COMP <GO>
UTI vs EDU // GROSS PROFIT MARGIN
Universal Technical Institute Inc (NYSE) VS. New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (NYSE) • 15-METRIC TALLY: UTI 1
— EDU 11
■ METRIC PARITY
LAST: $23.61 (+6.59%) • MKT CAP: $1.30B
gross-margins
—
EDU — New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands)
ROARABLE B- • RQD 70/100
LAST: $49.09 (-3.21%) • MKT CAP: $7.61B
gross-margins
54.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UTI VS. EDU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UTI | EDU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | 54.60% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.30% | 21.30% | -2.00 | EDU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.0x | 9.3x | +1.70 | EDU | /valuation <GO> |
| Free Cash Flow Yield | 4.26% | 10.25% | -5.99 | EDU | /fcf-yield <GO> |
| Operating Margin | 10.00% | 11.40% | -1.40 | EDU | /operating-margins <GO> |
| Net Profit Margin | 7.50% | 8.40% | -0.90 | EDU | /net-margins <GO> |
| Revenue Growth (YoY) | 14.00% | 15.50% | -1.50 | EDU | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.27% | -1.27 | EDU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.14 | 4.92 | -1.78 | EDU | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | EDU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.1 | 26.9 | +33.24 | UTI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.96 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 13.4x | +3.90 | EDU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.30B | $7.61B | -$6.31B | EDU | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UTI REV | EDU REV | UTI GROSS % | EDU GROSS % | UTI FCF | EDU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $835.6M | $5.66B | — | 54.6% | $55.4M | $780.2M |
| FY 2024 | $732.7M | $4.90B | — | 55.4% | $61.6M | $654.7M |
| FY 2023 | $607.4M | $4.31B | — | — | $49.1M | $928.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UTI // BETA —
EDU // BETA 0.96