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