EDU vs. TRIN

Last updated Jun 3, 2026

EDU (New Oriental Education & Technology Group Inc.) and TRIN (Trinity Capital Inc.) are both stocks. EDU operates in Education & Training Services (Consumer Defensive), while TRIN operates in Asset Management (Financial Services). Over the past 5 years, EDU returned -12.15%/yr vs 19.14%/yr for TRIN. At a 0.11 correlation, their price movements are largely independent.

Performance

EDU vs. TRIN - Performance Comparison

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

Returns By Period

In the year-to-date period, EDU achieves a -13.24% return, which is significantly lower than TRIN's 24.59% return.

EDU

• 1D: 0.23%
• 1M: -11.29%
• YTD: -13.24%
• 6M: -9.70%
• 1Y: 5.81%
• 3Y*: 4.48%
• 5Y*: -12.15%
• 10Y*: 1.32%

TRIN

• 1D: 0.70%
• 1M: 5.01%
• YTD: 24.59%
• 6M: 29.76%
• 1Y: 39.88%
• 3Y*: 28.38%
• 5Y*: 19.14%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EDU vs. TRIN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
EDU New Oriental Education & Technology Group Inc.	-13.24%	-13.27%	-11.55%	110.45%	65.81%	-87.46%
TRIN Trinity Capital Inc.	24.59%	16.01%	14.83%	53.97%	-26.60%	27.12%

Correlation

The correlation between EDU and TRIN is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.18
Correlation (5Y) Calculated over the trailing 5-year period	0.11
Correlation (All Time) Calculated using the full available price history since Feb 1, 2021	0.11

The correlation between EDU and TRIN shifts across timeframes, from 0.11 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap EDU : $7.53B TRIN : $1.45B
EPS EDU : $2.63 TRIN : $2.07
PE Ratio EDU : 17.91 TRIN : 8.36
PS Ratio EDU : 1.40 TRIN : 4.67
PB Ratio EDU : 1.84 TRIN : 1.24
Total Revenue (TTM) EDU : $5.39B TRIN : $276.05M
Gross Profit (TTM) EDU : $2.96B TRIN : $219.75M
EBITDA (TTM) EDU : $716.97M TRIN : $195.35M

Return for Risk

EDU vs. TRIN — Risk / Return Rank

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

EDU

EDU Risk / Return Rank: 42
EDU Sharpe Ratio Rank: 45
EDU Sortino Ratio Rank: 41
EDU Omega Ratio Rank: 40
EDU Calmar Ratio Rank: 41
EDU Martin Ratio Rank: 42

TRIN

TRIN Risk / Return Rank: 83
TRIN Sharpe Ratio Rank: 87
TRIN Sortino Ratio Rank: 85
TRIN Omega Ratio Rank: 83
TRIN Calmar Ratio Rank: 79
TRIN Martin Ratio Rank: 79

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. TRIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) and Trinity Capital Inc. (TRIN). 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	TRIN	Difference
Sharpe ratio Return per unit of total volatility	0.16	2.02	-1.86
Sortino ratio Return per unit of downside risk	0.52	2.73	-2.21
Omega ratio Gain probability vs. loss probability	1.06	1.34	-0.28
Calmar ratio Return relative to maximum drawdown	0.07	2.60	-2.53
Martin ratio Return relative to average drawdown	0.17	6.55	-6.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EDU vs. TRIN - Sharpe Ratio Comparison

The current EDU Sharpe Ratio is 0.16, which is lower than the TRIN Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of EDU and TRIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EDU	TRIN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.16	2.02	-1.86
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.17	0.72	-0.90
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.02	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	0.66	-0.44

Drawdowns

EDU vs. TRIN - Drawdown Comparison

The maximum EDU drawdown since its inception was -95.61%, which is greater than TRIN's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for EDU and TRIN.

Drawdown Indicators

	EDU	TRIN	Difference
Max Drawdown Largest peak-to-trough decline	-95.61%	-43.12%	-52.49%
Max Drawdown (1Y) Largest decline over 1 year	-27.06%	-14.99%	-12.07%
Max Drawdown (3Y) Largest decline over 3 years	-56.77%	-15.58%	-41.19%
Max Drawdown (5Y) Largest decline over 5 years	-91.13%	-43.12%	-48.01%
Max Drawdown (10Y) Largest decline over 10 years	-95.61%	—	—
Current Drawdown Current decline from peak	-75.21%	0.00%	-75.21%
Average Drawdown Average peak-to-trough decline	-32.97%	-8.95%	-24.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.48%	5.95%	+5.53%

Volatility

EDU vs. TRIN - Volatility Comparison

New Oriental Education & Technology Group Inc. (EDU) has a higher volatility of 10.07% compared to Trinity Capital Inc. (TRIN) at 6.04%. This indicates that EDU's price experiences larger fluctuations and is considered to be riskier than TRIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EDU	TRIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.07%	6.04%	+4.03%
Volatility (6M) Calculated over the trailing 6-month period	23.64%	15.36%	+8.28%
Volatility (1Y) Calculated over the trailing 1-year period	37.81%	19.87%	+17.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	71.70%	26.56%	+45.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	59.61%	26.81%	+32.80%

Dividends

EDU vs. TRIN - Dividend Comparison

EDU's dividend yield for the trailing twelve months is around 2.54%, less than TRIN's 13.77% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EDU New Oriental Education & Technology Group Inc.	2.54%	1.09%	0.93%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.46%	0.00%	1.28%
TRIN Trinity Capital Inc.	13.77%	13.92%	14.10%	14.04%	21.32%	7.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

EDU vs. TRIN - Profitability Comparison

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

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%.

TRIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported a gross profit of 66.05M and revenue of 83.32M. Therefore, the gross margin over that period was 79.3%.

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%.

TRIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported an operating income of 61.68M and revenue of 83.32M, resulting in an operating margin of 74.0%.

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%.

TRIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported a net income of 45.52M and revenue of 83.32M, resulting in a net margin of 54.6%.

Frequently Asked Questions

Can I hold both EDU and TRIN in my portfolio?

EDU and TRIN have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EDU or TRIN?

EDU has higher volatility (10.07%) compared to TRIN (6.04%). In terms of maximum drawdown, EDU dropped -95.61% vs TRIN's -43.12%.

Which has better risk-adjusted returns?

TRIN currently has the higher Sharpe Ratio (2.02 vs 0.16), 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.