LI vs. EDU
LI (Li Auto Inc.) and EDU (New Oriental Education & Technology Group Inc.) are both stocks. LI operates in Auto Manufacturers (Consumer Cyclical), while EDU operates in Education & Training Services (Consumer Defensive). Over the past 5 years, LI returned -11.93%/yr vs -12.32%/yr for EDU. At a 0.33 correlation, their price movements are largely independent.
Performance
LI vs. EDU - Performance Comparison
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Returns By Period
In the year-to-date period, LI achieves a -14.18% return, which is significantly higher than EDU's -16.85% return.
LI
- 1D
- 2.32%
- 1M
- -19.28%
- YTD
- -14.18%
- 6M
- -19.05%
- 1Y
- -50.78%
- 3Y*
- -22.96%
- 5Y*
- -11.93%
- 10Y*
- —
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%
LI vs. EDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LI Li Auto Inc. | -14.18% | -29.43% | -35.91% | 83.48% | -36.45% | 11.34% | 75.15% |
EDU New Oriental Education & Technology Group Inc. | -16.85% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 34.46% |
Correlation
The correlation between LI and EDU is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2020 | 0.33 |
Fundamentals
LI:
$14.73B
EDU:
$7.22B
LI:
-$1.74
EDU:
$2.63
LI:
0.14
EDU:
1.34
LI:
0.21
EDU:
1.77
LI:
$108.98B
EDU:
$5.39B
LI:
$17.42B
EDU:
$2.96B
LI:
-$2.83B
EDU:
$716.97M
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Return for Risk
LI vs. EDU — Risk / Return Rank
LI
EDU
LI vs. EDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Li Auto Inc. (LI) 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.
| LI | EDU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.03 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.92 | -0.04 | -0.88 |
| Martin ratioReturn relative to average drawdown | -1.38 | -0.10 | -1.28 |
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
| LI | EDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.27 | -0.03 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | -0.17 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.03 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.22 | -0.25 |
Drawdowns
LI vs. EDU - Drawdown Comparison
The maximum LI drawdown since its inception was -69.56%, smaller than the maximum EDU drawdown of -95.61%. Use the drawdown chart below to compare losses from any high point for LI and EDU.
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Drawdown Indicators
| LI | EDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.56% | -95.61% | +26.05% |
Max Drawdown (1Y)Largest decline over 1 year | -55.35% | -27.95% | -27.40% |
Max Drawdown (3Y)Largest decline over 3 years | -69.56% | -56.77% | -12.79% |
Max Drawdown (5Y)Largest decline over 5 years | -69.56% | -91.13% | +21.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -95.61% | — |
Current DrawdownCurrent decline from peak | -68.85% | -76.24% | +7.39% |
Average DrawdownAverage peak-to-trough decline | -39.88% | -33.00% | -6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.80% | 11.97% | +24.83% |
Volatility
LI vs. EDU - Volatility Comparison
Li Auto Inc. (LI) has a higher volatility of 17.56% compared to New Oriental Education & Technology Group Inc. (EDU) at 8.16%. This indicates that LI'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
| LI | EDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.56% | 8.16% | +9.40% |
Volatility (6M)Calculated over the trailing 6-month period | 28.48% | 23.28% | +5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.22% | 37.49% | +2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.55% | 71.46% | -7.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 68.35% | 59.55% | +8.80% |
Dividends
LI vs. EDU - Dividend Comparison
LI has not paid dividends to shareholders, while EDU's dividend yield for the trailing twelve months is around 2.65%.
| 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% |
LI Li Auto 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% |
Financials
LI vs. EDU - Financials Comparison
This section allows you to compare key financial metrics between Li Auto 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
LI vs. EDU - Profitability Comparison
LI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Li Auto Inc. reported a gross profit of 1.80B and revenue of 22.84B. Therefore, the gross margin over that period was 7.9%.
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%.
LI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Li Auto Inc. reported an operating income of -2.95B and revenue of 22.84B, resulting in an operating margin of -12.9%.
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%.
LI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Li Auto Inc. reported a net income of -2.28B and revenue of 22.84B, resulting in a net margin of -10.0%.
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
LI and EDU have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LI has higher volatility (17.56%) compared to EDU (8.16%). In terms of maximum drawdown, LI dropped -69.56% vs EDU's -95.61%.
EDU currently has the higher Sharpe Ratio (-0.03 vs -1.27), 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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