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Upturn AI Summary - About
New Oriental Education & Technology(EDU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EDU
09/28/2026: EDU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
New Oriental Education & Technology is a major educational and lifestyle services company in China that successfully transitioned from K-12 tutoring to vocational education and e-commerce. Its primary business strengths include a resilient brand and the effective scaling of its East Buy live-streaming platform. The main investment story centers on this transformation, as the company leverages its reputation to capture new revenue streams. However, risks include heavy reliance on the Chinese domestic market, regulatory scrutiny in the e-commerce space, and competitive pressures on margins. It may best suit investors comfortable with volatility and the risks of regulatory-sensitive business models, while monitoring the ongoing profitability of its e-commerce expansion.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is in a transformation phase where growth is driven by new, less predictable business models. |
| Momentum investor | Strong fit while signal remains positive | The successful pivot to e-commerce has attracted significant interest, though performance remains sensitive to market sentiment. |
| Value investor | Mixed fit | The valuation depends on the long-term sustainability of the e-commerce and vocational segments. |
| Dividend investor | Mixed fit | Recent special dividends are positive, but a regular, predictable dividend policy is not yet fully established. |
| Low-risk investor | Weak fit | The company operates in a sector with high regulatory and market volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is highly sensitive to regulatory announcements and e-commerce sector trends. |
| Valuation risk | Medium | Market pricing often fluctuates based on the perceived success of the East Buy business model. |
| Competition risk (e-commerce) | Medium / high | New Oriental competes with tech-heavy giants in the live-streaming space. |
| Business quality | Medium | The core business is transitioning from traditional services to digital commerce. |
| Dividend income | Low | Shareholder returns are currently focused on buybacks and special distributions rather than stable yield. |
| Execution risk | Medium | Successfully scaling non-academic services requires ongoing operational adaptation. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -14.54% | Avg. Invested days 30 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.75B USD | Price to earnings Ratio 18.82 | 1Y Target Price 73.62 |
Price to earnings Ratio 18.82 | 1Y Target Price 73.62 | ||
Volume (30-day avg) 707.0K shares | Beta 0.23 | 52 Weeks Range 44.25 - 64.22 | Updated Date 09/27/2026 |
52 Weeks Range 44.25 - 64.22 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 2.13% | Basic EPS (TTM) 3 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Education Services | Test prep, language training, and study abroad consulting. | The original core business, now focused on adults and college students. |
| East Buy (E-commerce) | Live-streaming sales of agricultural, food, and cultural products. | The company's new, high-growth engine selling goods directly to consumers. |
| Geography | Operations primarily within China. | The company is almost entirely dependent on the domestic Chinese consumer market. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 18.82 | Forward PE 12.25 | Enterprise Value 4.30B | Price to Sales(TTM) 1.55 |
Enterprise Value 4.30B | Price to Sales(TTM) 1.55 | ||
Enterprise Value to Revenue 0.76 | Enterprise Value to EBITDA 4.73 | Shares Outstanding 155.03M | Shares Floating 107.18M |
Shares Outstanding 155.03M | Shares Floating 107.18M | ||
Percent Insiders 2.25 | Percent Institutions 33.5 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About New Oriental Education & Technology
Exchange NYSE | Headquarters - | ||
IPO Launch date 2006-09-07 | CEO & Director Mr. Chenggang Zhou | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 81054 | Website https://www.neworiental.org |
Full time employees 81054 | Website https://www.neworiental.org | ||
New Oriental Education & Technology Group Inc. through its subsidiaries, provides educational and value-added telecommunication services in the People's Republic of China. It operates through four segments: Educational Services and Test Preparation Courses; Private Label Products and Livestreaming E-Commerce; Overseas Study Consulting Services; and Educational Materials and Distribution. The company offers test preparation courses to students taking language and entrance exams used by educational institutions. It also provides non-academic tutoring courses; intelligent learning systems and devices to offer a digital learning experience for students; and overseas studies consulting services. In addition, the company develops and edits educational materials for language training and test preparation; online education services through the Koolearn.com platform; sells private label products; and engages in livestreaming e-commerce business. Further, it offers educational programs, services, and products to students through schools, learning centers, and bookstores, as well as through its online learning platforms. It distributes its educational materials through various distribution channels, including bookstores and third-party distributors. New Oriental Education & Technology Group Inc. was founded in 1993 and is headquartered in Beijing, the People's Republic of China.
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