COMP <GO>
COE vs EDU // DIVIDEND YIELD & FCF PAYOUT SAFETY
51Talk Online Education Group each representing 60 (Class A) (NYSE) VS. New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (NYSE) • 15-METRIC TALLY: COE 4
— EDU 6
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: EDU
LAST: $11.33 (+3.00%) • MKT CAP: $66.1M
dividend-safety
0.00%
EDU — New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) SUPERIOR
ROARABLE B- • RQD 70/100
LAST: $48.68 (-0.83%) • MKT CAP: $7.61B
dividend-safety
1.27%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (COE VS. EDU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | COE | EDU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 73.90% | 54.60% | +19.30 | COE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 21.30% | -56.30 | EDU | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 14.41% | 10.25% | +4.16 | COE | /fcf-yield <GO> |
| Operating Margin | -15.10% | 11.40% | -26.50 | EDU | /operating-margins <GO> |
| Net Profit Margin | -17.60% | 8.40% | -26.00 | EDU | /net-margins <GO> |
| Revenue Growth (YoY) | 88.60% | 15.50% | +73.10 | COE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 1.27% | -1.27 | EDU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.92 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | EDU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.6 | 26.9 | +16.70 | COE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.96 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 13.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $66.1M | $7.61B | -$7.54B | EDU | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | COE REV | EDU REV | COE GROSS % | EDU GROSS % | COE FCF | EDU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $95.6M | $5.66B | 73.9% | 54.6% | $9.5M | $780.2M |
| FY 2024 | $50.7M | $4.90B | 78.0% | 55.4% | $5.5M | $654.7M |
| FY 2023 | $27.1M | $4.31B | — | — | $559.0K | $928.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
COE // BETA —
EDU // BETA 0.96