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New Oriental Education & Technology Group Inc.NYSE:EDU Rapporto sulle azioni

Cap. di mercato US$7.4b
Prezzo delle azioni
US$46.43
US$70.8
34.4% sottovalutato sconto intrinseco
1Y-1.3%
7D-8.0%
1D
Valore del portafoglio
Vista

New Oriental Education & Technology Group Inc.

Report azionario NYSE:EDU

Capitalizzazione di mercato: US$7.4b

New Oriental Education & Technology Group (EDU) Panoramica del titolo

New Oriental Education & Technology Group Inc. Maggiori dettagli

EDU analisi fondamentale
Punteggio fiocco di neve
Valutazione4/6
Crescita futura2/6
Prestazioni passate2/6
Salute finanziaria6/6
Dividendi3/6

EDU Community Fair Values

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Concorrenti di New Oriental Education & Technology Group Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per New Oriental Education & Technology Group
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$46.43
Massimo di 52 settimaneUS$64.97
Minimo di 52 settimaneUS$41.62
Beta0.24
Variazione di 1 mese-10.19%
Variazione a 3 mesi-18.43%
Variazione di 1 anno-1.34%
Variazione a 3 anni23.78%
Variazione a 5 anni-58.13%
Variazione dall'IPO789.46%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione May 17

EDU: Lower Discount Rate And Buybacks Will Support Higher Earnings Multiple

Analysts have increased their price target on New Oriental Education & Technology Group by $1.90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which slightly adjust their longer term outlook for the stock. Analyst Commentary Recent research around the US$1.90 price target adjustment focuses less on short term trading and more on how updated assumptions for discount rate, revenue growth, profit margins, and future P/E feed into a refreshed valuation framework for New Oriental Education & Technology Group.
Aggiornamento della narrazione Apr 30

EDU: Lower Discount Rate And Buybacks Will Support Higher Future P/E

The analyst price target for New Oriental Education & Technology Group has shifted to $70.80 from $68.34, with analysts pointing to updated fair value estimates, a slightly lower discount rate, and an adjusted future P/E assumption around $20.38 as key drivers of the change. Analyst Commentary Recent Street research points to a modest price target increase of $1.90, which aligns with the updated $70.80 target and reflects refined assumptions on fair value, discount rate, and future P/E around 20.38.

Recent updates

Aggiornamento della narrazione May 17

EDU: Lower Discount Rate And Buybacks Will Support Higher Earnings Multiple

Analysts have increased their price target on New Oriental Education & Technology Group by $1.90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which slightly adjust their longer term outlook for the stock. Analyst Commentary Recent research around the US$1.90 price target adjustment focuses less on short term trading and more on how updated assumptions for discount rate, revenue growth, profit margins, and future P/E feed into a refreshed valuation framework for New Oriental Education & Technology Group.
Aggiornamento della narrazione Apr 30

EDU: Lower Discount Rate And Buybacks Will Support Higher Future P/E

The analyst price target for New Oriental Education & Technology Group has shifted to $70.80 from $68.34, with analysts pointing to updated fair value estimates, a slightly lower discount rate, and an adjusted future P/E assumption around $20.38 as key drivers of the change. Analyst Commentary Recent Street research points to a modest price target increase of $1.90, which aligns with the updated $70.80 target and reflects refined assumptions on fair value, discount rate, and future P/E around 20.38.
Aggiornamento della narrazione Apr 16

EDU: Higher Guidance And Mixed Sentiment Will Test Earnings Execution

Analysts have raised their price targets on New Oriental Education & Technology Group by about $3. This reflects updated assumptions that include higher potential revenue growth, stronger profit margins, and a slightly lower future P/E, supported by recent positive Street research.
Aggiornamento della narrazione Apr 02

EDU: Margin Discipline And Buybacks Will Support Higher Forward Earnings Multiple

Analysts have lifted their price target on New Oriental Education & Technology Group by $4.20, citing updated valuation work and recent supportive research that reflects slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as reflecting updated work on valuation inputs, including discount rate assumptions and future P/E levels that they see as more in line with current research.
Aggiornamento della narrazione Mar 18

EDU: Margin Assumptions And Buybacks Will Support Higher Future Earnings Multiple

