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51Talk Online Education Group (COE)



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Upturn Advisory Summary
09/17/2025: COE (3-star) is a STRONG-BUY. BUY since 32 days. Simulated Profits (40.38%). Updated daily EoD!
1 Year Target Price $7.94
1 Year Target Price $7.94
0 | Strong Buy |
1 | Buy |
1 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 128.28% | Avg. Invested days 29 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 261.86M USD | Price to earnings Ratio - | 1Y Target Price 7.94 |
Price to earnings Ratio - | 1Y Target Price 7.94 | ||
Volume (30-day avg) 2 | Beta 0.16 | 52 Weeks Range 12.98 - 51.71 | Updated Date 09/17/2025 |
52 Weeks Range 12.98 - 51.71 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.6 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date 2025-09-03 | When - | Estimate - | Actual -0.5184 |
Profitability
Profit Margin -9.45% | Operating Margin (TTM) -13.34% |
Management Effectiveness
Return on Assets (TTM) -8.18% | Return on Equity (TTM) -162.85% |
Valuation
Trailing PE - | Forward PE 3.03 | Enterprise Value 232952935 | Price to Sales(TTM) 3.8 |
Enterprise Value 232952935 | Price to Sales(TTM) 3.8 | ||
Enterprise Value to Revenue 3.38 | Enterprise Value to EBITDA 2.08 | Shares Outstanding 4132690 | Shares Floating 84956035 |
Shares Outstanding 4132690 | Shares Floating 84956035 | ||
Percent Insiders 32.54 | Percent Institutions 20.01 |
Upturn AI SWOT
51Talk Online Education Group

Company Overview
History and Background
51Talk, founded in 2011, is a China-based online English education platform. It initially focused on providing affordable English lessons using Filipino teachers. Over time, it expanded its curriculum and target audience. The company faced regulatory challenges in China's education sector leading to strategic shifts.
Core Business Areas
- Online English Education: Provides online English language lessons to students in China, primarily focusing on young learners and adults. Lessons are delivered by native-English speaking teachers, mainly from the Philippines.
Leadership and Structure
51Talk's leadership structure includes a CEO and a board of directors. Specific details may vary over time as the company has undergone restructuring and strategic realignments.
Top Products and Market Share
Key Offerings
- Online English Lessons: Provides one-on-one and group English lessons. The target audience is mainly young learners from China. The lessons are delivered by teachers primarily based in the Philippines. 51Talk's main competitors for this product are VIPKid, Dada ABC, and various other online education platforms.
Market Dynamics
Industry Overview
The online education industry, specifically for English language learning, has experienced significant growth, especially in China. However, regulatory changes in China have impacted the industry, leading to consolidation and strategic adjustments by companies.
Positioning
51Talk initially positioned itself as a cost-effective option by utilizing teachers from the Philippines. However, with increasing competition and regulatory changes, its positioning has shifted to adapt to the evolving market. It aims to provide quality english education at a competitive price point.
Total Addressable Market (TAM)
The TAM for online English education in China was substantial, but the impact of regulatory changes significantly reduced its size. 51Talk's current positioning aims to capture a segment of the remaining TAM focusing on specific educational needs and regulatory compliance.
Upturn SWOT Analysis
Strengths
- Affordable pricing model
- Large pool of Filipino teachers
- Established brand recognition in China (historically)
Weaknesses
- Regulatory challenges in China
- Dependence on a single market
- Intense competition
- Questionable long-term viability
Opportunities
- Expansion into other international markets
- Diversification of product offerings
- Partnerships with educational institutions
Threats
- Further regulatory restrictions in China
- Increased competition from domestic and international players
- Changing consumer preferences
- Economic downturns
Competitors and Market Share
Key Competitors
- TAL Education Group (TAL)
- New Oriental Education & Technology Group (EDU)
- GSX Techedu Inc. (GOTU)
Competitive Landscape
51Talk faces intense competition from established players in the online education market. Its competitive advantage previously relied on cost-effectiveness, but this is now challenged by regulatory changes and the need to demonstrate quality and compliance.
Growth Trajectory and Initiatives
Historical Growth: Historically, 51Talk experienced rapid growth initially, but this growth slowed significantly due to regulatory changes.
Future Projections: Future growth projections are highly uncertain due to the regulatory environment and lack of current public data.
Recent Initiatives: Recent initiatives likely focus on adapting to regulatory changes and exploring new market opportunities. Specifics are not readily available.
Summary
51Talk Online Education Group faced significant challenges due to regulatory changes in China, impacting its market position and financial performance. Its future depends on its ability to adapt to the new regulatory environment and diversify its offerings or markets. The company's long-term viability is uncertain given these challenges. The company's strength lies in its established user base, but it needs to address the regulatory risks for sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (historical)
- Industry Reports
- Market Analysis Reports
Disclaimers:
Data may be outdated due to the company's delisting and the rapidly changing regulatory environment in China. Information is based on publicly available sources and may not be entirely accurate or complete. This analysis is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About 51Talk Online Education Group
Exchange NYSE MKT | Headquaters - | ||
IPO Launch date 2016-06-10 | Founder, Chairman & CEO Mr. Jiajia Huang | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 360 | Website https://en.51talk.com |
Full time employees 360 | Website https://en.51talk.com |
51Talk Online Education Group, through its subsidiaries, engages in providing online education platform with English language education services to students in the People's Republic of China, Hong Kong, the Philippines, Singapore, Malaysia, and Thailand. It operates online and mobile education platforms that enable students to take live interactive English and Chinese lessons, on demand, fostering the development of all aspects of English and Chinese proficiency. The company's flagship courses include Classic English Junior and Classic English for the development of English communication skills, as well as AI-empowered knowledge preview and AI-empowered reading lessons. It also offers small group lessons. The company was formerly known as China Online Education Group and changed its name to 51Talk Online Education Group in September 2022. 51Talk Online Education Group was founded in 2011 and is headquartered in Singapore.

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