BABA vs. EDU
BABA (Alibaba Group Holding Limited) and EDU (New Oriental Education & Technology Group Inc.) are both stocks. BABA operates in Internet Retail (Consumer Cyclical), while EDU operates in Education & Training Services (Consumer Defensive). Over the past 10 years, BABA returned 5.23%/yr vs 1.89%/yr for EDU. At a 0.43 correlation, their price movements are largely independent.
Performance
BABA vs. EDU - Performance Comparison
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Returns By Period
In the year-to-date period, BABA achieves a -18.09% return, which is significantly lower than EDU's -16.85% return. Over the past 10 years, BABA has outperformed EDU with an annualized return of 5.23%, while EDU has yielded a comparatively lower 1.89% annualized return.
BABA
- 1D
- -0.82%
- 1M
- -14.27%
- YTD
- -18.09%
- 6M
- -24.07%
- 1Y
- 2.28%
- 3Y*
- 13.93%
- 5Y*
- -9.93%
- 10Y*
- 5.23%
EDU
- 1D
- -1.11%
- 1M
- -14.64%
- YTD
- -16.85%
- 6M
- -15.12%
- 1Y
- -1.24%
- 3Y*
- 3.64%
- 5Y*
- -12.32%
- 10Y*
- 1.89%
BABA vs. EDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BABA Alibaba Group Holding Limited | -18.09% | 75.80% | 11.77% | -10.83% | -25.84% | -48.96% | 9.73% | 54.74% | -20.51% | 96.37% |
EDU New Oriental Education & Technology Group Inc. | -16.85% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 53.25% | 121.22% | -41.69% | 124.46% |
Correlation
The correlation between BABA and EDU is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2014 | 0.43 |
The correlation between BABA and EDU shifts across timeframes, from 0.36 (1 year) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BABA:
$289.95B
EDU:
$7.22B
BABA:
$33.90
EDU:
$2.63
BABA:
3.54
EDU:
17.17
BABA:
0.16
EDU:
2.67
BABA:
0.36
EDU:
1.34
BABA:
0.27
EDU:
1.77
BABA:
$811.51B
EDU:
$5.39B
BABA:
$332.88B
EDU:
$2.96B
BABA:
$112.44B
EDU:
$716.97M
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Return for Risk
BABA vs. EDU — Risk / Return Rank
BABA
EDU
BABA vs. EDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alibaba Group Holding Limited (BABA) and New Oriental Education & Technology Group Inc. (EDU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BABA | EDU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.06 | -0.04 | +0.11 |
| Martin ratioReturn relative to average drawdown | 0.12 | -0.10 | +0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BABA | EDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | -0.03 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | -0.17 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.03 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.22 | -0.16 |
Drawdowns
BABA vs. EDU - Drawdown Comparison
The maximum BABA drawdown since its inception was -80.09%, smaller than the maximum EDU drawdown of -95.61%. Use the drawdown chart below to compare losses from any high point for BABA and EDU.
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Drawdown Indicators
| BABA | EDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.09% | -95.61% | +15.52% |
Max Drawdown (1Y)Largest decline over 1 year | -36.77% | -27.95% | -8.82% |
Max Drawdown (3Y)Largest decline over 3 years | -36.77% | -56.77% | +20.00% |
Max Drawdown (5Y)Largest decline over 5 years | -72.48% | -91.13% | +18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -80.09% | -95.61% | +15.52% |
Current DrawdownCurrent decline from peak | -60.13% | -76.24% | +16.11% |
Average DrawdownAverage peak-to-trough decline | -37.54% | -33.00% | -4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.02% | 11.97% | +7.05% |
Volatility
BABA vs. EDU - Volatility Comparison
Alibaba Group Holding Limited (BABA) has a higher volatility of 13.26% compared to New Oriental Education & Technology Group Inc. (EDU) at 8.16%. This indicates that BABA's price experiences larger fluctuations and is considered to be riskier than EDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BABA | EDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.26% | 8.16% | +5.10% |
Volatility (6M)Calculated over the trailing 6-month period | 29.12% | 23.28% | +5.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.79% | 37.49% | +6.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.39% | 71.46% | -20.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.40% | 59.55% | -16.15% |
Dividends
BABA vs. EDU - Dividend Comparison
BABA's dividend yield for the trailing twelve months is around 1.67%, less than EDU's 2.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BABA Alibaba Group Holding Limited | 1.67% | 1.36% | 1.96% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EDU New Oriental Education & Technology Group Inc. | 2.65% | 1.09% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% |
Financials
BABA vs. EDU - Financials Comparison
This section allows you to compare key financial metrics between Alibaba Group Holding Limited and New Oriental Education & Technology Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BABA vs. EDU - Profitability Comparison
BABA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alibaba Group Holding Limited reported a gross profit of 11.75B and revenue of 35.15B. Therefore, the gross margin over that period was 33.4%.
EDU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, New Oriental Education & Technology Group Inc. reported a gross profit of 766.52M and revenue of 1.43B. Therefore, the gross margin over that period was 53.7%.
BABA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alibaba Group Holding Limited reported an operating income of -135.47M and revenue of 35.15B, resulting in an operating margin of -0.4%.
EDU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, New Oriental Education & Technology Group Inc. reported an operating income of 181.59M and revenue of 1.43B, resulting in an operating margin of 12.7%.
BABA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alibaba Group Holding Limited reported a net income of 3.69B and revenue of 35.15B, resulting in a net margin of 10.5%.
EDU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, New Oriental Education & Technology Group Inc. reported a net income of 127.71M and revenue of 1.43B, resulting in a net margin of 9.0%.
Frequently Asked Questions
BABA and EDU have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BABA has higher volatility (13.26%) compared to EDU (8.16%). In terms of maximum drawdown, BABA dropped -80.09% vs EDU's -95.61%.
BABA currently has the higher Sharpe Ratio (0.05 vs -0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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