Highlights
- Market Cap
- $9.09B
- Enterprise Value
- $8.64B
- EPS (TTM)
- $2.39
- PE Ratio
- 23.73
- PEG Ratio
- 3.69
- Total Revenue (TTM)
- $5.14B
- Gross Profit (TTM)
- $2.85B
- EBITDA (TTM)
- $693.07M
- Year Range
- $40.66 - $64.97
- Target Price
- $64.00
- ROA (TTM)
- 4.60%
- ROE (TTM)
- 9.81%
Share Price Chart
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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.
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Returns By Period
New Oriental Education & Technology Group Inc. (EDU) has returned 2.91% so far this year and 19.81% over the past 12 months. Over the last ten years, EDU has returned 5.27% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
New Oriental Education & Technology Group Inc.
- 1D
- 3.55%
- 1M
- 3.62%
- YTD
- 2.91%
- 6M
- 7.94%
- 1Y
- 19.81%
- 3Y*
- 14.43%
- 5Y*
- -16.79%
- 10Y*
- 5.27%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Sep 7, 2006, EDU's average daily return is +0.12%, while the average monthly return is +2.27%. At this rate, your 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% | 2.91% | |||||||||
| 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 22.27%, beta of 0.89, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since September 08, 2006.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (84.17%) than losses (59.22%) — 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
- 22.27%
- Beta
- 0.89
- R²
- 0.10
- Upside Capture
- 84.17%
- Downside Capture
- 59.22%
Return for Risk
Risk / Return Rank
EDU ranks 59 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) and compare them to a chosen benchmark (S&P 500 Index).
| EDU | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.90 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.39 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.40 | -0.33 |
Martin ratioReturn relative to average drawdown | 2.31 | 6.61 | -4.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EDU risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
New Oriental Education & Technology Group Inc. provided a 1.06% dividend yield over the last twelve months, with an annual payout of $0.60 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.60 | $0.60 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.40 |
Dividend yield | 1.06% | 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 | |||||||||
| 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 1.06%, 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
New Oriental Education & Technology Group Inc. has a payout ratio of 52.01%, 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 70.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.61% | Feb 17, 2021 | 271 | Mar 14, 2022 | — | — | — |
| -71.81% | Sep 15, 2011 | 212 | Jul 18, 2012 | 370 | Jan 8, 2014 | 582 |
| -56.2% | Oct 30, 2007 | 269 | Nov 20, 2008 | 349 | Apr 14, 2010 | 618 |
| -52.49% | Jun 13, 2018 | 135 | Dec 24, 2018 | 144 | Jul 23, 2019 | 279 |
| -45.69% | Jan 21, 2014 | 260 | Jan 30, 2015 | 281 | Mar 14, 2016 | 541 |
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 23.7. 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 3.7. 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 1.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
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Depreciation And Amortization | — |
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Income | — |
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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 | — |