Análisis Argos
EDU
EDUOportunidad
New Oriental Education & Technology Group Inc. · Consumer Defensive
US$ 47.03
precio al 2026-07-04
Valor justo Argos*
US$ 79–87
vs. su valor justo
46% por debajo
Score Argos
85/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 12.2% al año — menos de lo que viene demostrando (6.1%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 20% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO4/6PASADO4/6SALUD5/6DIVIDENDO5/6
El Iris de calidad
VALOR6/6FUTURO4/6PASADO4/6SALUD5/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos85de 100Oportunidad
Ingresos14%
US$ 4.9 B
Margen operativo7%
8.7%
Flujo de caja libre24%
US$ 0.6 B
Deuda neta
US$ -0.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 7.5B
P/E20.1x
EV/EBITDA12.5x
FCF yield8.5%
ROIC10.8%
Margen operativo8.7%
Crecim. ingresos+13.6%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 31 may
This Chinese Education Company Generated $1.4 Billion in Revenue. Why Did a Fund Sell 826,670 Shares?
New Oriental Education delivers test prep and language training to students across China's education sector with a broad service portfolio.
fool.com · 31 may
Why a Fund Dumped a $24 Million China Education Stock While Keeping a Big Position in TAL
New Oriental Education delivers private tutoring, language training, and test prep services to students across China's education market.
fool.com · 18 may
Green Court Reduces New Oriental Education Stake, According to Recent SEC Filing
New Oriental has moved beyond the K-9 tutoring business that once defined it. Its next challenge is to demonstrate that its new education model can consistently convert growth into margin gains.
zacks.com · 11 may
EDU vs. LOPE: Which Stock Is the Better Value Option?
Investors interested in Schools stocks are likely familiar with New Oriental Education (EDU) and Grand Canyon Education (LOPE). But which of these two stocks is more attractive to value investors?
fool.com · 5 may
Does This $10 Million Bet on New Oriental Education Stock Signal a Potential Turnaround Ahead?
This education firm serves students across China with test prep, tutoring, and language training through in-person and online programs.
seekingalpha.com · 23 abr
New Oriental Education: Above-Expectations Performance And Outlook
I have maintained a 'Buy' rating for New Oriental Education (EDU) after evaluating its results and prospects. EDU delivered better-than-anticipated revenue and earnings in 3QFY2026, thanks to cross-selling synergies and enhanced operational efficiency. Management's Q4 guidance implies continued high-teens revenue growth; this is supported by expectations of higher learning center utilization and lower marketing expenditures.
prnewswire.com · 22 abr
New Oriental Announces Results for the Third Fiscal Quarter Ended February 28, 2026
BEIJING, April 22, 2026 /PRNewswire/ -- New Oriental Education & Technology Group Inc. (the "Company" or "New Oriental") (NYSE: EDU/ 9901.SEHK), a provider of private educational services in China, today announced its unaudited financial results for the third fiscal quarter ended February 28, 2026, which is the third quarter of New Oriental's fiscal year 2026. Financial Highlights for the Third Fiscal Quarter Ended February 28, 2026 Total net revenues increased by 19.8% year over year to US$1,417.3 million for the third fiscal quarter of 2026.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.