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Upturn AI SWOT - About
New Oriental Education & Technology (EDU)
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Upturn Advisory Summary
04/01/2025: EDU (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 183.38% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.84B USD | Price to earnings Ratio 20.84 | 1Y Target Price 63.76 |
Price to earnings Ratio 20.84 | 1Y Target Price 63.76 | ||
Volume (30-day avg) 1476212 | Beta 0.47 | 52 Weeks Range 44.46 - 90.17 | Updated Date 04/2/2025 |
52 Weeks Range 44.46 - 90.17 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.99% | Basic EPS (TTM) 2.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.13% | Operating Margin (TTM) 1.85% |
Management Effectiveness
Return on Assets (TTM) 3.69% | Return on Equity (TTM) 9.64% |
Valuation
Trailing PE 20.84 | Forward PE 13.28 | Enterprise Value 3693872247 | Price to Sales(TTM) 1.63 |
Enterprise Value 3693872247 | Price to Sales(TTM) 1.63 | ||
Enterprise Value to Revenue 0.77 | Enterprise Value to EBITDA 6.37 | Shares Outstanding 163528992 | Shares Floating 1112008463 |
Shares Outstanding 163528992 | Shares Floating 1112008463 | ||
Percent Insiders 2.09 | Percent Institutions 46.21 |
Analyst Ratings
Rating 4.7 | Target Price 85.49 | Buy 3 | Strong Buy 18 |
Buy 3 | Strong Buy 18 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
New Oriental Education & Technology
Company Overview
History and Background
Founded in 1993, New Oriental Education & Technology Group Inc. began as a test preparation provider for Chinese students seeking to study abroad. It has since expanded to offer a wide range of educational services.
Core Business Areas
- Test Preparation: Provides test preparation courses for standardized tests such as TOEFL, IELTS, GRE, GMAT, and SAT.
- K-12 Education: Offers after-school tutoring and enrichment programs for students in kindergarten through 12th grade.
- Online Education: Delivers online courses and educational content through its online platforms.
- Study Abroad Consulting: Assists students with applications to overseas universities and colleges.
Leadership and Structure
The leadership team consists of key executives overseeing different business units. The company has a structured organizational hierarchy with regional and departmental divisions.
Top Products and Market Share
Key Offerings
- Competitors: Kaplan,Princeton Review
- Test Preparation Courses (Overseas tests): Test preparation courses remain a core offering, preparing students for standardized tests required for overseas study. Market share varies by specific test and region. Competitors include Kaplan, Princeton Review, and local Chinese education companies. Revenue from this product makes up approximately 30% of revenue.
- Competitors: TAL Education,Gaotu Techedu
- K-12 After-School Tutoring: After-school tutoring programs cater to students in grades K-12, providing academic support and enrichment. Market share is highly fragmented due to the large number of local players. Revenue from this product makes up approximately 40% of revenue.
- Competitors: TAL Education,Gaotu Techedu
- Domestic Test Preparation Courses: Test preparation courses preparing students for Domestic Chinese test. Revenue from this product makes up approximately 20% of revenue.
Market Dynamics
Industry Overview
The private education sector in China is large and competitive. Regulatory changes have significantly impacted the industry in recent years, particularly concerning after-school tutoring.
Positioning
New Oriental is a well-established brand with a strong reputation. However, regulatory headwinds have forced it to adapt its business model. The company is pivoting towards non-curriculum based programs and overseas education.
Total Addressable Market (TAM)
The TAM is estimated to be hundreds of billions of USD, encompassing test preparation, K-12 tutoring, and online education. New Oriental's positioning is evolving, focusing on areas less affected by regulations.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive network of learning centers
- Experienced teaching staff
- Diversified product offerings
Weaknesses
- Vulnerable to regulatory changes
- High operating costs
- Geographic concentration in certain regions
- Negative publicity risks
Opportunities
- Expansion into new geographic markets (overseas)
- Development of innovative online education products
- Partnerships with international educational institutions
- Growth in demand for vocational training
Threats
- Increased competition from other education companies
- Changing government regulations
- Economic downturn affecting disposable income
- Technological disruption in the education sector
Competitors and Market Share
Key Competitors
- TAL
- GOTU
Competitive Landscape
New Oriental faces intense competition from both domestic and international players. Its competitive advantages include its brand reputation and established network. Disadvantages include its vulnerability to regulatory changes.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historically, New Oriental experienced rapid growth. However, recent regulatory changes have significantly impacted its growth trajectory.
Future Projections: Future growth projections are uncertain and depend on the company's ability to adapt to the changing regulatory environment and successfully pivot its business model.
Recent Initiatives: Recent initiatives include focusing on non-curriculum based programs, expanding overseas operations, and developing new online education products.
Summary
New Oriental Education & Technology faces significant challenges due to regulatory changes in China's education sector. While the company possesses a strong brand and established network, it must successfully adapt its business model and diversify its revenue streams to ensure long-term growth. Recent initiatives, such as focusing on non-curriculum based programs and expanding overseas operations, are crucial for its future success. The company's financial performance has been volatile, and its future prospects remain uncertain.
Similar Companies
GOTU
Gaotu Techedu Inc DRC
GOTU
Gaotu Techedu Inc DRC
TAL
TAL Education Group
TAL
TAL Education Group
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About New Oriental Education & Technology
Exchange NYSE | Headquaters - | ||
IPO Launch date 2006-09-07 | CEO & Director Mr. Chenggang Zhou | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 67935 | Website https://www.neworiental.org |
Full time employees 67935 | Website https://www.neworiental.org | ||
New Oriental Education & Technology Group Inc. provides private educational services under the New Oriental brand in the People's Republic of China. The company operates through four segments: Educational Services and Test Preparation Courses; Online Education and Other Services; Overseas Study Consulting Services; and Educational Materials and Distribution. It offers test preparation courses to students taking language and entrance exams used by educational institutions in the United States, the Commonwealth countries, and the People's Republic of China. The company also provides non-academic tutoring courses; intelligent learning systems and devices to offer a digital learning experience for students; and overseas studies consulting services. In addition, it offers online education services through the Koolearn.com platform. Further, the company develops and edits educational materials for language training and test preparation. In addition, it offers educational programs, services, and products to students through schools; learning centers; and bookstores, as well as through its online learning platforms. The company was founded in 1993 and is headquartered in Beijing, the People's Republic of China.
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