COMP <GO>
EDU vs BN // RETURN ON INVESTED CAPITAL (ROIC)
New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (NYSE) VS. Brookfield Corporation Class A Limited Voting Shares (NYSE) • 15-METRIC TALLY: EDU 9
— BN 6
▲ RETURN ON INVESTED CAPITAL (ROIC) 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
roic
21.30%
LAST: $39.28 (-0.56%) • MKT CAP: $96.80B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EDU VS. BN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EDU | BN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 54.60% | 41.00% | +13.60 | EDU | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 21.30% | 9.90% | +11.40 | EDU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.3x | 21.0x | -11.70 | EDU | /valuation <GO> |
| Free Cash Flow Yield | 10.25% | 2.21% | +8.04 | EDU | /fcf-yield <GO> |
| Operating Margin | 11.40% | 13.90% | -2.50 | BN | /operating-margins <GO> |
| Net Profit Margin | 8.40% | 10.90% | -2.50 | BN | /net-margins <GO> |
| Revenue Growth (YoY) | 15.50% | -1.10% | +16.60 | EDU | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.27% | 3.40% | -2.13 | BN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.92 | 3.74 | +1.18 | EDU | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | EDU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.50% | +0.30 | BN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 24.9 | 63.6 | -38.68 | BN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 0.88 | +0.08 | EDU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 30.5x | -17.10 | EDU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.61B | $96.80B | -$89.19B | BN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EDU REV | BN REV | EDU GROSS % | BN GROSS % | EDU FCF | BN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.66B | — | 54.6% | — | $780.2M | — |
| FY 2024 | $4.90B | — | 55.4% | — | $654.7M | — |
| FY 2023 | $4.31B | — | 44.0% | — | $928.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EDU // BETA 0.96
BN // BETA 0.88