New Oriental Education & Technology Group vs Stride
New Oriental Education & Technology Group is the larger business, with $5.66bn of revenue in fiscal 2026 against $2.52bn for Stride (2.2 times as much). New Oriental Education & Technology Group grew faster (15.5% against 4.7%). Stride kept more of each dollar of sales as profit: a net margin of 13.4% against 8.4%.
| Latest fiscal year | New Oriental Education & Technology GroupEDU, 2026 | StrideLRN, 2026 |
|---|---|---|
| Revenue | $5.66bn | $2.52bn |
| Revenue growth | 15.5% | 4.7% |
| Net income | $475m | $338m |
| Operating margin | 11.4% | — |
| Net margin | 8.4% | 13.4% |
| Return on equity | 12.4% | 21.7% |
| Free cash flow | $780m | $433m |
| Cash | $1.82bn | $755m |
| Total debt | — | $418m |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | 1.3% | — |
| Share buybacks | $231m | $189m |
| Employees | — | 9,200 |
| Market value | $7.80bn | $3.13bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 52 (Moderate) | 48 (Moderate) |
| Insider trades, 12 months | 0 buys, 6 sales | 4 buys, 0 sales |