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Upturn AI SWOT - About
EDU 
New Oriental Education & Technology (EDU)
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Upturn Advisory Summary
10/15/2025: EDU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $58.31
1 Year Target Price $58.31
| 12 | Strong Buy |
| 4 | Buy |
| 6 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 17.32% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.42B USD | Price to earnings Ratio 22.99 | 1Y Target Price 58.31 |
Price to earnings Ratio 22.99 | 1Y Target Price 58.31 | ||
Volume (30-day avg) 23 | Beta 0.27 | 52 Weeks Range 40.66 - 71.50 | Updated Date 10/15/2025 |
52 Weeks Range 40.66 - 71.50 | Updated Date 10/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-22 | When Before Market | Estimate 1.63 | Actual - |
Profitability
Profit Margin 7.59% | Operating Margin (TTM) 4.15% |
Management Effectiveness
Return on Assets (TTM) 3.98% | Return on Equity (TTM) 9.39% |
Valuation
Trailing PE 22.99 | Forward PE 14.73 | Enterprise Value 4926187270 | Price to Sales(TTM) 1.72 |
Enterprise Value 4926187270 | Price to Sales(TTM) 1.72 | ||
Enterprise Value to Revenue 1.01 | Enterprise Value to EBITDA 7.22 | Shares Outstanding 159145747 | Shares Floating 1086774477 |
Shares Outstanding 159145747 | Shares Floating 1086774477 | ||
Percent Insiders 2.03 | Percent Institutions 38.77 |
Upturn AI SWOT
New Oriental Education & Technology
Company Overview
History and Background
New Oriental Education & Technology Group Inc. (EDU) was founded in 1993. It started as a private English training institution and has grown into a comprehensive education provider. Significant milestones include its IPO on the NYSE in 2006 and its expansion into various educational services beyond test preparation.
Core Business Areas
- Test Preparation: Provides test preparation courses for standardized tests like TOEFL, IELTS, GRE, GMAT, and others, catering to students applying to universities abroad.
- K-12 After-School Tutoring: Offers after-school tutoring services for students in kindergarten through 12th grade, covering various subjects.
- Language Training: Provides English and other language training courses for different age groups and proficiency levels.
- Overseas Study Consulting: Offers consulting services to students applying for overseas education, including application guidance and visa assistance.
Leadership and Structure
The leadership team includes Michael Yu (Chairman) and Chen Li (CEO). The company has a board of directors and operates through various regional and business unit divisions.
Top Products and Market Share
Key Offerings
- Test Preparation Courses: Provides test preparation courses for TOEFL, IELTS, GRE, and GMAT. New Oriental dominates the Chinese test preparation market. Competitors include TAL Education and Koolearn Technology. Market share data is difficult to pinpoint precisely, but New Oriental is considered the market leader in China. Estimated revenue contribution is significant.
- K-12 Tutoring: Offers tutoring services in core subjects for K-12 students. Competitors include TAL Education Group and Gaotu Techedu. Again, precise market share data is hard to come by in terms of exact numbers, but New Oriental and TAL are key players in the Chinese K-12 education market.
- Online Education Platform (Koolearn): New Oriental's online education platform offers a range of courses and educational resources. Competitors include Yuanfudao and Zuoyebang.
Market Dynamics
Industry Overview
The private education market in China has been subject to increased regulatory scrutiny in recent years, impacting the operations of companies like New Oriental. The overall market is still large, driven by strong demand for quality education.
Positioning
New Oriental is a leading player in the Chinese private education market, known for its brand recognition, extensive network, and experienced teachers. However, it faces challenges due to regulatory changes.
Total Addressable Market (TAM)
The Chinese education market is estimated to be in the hundreds of billions of dollars. New Oriental has traditionally been well-positioned to capture a significant share of this TAM, but regulations have impacted addressable market size and the company's relative positioning.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive network of learning centers
- Experienced teachers and curriculum development
- Established market position in China
Weaknesses
- Vulnerability to regulatory changes in China
- Dependence on the Chinese market
- Potential for negative impact from demographic shifts
- Past controversies and allegations
Opportunities
- Expansion into new educational services and products
- Growth in online education platforms
- Partnerships with international educational institutions
- Focus on vocational training and education
Threats
- Increased regulatory scrutiny and restrictions
- Intense competition from other education providers
- Economic slowdown in China
- Demographic changes impacting student enrollment
Competitors and Market Share
Key Competitors
- TAL
- GOTU
- LAIX
Competitive Landscape
New Oriental faces strong competition in a rapidly evolving market. Regulatory changes have leveled the playing field to some extent, but New Oriental retains advantages in brand recognition and scale.
Major Acquisitions
SmartStudy
- Year: 2016
- Acquisition Price (USD millions): 26
- Strategic Rationale: Expanded New Oriental's overseas study consulting services and strengthen its position in the market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth was strong pre-2021, driven by expansion in test preparation and K-12 tutoring. Regulatory changes have significantly impacted this trajectory.
Future Projections: Future projections are uncertain and depend on the company's ability to adapt to the new regulatory environment and diversify its business.
Recent Initiatives: Recent initiatives include focusing on vocational training, expanding online education offerings, and exploring opportunities in new markets.
Summary
New Oriental Education & Technology faces a challenging environment due to regulatory changes in China, which have significantly impacted its business model. While it retains a strong brand and extensive network, its future success depends on its ability to adapt and diversify its offerings. The company is exploring new opportunities in vocational training and online education, but the path ahead remains uncertain. Investors should closely monitor regulatory developments and the company's strategic initiatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Financial News Outlets (e.g., Yahoo Finance, Bloomberg)
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a financial advisor. Market share data is based on estimates and may not be precise. Regulatory changes can significantly impact future performance.
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 New Oriental Education & Technology
Exchange NYSE | Headquaters - | ||
IPO Launch date 2006-09-07 | CEO & Director Mr. Chenggang Zhou | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 76646 | Website https://www.neworiental.org |
Full time employees 76646 | Website https://www.neworiental.org | ||
New Oriental Education & Technology Group Inc. engages in the provision of private educational services under the New Oriental brand in the People's Republic of China. The company 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 in the United States, the Commonwealth countries, and the People's Republic of China. 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 offers online education services through the Koolearn.com platform. Further, it develops and edits educational materials for language training and test preparation. In addition, the company offers educational programs, services, and products to students through schools; learning centers; and bookstores, as well as through its online learning platforms. 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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