JD vs. EDU
JD (JD.com, Inc.) and EDU (New Oriental Education & Technology Group Inc.) are both stocks. JD operates in Internet Retail (Consumer Cyclical), while EDU operates in Education & Training Services (Consumer Defensive). Over the past 10 years, JD returned 4.48%/yr vs 1.89%/yr for EDU. At a 0.42 correlation, their price movements are largely independent.
Performance
JD vs. EDU - Performance Comparison
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Returns By Period
In the year-to-date period, JD achieves a 3.17% return, which is significantly higher than EDU's -16.85% return. Over the past 10 years, JD has outperformed EDU with an annualized return of 4.48%, while EDU has yielded a comparatively lower 1.89% annualized return.
JD
- 1D
- -1.00%
- 1M
- -5.11%
- YTD
- 3.17%
- 6M
- -1.04%
- 1Y
- -10.60%
- 3Y*
- -5.01%
- 5Y*
- -14.79%
- 10Y*
- 4.48%
EDU
- 1D
- -1.11%
- 1M
- -14.64%
- YTD
- -16.85%
- 6M
- -15.12%
- 1Y
- -1.24%
- 3Y*
- 3.64%
- 5Y*
- -12.32%
- 10Y*
- 1.89%
JD vs. EDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JD JD.com, Inc. | 3.17% | -14.78% | 23.45% | -47.76% | -17.87% | -20.28% | 149.50% | 68.32% | -49.47% | 62.81% |
EDU New Oriental Education & Technology Group Inc. | -16.85% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 53.25% | 121.22% | -41.69% | 124.46% |
Correlation
The correlation between JD and EDU is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 23, 2014 | 0.42 |
Fundamentals
JD:
$40.96B
EDU:
$7.22B
JD:
$9.38
EDU:
$2.63
JD:
3.05
EDU:
17.17
JD:
0.15
EDU:
2.67
JD:
0.03
EDU:
1.34
JD:
0.19
EDU:
1.77
JD:
$1.32T
EDU:
$5.39B
JD:
$126.44B
EDU:
$2.96B
JD:
$27.03B
EDU:
$716.97M
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Return for Risk
JD vs. EDU — Risk / Return Rank
JD
EDU
JD vs. EDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JD.com, Inc. (JD) 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.
| JD | EDU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.03 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.36 | -0.04 | -0.31 |
| Martin ratioReturn relative to average drawdown | -0.71 | -0.10 | -0.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JD | EDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | -0.03 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.28 | -0.17 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.03 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.22 | -0.14 |
Drawdowns
JD vs. EDU - Drawdown Comparison
The maximum JD drawdown since its inception was -79.12%, smaller than the maximum EDU drawdown of -95.61%. Use the drawdown chart below to compare losses from any high point for JD and EDU.
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Drawdown Indicators
| JD | EDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.12% | -95.61% | +16.49% |
Max Drawdown (1Y)Largest decline over 1 year | -29.78% | -27.95% | -1.83% |
Max Drawdown (3Y)Largest decline over 3 years | -48.10% | -56.77% | +8.67% |
Max Drawdown (5Y)Largest decline over 5 years | -75.63% | -91.13% | +15.50% |
Max Drawdown (10Y)Largest decline over 10 years | -79.12% | -95.61% | +16.49% |
Current DrawdownCurrent decline from peak | -69.47% | -76.24% | +6.77% |
Average DrawdownAverage peak-to-trough decline | -37.59% | -33.00% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.91% | 11.97% | +2.94% |
Volatility
JD vs. EDU - Volatility Comparison
JD.com, Inc. (JD) has a higher volatility of 11.79% compared to New Oriental Education & Technology Group Inc. (EDU) at 8.16%. This indicates that JD'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
| JD | EDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.79% | 8.16% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 22.61% | 23.28% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.34% | 37.49% | -5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.77% | 71.46% | -17.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.79% | 59.55% | -11.76% |
Dividends
JD vs. EDU - Dividend Comparison
JD's dividend yield for the trailing twelve months is around 3.50%, more than EDU's 2.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 2.65% | 1.09% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% |
JD JD.com, Inc. | 3.50% | 3.48% | 2.19% | 2.15% | 2.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
JD vs. EDU - Financials Comparison
This section allows you to compare key financial metrics between JD.com, 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.
Total Revenue: Total amount of money received from sales and other business activities
JD vs. EDU - Profitability Comparison
JD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JD.com, Inc. reported a gross profit of 52.43B and revenue of 313.78B. Therefore, the gross margin over that period was 16.7%.
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%.
JD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JD.com, Inc. reported an operating income of 3.78B and revenue of 313.78B, resulting in an operating margin of 1.2%.
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%.
JD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JD.com, Inc. reported a net income of 5.07B and revenue of 313.78B, resulting in a net margin of 1.6%.
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%.
Frequently Asked Questions
JD and EDU have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JD has higher volatility (11.79%) compared to EDU (8.16%). In terms of maximum drawdown, JD dropped -79.12% vs EDU's -95.61%.
EDU currently has the higher Sharpe Ratio (-0.03 vs -0.33), 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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