Analysts have increased their price target on New Oriental Education & Technology Group by about $4, reflecting updated views on fair value, profit margin assumptions and a slightly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a reflection of confidence in the company’s ability to support current valuation through profit margin assumptions that they see as achievable.
Aggiornamento della narrazione Mar 04

EDU: Higher Margins And Buybacks Will Support Future Upside Potential

Analysts have raised their price target on New Oriental Education & Technology Group by $4.20, citing updated assumptions around revenue growth, margins and discount rates. These changes modestly adjust their P/E outlook while keeping fair value unchanged at $80.00.
Aggiornamento della narrazione Feb 18

EDU: Elevated Expectations Around New Offerings Will Expose Execution Risks

Analysts have raised their price target for New Oriental Education & Technology Group to $51.33 from $38.90, citing updated assumptions around revenue growth, profit margins and future P/E that they say are now more in line with recent Street research from major banks. Analyst Commentary Recent Street research highlights a mix of optimism and caution around New Oriental Education & Technology Group, with some analysts focusing on upside scenarios while others flag execution and valuation risks at the updated US$51.33 price target.
Aggiornamento della narrazione Feb 04

EDU: Higher Margin Outlook And Buyback Activity Will Support Upside Potential

Analysts have lifted their fair value estimate for New Oriental Education & Technology Group from US$76.15 to US$80.00, citing updated assumptions for discount rate, revenue growth, profit margins, and future P/E multiples, supported by recent price target increases and upgrades from the Street. Analyst Commentary Recent Street research points to a more constructive stance on New Oriental Education & Technology Group, with bullish analysts highlighting a mix of valuation support and execution on core priorities.
Articolo di analisi Jan 31

Results: New Oriental Education & Technology Group Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

New Oriental Education & Technology Group Inc. ( NYSE:EDU ) just released its latest quarterly results and things are...
Seeking Alpha Jan 30

New Oriental Education: A 'Buy' With Beat And Raise Quarter (Rating Upgrade)

Summary New Oriental Education's rating is upgraded from 'Hold' to 'Buy' after a strong earnings beat and upwardly revised full-year sales guidance. EDU's net profit rose +69% YoY and surpassed the consensus estimate by 31% in 2QFY26. The "word-of-mouth" marketing strategy worked well to support non-academic tutoring services growth. Management has also raised the mid-point of its FY26 revenue growth guide from 7.5% to 10%. The overseas study operations' turnaround will be a key driver of the improved outlook. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jan 21

EDU: Margin Expansion And Buybacks Will Drive High Visibility Earnings Compounding

Analysts have lifted their price target on New Oriental Education & Technology Group to $68 from $60, citing faster revenue growth, expanding margins, and what they view as a return to more predictable earnings compounding. Analyst Commentary Bullish Takeaways Bullish analysts point to faster revenue growth in fiscal Q1 as a key support for the higher US$68 price target, suggesting the business is executing well against its current model.
Aggiornamento della narrazione Jan 06

EDU: Margin Expansion And Buybacks Will Support High Visibility Earnings Compounding

Analysts have raised their 12 month price target for New Oriental Education & Technology Group to about US$68 from around US$60, citing faster fiscal Q1 revenue growth, margin expansion, and what they view as strong visibility on the company compounding earnings. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher 12 month price target of about US$68 as a reflection of improved confidence in the company execution and earnings power.
Aggiornamento della narrazione Dec 19

EDU: Expanding Margins Will Drive High Visibility Earnings Compounding Ahead

Analysts have nudged their price target on New Oriental Education & Technology Group higher to approximately $68 from about $60, citing accelerating revenue growth, expanding margins, and growing confidence that the company can consistently compound earnings with better than expected overseas performance. Analyst Commentary Recent research updates highlight a constructive shift in sentiment toward New Oriental Education & Technology Group, driven by faster top line growth, improving profitability, and better earnings visibility.
Aggiornamento della narrazione Dec 05

EDU: Expanding Margins Will Drive High Visibility Earnings Compounding Ahead

Analysts have modestly lifted their price targets on New Oriental Education & Technology Group, with increases ranging from about $2 to $8 per share, citing accelerating revenue growth, expanding margins, and resilient earnings visibility despite pockets of structural weakness in overseas study programs. Analyst Commentary Street research remains broadly constructive on New Oriental Education & Technology Group, with most recent target price revisions modestly upward and accompanied by reinforcing commentary on growth durability, margin trajectory, and earnings visibility.
Aggiornamento della narrazione Nov 20

