EDU New Oriental Education & Technology Group, Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands)
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| Data ex | Desdobramento | Tipo |
|---|---|---|
| 8 de Abril de 2022 | 1-for-10 | Reverso |
| 7 de Abril de 2022 | 1-for-10 | Reverso |
| 12 de Março de 2021 | 10-for-1 | Para frente |
| 19 de Agosto de 2011 | 4-for-1 | Para frente |
Sobre New Oriental Education & Technology Group, Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) Visão geral da empresa da Wikipedia
New Oriental Education & Technology Group Inc. (Chinese: 新东方教育科技集团, NYSE: EDU, SEHK: 9901), more commonly New Oriental (Chinese: 新东方), is a provider of private educational services in China. The headquarters of New Oriental is located in Haidian District, Beijing. It is currently the largest comprehensive private educational company in China based on the number of program offerings, total student enrollments, and geographic presence. The business of New Oriental includes pre-school education, general courses for students of various age levels, online education, overseas study consulting, and textbook publishing. New Oriental was the first Chinese educational institution to enter the New York Stock Exchange in the United States, holding its IPO in 2006. As of 2016, New Oriental has built 67 short-time language educational schools, 20 book stores, 771 learning centers, and more than 5,000 third-party bookstores in 56 cities in China. New Oriental has had over 26.6 million student enrollments, including over 1.3 million enrollments in first quarter 2017. The company's market capitalization was approximately US$14 billion.
The company has been investing heavily in online education since 2015.
History
Beijing New Oriental School was established on November 16, 1993, by Yu Minhong (aka Michael Yu), a graduate of Peking University with an English major. Prior to venturing into entrepreneurship, Yu Minhong served as an English instructor at Peking University. Initially concentrating on offering preparatory services for the TOEFL and GRE exams, the institution later diversified its offerings to encompass a broad spectrum of test preparation and curriculum. On September 7, 2006, New Oriental was listed on New York Stock Exchange.
The company
As of 2016 there are 67 schools, learning centers, vocational training centers and offices all over Mainland China. The Overseas Tests Department generates the company's main source of revenue, which focuses on preparing students for the TOEFL, SAT, ACT GRE, GMAT, IELTS and LSAT. The company also offers other services including Domestic Tests, Adult English, Language Learning (Japanese, Spanish, French), and Vacation Training.
Key people
Yu Minhong (b. October 15, 1962; also known as "Michael Yu") served as CEO from 2001 to 2016, and has been chairman of the board of directors since 2001. Prior to founding New Oriental in 1993, Yu was an English instructor at Peking University from 1985 to 1991. Yu also serves as Standing Committee Member of the Central Committee of the China Democratic League.
Louis Hsieh served as New Oriental's chief financial officer from 2005 to 2015, and president from 2009 to 2016.
Legal conflicts with ETS
In 2001, the US Educational Testing Service sent a public letter to US universities, reminding them to pay special attention to Chinese students' GRE scores. In this letter, ETS hinted that New Oriental used their past exam questions in teaching without authorization.
In January 2001, New Oriental was sued by the ETS for illegally copying, publishing, and selling its testing questions for examinations for non-English-speaking students since 1997. On September 27, 2003, the First Intermediate People's Court of Beijing made a ruling during the first trial, ordering the Chinese school to pay over 10 million yuan (about 1.2 million US dollars) to the ETS in compensation for the infringement.
The Higher People's Court of Beijing maintained that the Beijing-based New Oriental School (NOS) should pay compensation to the ETS, for the infringement of copy and trademark rights. However, the higher court reduced the sum of compensation by over 6 million yuan (about 722,000 US dollars) to 3,740,186.2 yuan (about 450,624 US dollars) plus 22,000 yuan (about 2,650 US dollars) for court charges.
E-Commerce
Transformation
In July 2016, New Oriental expanded its online tutoring market to third- and fourth-tier cities with its new platform Koolearn. As of May 31, 2021, Koolearn had entered 273 cities in 27 provinces in China.
On March 28, 2019, Koolearn was listed on the Hong Kong Stock Exchange with the stock code 01797.
