EDU vs. NIO
EDU (New Oriental Education & Technology Group Inc.) and NIO (NIO Inc.) are both stocks. EDU operates in Education & Training Services (Consumer Defensive), while NIO operates in Auto Manufacturers (Consumer Cyclical). Over the past 5 years, EDU returned -12.32%/yr vs -33.76%/yr for NIO. At a 0.34 correlation, their price movements are largely independent.
Performance
EDU vs. NIO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EDU achieves a -16.85% return, which is significantly lower than NIO's 6.86% return.
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%
NIO
- 1D
- 1.68%
- 1M
- -6.84%
- YTD
- 6.86%
- 6M
- 6.86%
- 1Y
- 50.14%
- 3Y*
- -11.00%
- 5Y*
- -33.76%
- 10Y*
- —
EDU vs. NIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | -16.85% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 53.25% | 121.22% | -21.46% |
NIO NIO Inc. | 6.86% | 16.97% | -51.93% | -6.97% | -69.22% | -35.00% | 1,112.44% | -36.89% | -3.48% |
Correlation
The correlation between EDU and NIO is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2018 | 0.34 |
The correlation between EDU and NIO shifts across timeframes, from 0.24 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EDU:
$7.22B
NIO:
$13.52B
EDU:
$2.63
NIO:
-$3.74
EDU:
1.34
NIO:
0.13
EDU:
1.77
NIO:
3.12
EDU:
$5.39B
NIO:
$100.51B
EDU:
$2.96B
NIO:
$15.77B
EDU:
$716.97M
NIO:
-$7.54B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EDU vs. NIO — Risk / Return Rank
EDU
NIO
EDU vs. NIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) and NIO Inc. (NIO). 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.
| EDU | NIO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.17 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.15 | -1.20 |
| Martin ratioReturn relative to average drawdown | -0.10 | 2.06 | -2.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EDU | NIO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.80 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | -0.47 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | -0.03 | +0.25 |
Drawdowns
EDU vs. NIO - Drawdown Comparison
The maximum EDU drawdown since its inception was -95.61%, roughly equal to the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for EDU and NIO.
Loading charts...
Drawdown Indicators
| EDU | NIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.61% | -95.00% | -0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -27.95% | -43.73% | +15.78% |
Max Drawdown (3Y)Largest decline over 3 years | -56.77% | -79.69% | +22.92% |
Max Drawdown (5Y)Largest decline over 5 years | -91.13% | -94.10% | +2.97% |
Max Drawdown (10Y)Largest decline over 10 years | -95.61% | — | — |
Current DrawdownCurrent decline from peak | -76.24% | -91.33% | +15.09% |
Average DrawdownAverage peak-to-trough decline | -33.00% | -67.89% | +34.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.97% | 24.47% | -12.50% |
Volatility
EDU vs. NIO - Volatility Comparison
The current volatility for New Oriental Education & Technology Group Inc. (EDU) is 8.16%, while NIO Inc. (NIO) has a volatility of 19.67%. This indicates that EDU experiences smaller price fluctuations and is considered to be less risky than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EDU | NIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.16% | 19.67% | -11.51% |
Volatility (6M)Calculated over the trailing 6-month period | 23.28% | 40.94% | -17.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.49% | 63.03% | -25.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.46% | 71.70% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.55% | 86.69% | -27.14% |
Dividends
EDU vs. NIO - Dividend Comparison
EDU's dividend yield for the trailing twelve months is around 2.65%, while NIO 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. | 2.65% | 1.09% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% |
NIO NIO 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. NIO - Financials Comparison
This section allows you to compare key financial metrics between New Oriental Education & Technology Group Inc. and NIO 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. NIO - Profitability Comparison
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%.
NIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a gross profit of 4.86B and revenue of 25.53B. Therefore, the gross margin over that period was 19.0%.
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%.
NIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported an operating income of -308.81M and revenue of 25.53B, resulting in an operating margin of -1.2%.
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%.
NIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a net income of -496.01M and revenue of 25.53B, resulting in a net margin of -1.9%.
Frequently Asked Questions
EDU and NIO have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NIO has higher volatility (19.67%) compared to EDU (8.16%). In terms of maximum drawdown, EDU dropped -95.61% vs NIO's -95.00%.
NIO currently has the higher Sharpe Ratio (0.80 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.
Find the right allocation for EDU and NIO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer