EDU vs LRN
New Oriental Education & Technology Group Inc. and Stride, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | EDU | LRN |
|---|---|---|
| Revenue | $5.7B | $2.5B |
| Net income | $475.2M | $338.2M |
| Gross margin | 54.6% | 37.8% |
| Net margin | 9.1% | 13.4% |
| Return on equity | 12.4% | 21.7% |
| Diluted EPS | · | $7.14 |
| Dividend / share | · | · |
| Payout ratio | 20.3% | · |
| Free cash flow | $780.2M | $433.2M |
| Equity | $4.0B | $1.6B |
| Net debt / equity | · | −0.21× |
| Current ratio | 1.50× | 5.94× |
| Revenue CAGR 5y | 5.8% | 10.4% |
| Profit CAGR 5y | 7.3% | 36.5% |
EDU bills 2.2× the revenue of LRN, and LRN keeps more of each dollar of revenue as profit (13.4% against 9.1%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | EDU | LRN |
|---|---|---|
| FY2025 | $5.7B | $2.5B |
| FY2024 | $4.9B | $2.4B |
| FY2023 | $4.3B | $2.0B |
| FY2022 | $3.0B | $1.8B |
| FY2021 | $3.1B | $1.7B |
| FY2020 | $4.3B | $1.5B |
| FY2019 | $3.6B | $1.0B |
| FY2018 | $3.1B | $1.0B |
| FY2017 | $2.4B | $917.7M |
| FY2016 | $1.8B | $888.5M |
Bottom line
| Fiscal year | EDU | LRN |
|---|---|---|
| FY2025 | $475.2M | $338.2M |
| FY2024 | $371.7M | $287.9M |
| FY2023 | $309.6M | $204.2M |
| FY2022 | $177.3M | $126.9M |
| FY2021 | $-1.2B | $107.1M |
| FY2020 | $334.4M | $71.5M |
| FY2019 | $413.3M | $24.5M |
| FY2018 | $238.1M | $37.2M |
| FY2017 | $296.1M | $27.6M |
| FY2016 | $274.5M | $451,000 |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$3,143,213,000 | EDU |
| FY2024 | +$2,494,945,000 | EDU |
| FY2023 | +$2,273,517,000 | EDU |
| FY2022 | +$1,160,402,000 | EDU |
| FY2021 | +$1,418,580,000 | EDU |
| FY2020 | +$2,739,779,000 | EDU |
| FY2019 | +$2,537,917,000 | EDU |
| FY2018 | +$2,080,739,000 | EDU |
| FY2017 | +$1,529,696,000 | EDU |
| FY2016 | +$910,990,000 | EDU |
| FY2015 | +$605,648,000 | EDU |
| FY2014 | +$298,472,000 | EDU |
| FY2013 | +$219,334,000 | EDU |
| FY2012 | +$111,634,000 | EDU |
| FY2011 | +$44,788,000 | EDU |
| FY2010 | +$17,417,000 | EDU |
| FY2009 | +$1,837,000 | EDU |
EDU has reported the higher revenue in every one of these 17 fiscal years. The gap has widened since the earliest year compared.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −4.3 pp | LRN |
| FY2024 | −4.3 pp | LRN |
| FY2023 | −2.5 pp | LRN |
| FY2022 | +0.9 pp | EDU |
| FY2021 | −45.6 pp | LRN |
| FY2020 | +0.7 pp | EDU |
| FY2019 | +7.6 pp | EDU |
| FY2018 | +3.7 pp | EDU |
| FY2017 | +9.2 pp | EDU |
| FY2016 | +15.4 pp | EDU |
| FY2015 | +14.8 pp | EDU |
| FY2014 | +15.1 pp | EDU |
| FY2013 | +17.7 pp | EDU |
| FY2012 | +11.1 pp | EDU |
| FY2011 | +15.3 pp | EDU |
| FY2010 | +16.6 pp | EDU |
| FY2009 | +14.6 pp | EDU |
The higher net margin has changed hands between EDU and LRN over this period.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
EDU's net margin has been more volatile than LRN's over the 17 comparable fiscal years — 13.1 percentage points of standard deviation against 3.8.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between EDU and LRN over these 17 fiscal years — EDU led in 13 and LRN in 4.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
EDU's return on equity has been more volatile than LRN's over the 17 comparable fiscal years — 11.2 percentage points of standard deviation against 6.9.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between EDU and LRN over these 17 fiscal years — EDU led in 11 and LRN in 6.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.