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EDU vs. TCOM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EDU vs. TCOM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in New Oriental Education & Technology Group Inc. (EDU) and Trip.com Group Limited (TCOM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EDU achieves a -16.85% return, which is significantly higher than TCOM's -34.35% return. Over the past 10 years, EDU has outperformed TCOM with an annualized return of 1.89%, while TCOM has yielded a comparatively lower 1.74% annualized 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%

TCOM

1D
-1.01%
1M
-10.38%
YTD
-34.35%
6M
-32.70%
1Y
-22.11%
3Y*
7.88%
5Y*
4.71%
10Y*
1.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EDU vs. TCOM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
TCOM
Trip.com Group Limited
-34.35%5.24%90.67%4.68%39.72%-27.01%0.57%23.95%-38.64%10.25%

Correlation

The correlation between EDU and TCOM is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.44

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2006

0.41

The correlation between EDU and TCOM shifts across timeframes, from 0.27 (1 year) to 0.45 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EDU:

$7.22B

TCOM:

$33.07B

EPS

EDU:

$2.63

TCOM:

$47.68

PE Ratio

EDU:

17.17

TCOM:

0.99

PEG Ratio

EDU:

2.67

TCOM:

0.01

PS Ratio

EDU:

1.34

TCOM:

0.53

PB Ratio

EDU:

1.77

TCOM:

0.19

Total Revenue (TTM)

EDU:

$5.39B

TCOM:

$62.20B

Gross Profit (TTM)

EDU:

$2.96B

TCOM:

$50.12B

EBITDA (TTM)

EDU:

$716.97M

TCOM:

$34.17B

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Return for Risk

EDU vs. TCOM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EDU
EDU Risk / Return Rank: 3939
Overall Rank
EDU Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
EDU Sortino Ratio Rank: 3737
Sortino Ratio Rank
EDU Omega Ratio Rank: 3636
Omega Ratio Rank
EDU Calmar Ratio Rank: 4141
Calmar Ratio Rank
EDU Martin Ratio Rank: 4040
Martin Ratio Rank

TCOM
TCOM Risk / Return Rank: 1818
Overall Rank
TCOM Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
TCOM Sortino Ratio Rank: 1717
Sortino Ratio Rank
TCOM Omega Ratio Rank: 1616
Omega Ratio Rank
TCOM Calmar Ratio Rank: 2323
Calmar Ratio Rank
TCOM Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EDU vs. TCOM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) and Trip.com Group Limited (TCOM). 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.


EDUTCOMDifference
Sharpe ratioReturn per unit of total volatility

+0.58

Sortino ratioReturn per unit of downside risk

+0.92

Omega ratioGain probability vs. loss probability

1.03

0.90

+0.12

Calmar ratioReturn relative to maximum drawdown

-0.04

-0.54

+0.49

Martin ratioReturn relative to average drawdown

-0.10

-1.04

+0.94

EDU vs. TCOM - Sharpe Ratio Comparison

The current EDU Sharpe Ratio is -0.03, which is higher than the TCOM Sharpe Ratio of -0.61. The chart below compares the historical Sharpe Ratios of EDU and TCOM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EDUTCOMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.03

-0.61

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.17

0.10

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.03

0.04

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.30

-0.08

Drawdowns

EDU vs. TCOM - Drawdown Comparison

The maximum EDU drawdown since its inception was -95.61%, which is greater than TCOM's maximum drawdown of -76.34%. Use the drawdown chart below to compare losses from any high point for EDU and TCOM.


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Drawdown Indicators


EDUTCOMDifference

Max Drawdown

Largest peak-to-trough decline

-95.61%

-76.34%

-19.27%

Max Drawdown (1Y)

Largest decline over 1 year

-27.95%

-41.27%

+13.32%

Max Drawdown (3Y)

Largest decline over 3 years

-56.77%

-41.27%

-15.50%

Max Drawdown (5Y)

Largest decline over 5 years

-91.13%

-55.36%

-35.77%

Max Drawdown (10Y)

Largest decline over 10 years

-95.61%

-71.96%

-23.65%

Current Drawdown

Current decline from peak

-76.24%

-40.21%

-36.03%

Average Drawdown

Average peak-to-trough decline

-33.00%

-27.83%

-5.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.97%

21.25%

-9.28%

Volatility

EDU vs. TCOM - Volatility Comparison

New Oriental Education & Technology Group Inc. (EDU) has a higher volatility of 8.16% compared to Trip.com Group Limited (TCOM) at 6.70%. This indicates that EDU's price experiences larger fluctuations and is considered to be riskier than TCOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EDUTCOMDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.16%

6.70%

+1.46%

Volatility (6M)

Calculated over the trailing 6-month period

23.28%

27.46%

-4.18%

Volatility (1Y)

Calculated over the trailing 1-year period

37.49%

36.34%

+1.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

71.46%

49.09%

+22.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.55%

44.30%

+15.25%

Dividends

EDU vs. TCOM - Dividend Comparison

EDU's dividend yield for the trailing twelve months is around 2.65%, while TCOM has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
TCOM
Trip.com Group Limited
0.00%0.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

EDU vs. TCOM - Financials Comparison

This section allows you to compare key financial metrics between New Oriental Education & Technology Group Inc. and Trip.com Group Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.43B
15.19B
(EDU) Total Revenue
(TCOM) Total Revenue
Values in USD except per share items

EDU vs. TCOM - Profitability Comparison

The chart below illustrates the profitability comparison between New Oriental Education & Technology Group Inc. and Trip.com Group Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
53.7%
79.0%
Portfolio components
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%.

TCOM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Trip.com Group Limited reported a gross profit of 11.99B and revenue of 15.19B. Therefore, the gross margin over that period was 79.0%.

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%.

TCOM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Trip.com Group Limited reported an operating income of 2.50B and revenue of 15.19B, resulting in an operating margin of 16.5%.

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%.

TCOM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Trip.com Group Limited reported a net income of 4.22B and revenue of 15.19B, resulting in a net margin of 27.8%.


Frequently Asked Questions


EDU and TCOM have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EDU has higher volatility (8.16%) compared to TCOM (6.70%). In terms of maximum drawdown, EDU dropped -95.61% vs TCOM's -76.34%.

EDU currently has the higher Sharpe Ratio (-0.03 vs -0.61), 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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