- ISIN
- US6475811070
- CUSIP
- 647581107
- Sector
- Consumer Defensive
- Industry
- Education & Training Services
- IPO Date
- Sep 7, 2006
Highlights
- Market Cap
- $9.30B
- Enterprise Value
- $8.44B
- EPS (TTM)
- $2.63
- PE Ratio
- 22.35
- PEG Ratio
- 3.48
- Total Revenue (TTM)
- $5.39B
- Gross Profit (TTM)
- $2.96B
- EBITDA (TTM)
- $716.97M
- Year Range
- $44.25 - $64.97
- Target Price
- $64.00
- ROA (TTM)
- 5.11%
- ROE (TTM)
- 10.32%
- Avg. Volume (1M)
- 883K
- Avg. Volume Value (1M)
- $45.84M
Share Price Chart
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Performance
EDU Performance Chart
New Oriental Education & Technology Group Inc. (EDU) is up 8.3% since the beginning of the year. At $59 per share, EDU is trading 9.4% below its 52-week high of $65. Investors who bought $1,000 worth of EDU shares 5 years ago would now be looking at an investment worth $2,805.
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Returns By Period
New Oriental Education & Technology Group Inc. (EDU) has returned 8.27% so far this year and 34.98% over the past 12 months. Over the last ten years, EDU has returned 3.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
New Oriental Education & Technology Group Inc.
- 1D
- 4.08%
- 1M
- 25.22%
- 6M
- -1.33%
- YTD
- 8.27%
- 1Y
- 34.98%
- 3Y*
- 2.79%
- 5Y*
- 22.91%
- 10Y*
- 3.74%
- ALL TIME*
- 13.34%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
EDU Monthly Returns History
Based on dividend-adjusted daily data since Sep 7, 2006, EDU's average daily return is +0.11%, while the average monthly return is +2.25%. At this rate, an investment would double in approximately 2.6 years.
Historically, 58% of months were positive and 42% were negative. The best month was Jun 2022 with a return of +55.9%, while the worst month was Jul 2021 at -73.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, EDU closed higher 51% of trading days. The best single day was Oct 26, 2022 with a return of +28.3%, while the worst single day was Jul 23, 2021 at -54.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.72% | -9.49% | 3.62% | -3.43% | -15.29% | 0.26% | 28.27% | 8.27% | |||||
| 2025 | -24.03% | -1.39% | -0.56% | 2.18% | -3.05% | 13.91% | -18.24% | 8.77% | 10.61% | 12.25% | -13.16% | 7.61% | -13.27% |
| 2024 | 4.61% | 22.01% | -7.17% | -11.20% | 3.67% | -2.75% | -19.18% | -2.13% | 24.59% | -17.46% | -6.84% | 10.05% | -11.55% |
| 2023 | 22.46% | -9.19% | -0.28% | 18.08% | -17.37% | 4.83% | 42.14% | -3.37% | 7.95% | 11.85% | 24.26% | -9.95% | 110.45% |
| 2022 | -31.90% | 5.59% | -23.84% | 9.13% | 4.06% | 55.90% | 34.63% | 3.61% | -15.60% | -0.96% | 21.06% | 21.16% | 65.81% |
| 2021 | -9.85% | 6.04% | -21.18% | 9.00% | -32.96% | -19.94% | -73.50% | 4.15% | -9.29% | 0.00% | 7.80% | -4.98% | -88.70% |
Benchmark Metrics
New Oriental Education & Technology Group Inc. has an annualized alpha of 21.40%, beta of 0.88, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since September 07, 2006.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (75.68%) than losses (51.35%) - typical of diversified or defensive assets.
- R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 21.40%
- Beta
- 0.88
- R²
- 0.10
- Upside Capture
- 75.68%
- Downside Capture
- 51.35%
Return for Risk
Risk / Return Rank
EDU ranks 72 for risk / return — above 72% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EDU | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 2.00 | -0.74 |
| Martin ratioReturn relative to average drawdown | 2.68 | 8.49 | -5.81 |
Dividends
Dividend History
New Oriental Education & Technology Group Inc. provided a 2.04% dividend yield over the last twelve months, with an annual payout of $1.20 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.20 | $0.60 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.40 |
Dividend yield | 2.04% | 1.09% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% |
Monthly Dividends
The table displays the monthly dividend distributions for New Oriental Education & Technology Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.60 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $0.60 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
New Oriental Education & Technology Group Inc. has a dividend yield of 2.04%, which is quite average when compared to the overall market.
Payout Ratio
New Oriental Education & Technology Group Inc. has a payout ratio of 47.02%, which is quite average when compared to the overall market. This suggests that New Oriental Education & Technology Group Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the New Oriental Education & Technology Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the New Oriental Education & Technology Group Inc. was 95.61%, occurring on Mar 14, 2022. The portfolio has not yet recovered.
The current New Oriental Education & Technology Group Inc. drawdown is 69.07%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-95.61%Mar 2022 | 1y 25d | — | 5y 5moFeb 2021 - now | Bear market2022 |
-71.81%Jul 2012 | 10mo 7d | 1y 5mo | 2y 3moSep 2011 - Jan 2014 | — |
-56.20%Nov 2008 | 1y 22d | 1y 4mo | 2y 5moOct 2007 - Apr 2010 | Financial crisis2007–2009 |
-52.49%Dec 2018 | 6mo 14d | 7mo 1d | 1y 1moJun 2018 - Jul 2019 | Rate-hike selloffLate 2018 |
-45.69%Jan 2015 | 1y 9d | 1y 1mo | 2y 1moJan 2014 - Mar 2016 | — |
Drawdown Indicators
| EDU | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.61% | -56.78% | -38.83% |
Max Drawdown (1Y)Largest decline over 1 year | -29.21% | -9.10% | -20.11% |
Max Drawdown (3Y)Largest decline over 3 years | -56.77% | -18.90% | -37.87% |
Max Drawdown (5Y)Largest decline over 5 years | -65.42% | -25.43% | -39.99% |
Max Drawdown (10Y)Largest decline over 10 years | -95.61% | -33.92% | -61.69% |
Current DrawdownCurrent decline from peak | -69.07% | -1.58% | -67.49% |
Average DrawdownAverage peak-to-trough decline | -33.31% | -10.70% | -22.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.72% | 2.14% | +11.58% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of New Oriental Education & Technology Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how New Oriental Education & Technology Group Inc. is priced in the market compared to other companies in the Education & Training Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for EDU, comparing it with other companies in the Education & Training Services industry. Currently, EDU has a P/E ratio of 22.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for EDU compared to other companies in the Education & Training Services industry. EDU currently has a PEG ratio of 3.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EDU relative to other companies in the Education & Training Services industry. Currently, EDU has a P/S ratio of 1.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EDU in comparison with other companies in the Education & Training Services industry. Currently, EDU has a P/B value of 2.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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