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

Company Info

ISIN

US6475811070

CUSIP

647581107

IPO Date

Sep 7, 2006

Highlights

Market Cap

$7.25B

EPS (TTM)

$2.28

PE Ratio

19.34

PEG Ratio

0.69

Total Revenue (TTM)

$3.91B

Gross Profit (TTM)

$2.24B

EBITDA (TTM)

$605.56M

Year Range

$40.66 - $88.48

Target Price

$62.91

Short %

6.01%

Short Ratio

6.75

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%NovemberDecember2025FebruaryMarchApril
849.93%
323.86%
EDU (New Oriental Education & Technology Group Inc.)
Benchmark (^GSPC)

Returns By Period

New Oriental Education & Technology Group Inc. had a return of -28.14% year-to-date (YTD) and -39.59% in the last 12 months. Over the past 10 years, New Oriental Education & Technology Group Inc. had an annualized return of 5.93%, while the S&P 500 had an annualized return of 10.05%, indicating that New Oriental Education & Technology Group Inc. did not perform as well as the benchmark.


EDU

YTD

-28.14%

1M

-0.75%

6M

-24.60%

1Y

-39.59%

5Y*

-15.87%

10Y*

5.93%

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

The table below presents the monthly returns of EDU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-24.03%-1.39%-0.56%-3.53%-28.14%
20244.61%22.01%-7.17%-11.20%3.67%-2.75%-19.18%-2.13%24.55%-17.46%-6.84%10.05%-11.57%
202322.46%-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%
20200.25%5.22%-15.36%17.94%-6.03%8.56%7.66%4.59%1.96%7.28%2.79%12.71%53.25%
201940.56%6.52%9.79%5.96%-10.28%12.76%8.00%8.71%-2.33%10.20%-0.80%0.14%121.22%
2018-2.03%-0.76%-4.09%2.50%10.72%-4.84%-9.11%-8.65%-5.84%-20.94%-2.31%-4.11%-41.69%
201712.95%1.81%24.73%6.89%11.05%-1.65%13.01%2.62%8.53%-5.69%1.95%10.77%124.46%
20160.13%-0.89%11.11%13.21%7.89%-0.88%5.21%-10.40%17.43%8.13%0.08%-16.09%34.20%
2015-10.39%4.76%15.71%15.43%-6.88%2.90%-8.65%-8.53%0.62%36.12%5.49%8.10%56.80%
2014-6.86%-5.11%5.42%-17.55%6.69%2.90%-26.42%16.68%1.71%-6.90%2.41%-7.73%-35.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EDU is 11, meaning it’s performing worse than 89% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EDU is 1111
Overall Rank
The Sharpe Ratio Rank of EDU is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of EDU is 1212
Sortino Ratio Rank
The Omega Ratio Rank of EDU is 1313
Omega Ratio Rank
The Calmar Ratio Rank of EDU is 1414
Calmar Ratio Rank
The Martin Ratio Rank of EDU is 99
Martin 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.


The chart of Sharpe ratio for EDU, currently valued at -0.82, compared to the broader market-2.00-1.000.001.002.003.00
EDU: -0.82
^GSPC: 0.49
The chart of Sortino ratio for EDU, currently valued at -1.08, compared to the broader market-6.00-4.00-2.000.002.004.00
EDU: -1.08
^GSPC: 0.81
The chart of Omega ratio for EDU, currently valued at 0.86, compared to the broader market0.501.001.502.00
EDU: 0.86
^GSPC: 1.12
The chart of Calmar ratio for EDU, currently valued at -0.60, compared to the broader market0.001.002.003.004.005.00
EDU: -0.60
^GSPC: 0.50
The chart of Martin ratio for EDU, currently valued at -1.50, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
EDU: -1.50
^GSPC: 2.07

The current New Oriental Education & Technology Group Inc. Sharpe ratio is -0.82. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of New Oriental Education & Technology Group Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.82
0.49
EDU (New Oriental Education & Technology Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

New Oriental Education & Technology Group Inc. provided a 1.26% dividend yield over the last twelve months, with an annual payout of $0.58 per share.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%$0.00$0.10$0.20$0.30$0.40$0.50$0.602015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.58$0.58$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.40

Dividend yield

1.26%0.90%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.58
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
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$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$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$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$0.43
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$0.00
2015$0.40$0.00$0.00$0.00$0.40

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
EDU: 1.3%
New Oriental Education & Technology Group Inc. has a dividend yield of 1.26%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
EDU: 22.8%
New Oriental Education & Technology Group Inc. has a payout ratio of 22.83%, which is below the market average. This means New Oriental Education & Technology Group Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-76.34%
-10.73%
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 76.34%.


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 12.91%, 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%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
12.91%
14.23%
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

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
10.020.030.040.050.060.0
EDU: 19.3
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 19.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
EDU: 0.7
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 0.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
EDU: 1.5
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 1.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
1.02.03.04.05.06.0
EDU: 2.0
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 2.0. 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

Values in undefined except per share items