Consumer Defensive
51Talk Online Education Group(COE)
Live Price
Offline$15.62
+1.30% today
1Y Change
-54.55%
Window
Jun 27, 2025 β Jun 25, 2026
- Market Cap
- $170.00M
- Revenue Growth
- +89.1%
- EPS Growth
- -137.5%
- Dividend Yield
- 0.0%
Coverage: 249 bars Β· Jun 27, 2025 β Jun 25, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
51Talk Online Education Group (COE) is a Consumer Defensive stock with a market cap of $170.00M and listed on NYSE. The stock last traded around $15.62 and down 54.5% across the available one-year price window (Jun 27, 2025 β Jun 25, 2026). Baseline metrics include revenue growth of +89.1%, EPS growth of -137.5%, a dividend yield of 0.0%. What stands out right now is revenue +89.1%, EPS -137.5%, free cash flow +72.3% with operating margin -14.0% and ROIC 48.7%. Valuation is more restrained than many high-expectation growth names at price/sales 1.7. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines COE price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+89.1% vs +1.7% peer median
Operating Margin
Below sector median
-14.0% vs +6.6% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 16, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +89.1% and EPS is at -137.5%, with operating margin around -14.0%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.7% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 16, 2026 | β | -12.1% | -14.5% | β |
2026 Mar 27, 2026 | β | +0.5% | +18.8% | +39.4% |
2025 Dec 8, 2025 | β | +2.2% | +0.8% | -22.7% |
Benchmark Edge
COE vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
COE
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
COE Max Drawdown
-73.00%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for COE and SPY.
Company Overview
51Talk Online Education Group
NYSE
51Talk Online Education Group, a technology-driven language-learning company, is a leader in delivering online English education primarily targeting students in China. By leveraging an advanced platform, 51Talk provides a comprehensive array of live lessons conducted by proficient English-speaking teachers. This interactive platform focuses on engaging students through personalized education to enhance their English communicative skills. The companyβs primary function is to deliver quality language education through seamless digital interactions, making English accessible to a large base of users irrespective of their location. Its curriculum caters to a broad demographic, from young children beginning their linguistic journey to adult learners aiming to improve their professional communication skills. 51Talk stands at the intersection of technology and education, where its innovative approach to language training plays a pivotal role. It harnesses the power of the internet to break geographical barriers in language learning, contributing significantly to the education technology sector. This online education model amplifies its presence in the market, reflecting the growing trend towards virtual classrooms and digital learning platforms aimed at more flexible, yet effective educational experiences.
- Leadership
- Mr. Jiajia Huang
- Employees
- 360
- Street Address
- 24 Raffles Place, No.17-04 Clifford Centre
- Mailing
- Singapore, 048621
- Region
- Singapore, Singapore
- Last Updated
- May 8, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- β
- EV/EBITDA
- β
- Price/Sales
- 1.7
- Price/Book
- β
Growth
- Revenue
- +89.1%
- EPS
- -137.5%
- Free Cash Flow
- +72.3%
Profitability
- Gross Margin
- 74.0%
- Operating Margin
- -14.0%
- Net Margin
- -16.5%
- ROE
- 69.8%
- ROIC
- 48.7%
Balance Sheet
- Debt/Equity
- β
- Current Ratio
- 0.63
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.