Chinese stocks listed in the U.S. showed mixed results in recent trading, with the Nasdaq Golden Dragon China Index (HXC) closing down 2.37%. Notable gainers included Taiwan Semiconductor Manufacturing Company (TSM), which rose 2.09%, and Futu Holdings (FUTU, Financial), which saw an impressive increase of 8.81%. gurufocus.com - 1 month ago
New Oriental Education & Technology Group Inc (EDU) Trading 1.83% Higher on Oct 2 Shares of New Oriental Education & Technology Group Inc (EDU, Financial) surged 1.83% in mid-day trading on Oct 2. The stock reached an intraday high of $87.26, before settling at $78.60, up from its previous close of $77.19. gurufocus.com - 1 month ago
New Oriental (EDU) Soars 7.9%: Is Further Upside Left in the Stock? New Oriental (EDU) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. zacks.com - 1 month ago
New Oriental Announces Filing of Annual Report on Form 20-F for Fiscal Year 2024 BEIJING , Sept. 25, 2024 /PRNewswire/ -- New Oriental Education & Technology Group Inc. ("New Oriental" or the "Company") (NYSE: EDU and SEHK: 9901), a provider of private educational services in China, today announced that it filed its annual report on Form 20-F for the fiscal year ended May 31, 2024 with the Securities and Exchange Commission ("SEC") on September 25, 2024. prnewswire.com - 1 month ago
New Oriental Education: Capital Return Improvement And Margin Expansion Are Potential Catalysts New Oriental Education is assigned a Buy rating, considering the stock's attractive valuations and the presence of potential re-rating catalysts. EDU's capital return outlook is positive, with a significant increase in its share repurchase authorization and the potential for additional special or regular dividends. The company is expected to achieve significant operating margin expansion in Q1 FY 2025 and beyond, driven by strong revenue growth and the improved utilization rate for new learning centers. seekingalpha.com - 1 month ago
New Oriental (EDU) Lures Investors With Special Cash Dividend New Oriental (EDU) declares a special cash dividend of approximately $100 million for common shareholders and ADS holders. zacks.com - 2 months ago
New Oriental Education & Technology Group Inc. (EDU) Q4 2024 Earnings Call Transcript New Oriental Education & Technology Group Inc. (NYSE:EDU ) Q4 2024 Earnings Conference Call July 31, 2024 8:00 AM ET Company Participants Sisi Zhao - Investor Relations Stephen Yang - Executive President and Chief Financial Officer Conference Call Participants Alice Cai - Citigroup Yiwen Zhang - China Renaissance Felix Liu - UBS Lucy Yu - Bank of America Merrill Lynch Timothy Zhao - Goldman Sachs Charlotte Wei - HSBC Liping Zhao - CICC DS Kim - JPMorgan Operator Good evening, and thank you for standing by for New Oriental's Full-Year 2024 Fourth Quarter Results Earnings Conference Call. At this time, all participants are in listen-only mode. seekingalpha.com - 3 months ago
8. Profile Summary

New Oriental Education & Technology Group Inc. EDU

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COUNTRY CN
INDUSTRY Education & Training Services
MARKET CAP $ 9.14 B
Dividend Yield 0.00%
Description New Oriental Education & Technology Group Inc. provides private educational services under the New Oriental brand in the People's Republic of China. It operates through K-12 AST, Test Preparation and Other Courses; Online Education; and Others segments. The company offers test preparation courses to students taking language and entrance exams used by educational institutions in the United States, the People's Republic of China, and the Commonwealth countries; and after-school tutoring courses for middle and high school students to enhance their exam scores, as well as for children to teach English. It also provides language training courses, including English, as well as other foreign languages, such as German, Japanese, French, Korean, Italian, and Spanish; operates a full-time private primary and secondary school in Yangzhou seeking a full curriculum with a focus on English; develops and edits educational materials for language training and test preparation; and offers online education programs that include college, K-12, and pre-school education. In addition, the company offers overseas studies consulting and overseas study tour services. As of May 31, 2021, it offered educational programs, services, and products to students through a network of 122 schools, 1,547 learning centers, and 11 bookstores, as well as through its online learning platforms. The company was founded in 1993 and is headquartered in Beijing, the People's Republic of China.
Contact No. 6 Hai Dian Zhong Street, Beijing, 100080 https://www.neworiental.org
IPO Date Sept. 15, 2006
Employees 67935
Officers Mr. Chenggang Zhou Chief Executive Officer & Director Mr. Zhihui Yang Executive President & Chief Financial Officer Mr. Zheng Zhao General Manager & Managing Partner, New Oriental Education Culture Industry Fund Mr. Minhong Yu Founder & Executive Chairman Ms. Sisi Zhao Investor Relations Director