Starting in September 2021, Chinese authorities banned for-profit tutoring in subjects on the school curriculum in an effort to ease pressure on children and parents, leading to a wave of school closures and lay offs across the private education sector. As of January 2022, New Oriental dismissed 60,000 employees and saw operating income plunge by 80% after Beijing enforced new sweeping rules on the country's private education industry that barred for-profit tutoring last year, according to its founder.
On December 28, 2021, New Oriental launched its live streaming E-Commerce platform "Oriental Select" on Douyin, the Chinese version of TikTok, positioning itself as a new-era e-commencer for agricultural products. Koolearn Technology Holding has been transformed into an online retail company, and was later renamed East Buy. The company pivoted to leverage the educational background and presentation skills of its former teachers, like Dong Yuhui, in its new e-commerce venture.
Success and Expansion
East Buy's unique approach to e-commerce, utilizing former teachers as livestream hosts, proved successful. The company planned to diversify its operations, including starting live streaming on Alibaba Group's Taobao platform and developing on multiple platforms like Douyin and its mobile application. East Buy's live e-commerce business was predicted to exceed a gross merchandise volume of CNY 10 billion (approximately USD 1.4 billion) in the fiscal year of 2023.
Dispute and Resolution involving Dong Yuhui
The controversy surrounding star live-streamer Dong Yuhui and East Buy developed between December 5 to December 18, 2023. The headline incident originated when East Buy's official Douyin account revealed that their promotional script on the live streaming were a collaborative effort, contradicting the belief among Dong's fans that he was the sole creator. This disclosure sparked intense online debates and a backlash, leading to an apology from New Oriental's founder Yu Minhong and former CEO Sun Dongxu for internal management mishandling, which resulted in a significant loss of followers and a drop in East Buy's stock prices. In reaction, Dong's fans boycotted Oriental Select and shifted their support to competitor Gaotu, accusing East Buy's team of attempting to claim credit for Dong's work. In response to the escalating controversy, Sun Dongxu emphasized that Dong was not mistreated and condemned the aggressive "fandom culture," while Dong clarified that the scripts were a collaborative creation. Despite these efforts, the company faced a further decline in followers and stock value, leading to Sun Dongxu's dismissal and Yu Minhong temporarily taking over as CEO.
Amidst these tumultuous events, Dong Yuhui confirmed his continued association with East Buy during a live session with Yu Minhong. Meanwhile, East Buy announced that Dong would return to live-streaming on December 18 as a senior partner of the company. In a separate statement, the parent company announced that Dong was being promoted to assistant of culture to the chairman and would double as vice-president at New Oriental Culture and Tourism Group. East Buy shares rose more than 21 per cent on trading Monday.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | EDU | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/S | 15.2média 5A ≈17.2 | ≈17.2 | · | · | |
| P/B | 21.5média 5A ≈19.3 | ≈19.3 | · | · | |
| Price / Cash Flow (Preço / Fluxo de Caixa) | 83.6média 5A ≈63.3 | ≈63.3 | · | · | |
| Price / Tangible Book (Preço / Valor Patrimonial Tangível) | 21.8média 5A ≈19.8 | ≈19.8 | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | EDU | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Operating Margin (Margem Operacional) | 11.4%média 5A ≈0.58% | ≈0.58% | · | · | |
| EBITDA Margin (Margem EBITDA) | 14.4%média 5A ≈4.2% | ≈4.2% | · | · | |
| Pretax Margin (Margem de Impostos Pré-Tributação) | 12.9%média 5A ≈2.5% | ≈2.5% | · | · | |
| Net Profit Margin (Margem de Lucro Líquido) | 8.4%média 5A ≈-1.8% | ≈-1.8% | · | · | |
| ROA | 5.7%média 5A ≈0.64% | ≈0.64% | · | · | |
| ROE | 12.4%média 5A ≈1.6% | ≈1.6% | · | · | |
| ROIC | 11.8%média 5A ≈0.33% | ≈0.33% | · | · |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | EDU | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Current Ratio (Índice de liquidez corrente) | 1.5média 5A ≈1.9 | ≈1.9 | · | · | |
| Quick Ratio (Índice de Liquidez Seca) | 0.5média 5A ≈0.6 | ≈0.6 | · | · | |
| Interest Coverage (Cobertura de Juros) | 22973.2média 5A ≈5110.5 | ≈5110.5 | · | · |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Ainda não há dados fundamentais suficientes para calcular este grupo de proporções.
