New OrientalStrategic Education

New Oriental vs Strategic Education

New Oriental Education & Tech Group Inc and Strategic Education Inc are compared on this page to illuminate differences in business models, financial performance, and market context. The comparison is...

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Knowledge & Skills Economy

Knowledge & Skills Economy

Tap into the growing market for lifelong learning and professional development. These carefully selected companies are at the forefront of educational innovation, from digital platforms to specialized training services. Our analysts have identified the leaders in this expanding sector.

Published: June 17, 2025

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Knowledge Economy Builders

Knowledge Economy Builders

Discover companies shaping the future of education and professional development. These carefully selected stocks represent institutions and platforms creating the intellectual capital essential for tomorrow's workforce, curated by our investment experts.

Published: June 17, 2025

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Investment Analysis

New Oriental

Pros

  • New Oriental has achieved robust revenue and profit growth, with FY2025 revenue up 13.6% and net income up 20% year-over-year.
  • The company maintains a very strong balance sheet, holding nearly US$4.8 billion in cash and equivalents, supporting financial flexibility and strategic investments.
  • Enrollments in key segments such as overseas test preparation and domestic adult/university test prep have shown double-digit year-over-year growth, indicating resilient demand.

Considerations

  • Operating income declined nearly 10% year-over-year in Q2 FY2025 despite revenue growth, reflecting margin pressure from increased investments and possible cost inflation.
  • The stock has exhibited notable volatility, with significant price swings despite solid fundamentals, underscoring sensitivity to regulatory and sentiment-driven risks.
  • Net income decreased year-over-year in Q1 FY2025, suggesting that top-line growth has not yet fully translated to bottom-line expansion in all periods.
Strategic Education

Pros

  • Strategic Education operates accredited universities in the US and Australia, providing diversified revenue streams across geographies and education models, including online and campus-based.
  • The company has a healthy balance sheet with a quick ratio of 1.05 and interest coverage over 39, indicating strong liquidity and low financial risk.
  • Strategic Education offers a range of industry-relevant certificates and degree programs, aligning with growing demand for job-ready skills in high-demand sectors.

Considerations

  • As a small-cap stock, Strategic Education may face greater volatility and lower liquidity compared to larger education sector peers.
  • Revenue growth has not been disclosed as dramatically high in recent periods, potentially lagging behind faster-growing competitors in global online education.
  • The company’s price-to-sales ratio of 1.69 is above some peers, possibly reflecting a premium that leaves less margin for multiple expansion in the near term.

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