New Oriental Education & Technology Group runs test-prep courses, language training and K-12 tutoring across China, alongside its Oriental Yanxuan retail and book business and an online learning platform. Its scale and brand in exam preparation are the moat, and the gross margin of 54.6% shows the courses carry real pricing power even though operating margin is thin at 5.6% after heavy spending on teachers, facilities and marketing. Revenue growth of 23.0% is the headline number, and the rebuilding of after-school tutoring and the reopening of the offline campus network have driven it. The stock trades at 19.5 times trailing earnings but only 11.6 times forward, a gap that implies the market expects earnings to recover sharply, so the case rests on whether margins widen as the business keeps growing. With a 12.5% return on equity and a 76/100 score, the name deserves a deeper look, with the margin trajectory and China's regulatory posture for private tutoring as the two questions to resolve first.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 17:04 CEST | Rating | Undervalued | first publication | $60.88 |
| 18 Oct 2026, 17:04 CEST | Fair value | $72.44 | $59.05 | $60.88 |
| 15 Oct 2026, 00:00 CEST | Fair value | $59.05 | $60.82 | $58.62 |
| 11 Oct 2026, 00:00 CEST | Fair value | $60.82 | $59.94 | $58.63 |
| 28 Sept 2026, 00:00 CEST | Fair value | $59.94 | $61.75 | $56.47 |
| 27 Sept 2026, 00:00 CEST | ACCE price target | $69.00 | first publication | $56.47 |
| 26 Sept 2026, 00:00 CEST | Fair value | $61.75 | $58.63 | $57.08 |
| 21 Sept 2026, 00:00 CEST | Fair value | $58.63 | $59.23 | $55.64 |
| 16 Sept 2026, 00:00 CEST | Fair value | $59.23 | $58.09 | $56.82 |
| 12 Sept 2026, 00:00 CEST | Fair value | $58.09 | $61.05 | $54.58 |
Answered from New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| EDU New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) | $58.38 | $72 | 19% below | 19.6x | 12.5% | 68 | 76 |
| TAL TAL Education Group American Depositary Shares | $10.17 | $19 | 47% below | 6.6x | 23.7% | 87 | 78 |
| LAUR Laureate Education Inc. Common Stock | $39.03 | $33 | 17% above | 17.7x | 29.3% | 85 | 84 |
| CVSA Covista Inc. Common Shares | $131.82 | $140 | 6% below | 17.6x | 18.6% | 80 | 77 |
| LOPE Grand Canyon Education Inc. Common Stock | $162.83 | $142 | 15% above | 19.3x | 31.0% | 89 | 66 |
| XXI Twenty One Capital Inc. Class A Common Stock | $5.59 | - | - | - | 422.2% | 54 | 25 |
| LRN Stride Inc. Common Stock | $79.40 | $164 | 52% below | 10.5x | 20.9% | 72 | 56 |
Where EDU ranks against its sector peers on each metric.