EDU: Accelerating Revenue And Expanding Margins Will Sustain Strong Earnings Momentum

Analysts have modestly increased their price target for New Oriental Education & Technology Group, raising it by approximately $0.72 to $64.49. They cite improved revenue growth, resilient domestic operations, and expanding margins as factors supporting their outlook.
Aggiornamento della narrazione Nov 06

EDU: Core Business Resilience And Expanding Margins Will Drive Renewed Earnings Compounding

Analysts have raised their price target for New Oriental Education & Technology Group from approximately $58.31 to $63.77. They highlight accelerated revenue growth, improved margins, and resilience in core business units as primary drivers for the upward revision.
Articolo di analisi Oct 31

New Oriental Education & Technology Group Inc. (NYSE:EDU) Analysts Are Pretty Bullish On The Stock After Recent Results

As you might know, New Oriental Education & Technology Group Inc. ( NYSE:EDU ) recently reported its first-quarter...
Aggiornamento della narrazione Oct 22

Analysts Raise Price Target for New Oriental Amid Resilient Margins and Mixed Growth Outlook

Analysts have modestly raised their price target for New Oriental Education & Technology Group to approximately $58, reflecting expectations for higher margins and resilient domestic revenues, even with overseas headwinds. Analyst Commentary Analyst outlooks on New Oriental Education & Technology Group reflect a mix of optimism and caution, shaped by both promising developments and ongoing structural challenges.
Articolo di analisi Jul 26

Take Care Before Diving Into The Deep End On New Oriental Education & Technology Group Inc. (NYSE:EDU)

There wouldn't be many who think New Oriental Education & Technology Group Inc.'s ( NYSE:EDU ) price-to-earnings (or...
Articolo di analisi Jul 11

New Oriental Education & Technology Group (NYSE:EDU) Has A Rock Solid Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Apr 29

New Oriental Education: Learning The Hard Lessons Of A Tougher Market

Summary New Oriental Education's Q3 FY25 results show deceleration in core education business and impact from Sino-US tensions on overseas business, with a focus on profitability over growth. We maintain a SELL rating due to macroeconomic challenges, discretionary nature of EDU services, and increasing competition in K-12 and AST segments. Sino-US tensions pose risks to overseas test prep and consulting, with potential downside to EDU's revenue and earnings growth. EDU trades at 6x forward EBITDA, but we assign a 5x target multiple, implying a 10% downside from the current level. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

New Oriental Education: The Defensive Illusion Unravels Amid Macro Struggles

Summary New Oriental Education reported weaker-than-expected Q3 and FY2025 guidance, reflecting a significant impact from the soft macroeconomic backdrop, leading to a 25% stock decline since October. The diminishing hype around China's stimulus measures, declining demand, and management's unfocused expansion into non-core sectors like tourism are key reasons to avoid EDU. The stock faces structural de-rating due to unsustainable supply-side growth and weak demand for premium education segments, with no clear macro recovery in sight. With a valuation at 15x earnings and limited upside catalysts, investors should avoid EDU until there is clear evidence of demand recovery in the broader Chinese market. Read the full article on Seeking Alpha
Seeking Alpha Oct 29

New Oriental Education: Not As Defensive As It Seems

Summary New Oriental Education's Q1FY25 revenue met expectations, but weaker-than-expected FYQ2 guidance led to a stock sell-off. Macro uncertainties and weak economic conditions in China are likely to weigh on EDU’s enrollment and spending growth. Management’s focus on expanding learning centers and branching into non-core businesses like tourism may not yield high-quality earnings. We are cautious about EDU’s growth prospects and believe the company should focus on enhancing its core education business. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

New Oriental Education: Capital Return Improvement And Margin Expansion Are Potential Catalysts

Summary New Oriental Education is assigned a Buy rating, considering the stock's attractive valuations and the presence of potential re-rating catalysts. EDU's capital return outlook is positive, with a significant increase in its share repurchase authorization and the potential for additional special or regular dividends. The company is expected to achieve significant operating margin expansion in Q1 FY 2025 and beyond, driven by strong revenue growth and the improved utilization rate for new learning centers. Read the full article on Seeking Alpha
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Nuova narrazione Aug 22

