COMP <GO>
BAM vs EDU // FREE CASH FLOW YIELD
Brookfield Asset Management Inc Class A Limited Voting Shares (NYSE) VS. New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (NYSE) • 15-METRIC TALLY: BAM 8
— EDU 7
▲ FREE CASH FLOW YIELD LEADER: EDU
LAST: $48.26 (-0.70%) • MKT CAP: $77.63B
fcf-yield
2.48%
EDU — New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) SUPERIOR
ROARABLE B- • RQD 71/100
LAST: $48.68 (-0.84%) • MKT CAP: $7.61B
fcf-yield
10.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BAM VS. EDU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BAM | EDU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 54.60% | -13.60 | EDU | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.00% | 21.30% | -1.30 | EDU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.6x | 9.3x | +16.30 | EDU | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 2.48% | 10.25% | -7.77 | EDU | /fcf-yield <GO> |
| Operating Margin | 74.20% | 11.40% | +62.80 | BAM | /operating-margins <GO> |
| Net Profit Margin | 60.80% | 8.40% | +52.40 | BAM | /net-margins <GO> |
| Revenue Growth (YoY) | 16.70% | 15.50% | +1.20 | BAM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.63% | 1.27% | +2.36 | BAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.93 | 4.92 | +3.01 | BAM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | EDU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.80% | +0.30 | EDU | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.1 | 24.9 | +36.17 | BAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.96 | +0.10 | BAM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.2x | 13.4x | +13.80 | EDU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $77.63B | $7.61B | $70.02B | BAM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BAM REV | EDU REV | BAM GROSS % | EDU GROSS % | BAM FCF | EDU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.94B | $5.66B | 44.0% | 54.6% | $1.92B | $780.2M |
| FY 2024 | $3.38B | $4.90B | 44.0% | 55.4% | $1.46B | $654.7M |
| FY 2023 | $3.14B | $4.31B | 44.0% | 44.0% | $1.30B | $928.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BAM // BETA 1.06
EDU // BETA 0.96