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | EDU | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.7média 5A ≈0.6 | ≈0.6 | · | · | |
| Inventory Turnover (Giro de Estoque) | 27.5média 5A ≈35.0 | ≈35.0 | · | · | |
| Receivables Turnover (Giro de Contas a Receber) | 160.3média 5A ≈164.2 | ≈164.2 | · | · | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$69.8K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor | Moeda | Rendimento |
|---|---|---|---|
| Mai 15, 2026 | $0,60 | USD | ≈1.2% |
| Set 9, 2024 | $0,60 | USD | ≈0.99% |
| Set 1, 2017 | $0,45 | USD | ≈0.53% |
| Set 2, 2015 | $0,40 | USD | ≈2.0% |
| Set 4, 2013 | $0,35 | USD | ≈1.7% |
| Ago 29, 2012 | $0,30 | USD | ≈2.3% |
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | $0.55 | $0.59 | -7.4% | |
| 31 de Março de 2026 | $0.95 | $0.90 | 5.7% | |
| 31 de Dezembro de 2025 | $0.50 | $0.34 | 48.4% | |
| 30 de Setembro de 2025 | $1.61 | $1.67 | -3.6% | |
| 30 de Junho de 2025 | $0.61 | $0.34 | 80.6% | |
| 31 de Março de 2025 | $0.70 | $0.73 | -3.9% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.66B | $4.90B | $4.31B | $3.00B | $3.11B | $4.28B | $3.58B | $3.10B | $2.45B | $1.80B | $1.48B | $1.25B | |
| Cost of Revenue | $2.57B | $2.18B | $2.05B | $1.41B | $1.75B | $2.04B | $1.59B | $1.38B | $1.07B | $750M | $614M | $526M | |
| SG&A Expense | $1.59B | $1.44B | $1.25B | $954M | $1.87B | $1.49B | $1.15B | $1.03B | $794M | $555M | $471M | $378M | |
| Operating Expenses | $5.02B | $4.47B | $3.96B | $2.81B | $4.09B | $4.16B | $3.18B | $2.79B | $2.18B | $1.54B | $1.28B | $1.09B | |
| Operating Income | $643M | $428M | $350M | $190M | $-983M | $117M | $399M | $306M | $263M | $262M | $199M | $154M | |
| Interest Expense | $28.0K | $311.0K | $298.0K | $707.0K | $4M | $7M | $5M | $2M | · | · | · | · | |
| Interest Income | $77M | $120M | $154M | $114M | $124M | $142M | $116M | $98M | $85M | $61M | $67M | $67M | |
| Other Non-op | $70M | $94M | $84M | $111M | · | · | · | · | · | · | · | · | |
| Pretax Income | $731M | $536M | $494M | $309M | $-1.03B | $315M | $488M | $316M | $357M | $331M | $267M | $220M | |
| Income Tax | $196M | $146M | $110M | $66M | $136M | $84M | $134M | $86M | $59M | $51M | $38M | $26M | |
| Net Income | $475M | $372M | $310M | $177M | $-1.19B | $334M | $413M | $238M | $296M | $274M | $225M | $193M | |
| Shares (Basic) | 1,578,483,794 | 1,619,727,518 | 1,653,597,432 | 1,678,264,547 | 1,696,419,232 | 1,645,463,440 | 1,584,295,760 | 1,582,938,900 | 158,168,794 | 157,551,320 | 156,782,439 | 156,438,606 | |
| Shares (Diluted) | 1,595,505,635 | 1,631,137,164 | 1,669,499,952 | 1,685,631,987 | 1,696,419,232 | 1,651,982,384 | 1,595,368,900 | 1,590,393,450 | 158,556,500 | 157,986,394 | 157,391,686 | 157,302,174 | |
| EBITDA | $815M | $568M | $451M | $307M | $-790M | $343M | $545M | $416M | $340M | $316M | $246M | $200M |
Balanço Patrimonial
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.82B | $1.61B | $1.39B | $1.66B | $1.15B | $1.61B | $915M | $1.41B | $983M | $641M | $709M | $531M | |
