COMPARE · Reviewed July 2, 2026
EDU vs LOPE
Verdict: Side-by-side breakdown using the Bull Rankings model. EDU scored 77.4, LOPE scored 74.6 — EDU ahead by 2.8000000000000114.
EDU
New Oriental Education & Technology Group Inc.
77.4
$47.03
Score gap
2.8000000000000114
EDU leads
LOPE
Grand Canyon Education, Inc.
74.6
$152.65
The companies
EDUNew Oriental Education & Technology Group Inc.
Why now
Education & Training Services · market cap $7.8b. Down 28% from 52-week high of $64.97 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. PEG 0.79 — paying under fair value for the growth rate. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $70.61 (implying +50% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 176% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
LOPEGrand Canyon Education, Inc.
Why now
Education & Training Services · market cap $4.0b. Down 32% from 52-week high of $223.04 — deep drawdown territory. PEG 0.94 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $209.33 (implying +37% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 0.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 1% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Base grades (each contributes ~14.3% of base composite)
| EDU | Component | LOPE |
|---|---|---|
| C+70 | FCF | C65 |
| B+85 | Rev | B80 |
| A-90 | D/E | A-90 |
| B+85 | P/E or P/S | B80 |
| A-90 | PEG | B+85 |
| Supplemental signals · feed the score, not on the row card | ||
| A-90 | FCF Yield | B+85 |
| B80 | ROE | C65 |
| 84.7 | Base composite | 79.1 |
Adjustments (signed deltas applied on top of base)
EDU
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (81% buy/strong-buy)+2
covered yield (2.5% at 22% payout)+1
forward P/E cheaper (17 → 11)+1
DCF cross-check (avg upside 99%)+1
Total+6
LOPE
GARP sweet spot (PEG <1, positive FCF)+1
DCF cross-check (avg upside 76%)+1
Total+2
DCF cross-check (per-share value vs. live price)
| EDU upside | Horizon | LOPE upside |
|---|---|---|
| +46% | 1Y | +55% |
| +86% | 5Y | +72% |
| +165% | 10Y | +101% |
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.