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

Performance

GOTU vs. EDU - Performance Comparison

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

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GOTU vs. EDU - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
GOTU
Gaotu Techedu Inc.
-93.49%1,274.43%-39.50%53.39%21.65%-96.25%136.55%108.59%
EDU
New Oriental Education & Technology Group Inc.
3.38%-13.27%-11.55%110.45%65.81%-88.70%53.25%37.78%

Fundamentals

Market Cap

GOTU:

$707.99M

EDU:

$9.13B

EPS

GOTU:

-$0.88

EDU:

$2.39

PS Ratio

GOTU:

0.12

EDU:

1.77

PB Ratio

GOTU:

0.56

EDU:

2.35

Total Revenue (TTM)

GOTU:

$6.10B

EDU:

$5.14B

Gross Profit (TTM)

GOTU:

$4.11B

EDU:

$2.85B

EBITDA (TTM)

GOTU:

-$355.98M

EDU:

$693.07M

Returns By Period

In the year-to-date period, GOTU achieves a -93.49% return, which is significantly lower than EDU's 3.38% return.


GOTU

1D
0.00%
1M
-9.68%
YTD
-93.49%
6M
-92.18%
1Y
-34.01%
3Y*
-22.56%
5Y*
-42.86%
10Y*

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)

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Return for Risk

GOTU vs. EDU — Risk / Return Rank

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

GOTU
GOTU Risk / Return Rank: 5757
Overall Rank
GOTU Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
GOTU Sortino Ratio Rank: 100100
Sortino Ratio Rank
GOTU Omega Ratio Rank: 100100
Omega Ratio Rank
GOTU Calmar Ratio Rank: 2727
Calmar Ratio Rank
GOTU Martin Ratio Rank: 2020
Martin Ratio Rank

EDU
EDU Risk / Return Rank: 5858
Overall Rank
EDU Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
EDU Sortino Ratio Rank: 5656
Sortino Ratio Rank
EDU Omega Ratio Rank: 5252
Omega Ratio Rank
EDU Calmar Ratio Rank: 6363
Calmar Ratio Rank
EDU Martin Ratio Rank: 6161
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.

GOTU vs. EDU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gaotu Techedu Inc. (GOTU) 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.


GOTUEDUDifference

Sharpe ratio

Return per unit of total volatility

-0.01

0.53

-0.54

Sortino ratio

Return per unit of downside risk

22.55

1.05

+21.50

Omega ratio

Gain probability vs. loss probability

7.69

1.12

+6.56

Calmar ratio

Return relative to maximum drawdown

-0.42

0.99

-1.41

Martin ratio

Return relative to average drawdown

-1.12

2.13

-3.25

GOTU vs. EDU - Sharpe Ratio Comparison

The current GOTU Sharpe Ratio is -0.01, which is lower than the EDU Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of GOTU 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.


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Sharpe Ratios by Period


GOTUEDUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

0.53

-0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

-0.23

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.02

0.24

-0.27

Correlation

The correlation between GOTU and EDU is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GOTU vs. EDU - Dividend Comparison

GOTU has not paid dividends to shareholders, while EDU's dividend yield for the trailing twelve months is around 1.05%.


TTM20252024202320222021202020192018201720162015
GOTU
Gaotu Techedu Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

GOTU vs. EDU - Drawdown Comparison

The maximum GOTU drawdown since its inception was -99.54%, roughly equal to the maximum EDU drawdown of -95.61%. Use the drawdown chart below to compare losses from any high point for GOTU and EDU.


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Drawdown Indicators


GOTUEDUDifference

Max Drawdown

Largest peak-to-trough decline

-99.54%

-95.61%

-3.93%

Max Drawdown (1Y)

Largest decline over 1 year

-94.88%

-20.52%

-74.36%

Max Drawdown (5Y)

Largest decline over 5 years

-98.17%

-94.75%

-3.42%

Max Drawdown (10Y)

Largest decline over 10 years

-95.61%

Current Drawdown

Current decline from peak

-98.63%

-70.47%

-28.16%

Average Drawdown

Average peak-to-trough decline

-75.42%

-32.63%

-42.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.39%

9.55%

+25.84%

Volatility

GOTU vs. EDU - Volatility Comparison

Gaotu Techedu Inc. (GOTU) has a higher volatility of 14.42% compared to New Oriental Education & Technology Group Inc. (EDU) at 7.82%. This indicates that GOTU'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


GOTUEDUDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.42%

7.82%

+6.60%

Volatility (6M)

Calculated over the trailing 6-month period

701.81%

25.06%

+676.75%

Volatility (1Y)

Calculated over the trailing 1-year period

2,374.99%

38.33%

+2,336.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1,072.55%

73.26%

+999.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

919.29%

59.62%

+859.67%

Financials

GOTU vs. EDU - Financials Comparison

This section allows you to compare key financial metrics between Gaotu Techedu Inc. 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.


Quarterly
Annual

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


500.00M1.00B1.50B2.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.66B
1.19B
(GOTU) Total Revenue
(EDU) Total Revenue
Values in USD except per share items

GOTU vs. EDU - Profitability Comparison

The chart below illustrates the profitability comparison between Gaotu Techedu Inc. and New Oriental Education & Technology Group Inc. 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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
67.9%
53.3%
Portfolio components
GOTU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gaotu Techedu Inc. reported a gross profit of 1.13B and revenue of 1.66B. Therefore, the gross margin over that period was 67.9%.

EDU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, New Oriental Education & Technology Group Inc. reported a gross profit of 635.85M and revenue of 1.19B. Therefore, the gross margin over that period was 53.3%.

GOTU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gaotu Techedu Inc. reported an operating income of -116.42M and revenue of 1.66B, resulting in an operating margin of -7.0%.

EDU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, New Oriental Education & Technology Group Inc. reported an operating income of 66.44M and revenue of 1.19B, resulting in an operating margin of 5.6%.

GOTU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gaotu Techedu Inc. reported a net income of -83.02M and revenue of 1.66B, resulting in a net margin of -5.0%.

EDU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, New Oriental Education & Technology Group Inc. reported a net income of 45.54M and revenue of 1.19B, resulting in a net margin of 3.8%.