| Receivables | $37M | $34M | $30M | $33M | $16M | $9M | $4M | $3M | $3M | $3M | $4M | $4M | |
| Inventory | $106M | $81M | $93M | $53M | $28M | $31M | $31M | $29M | $40M | $32M | $27M | $24M | |
| Prepaid Expense | $389M | $308M | $309M | $211M | $215M | $269M | $199M | $200M | $182M | $119M | $100M | $98M | |
| Current Assets | $5.83B | $5.19B | $5.39B | $4.41B | $4.47B | $6.57B | $3.76B | $3.47B | $2.94B | $2.33B | $1.87B | $1.35B | |
| PP&E (Net) | $880M | $767M | $508M | $360M | $403M | $865M | $672M | $532M | $450M | $283M | $238M | $231M | |
| PP&E (Gross) | $1.61B | $1.33B | $959M | $752M | $807M | $1.54B | $1.10B | $864M | $741M | $504M | $442M | $415M | |
| Accum. Depreciation | $705M | $574M | $468M | $402M | $379M | $610M | $453M | $342M | $276M | $243M | $210M | $187M | |
| Goodwill | $47M | $44M | $104M | $106M | $71M | $73M | $80M | $80M | $32M | $14M | $11M | $11M | |
| Intangibles | $8M | $13M | $19M | $25M | $3M | $5M | $10M | $14M | $9M | $4M | $3M | $4M | |
| Other Non-current Assets | $13M | $17M | $188M | $67M | $9M | $22M | $22M | $27M | $20M | $18M | $7M | $1M | |
| Total Assets | $8.79B | $7.81B | $7.53B | $6.39B | $6.03B | $10.15B | $6.56B | $4.65B | $3.98B | $2.92B | $2.35B | $1.95B | |
| Accounts Payable | $127M | $80M | $106M | $70M | $22M | $38M | $33M | $34M | $40M | $24M | $21M | $18M | |
| Accrued Liabilities | $938M | $831M | $775M | $569M | $510M | $908M | $635M | $577M | $374M | $261M | $217M | $179M | |
| Current Liabilities | $3.89B | $3.29B | $3.00B | $2.25B | $1.71B | $3.47B | $2.48B | $2.01B | $1.75B | $1.20B | $918M | $725M | |
| Capital Leases | $564M | $533M | $448M | $288M | $446M | $1.35B | $1.08B | $0 | $0 | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | $12M | $19M | $12M | $2M | $2M | $2M | |
| Total Liabilities | $4.47B | $3.85B | $3.48B | $2.58B | $2.24B | $5.13B | $3.69B | $2.12B | $1.76B | $1.20B | $920M | $728M | |
| Total Debt | · | · | · | · | · | $0 | $118M | $96M | · | · | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $2.03B | $1.77B | $1.51B | $1.23B | $1.07B | $2.25B | $1.99B | $1.65B | $1.35B | $1.17B | $932M | $824M | |
| Treasury Stock | $151.0K | $122.0K | $55.0K | $59.0K | $0 | $0 | $3.0K | $10.0K | $1.0K | $7.0K | $9.0K | $19.0K | |
| AOCI | $113M | $-81M | $-96M | $-27M | $129M | $262M | $-91M | $-23M | $245M | $39M | $63M | $100M | |
| Stockholders' Equity | $3.99B | $3.66B | $3.78B | $3.60B | $3.71B | $4.91B | $2.73B | $2.36B | $1.99B | $1.68B | $1.40B | $1.22B | |
| Liabilities + Equity | $8.79B | $7.81B | $7.53B | $6.39B | $6.03B | $10.15B | $6.56B | $4.65B | $3.98B | $2.92B | $2.35B | $1.95B | |
| Shares Outstanding | 1,549,068,783 | 1,580,288,613 | 1,647,514,863 | 1,643,162,653 | 1,696,966,183 | 1,690,082,150 | 1,585,400,800 | 157,849,714 | 158,319,910 | 157,687,444 | 157,439,397 | 156,486,763 |
Fluxo de Caixa
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $172M | $140M | $101M | $117M | $192M | $226M | $146M | $110M | $77M | $54M | $47M | $47M | |