Oriental's Critical Expansion And Innovation Fuel Revenue And Market Share Growth

Strategic initiatives like expanding into non-academic tutoring and tourism-related businesses, alongside technology investments, aim to boost growth and market share.
Seeking Alpha Jul 12

New Oriental Education: Anticipating A Q4 Results Beat (Rating Upgrade)

Summary New Oriental Education is likely to deliver a Q4 FY 2024 results beat, thanks to faster-than-expected learning center expansion, lower-than-expected marketing costs, and positive operating leverage. New Oriental Education is attractively valued at a PEG multiple of 0.74 times. My rating for EDU stock is revised to a Buy, considering the stock's current valuations and its fourth quarter results preview. Read the full article on Seeking Alpha
Seeking Alpha Apr 10

New Oriental Education: Emerges Stronger After Regulation Reset, Initiate With Buy

Summary New Oriental Education revived from 2 years of policy-induced downturn with a stronger competitive position to tap into China’s vast after-school tutoring market. Investors have yet to fully recognize the business potential of EDU’s large and loyal client base, which it accumulated over 3 decades. EDU is undervalued at 21x FY25, with EPS growing at over 40%. 3Q24 earnings, due on April 20th, can lead to another leg up. The recent price pullback for EDU is a healthy correction, easing pressures from profit-taking pressures from crowded long positions. Read the full article on Seeking Alpha

Rendimenti per gli azionisti

EDUUS Consumer ServicesUS Mercato
7D-8.0%-2.7%1.2%
1Y-1.3%-25.5%28.7%

Ritorno vs Industria: EDU ha superato il US Consumer Services che ha restituito -25.5 % nell'ultimo anno.

Rendimento vs Mercato: EDU ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.

Volatilità dei prezzi

Is EDU's price volatile compared to industry and market?
EDU volatility
EDU Average Weekly Movement4.9%
Consumer Services Industry Average Movement7.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Prezzo delle azioni stabile: EDU non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 5% ) di EDU è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
199376,646Chenggang Zhouwww.neworiental.org

New Oriental Education & Technology Group Inc. si occupa della fornitura di servizi educativi privati con il marchio New Oriental nella Repubblica Popolare Cinese. L'azienda opera attraverso quattro segmenti: Servizi educativi e corsi di preparazione ai test; Prodotti a marchio privato e Livestreaming E-Commerce; Servizi di consulenza per gli studi all'estero; Materiali educativi e distribuzione. L'azienda offre corsi di preparazione ai test agli studenti che devono sostenere esami di lingua e di ammissione utilizzati dalle istituzioni scolastiche negli Stati Uniti, nei Paesi del Commonwealth e nella Repubblica Popolare Cinese.

New Oriental Education & Technology Group Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di New Oriental Education & Technology Group con la sua capitalizzazione di mercato?
EDU statistiche fondamentali
Capitalizzazione di mercatoUS$7.39b
Utili (TTM)US$420.09m
Ricavi(TTM)US$5.37b
17.6x
Rapporto P/E
1.4x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
EDU Conto economico (TTM)
RicaviUS$5.37b
Costo del fatturatoUS$2.42b
Profitto lordoUS$2.95b
Altre speseUS$2.53b
UtiliUS$420.09m

Ultimi utili riportati

Feb 28, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)2.64
Margine lordo54.96%
Margine di profitto netto7.82%
Rapporto debito/patrimonio netto0%

Come si è comportato EDU nel lungo periodo?

Vedi performance storica e confronto

Dividendi

2.6%
Rendimento attuale del dividendo
45%
Rapporto di remunerazione
Quando è necessario acquistare EDU per ricevere un dividendo imminente?
New Oriental Education & Technology Group date dei dividendi
Data di stacco del dividendoMay 15 2026
Data di pagamento dei dividendiJun 05 2026
Giorni fino al dividendo Ex12 days
Giorni prima della data di pagamento dei dividendi9 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 20:10
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/02/28
Utili annuali2025/05/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

New Oriental Education & Technology Group Inc. è coperta da 48 analisti. 24 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Amy JunkerBaird
Yanfang JiangBenchmark Company
Lucy YuBofA Global Research