EDU vs STRA
New Oriental Education & Technology Group Inc. and Strategic Education, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | EDU | STRA |
|---|---|---|
| Revenue | $5.7B | $1.3B |
| Net income | $475.2M | $126.6M |
| Gross margin | 54.6% | · |
| Net margin | 9.1% | 10.0% |
| Return on equity | 12.4% | 7.7% |
| Diluted EPS | · | $5.41 |
| Dividend / share | · | $2.40 |
| Payout ratio | 20.3% | 45.4% |
| Free cash flow | $780.2M | $153.9M |
| Equity | $4.0B | $1.6B |
| Net debt / equity | · | · |
| Current ratio | 1.50× | 1.27× |
| Revenue CAGR 5y | 5.8% | 4.3% |
| Profit CAGR 5y | 7.3% | 8.0% |
EDU bills 4.5× the revenue of STRA, and STRA keeps more of each dollar of revenue as profit (10.0% 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 | STRA |
|---|---|---|
| FY2025 | $5.7B | $1.3B |
| FY2024 | $4.9B | $1.2B |
| FY2023 | $4.3B | $1.1B |
| FY2022 | $3.0B | $1.1B |
| FY2021 | $3.1B | $1.1B |
| FY2020 | $4.3B | $1.0B |
| FY2019 | $3.6B | $997.1M |
| FY2018 | $3.1B | $634.2M |
| FY2017 | $2.4B | $454.9M |
| FY2016 | $1.8B | $441.1M |
Bottom line
| Fiscal year | EDU | STRA |
|---|---|---|
| FY2025 | $475.2M | $126.6M |
| FY2024 | $371.7M | $112.7M |
| FY2023 | $309.6M | $69.8M |
| FY2022 | $177.3M | $46.7M |
| FY2021 | $-1.2B | $55.1M |
| FY2020 | $334.4M | $86.3M |
| FY2019 | $413.3M | $81.1M |
| FY2018 | $238.1M | $-15.7M |
| FY2017 | $296.1M | $20.6M |
| FY2016 | $274.5M | $34.8M |
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$4,393,074,000 | EDU |
| FY2024 | +$3,680,332,000 | EDU |
| FY2023 | +$3,180,662,000 | EDU |
| FY2022 | +$1,932,280,000 | EDU |
| FY2021 | +$1,973,560,000 | EDU |
| FY2020 | +$3,248,886,000 | EDU |
| FY2019 | +$2,581,545,000 | EDU |
| FY2018 | +$2,462,306,000 | EDU |
| FY2017 | +$1,992,579,000 | EDU |
| FY2016 | +$1,358,421,000 | EDU |
| FY2015 | +$1,043,911,000 | EDU |
| FY2014 | +$800,725,000 | EDU |
| FY2013 | +$635,287,000 | EDU |
| FY2012 | +$397,875,000 | EDU |
| FY2011 | +$125,761,000 | EDU |
| FY2010 | −$96,881,000 | STRA |
| FY2009 | −$125,654,000 | STRA |
| FY2008 | −$103,708,000 | STRA |
The higher-revenue side has changed between EDU and STRA over this period. The gap has widened since the earliest year compared.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −0.9 pp | STRA |
| FY2024 | −1.6 pp | STRA |
| FY2023 | +1.4 pp | EDU |
| FY2022 | +3.5 pp | EDU |
| FY2021 | −44.2 pp | STRA |
| FY2020 | −3.0 pp | STRA |
| FY2019 | +1.8 pp | EDU |
| FY2018 | +9.8 pp | EDU |
| FY2017 | +7.6 pp | EDU |
| FY2016 | +7.5 pp | EDU |
| FY2015 | +6.6 pp | EDU |
| FY2014 | +5.7 pp | EDU |
| FY2013 | +16.4 pp | EDU |
| FY2012 | +2.5 pp | EDU |
| FY2011 | +0.7 pp | EDU |
| FY2010 | −1.8 pp | STRA |
| FY2009 | −0.4 pp | STRA |
| FY2008 | +0.4 pp | EDU |
The higher net margin has changed hands between EDU and STRA over this period.
18 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 STRA's over the 18 comparable fiscal years — 13.0 percentage points of standard deviation against 6.2.
18 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 STRA over these 18 fiscal years — EDU led in 12 and STRA in 6.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
STRA's return on equity has been more volatile than EDU's over the 18 comparable fiscal years — 41.4 percentage points of standard deviation against 10.9.
18 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 STRA over these 18 fiscal years — EDU led in 8 and STRA in 10.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.