| Stock-based Comp | $88M | $60M | $122M | $90M | $133M | $69M | $62M | $71M | $57M | $20M | $17M | $16M | |
| Deferred Tax | $-8M | $-29M | $-21M | $-32M | $92M | $-44M | $-9M | $-17M | $-13M | $-518.0K | $-2M | $-5M | |
| Amort. of Intangibles | $6M | $6M | $6M | $6M | $2M | $5M | $5M | $4M | $2M | $1M | $1M | $607.0K | |
| Other Non-cash | $300M | $354M | $611M | $618M | $-510M | $545M | $191M | $404M | $364M | $270M | $231M | $124M | |
| Operating Cash Flow | $1.03B | $897M | $1.12B | $971M | $-1.28B | $1.13B | $804M | $806M | $781M | $623M | $524M | $374M | |
| CapEx | $247M | $242M | $249M | $143M | $151M | $429M | $310M | $269M | $214M | $106M | $64M | $55M | |
| Investing Cash Flow | $-458M | $-93M | $-1.15B | $-37M | $1.17B | $-2.18B | $-1.26B | $-575M | $-407M | $-672M | $-310M | $-173M | |
| Debt Issued | · | · | · | · | · | $297M | $20M | $96M | · | · | · | · | |
| Net Debt Issued | · | · | · | · | · | $177M | $20M | $96M | · | · | · | · | |
| Stock Repurchased | $231M | $445M | $63M | $192M | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-231M | $-445M | $-63M | $-192M | · | · | · | · | · | · | · | · | |
| Dividends Paid | $96M | $98M | · | · | · | · | · | · | $71M | · | $63M | · | |
| Financing Cash Flow | $-380M | $-585M | $-160M | $-247M | $-231M | $1.65B | $-18M | $267M | $-75M | $5M | $-916.0K | $-44M | |
| Net Change in Cash | $279M | $228M | $-216M | $611M | $-438M | $713M | $-499M | $431M | $342M | $-68M | $178M | $160M | |
| Taxes Paid | $169M | $148M | $109M | $55M | $53M | $144M | $136M | $75M | $57M | $37M | $32M | · | |
| Free Cash Flow | $780M | $655M | $873M | $828M | $-1.43B | $701M | $495M | $537M | $567M | $512M | $453M | $319M | |
| Levered FCF | $780M | $654M | $873M | $827M | $-1.44B | $696M | $492M | $535M | · | · | · | · |
Lucratividade
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.4% | 8.7% | 8.1% | 6.3% | -31.6% | 2.7% | 11.2% | 9.9% | 10.7% | 14.6% | 13.5% | 12.3% | |
| Net Margin | 8.4% | 7.6% | 7.2% | 5.9% | -38.2% | 7.8% | 11.6% | 7.7% | 12.1% | 15.2% | 15.2% | 15.5% | |
| Pretax Margin | 12.9% | 10.9% | 11.5% | 10.3% | -33.2% | 7.4% | 13.6% | 10.2% | 14.6% | 18.4% | 18.1% | 17.7% | |
| EBITDA Margin | 14.4% | 11.6% | 10.5% | 10.2% | -25.4% | 8.0% | 15.2% | 13.4% | 13.9% | 17.6% | 16.7% | 16.1% | |
| ROA | 5.7% | 4.9% | 4.5% | 2.9% | -14.7% | 4.0% | 7.4% | 5.5% | 8.6% | 10.4% | 10.4% | 10.9% | |
| ROE | 12.4% | 10.0% | 8.4% | 4.9% | -27.6% | 8.8% | 16.2% | 10.9% | 16.1% | 17.8% | 17.1% | 17.2% | |
| ROIC | 11.8% | 8.5% | 7.2% | 4.1% | -30.0% | 1.8% | 10.1% | 9.1% | 11.0% | 13.2% | 12.2% | 11.1% |
Liquidez e Solvência
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.6 | 1.8 | 2.0 | 2.6 | 1.9 | 1.5 | 1.7 | 1.7 | 1.9 | 2.0 | 1.9 | |
| Quick Ratio | 0.5 | 0.5 | 0.5 | 0.8 | 0.7 | 0.5 | 0.4 | 0.7 | 0.6 | 0.5 | 0.8 | 0.7 | |
| Debt / Equity | · | · | · | · | · | 0.0 | 0.0 | 0.0 | · | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | 0.0 | 0.0 | 0.0 | · | · | · | · | |
