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 -10.83%/yr vs 1.32%/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 15.91% return, which is significantly higher than EDU's -17.20% return. Over the past 10 years, EDUC has underperformed EDU with an annualized return of -10.83%, while EDU has yielded a comparatively higher 1.32% annualized return.
EDUC
- 1D
- 0.66%
- 1M
- 8.51%
- YTD
- 15.91%
- 6M
- 15.05%
- 1Y
- 15.91%
- 3Y*
- 9.04%
- 5Y*
- -34.65%
- 10Y*
- -10.83%
EDU
- 1D
- -0.49%
- 1M
- -2.99%
- YTD
- -17.20%
- 6M
- -18.69%
- 1Y
- -6.03%
- 3Y*
- 8.35%
- 5Y*
- -11.45%
- 10Y*
- 1.32%
EDUC vs. EDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EDUC Educational Development Corporation | 15.91% | -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. | -17.20% | -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 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
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:
$13.02M
EDU:
$7.19B
EDUC:
$0.39
EDU:
$2.63
EDUC:
3.92
EDU:
17.09
EDUC:
0.03
EDU:
2.66
EDUC:
0.60
EDU:
1.34
EDUC:
0.30
EDU:
1.76
EDUC:
$21.81M
EDU:
$5.39B
EDUC:
$13.60M
EDU:
$2.96B
EDUC:
$14.11M
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 | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.00 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | -0.21 | +0.73 |
| Martin ratioReturn relative to average drawdown | 0.75 | -0.46 | +1.21 |
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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% | -28.28% | -2.83% |
Max Drawdown (3Y)Largest decline over 3 years | -63.54% | -56.77% | -6.77% |
Max Drawdown (5Y)Largest decline over 5 years | -93.57% | -89.68% | -3.89% |
Max Drawdown (10Y)Largest decline over 10 years | -95.59% | -95.61% | +0.02% |
Current DrawdownCurrent decline from peak | -91.66% | -76.34% | -15.32% |
Average DrawdownAverage peak-to-trough decline | -44.60% | -33.09% | -11.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.34% | 13.12% | +8.22% |
Volatility
EDUC vs. EDU - Volatility Comparison
Educational Development Corporation (EDUC) has a higher volatility of 8.21% compared to New Oriental Education & Technology Group Inc. (EDU) at 7.17%. 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.
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Volatility by Period
| EDUC | EDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 7.17% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 20.93% | 23.24% | -2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.57% | 37.47% | +22.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.11% | 70.95% | -4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.65% | 59.58% | +3.07% |
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 2.66%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 2.66% | 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
Frequently Asked Questions
EDUC and EDU have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EDUC has higher volatility (8.21%) compared to EDU (7.17%). In terms of maximum drawdown, EDUC dropped -95.59% vs EDU's -95.61%.
EDUC currently has the higher Sharpe Ratio (0.27 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.
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