Gaotu Techedu runs online and hybrid K-12 tutoring and test-prep courses in China, sold through its Gaotu Edu app and its Gaotu Xiaoban and related learning products, after the 2021 regulatory crackdown forced it to shed its core after-school tutoring business. The structural case rests on the company's remaining pools of demand: revenue grew 20.2%, and a 67.5% gross margin shows that the content and delivery model still earns well at the unit level. The problem is operating leverage, since the operating margin is -9.0% and ROE is -25.1%, so the business is not yet covering its overhead. The forward P/E of 526.3 reflects earnings that barely exist, which leaves the valuation resting on whether margins can turn positive as growth continues. At a $628M market cap with a composite score of 52/100 and no index memberships, the name sits outside most institutional screens, so a deeper look should focus on the path to operating breakeven and on how regulatory risk in China is being managed.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 24 Oct 2026, 16:06 CEST | Fair value | $4.04 | $2.95 | $2.54 |
| 24 Oct 2026, 16:06 CEST | Rating | Undervalued | first publication | $2.54 |
| 15 Oct 2026, 00:00 CEST | ACCE price target | $3.00 | first publication | $2.78 |
| 8 Oct 2026, 00:00 CEST | Fair value | $2.95 | $2.22 | $17.30 |
| 26 Aug 2026, 00:00 CEST | Fair value | $2.22 | $2.20 | $1.68 |
| 21 Aug 2026, 00:00 CEST | Fair value | $2.20 | first publication | $1.66 |
Answered from Gaotu Techedu Inc. American Depositary Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| GOTU Gaotu Techedu Inc. American Depositary Shares | $2.54 | $4 | 37% below | - | -25.1% | 43 | 50 |
| LINC Lincoln Educational Services Corporation Common Stock | $21.68 | $10 | 108% above | 29.7x | 11.9% | 46 | 49 |
| PXED Phoenix Education Partners Inc. Common Stock | $24.82 | $40 | 38% below | 10.6x | 25.3% | 86 | 53 |
| APEI American Public Education Inc. Common Stock | $48.77 | $37 | 31% above | 19.7x | 15.6% | 64 | 64 |
| ACAD.ST AcadeMedia AB (publ) | kr 110.40 | kr 252 | 56% below | 11.4x | 14.0% | 51 | 66 |
| UTI Universal Technical Institute Inc Common Stock | $21.85 | $18 | 24% above | 35.8x | 10.5% | 46 | 37 |
| AFYA Afya Limited Class A Common Shares | $15.09 | $32 | 53% below | 9.1x | 16.7% | 86 | 75 |
Where GOTU ranks against its sector peers on each metric.