NIO vs. EDU
NIO (NIO Inc.) and EDU (New Oriental Education & Technology Group Inc.) are both stocks. NIO operates in Auto Manufacturers (Consumer Cyclical), while EDU operates in Education & Training Services (Consumer Defensive). Over the past 5 years, NIO returned -33.76%/yr vs -12.32%/yr for EDU. At a 0.34 correlation, their price movements are largely independent.
Performance
NIO vs. EDU - Performance Comparison
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Returns By Period
In the year-to-date period, NIO achieves a 6.86% return, which is significantly higher than EDU's -16.85% return.
NIO
- 1D
- 1.68%
- 1M
- -6.84%
- YTD
- 6.86%
- 6M
- 6.86%
- 1Y
- 50.14%
- 3Y*
- -11.00%
- 5Y*
- -33.76%
- 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%
NIO vs. EDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NIO NIO Inc. | 6.86% | 16.97% | -51.93% | -6.97% | -69.22% | -35.00% | 1,112.44% | -36.89% | -3.48% |
EDU New Oriental Education & Technology Group Inc. | -16.85% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 53.25% | 121.22% | -21.46% |
Correlation
The correlation between NIO and EDU is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2018 | 0.34 |
The correlation between NIO and EDU shifts across timeframes, from 0.24 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
NIO:
$13.52B
EDU:
$7.22B
NIO:
-$3.74
EDU:
$2.63
NIO:
0.13
EDU:
1.34
NIO:
3.12
EDU:
1.77
NIO:
$100.51B
EDU:
$5.39B
NIO:
$15.77B
EDU:
$2.96B
NIO:
-$7.54B
EDU:
$716.97M
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Return for Risk
NIO vs. EDU — Risk / Return Rank
NIO
EDU
NIO vs. EDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NIO Inc. (NIO) 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.
| NIO | EDU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.83 | ||
| Sortino ratioReturn per unit of downside risk | +1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.03 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | -0.04 | +1.20 |
| Martin ratioReturn relative to average drawdown | 2.06 | -0.10 | +2.16 |
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
| NIO | EDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | -0.03 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.47 | -0.17 | -0.30 |
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
NIO vs. EDU - Drawdown Comparison
The maximum NIO drawdown since its inception was -95.00%, roughly equal to the maximum EDU drawdown of -95.61%. Use the drawdown chart below to compare losses from any high point for NIO and EDU.
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Drawdown Indicators
| NIO | EDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.00% | -95.61% | +0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -43.73% | -27.95% | -15.78% |
Max Drawdown (3Y)Largest decline over 3 years | -79.69% | -56.77% | -22.92% |
Max Drawdown (5Y)Largest decline over 5 years | -94.10% | -91.13% | -2.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -95.61% | — |
Current DrawdownCurrent decline from peak | -91.33% | -76.24% | -15.09% |
Average DrawdownAverage peak-to-trough decline | -67.89% | -33.00% | -34.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.47% | 11.97% | +12.50% |
Volatility
NIO vs. EDU - Volatility Comparison
NIO Inc. (NIO) has a higher volatility of 19.67% compared to New Oriental Education & Technology Group Inc. (EDU) at 8.16%. This indicates that NIO'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
| NIO | EDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.67% | 8.16% | +11.51% |
Volatility (6M)Calculated over the trailing 6-month period | 40.94% | 23.28% | +17.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 63.03% | 37.49% | +25.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.70% | 71.46% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 86.69% | 59.55% | +27.14% |
Dividends
NIO vs. EDU - Dividend Comparison
NIO 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% |
NIO NIO 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
NIO vs. EDU - Financials Comparison
This section allows you to compare key financial metrics between NIO 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
NIO vs. EDU - Profitability Comparison
NIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a gross profit of 4.86B and revenue of 25.53B. Therefore, the gross margin over that period was 19.0%.
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%.
NIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported an operating income of -308.81M and revenue of 25.53B, 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%.
NIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a net income of -496.01M and revenue of 25.53B, resulting in a net margin of -1.9%.
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
NIO and EDU have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NIO has higher volatility (19.67%) compared to EDU (8.16%). In terms of maximum drawdown, NIO dropped -95.00% vs EDU's -95.61%.
NIO currently has the higher Sharpe Ratio (0.80 vs -0.03), 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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