Consumer Defensive
Live Price
Offline$45.02
-1.60% today
1Y Change
-17.58%
Window
Jun 25, 2025 โ Jun 18, 2026
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
New Oriental Education & Technology Group Inc. (EDU) is a Consumer Defensive stock with a market cap of $8.56B and listed on NYSE. The stock last traded around $45.02 and down 17.6% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +13.6%, EPS growth of +21.1%, a dividend yield of 1.1%. What stands out right now is revenue +13.6%, EPS +21.1%, free cash flow -24.1% with operating margin 10.2% and ROIC 7.6%. The dividend is present but secondary, with a yield around 1.1%. Valuation is more restrained than many high-expectation growth names at P/E 20.2 and price/sales 1.6. Stock Foundry combines EDU 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
+13.6% vs +1.7% peer median
Operating Margin
Above sector median
+10.2% vs +6.6% peer median
P/E
Above sector median
20.2 vs 14.0 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 Apr 22, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +13.6% and EPS at +21.1%, with operating margin around 10.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.9% over the next 5 trading days and finished higher after 1 of those reports.
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 22, 2026 | โ | -6.0% | -2.6% | -8.8% |
2026 Jan 28, 2026 | +32.4% | +0.9% | +6.5% | -5.4% |
2025 Oct 28, 2025 | -7.5% | -1.3% | -1.3% | -13.5% |
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
EDU
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
EDU Max Drawdown
-29.11%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Uses the longest available daily history for EDU and SPY.

Company Overview
New Oriental Education & Technology Group Inc.
New York Stock Exchange
New Oriental Education & Technology Group Inc. provides private educational services under the New Oriental brand in the People's Republic of China. It operates through K-12 AST, Test Preparation and Other Courses; Online Education; and Others segments. The company offers test preparation courses to students taking language and entrance exams used by educational institutions in the United States, the People's Republic of China, and the Commonwealth countries; and after-school tutoring courses for middle and high school students to enhance their exam scores, as well as for children to teach English. It also provides language training courses, including English, as well as other foreign languages, such as German, Japanese, French, Korean, Italian, and Spanish; operates a full-time private primary and secondary school in Yangzhou seeking a full curriculum with a focus on English; develops and edits educational materials for language training and test preparation; and offers online education programs that include college, K-12, and pre-school education. In addition, the company offers overseas studies consulting and overseas study tour services. As of May 31, 2021, it offered educational programs, services, and products to students through a network of 122 schools, 1,547 learning centers, and 11 bookstores, as well as through its online learning platforms. The company was founded in 1993 and is headquartered in Beijing, the People's Republic of China.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.