Four Seasons Education runs K-12 after-school and tutoring centres and online courses for Chinese students, with its Four Seasons-branded programmes and a growing set of study-abroad and overseas-preparation courses. The appeal on paper is a P/E of 6.4 and a 25.8% gross margin, but revenue fell 6.2% and the operating margin is still negative at -2.3%, so the cheapness reflects a business that is shrinking and not yet covering its costs. The ROE of 5.7% and a $25M market cap leave little room for error and very little liquidity for a fund of our size. The near-term question is whether enrolment and pricing stabilise enough to return the operating line to profit, and nothing in the figures we have yet shows that turn. It is worth a deeper look only as a question of whether the shrinkage has bottomed, not as a value call on the multiple.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 15:04 CEST | Fair value | $11.25 | $12.72 | $10.48 |
| 20 Oct 2026, 15:04 CEST | Rating | Fairly valued | first publication | $10.48 |
| 15 Oct 2026, 00:00 CEST | ACCE price target | $9.23 | first publication | $12.00 |
| 8 Oct 2026, 00:00 CEST | Fair value | $12.72 | $12.12 | $69.73 |
| 1 Oct 2026, 00:00 CEST | Fair value | $12.12 | $11.93 | $67.03 |
| 28 Sept 2026, 00:00 CEST | Fair value | $11.93 | $11.21 | $67.13 |
| 26 Sept 2026, 00:00 CEST | Fair value | $11.21 | $12.17 | $63.10 |
| 16 Sept 2026, 00:00 CEST | Fair value | $12.17 | $12.31 | $67.15 |
| 13 Sept 2026, 00:00 CEST | Fair value | $12.31 | $12.53 | $67.15 |
| 31 Aug 2026, 00:00 CEST | Fair value | $12.53 | first publication | $64.05 |
Answered from Four Seasons Education (Cayman) Inc. American Depositary Shares each ADS representing 10 ordinary shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| FEDU Four Seasons Education (Cayman) Inc. American Depositary Shares each ADS representing 10 ordinary shares | $10.48 | $11 | 7% below | 5.6x | 5.7% | 57 | 54 |
| YOUL Youlife Group Inc. American Depositary Shares | $0.27 | $0 | 42% below | 4.4x | 4.8% | 34 | 47 |
| RYET Ruanyun Edai Technology Inc. Ordinary shares | $0.70 | - | - | - | -331.4% | 35 | 33 |
| YQ 17 Education & Technology Group Inc. American Depositary Shares | $3.18 | - | - | - | -37.6% | 47 | 65 |
| STG Sunlands Technology Group American Depositary Shares representing Class A ordinary shares | $2.44 | - | - | 0.7x | 34.9% | 93 | 54 |
| JDZG JIADE LIMITED Class A Ordinary Shares | $6.56 | - | - | - | -11.0% | 43 | 40 |
| EDTK Skillful Craftsman Education Technology Limited Ordinary Share | $0.89 | - | - | - | -82.8% | 43 | 21 |
Where FEDU ranks against its sector peers on each metric.