EDU vs. GOTU
EDU (New Oriental Education & Technology Group Inc.) and GOTU (Gaotu Techedu Inc.) are both stocks. Both operate in the Education & Training Services industry within the Consumer Defensive sector. Over the past 5 years, EDU returned 22.91%/yr vs -10.62%/yr for GOTU. Their 0.50 correlation means they have sometimes moved together and sometimes differently.
Performance
EDU vs. GOTU - Performance Comparison
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Returns By Period
In the year-to-date period, EDU achieves a 8.27% return, which is significantly higher than GOTU's -93.95% return.
EDU
- 1D
- 4.08%
- 1M
- 25.22%
- 6M
- -1.33%
- YTD
- 8.27%
- 1Y
- 34.98%
- 3Y*
- 2.79%
- 5Y*
- 22.91%
- 10Y*
- 3.74%
- ALL TIME*
- 13.34%
GOTU
- 1D
- -1.09%
- 1M
- 4.00%
- 6M
- -94.58%
- YTD
- -93.95%
- 1Y
- -48.30%
- 3Y*
- -22.70%
- 5Y*
- -10.62%
- 10Y*
- —
- ALL TIME*
- -23.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $57.02M | $45.84M | $34.02M | |
| $543.91K | $500.67K | $814.07K |
EDU vs. GOTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 8.27% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 53.25% | 37.01% |
GOTU Gaotu Techedu Inc. | -93.95% | 1,274.43% | -39.50% | 53.39% | 21.65% | -96.25% | 136.55% | 80.66% |
Correlation
The correlation between EDU and GOTU is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2019 | 0.50 |
Over the past year, the correlation between EDU and GOTU has dropped to 0.19 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
Fundamentals
EDU:
$9.30B
GOTU:
$660.20M
EDU:
$2.63
GOTU:
-CN¥1.14
EDU:
1.75
GOTU:
0.70
EDU:
2.30
GOTU:
3.64
EDU:
$5.39B
GOTU:
CN¥6.33B
EDU:
$2.96B
GOTU:
CN¥4.27B
EDU:
$716.97M
GOTU:
-CN¥531.11M
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Return for Risk
EDU vs. GOTU — Risk / Return Rank
EDU
GOTU
EDU vs. GOTU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) and Gaotu Techedu Inc. (GOTU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EDU | GOTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | -3.59 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 2.41 | -1.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | -0.51 | +1.77 |
| Martin ratioReturn relative to average drawdown | 2.68 | -0.76 | +3.43 |
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Drawdowns
EDU vs. GOTU - Drawdown Comparison
The maximum EDU drawdown since its inception was -95.61%, roughly equal to the maximum GOTU drawdown of -99.54%. Use the drawdown chart below to compare losses from any high point for EDU and GOTU.
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Drawdown Indicators
| EDU | GOTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.61% | -99.54% | +3.93% |
Max Drawdown (1Y)Largest decline over 1 year | -29.21% | -96.13% | +66.92% |
Max Drawdown (3Y)Largest decline over 3 years | -56.77% | -96.13% | +39.36% |
Max Drawdown (5Y)Largest decline over 5 years | -65.42% | -96.13% | +30.71% |
Max Drawdown (10Y)Largest decline over 10 years | -95.61% | — | — |
Current DrawdownCurrent decline from peak | -69.07% | -98.72% | +29.65% |
Average DrawdownAverage peak-to-trough decline | -33.31% | -76.62% | +43.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.72% | 64.06% | -50.34% |
Volatility
EDU vs. GOTU - Volatility Comparison
New Oriental Education & Technology Group Inc. (EDU) has a higher volatility of 16.05% compared to Gaotu Techedu Inc. (GOTU) at 12.86%. This indicates that EDU's price experiences larger fluctuations and is considered to be riskier than GOTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EDU | GOTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.05% | 12.86% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 26.88% | 270.62% | -243.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.29% | 608.20% | -570.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 64.08% | 285.56% | -221.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.76% | 246.27% | -186.51% |
Dividends
EDU vs. GOTU - Dividend Comparison
EDU's dividend yield for the trailing twelve months is around 2.04%, while GOTU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 2.04% | 1.09% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% |
GOTU Gaotu Techedu Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
EDU vs. GOTU - Financials Comparison
This section allows you to compare key financial metrics between New Oriental Education & Technology Group Inc. and Gaotu Techedu 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
EDU vs. GOTU - Profitability Comparison
EDU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
GOTU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Gaotu Techedu Inc. reported a gross profit of 1.17B and revenue of 1.68B. Therefore, the gross margin over that period was 69.5%.
EDU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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%.
GOTU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Gaotu Techedu Inc. reported an operating income of 6.83M and revenue of 1.68B, resulting in an operating margin of 0.4%.
EDU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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%.
GOTU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Gaotu Techedu Inc. reported a net income of 34.30M and revenue of 1.68B, resulting in a net margin of 2.0%.
Frequently Asked Questions
EDU and GOTU have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EDU has higher volatility (16.05%) compared to GOTU (12.86%). In terms of maximum drawdown, EDU dropped -95.61% vs GOTU's -99.54%.
EDU currently has the higher Sharpe Ratio (0.99 vs -0.08), 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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