COMPARE · Reviewed July 29, 2026
EDU vs STRA
Verdict: Side-by-side breakdown using the Bull Rankings model. EDU scored 84.0, STRA scored 72.4 — EDU leads.
Compare another set
EDU
New Oriental Education & Techno
84
$58.58
fundamentals as of
Score gap
11.6
EDU leads
STRA
Strategic Education, Inc.
72.4
$87.62 · $2.0B
fundamentals as of
Fundamentals, head-to-head
EDU
STRA
$648mC+
FCF
$169mC
+13.6%B+
Rev
+3.5%C+
0.18A-
D/E
0.07A
21.7xB
P/E
15.5xA-
0.86B+
PEG
0.73A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EDU
STRA
—
Price vs fair valuelower is cheaper
61% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-13%/yr
—
1-yr DCF upside
+123%
—
5-yr DCF upside
+154%
—
10-yr DCF upside
+208%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EDU
No notable signals flagged.
STRA
Why this score
- Buying back stock
The companies
EDUNew Oriental Education & Techno
Why now
Education & Training Services · market cap n/a. 10% off the 52-week high of $64.97. Revenue growing +14%, comfortably above the S&P median. PEG 0.86 — 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 +21% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 154% 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.
STRAStrategic Education, Inc.
Why now
Education & Training Services · market cap $2.0b. Trading near 52-week high of $87.86 — momentum setup, limited technical margin of safety. PEG 0.73 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $88.67 (implying +1% upside).
Moat
FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
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.