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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

Sector

Consumer Defensive

IPO Date

Sep 7, 2006

Highlights

Market Cap

$9.06B

EPS (TTM)

$2.30

PE Ratio

24.10

PEG Ratio

0.92

Total Revenue (TTM)

$5.21B

Gross Profit (TTM)

$2.86B

EBITDA (TTM)

$756.49M

Year Range

$54.00 - $97.26

Target Price

$86.24

Short %

4.43%

Short Ratio

2.81

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.


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


-30.00%-20.00%-10.00%0.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-25.41%
12.14%
EDU (New Oriental Education & Technology Group Inc.)
Benchmark (^GSPC)

Returns By Period

New Oriental Education & Technology Group Inc. had a return of -20.49% year-to-date (YTD) and -18.91% in the last 12 months. Over the past 10 years, New Oriental Education & Technology Group Inc. had an annualized return of 10.28%, while the S&P 500 had an annualized return of 11.16%, indicating that New Oriental Education & Technology Group Inc. did not perform as well as the benchmark.


EDU

YTD

-20.49%

1M

-14.03%

6M

-26.44%

1Y

-18.91%

5Y (annualized)

-13.36%

10Y (annualized)

10.28%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

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
20244.61%22.01%-7.17%-11.20%3.67%-2.75%-19.18%-2.13%24.55%-17.46%-20.49%
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%
2013-12.15%-10.95%18.42%6.28%16.73%-0.81%0.18%-4.33%19.24%5.26%13.28%6.10%64.82%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EDU is 26, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of EDU is 2626
Combined Rank
The Sharpe Ratio Rank of EDU is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of EDU is 2424
Sortino Ratio Rank
The Omega Ratio Rank of EDU is 2525
Omega Ratio Rank
The Calmar Ratio Rank of EDU is 2929
Calmar Ratio Rank
The Martin Ratio Rank of EDU is 2626
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.


Sharpe ratio
The chart of Sharpe ratio for EDU, currently valued at -0.37, compared to the broader market-4.00-2.000.002.004.00-0.372.54
The chart of Sortino ratio for EDU, currently valued at -0.22, compared to the broader market-4.00-2.000.002.004.00-0.223.40
The chart of Omega ratio for EDU, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.47
The chart of Calmar ratio for EDU, currently valued at -0.27, compared to the broader market0.002.004.006.00-0.273.66
The chart of Martin ratio for EDU, currently valued at -0.89, compared to the broader market0.0010.0020.0030.00-0.8916.26
EDU
^GSPC

The current New Oriental Education & Technology Group Inc. Sharpe ratio is -0.37. 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 Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.37
2.54
EDU (New Oriental Education & Technology Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

New Oriental Education & Technology Group Inc. provided a 1.01% 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$0.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.58$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.40$0.00$0.35

Dividend yield

1.01%0.00%0.00%0.00%0.00%0.00%0.00%0.46%0.00%1.28%0.00%1.11%

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
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.40
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$0.00
2013$0.35$0.00$0.00$0.00$0.35

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.0%
New Oriental Education & Technology Group Inc. has a dividend yield of 1.01%, 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%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%JuneJulyAugustSeptemberOctoberNovember
-70.39%
-0.88%
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 70.39%.


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 10.31%, 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%JuneJulyAugustSeptemberOctoberNovember
10.31%
3.96%
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 assessment of the market value of New Oriental Education & Technology Group Inc. compared to its peers in the Education & Training Services industry.


PE Ratio
20.040.060.024.1
The chart displays the price to earnings (P/E) ratio for EDU in comparison to other companies of the Education & Training Services industry. Currently, EDU has a PE value of 24.1. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.020.00.9
The chart displays the price to earnings to growth (PEG) ratio for EDU in comparison to other companies of the Education & Training Services industry. Currently, EDU has a PEG value of 0.9. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for New Oriental Education & Technology Group Inc..


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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