EDU
New Oriental Education & Technology Group Inc.Consumer Defensive · $8.8B market cap
Verdict
Share price
$55.44
close of Oct 3, 2026
Fair value
$42.03
Sticker Price
Payback Price
$16.81
buy price
EDU is Overpriced: at $55.44 it trades 32% above its fair value of $42.03. Its buy price (Payback Price) is $16.81, 70% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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1 of the investors we track holds EDU. In Q2 2026, 1 trimmed. Who we track
Moves in Q2 2026
Trimmed: Mason Hawkins
Insider activity
Since Jul 15, 2026: no open-market purchases, 6 sales worth $4.1M and 19 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Zhou Chenggang
director · 2026-08-10
Sold
$3.2M
Zhou Chenggang
director · 2026-08-07
Sold
$735K
Zhuge Yue
director · 2026-08-03
Sold
$71K
Zhuge Yue
director · 2026-08-03
Sold
$24K
Zhuge Yue
director · 2026-07-31
Sold
$24K
Show all 6 salesShow fewer
Zhuge Yue
director · 2026-07-31
Sold
$10K
Other filings
Zhuge Yue
director · 2026-07-16
Tax withholding
$41K
Yu Michael Minhong
director · 2026-07-16
Tax withholding
$3.4M
Yang Zhihui
Executive President · 2026-07-16
Tax withholding
$2.3M
Zhou Chenggang
director · 2026-07-16
Tax withholding
$1.6M
Li Yanhong Robin
director · 2026-07-16
Tax withholding
$41K
Show all 19 other filingsShow fewer
Lee Denny Ting Bun
director · 2026-07-15
Option exercise
4,500 shares
Lee Denny Ting Bun
director · 2026-07-15
Option exercise
45,000 shares
Hsieh Louis
director · 2026-07-15
Option exercise
3,000 shares
Hsieh Louis
director · 2026-07-15
Option exercise
30,000 shares
Zhuge Yue
director · 2026-07-15
Option exercise
3,000 shares
Zhuge Yue
director · 2026-07-15
Option exercise
30,000 shares
Yu Michael Minhong
director · 2026-07-15
Option exercise
150,000 shares
Yu Michael Minhong
director · 2026-07-15
Option exercise
1,500,000 shares
Yang Zhihui
Executive President · 2026-07-15
Option exercise
100,000 shares
Yang Zhihui
Executive President · 2026-07-15
Option exercise
1,000,000 shares
Zhou Chenggang
director · 2026-07-15
Option exercise
72,000 shares
Zhou Chenggang
director · 2026-07-15
Option exercise
720,000 shares
Li Yanhong Robin
director · 2026-07-15
Option exercise
3,000 shares
Li Yanhong Robin
director · 2026-07-15
Option exercise
30,000 shares
About New Oriental Education & Technology Group Inc.
New Oriental Education & Technology Group Inc. (EDU) operates as a prominent private education provider throughout the People's Republic of China, primarily recognized by its "New Oriental" brand. The company organizes its operations across key segments: K-12 After-School Tutoring (AST), Test Preparation and various other courses, and a dedicated Online Education division. Its services encompass extensive test…
Education & Training Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works