EDUC vs. EDU

Last updated Apr 2, 2026

Compare and contrast key facts about Educational Development Corporation (EDUC) and New Oriental Education & Technology Group Inc. (EDU).

Performance

EDUC vs. EDU - Performance Comparison

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

EDUC vs. EDU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EDUC Educational Development Corporation	-2.27%	-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.	3.38%	-13.27%	-11.55%	110.45%	65.81%	-88.70%	53.25%	121.22%	-41.69%	124.46%

Fundamentals

Market Cap EDUC : $11.06M EDU : $9.13B
EPS EDUC : $0.48 EDU : $2.39
PE Ratio EDUC : 2.71 EDU : 23.84
PS Ratio EDUC : 0.44 EDU : 1.77
PB Ratio EDUC : 0.24 EDU : 2.35
Total Revenue (TTM) EDUC : $25.03M EDU : $5.14B
Gross Profit (TTM) EDUC : $15.15M EDU : $2.85B
EBITDA (TTM) EDUC : -$2.03M EDU : $693.07M

Returns By Period

In the year-to-date period, EDUC achieves a -2.27% return, which is significantly lower than EDU's 3.38% return. Over the past 10 years, EDUC has underperformed EDU with an annualized return of -14.32%, while EDU has yielded a comparatively higher 5.32% annualized return.

EDUC

• 1D: 2.38%
• 1M: -5.15%
• YTD: -2.27%
• 6M: -3.01%
• 1Y: -1.53%
• 3Y*: -24.01%
• 5Y*: -40.03%
• 10Y*: -14.32%

EDU

• 1D: 0.46%
• 1M: 4.12%
• YTD: 3.38%
• 6M: 8.07%
• 1Y: 20.04%
• 3Y*: 14.61%
• 5Y*: -16.71%
• 10Y*: 5.32%

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

Return for Risk

EDUC vs. EDU — Risk / Return Rank

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

EDUC

EDUC Risk / Return Rank: 38
EDUC Sharpe Ratio Rank: 38
EDUC Sortino Ratio Rank: 41
EDUC Omega Ratio Rank: 40
EDUC Calmar Ratio Rank: 35
EDUC Martin Ratio Rank: 36

EDU

EDU Risk / Return Rank: 58
EDU Sharpe Ratio Rank: 60
EDU Sortino Ratio Rank: 56
EDU Omega Ratio Rank: 52
EDU Calmar Ratio Rank: 63
EDU Martin Ratio Rank: 61

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.

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.

	EDUC	EDU	Difference
Sharpe ratio Return per unit of total volatility	-0.02	0.53	-0.55
Sortino ratio Return per unit of downside risk	0.48	1.05	-0.57
Omega ratio Gain probability vs. loss probability	1.06	1.12	-0.06
Calmar ratio Return relative to maximum drawdown	-0.19	0.99	-1.18
Martin ratio Return relative to average drawdown	-0.30	2.13	-2.43
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EDUC vs. EDU - Sharpe Ratio Comparison

The current EDUC Sharpe Ratio is -0.02, which is lower than the EDU Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of EDUC and EDU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EDUC	EDU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.02	0.53	-0.55
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.60	-0.23	-0.37
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.23	0.09	-0.32
Sharpe Ratio (All Time) Calculated using the full available price history	0.08	0.24	-0.16

Correlation

The correlation between EDUC and EDU is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

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 1.05%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
EDU New Oriental Education & Technology Group Inc.	1.05%	1.09%	0.93%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.46%	0.00%	1.28%

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.

Drawdown Indicators

	EDUC	EDU	Difference
Max Drawdown Largest peak-to-trough decline	-95.59%	-95.61%	+0.02%
Max Drawdown (1Y) Largest decline over 1 year	-31.11%	-20.52%	-10.59%
Max Drawdown (5Y) Largest decline over 5 years	-95.40%	-94.75%	-0.65%
Max Drawdown (10Y) Largest decline over 10 years	-95.59%	-95.61%	+0.02%
Current Drawdown Current decline from peak	-92.97%	-70.47%	-22.50%
Average Drawdown Average peak-to-trough decline	-44.28%	-32.63%	-11.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.31%	9.55%	+9.76%

Volatility

EDUC vs. EDU - Volatility Comparison

Educational Development Corporation (EDUC) has a higher volatility of 9.45% compared to New Oriental Education & Technology Group Inc. (EDU) at 7.82%. This indicates that EDUC's price experiences larger fluctuations and is considered to be riskier than EDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EDUC	EDU	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.45%	7.82%	+1.63%
Volatility (6M) Calculated over the trailing 6-month period	36.39%	25.06%	+11.33%
Volatility (1Y) Calculated over the trailing 1-year period	66.15%	38.33%	+27.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	66.90%	73.26%	-6.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.12%	59.62%	+3.50%

Financials