EDUC vs. EDU
EDUC (Educational Development Corporation) and EDU (New Oriental Education & Technology Group Inc.) are both stocks. EDUC operates in Publishing (Communication Services), while EDU operates in Education & Training Services (Consumer Defensive). Over the past 10 years, EDUC returned -12.93%/yr vs 2.26%/yr for EDU. At a 0.06 correlation, their price movements are largely independent.
Performance
EDUC vs. EDU - Performance Comparison
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Returns By Period
In the year-to-date period, EDUC achieves a 15.15% return, which is significantly higher than EDU's -9.12% return. Over the past 10 years, EDUC has underperformed EDU with an annualized return of -12.93%, while EDU has yielded a comparatively higher 2.26% annualized return.
EDUC
- 1D
- 0.00%
- 1M
- 4.83%
- 6M
- 4.83%
- YTD
- 15.15%
- 1Y
- 16.92%
- 3Y*
- 6.74%
- 5Y*
- -32.03%
- 10Y*
- -12.93%
EDU
- 1D
- -0.96%
- 1M
- 6.23%
- 6M
- -10.27%
- YTD
- -9.12%
- 1Y
- 0.93%
- 3Y*
- 4.04%
- 5Y*
- -4.58%
- 10Y*
- 2.26%
EDUC vs. EDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EDUC Educational Development Corporation | 15.15% | -20.00% | 42.24% | -63.29% | -64.61% | -39.04% | 155.26% | -25.46% | -8.71% | 90.45% |
EDU New Oriental Education & Technology Group Inc. | -9.12% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 53.25% | 121.22% | -41.69% | 124.46% |
Correlation
The correlation between EDUC and EDU is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Sep 7, 2006 | 0.06 |
Fundamentals
EDUC:
$12.96M
EDU:
$7.87B
EDUC:
$0.35
EDU:
$2.63
EDUC:
4.31
EDU:
18.76
EDUC:
0.04
EDU:
2.92
EDUC:
0.67
EDU:
1.47
EDUC:
0.31
EDU:
1.93
EDUC:
$19.25M
EDU:
$5.39B
EDUC:
$12.29M
EDU:
$2.96B
EDUC:
$8.87M
EDU:
$716.97M
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Return for Risk
EDUC vs. EDU — Risk / Return Rank
EDUC
EDU
EDUC vs. EDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Educational Development Corporation (EDUC) 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.
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.
| EDUC | EDU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.03 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.03 | +0.51 |
| Martin ratioReturn relative to average drawdown | 0.78 | 0.07 | +0.71 |
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Drawdowns
EDUC vs. EDU - Drawdown Comparison
The maximum EDUC drawdown since its inception was -95.59%, roughly equal to the maximum EDU drawdown of -95.61%. Use the drawdown chart below to compare losses from any high point for EDUC and EDU.
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Drawdown Indicators
| EDUC | EDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.59% | -95.61% | +0.02% |
Max Drawdown (1Y)Largest decline over 1 year | -31.11% | -29.21% | -1.90% |
Max Drawdown (3Y)Largest decline over 3 years | -63.54% | -56.77% | -6.77% |
Max Drawdown (5Y)Largest decline over 5 years | -92.87% | -86.74% | -6.13% |
Max Drawdown (10Y)Largest decline over 10 years | -95.59% | -95.61% | +0.02% |
Current DrawdownCurrent decline from peak | -91.72% | -74.04% | -17.68% |
Average DrawdownAverage peak-to-trough decline | -44.69% | -33.22% | -11.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.65% | 13.38% | +8.27% |
Volatility
EDUC vs. EDU - Volatility Comparison
The current volatility for Educational Development Corporation (EDUC) is 7.82%, while New Oriental Education & Technology Group Inc. (EDU) has a volatility of 8.37%. This indicates that EDUC experiences smaller price fluctuations and is considered to be less risky 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
| EDUC | EDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 8.37% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 20.37% | 23.35% | -2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.39% | 35.05% | +24.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 65.90% | 70.48% | -4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.49% | 59.59% | +2.90% |
Dividends
EDUC vs. EDU - Dividend Comparison
EDUC has not paid dividends to shareholders, while EDU's dividend yield for the trailing twelve months is around 2.43%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 2.43% | 1.09% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% |
EDUC Educational Development Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 3.16% | 4.42% | 1.76% | 3.24% | 1.76% | 0.00% | 3.62% | 3.07% |
Financials
EDUC vs. EDU - Financials Comparison
This section allows you to compare key financial metrics between Educational Development Corporation 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
EDUC vs. EDU - Profitability Comparison
EDUC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Educational Development Corporation reported a gross profit of 2.82M and revenue of 4.54M. Therefore, the gross margin over that period was 62.2%.
EDU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
EDUC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Educational Development Corporation reported an operating income of 73.90K and revenue of 4.54M, resulting in an operating margin of 1.6%.
EDU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.
EDUC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Educational Development Corporation reported a net income of -1.40M and revenue of 4.54M, resulting in a net margin of -30.8%.
EDU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
EDUC and EDU have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EDU has higher volatility (8.37%) compared to EDUC (7.82%). In terms of maximum drawdown, EDUC dropped -95.59% vs EDU's -95.61%.
EDUC currently has the higher Sharpe Ratio (0.29 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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