Verdict: Side-by-side breakdown using the Bull Rankings model. EDU scored 78.0, STRA scored 65.5 — EDU leads.
Compare another set
EDU
New Oriental Education & Technology Group Inc.
Education & Training Services · Quality-Growth
78
$58.63 · $9.1B
fundamentals as of
Score gap
12.5
EDU leads
STRA
Strategic Education, Inc.
Education & Training Services · Quality-Growth
65.5
$82.39 · $1.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestSTRA13.8x
Fastest growthEDU+15.5%
Strongest balance sheetSTRA0.07
Highest qualityEDU75 / 100
Largest discount to fair valueEDU-39%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
EDU
stronger →← stronger
STRA
75
Qualityreturns · margins · balance sheet
69
78
Growthrevenue & earnings expansion
59
81
Valuevaluation vs sector peers
68
EDU is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
EDU
STRA
$780mC+
FCF
$169mC
+15.5%B+
Rev
+3.5%C+
0.20A-
D/E
0.07A
19.5xB
P/E
13.8xA-
1.00B+
PEG
0.67A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
EDU
STRA
39% below
Price vs fair valuelower is cheaper
28% below
~-2%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-4%/yr
+42%
1-yr DCF upside
+37%
+64%
5-yr DCF upside
+38%
+104%
10-yr DCF upside
+40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EDU
Why this score
Buying back stock
STRA
Why this score
Buying back stock
The companies
EDUNew Oriental Education & Technology Group Inc.
Education & Training Services · $58.63 · beta 0.18
Why now
Education & Training Services · market cap $9.1b. 10% off the 52-week high of $64.97. Revenue growing +16%, comfortably above the S&P median. 20 sell-side analysts publish a mean 1-yr target of $73.62 (implying +26% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 164% of net income — earnings translate cleanly into cash.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
STRAStrategic Education, Inc.
Education & Training Services · $82.39 · beta 0.47
Why now
Education & Training Services · market cap $1.8b. 8% off the 52-week high of $89.73. PEG 0.67 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Buy with a mean 1-yr target of $96.67 (implying +17% upside).
Moat
FCF converts 125% of net income — earnings translate cleanly into cash.
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.
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.
Where EDU and STRA diverge
On the headline score the gap is 12.5 points in favor of EDU. The widest single difference is Growth, where EDU leads by 19.0 points.
GrowthEDU 78.0 · STRA 59.0EDU +19.0
ValueEDU 81.2 · STRA 68.5EDU +12.7
QualityEDU 74.8 · STRA 69.4EDU +5.4
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is EDU or STRA the better stock?
EDU scores higher: EDU 78.0, STRA 65.5 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do EDU and STRA differ most?
The widest gap is growth, where EDU leads by 19 points on the 0–100 pillar scale. EDU leads all three pillars, so the gap is broad rather than a single-measure difference.
How are EDU and STRA scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.