| Interest Coverage | 22973.2 | 1377.0 | 1175.9 | 268.8 | -242.6 | 17.4 | 86.2 | 189.2 | · | · | · | · |
Eficiência
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.6 | 0.6 | 0.5 | 0.4 | 0.5 | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | |
| Inventory Turnover | 27.5 | 25.1 | 28.2 | 35.0 | 59.4 | 65.2 | 52.6 | 39.8 | 29.6 | 25.4 | 24.0 | 22.7 | |
| Receivables Turnover | 160.3 | 154.8 | 137.5 | 121.1 | 247.5 | 665.9 | 957.1 | 955.9 | 750.5 | 507.6 | 371.0 | 356.0 |
Por Ação
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2.57 | $2.32 | $2.29 | $2.19 | $2.18 | $2.91 | $17.24 | $14.96 | $12.58 | $10.66 | $8.92 | $7.80 | |
| Revenue / Share | $3.55 | $3.00 | $2.58 | $1.78 | $1.83 | $2.59 | $22.43 | $19.47 | $15.44 | $11.39 | $9.39 | $7.93 | |
| Cash Flow / Share | $0.64 | $0.55 | $0.67 | $0.58 | $-0.75 | $0.68 | $5.04 | $5.07 | $4.93 | $3.91 | $3.29 | $2.38 | |
| Cash / Share | $1.18 | $1.02 | $0.84 | $1.01 | $0.68 | $0.95 | $5.77 | $8.96 | $6.21 | $4.07 | $4.50 | $3.40 |
Avaliação (TTM)
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.66B | $4.90B | $4.31B | $3.00B | $3.11B | $4.28B | $3.58B | $3.10B | $2.45B | $1.80B | $1.48B | $1.25B | |
| Net Income TTM | $475M | $372M | $310M | $177M | $-1.19B | $334M | $413M | $238M | $296M | $274M | $225M | $193M | |
| Market Cap | $70.93B | $74.84B | $131.69B | $61.90B | $22.16B | $172.90B | $19.02B | $13.52B | $15.75B | $11.30B | $6.65B | $3.73B | |
| Enterprise Value | · | · | · | · | · | $171.28B | $18.22B | $12.20B | · | · | · | · | |
| P/S | 12.5 | 15.3 | 30.5 | 20.6 | 7.1 | 40.4 | 5.3 | 4.4 | 6.4 | 6.3 | 4.5 | 3.0 | |
| P/B | 17.8 | 20.4 | 34.9 | 17.2 | 6.0 | 35.2 | 7.0 | 5.7 | 7.9 | 6.7 | 4.7 | 3.1 | |
| P / Tangible Book | 18.0 | 20.8 | 36.0 | 17.8 | 6.1 | 35.8 | · | · | · | · | · | · | |
| P / Cash Flow | 69.1 | 83.5 | 117.3 | 63.7 | -17.3 | 153.0 | 23.6 | 16.8 | 20.2 | 18.3 | 12.8 | 10.0 | |
| P / FCF | · | 114.3 | 150.8 | 74.8 | -15.5 | · | 38.4 | 25.2 | 27.8 | 22.1 | 14.7 | 11.7 | |
| EV / EBITDA | · | · | · | · | · | · | 33.4 | 29.4 | · | · | · | · | |
| EV / FCF | · | · | · | · | · | · | 36.8 | 22.7 | · | · | · | · | |
| EV / Revenue | · | · | · | · | · | 40.1 | 5.1 | 3.9 | · | · | · | · | |
| Dividend Yield | 0.14% | 0.13% | · | · | · | · | · | · | 0.45% | · | 0.94% | · | |
| Payout Ratio | 20.3% | 26.4% | · | · | · | · | · | · | 24.0% | · | 27.9% | · | |
| Annual Payout | $96M | $98M | · | · | · | · | · | · | $71M | · | $63M | · |
Por Ação
| Métrica | Tendência | Q4 2021 | Q4 2012 | Q4 2010 | Q4 2009 | Q4 2008 | Q4 2007 |
|---|---|---|---|---|---|---|---|
| EPS (TTM) | · | $0.85 | $0.50 | $0.40 | · | · |
Avaliação (TTM)
| Métrica | Tendência | Q4 2021 | Q4 2012 | Q4 2010 | Q4 2009 | Q4 2008 | Q4 2007 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.28B | $753M | $386M | $293M | · | · | |
| Net Income TTM | $334M | $133M | $78M | $61M | · | · | |
| P/E | · | 31.2 | 45.8 | 34.4 | · | · | |
