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New Oriental Education & Technology Group Inc. (ED...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6475811070
CUSIP647581107
SectorConsumer Defensive
IndustryEducation & Training Services

Highlights

Market Cap$14.69B
EPS$1.80
PE Ratio48.23
PEG Ratio0.86
Revenue (TTM)$3.58B
Gross Profit (TTM)$1.35B
EBITDA (TTM)$427.85M
Year Range$35.70 - $98.20
Target Price$95.43
Short %7.23%
Short Ratio3.07

Share Price Chart


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New Oriental Education & Technology Group Inc.

Popular comparisons: EDU vs. GOTU, EDU vs. QQQ, EDU vs. VRNS, EDU vs. TRIN, EDU vs. NVDA, EDU vs. SCHG, EDU vs. VRT, EDU vs. TAL, EDU vs. SPY, EDU vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in New Oriental Education & Technology Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2024FebruaryMarchApril
40.99%
17.59%
EDU (New Oriental Education & Technology Group Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

New Oriental Education & Technology Group Inc. had a return of 15.98% year-to-date (YTD) and 90.35% in the last 12 months. Over the past 10 years, New Oriental Education & Technology Group Inc. had an annualized return of 12.64%, outperforming the S&P 500 benchmark which had an annualized return of 10.22%.


PeriodReturnBenchmark
Year-To-Date15.98%4.14%
1 month-9.73%-4.93%
6 months40.99%17.59%
1 year90.35%20.28%
5 years (annualized)-1.14%11.33%
10 years (annualized)12.64%10.22%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20244.61%22.01%-7.17%
20237.95%11.85%24.26%-9.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of EDU is 91, placing it in the top 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of EDU is 9191
New Oriental Education & Technology Group Inc.(EDU)
The Sharpe Ratio Rank of EDU is 9595Sharpe Ratio Rank
The Sortino Ratio Rank of EDU is 9191Sortino Ratio Rank
The Omega Ratio Rank of EDU is 8989Omega Ratio Rank
The Calmar Ratio Rank of EDU is 8686Calmar Ratio Rank
The Martin Ratio Rank of EDU is 9595Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


EDU
Sharpe ratio
The chart of Sharpe ratio for EDU, currently valued at 2.24, compared to the broader market-2.00-1.000.001.002.003.002.24
Sortino ratio
The chart of Sortino ratio for EDU, currently valued at 2.80, compared to the broader market-4.00-2.000.002.004.002.80
Omega ratio
The chart of Omega ratio for EDU, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for EDU, currently valued at 1.21, compared to the broader market0.001.002.003.004.005.001.21
Martin ratio
The chart of Martin ratio for EDU, currently valued at 12.38, compared to the broader market0.0010.0020.0030.0012.38
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-2.00-1.000.001.002.003.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.44, compared to the broader market-4.00-2.000.002.004.002.44
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.29, compared to the broader market0.501.001.501.29
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.27, compared to the broader market0.001.002.003.004.005.001.27
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.65, compared to the broader market0.0010.0020.0030.006.65

Sharpe Ratio

The current New Oriental Education & Technology Group Inc. Sharpe ratio is 2.24. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
2.24
1.66
EDU (New Oriental Education & Technology Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

New Oriental Education & Technology Group Inc. granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.40$0.00$0.34

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.46%0.00%1.27%0.00%1.08%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
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
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
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
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40$0.00$0.00$0.00
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$0.34$0.00$0.00$0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-56.81%
-5.46%
EDU (New Oriental Education & Technology Group Inc.)
Benchmark (^GSPC)

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 56.81%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.61%Feb 17, 2021271Mar 14, 2022
-71.81%Sep 15, 2011212Jul 18, 2012371Jan 9, 2014583
-56.2%Oct 30, 2007269Nov 20, 2008349Apr 14, 2010618
-52.49%Jun 13, 2018135Dec 24, 2018144Jul 23, 2019279
-45.69%Jan 21, 2014260Jan 30, 2015281Mar 14, 2016541

Volatility

Volatility Chart

The current New Oriental Education & Technology Group Inc. volatility is 8.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
8.38%
3.15%
EDU (New Oriental Education & Technology Group Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items