| Earnings Yield | · | 3.2% | 2.2% | 2.9% | · | · |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2026-05-31 | 2025-05-31 | 2024-05-31 | 2023-05-31 | 2022-05-31 |
|---|---|---|---|---|---|
| Receita | $5.66B | $4.90B | $4.31B | $3.00B | $3.11B |
| Margem Operacional % | 11.4% | 8.7% | 8.1% | 6.3% | -31.6% |
| Lucro líquido | $475M | $372M | $310M | $177M | $-1.19B |
| Métrica | 2026-05-31 | 2025-05-31 | 2024-05-31 | 2023-05-31 | 2022-05-31 |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 1.5 | 1.6 | 1.8 | 2.0 | 2.6 |
| Índice de Liquidez Seca | 0.5 | 0.5 | 0.5 | 0.8 | 0.7 |
| Métrica | 2026-05-31 | 2025-05-31 | 2024-05-31 | 2023-05-31 | 2022-05-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $780M | $655M | $873M | $828M | $-1.43B |
Investidores institucionais (13F) 184 declarantes · $2.1B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 28 (-6 vs trimestre anterior) | 33 (+12 vs trimestre anterior) | 53 (-13 vs trimestre anterior) | 67 (+13 vs trimestre anterior) | +643K |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| First Beijing Investment Ltd | $400.976.976 | 8.733.979 | 18,91% | Ações |
| Invesco Ltd. | $221.157.652 | 4.817.200 | 10,43% | Ações |
| Discerene Group LP | $141.310.383 | 3.077.987 | 6,66% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $131.172.399 | 2.857.164 | 6,19% | Ações |
| Orbis Allan Gray Ltd | $99.275.922 | 2.162.403 | 4,68% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $90.164.190 | 1.592.163 | 4,25% | Ações |
| ALKEON CAPITAL MANAGEMENT LLC | $79.331.838 | 1.727.986 | 3,74% | Ações |
| UBS Group AG | $78.163.795 | 1.702.544 | 3,69% | Ações |
| FEDERATED HERMES, INC. | $66.477.635 | 1.447.999 | 3,14% | Ações |
| MORGAN STANLEY | $65.822.161 | 1.433.721 | 3,10% | Ações |
| ALLIANCEBERNSTEIN L.P. | $61.488.741 | 1.085.798 | 2,90% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $51.281.677 | 1.109.993 | 2,42% | Ações |
| BlackRock, Inc. | $47.167.305 | 1.027.386 | 2,22% | Ações |
| FMR LLC | $43.726.345 | 952.436 | 2,06% | Ações |
| CITADEL ADVISORS LLC | $36.104.726 | 786.424 | 1,70% | Ações |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | $35.227.845 | 767.324 | 1,66% | Ações |
| Point72 Asset Management, L.P. | $31.906.670 | 694.983 | 1,50% | Ações |
| Man Group plc | $27.972.963 | 609.300 | 1,32% | Ações |
| GOLDMAN SACHS GROUP INC | $27.115.319 | 590.619 | 1,28% | Ações |
| Yiheng Capital Management, L.P. | $24.623.874 | 536.351 | 1,16% | Opção de compra |
| Amundi | $23.449.818 | 510.778 | 1,11% | Ações |
| LAZARD ASSET MANAGEMENT LLC | $20.943.086 | 456.177 | 0,99% | Ações |
| Monolith Management Ltd | $20.177.445 | 439.500 | 0,95% | Ações |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $18.896.464 | 411.598 | 0,89% | Ações |
| Carmignac Gestion | $16.920.614 | 368.392 | 0,80% | Ações |
| MACKENZIE FINANCIAL CORP | $16.068.638 | 350.003 | 0,76% | Ações |
| BANK OF AMERICA CORP /DE/ | $13.785.258 | 300.267 | 0,65% | Ações |
| SHAH CAPITAL MANAGEMENT | $13.537.298 | 294.866 | 0,64% | Ações |
| Serenity Capital LLC | $11.737.259 | 245.498 | 0,55% | Ações |
| Qube Research & Technologies Ltd | $11.414.925 | 248.637 | 0,54% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.133.175 | 242.500 | 0,53% | Ações |
| S.A.C. Capital Advisors (Hong Kong) Ltd. | $10.536.533 | 198.540 | 0,50% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.256.294 | 223.400 | 0,48% | Opção de compra |
| MARSHALL WACE, LLP | $9.550.475 | 208.026 | 0,45% | Ações |
| FIL Ltd | $9.321.658 | 203.042 | 0,44% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $8.690.763 | 189.300 | 0,41% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $8.136.721 | 177.232 | 0,38% | Ações |
| Yiheng Capital Management, L.P. | $7.510.876 | 1.636 | 0,35% | Ações |
| Oasis Management Co Ltd. | $7.467.445 | 162.654 | 0,35% | Ações |
| Capital World Investors | $6.635.326 | 144.529 | 0,31% | Ações |
| NORTHERN TRUST CORP | $4.894.786 | 106.617 | 0,23% | Ações |
| Tairen Capital Ltd | $4.714.957 | 102.700 | 0,22% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $4.663.905 | 101.588 | 0,22% | Ações |
| CITADEL ADVISORS LLC | $4.549.681 | 99.100 | 0,21% | Opção de compra |
| Legal & General Group Plc | $4.370.353 | 95.018 | 0,21% | Ações |
| Boston Partners | $4.197.090 | 91.420 | 0,20% | Ações |
| AIA Group Ltd | $3.794.140 | 82.643 | 0,18% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.351.430 | 73.000 | 0,16% | Ações |
| Polymer Capital Management (HK) LTD | $3.251.622 | 70.826 | 0,15% | Ações |
| MILLENNIUM MANAGEMENT LLC | $3.147.130 | 68.550 | 0,15% | Ações |
Ativistas e proprietários de 5%+ 1 participação
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| New Oriental Education & Technology Group Inc. ×2 declarações | 18 de Novembro de 2021 | · | Declaração inicial | M&A / venda | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Executivos da empresa 7 insiders · 1 diretores · 6 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Zhihui Yang | Executive President | 15 de Julho de 2026 M | 232.178 | 0 | 0 | $0 |
| Chenggang Zhou | Conselheiro | 10 de Agosto de 2026 S | 429.998 | 0 | 2 | $-3.971.444 |
| Yue Zhuge | Conselheiro | 3 de Agosto de 2026 S | 0 | 0 | 4 | $-128.903 |
| Denny Ting Bun Lee | Conselheiro | 15 de Julho de 2026 M | 80.758 | 0 | 0 | $0 |
| Michael Minhong Yu | Conselheiro | 15 de Julho de 2026 M | 206.591 | 0 | 0 | $0 |
| Louis Hsieh | Conselheiro | 15 de Julho de 2026 M | 28.863 | 0 | 0 | $0 |
| Yanhong Robin Li | Conselheiro | 15 de Julho de 2026 M | 51.282 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 2 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
EDU Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
20 analistas · 2026-09-30Alvo médio $73.62 +32,8%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| EDU | $70.93B | · | · | 8.4% | 12.4% | · |
| TAL | · | 3.8 | · | 17.6% | 14.1% | 55.4% |
Últimas notícias Notícias recentes mencionando esta empresa
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