New Oriental Shares Owned by Institutions

EDU -  USA Stock  

USD 1.90  0.02  1.06%

New Oriental Education fundamentals help investors to digest information that contributes to New Oriental's financial success or failures. It also enables traders to predict the movement of New Oriental Stock. This fundamental analysis module provides a way for investors to measures New Oriental's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to New Oriental stock. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Search Shares Owned by Institutions 

 
Refresh

New Oriental Shares Owned by Institutions Analysis

New Oriental's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current New Oriental Shares Owned by Institutions

    
  86.84 %  
Most of New Oriental's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, New Oriental Education is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

New Oriental Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for New Oriental is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since New Oriental's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of New Oriental's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of New Oriental's interrelated accounts and indicators.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 86% of New Oriental Education are shares owned by institutions. This is 144.41% higher than that of the Consumer Defensive sector and 67.58% higher than that of the Education & Training Services industry. The shares owned by institutions for all United States stocks is 121.47% lower than that of the firm.

New Oriental Current Valuation Drivers

We derive many important indicators used in calculating different scores of New Oriental from analyzing New Oriental's financial statements. These drivers represent accounts that assess New Oriental's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of New Oriental's important valuation drivers and their relationship over time.
201620172018201920202021 (projected)
Average Assets2.67 B3.54 B4.21 B6.44 B7.41 B7.99 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA380.36 M434.46 M439.13 M703.16 M808.64 M872.48 M
Earnings Before Interest Taxes and Depreciation Amortization USD380.36 M434.46 M439.13 M703.16 M808.64 M872.48 M
Earnings before Tax325.08 M355.54 M323.78 M547.7 M629.85 M679.57 M
Average Equity1.58 B1.92 B2.1 B2.65 B3.04 B3.28 B
Enterprise Value10.75 B14.96 B12.77 B19.42 B22.34 B24.1 B
Free Cash Flow519.76 M571.33 M546.01 M519.38 M597.29 M536.89 M
Invested Capital1.06 B1.2 B1.22 B4.65 B5.34 B5.76 B
Invested Capital Average1.02 B1.13 B1.32 B4.28 B4.92 B5.31 B
Market Capitalization11.28 B15.69 B13.56 B18.94 B21.78 B23.5 B
Tangible Asset Value2.9 B3.93 B4.55 B6.46 B7.43 B8.02 B
Working Capital1.12 B1.19 B1.46 B1.28 B1.47 B1.28 B

New Oriental Institutional Holders

Institutional Holdings refers to the ownership stake in New Oriental that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of New Oriental's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing New Oriental's value.
Security TypeSharesValue
Davis Selected AdvisersCommon Shares106.4 M871.1 M
Jpmorgan Chase CoCommon Shares79.2 M648.6 M
Blackrock IncCommon Shares78.4 M642.5 M
Schroder Investment Management GroupCommon Shares67.5 M553 M
Invesco LtdCommon Shares66.7 M546 M
Vanguard Group IncCommon Shares52.5 M430 M
Sustainable Growth Advisers LpCommon Shares35.5 M291.1 M

New Oriental Fundamentals

About New Oriental Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze New Oriental Education's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of New Oriental using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of New Oriental Education based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
New Oriental Education Technology Group Inc. provides private educational services under the New Oriental brand in the Peoples Republic of China. The company was founded in 1993 and is headquartered in Beijing, the Peoples Republic of China. New Oriental operates under Education Training Services classification in the United States and is traded on New York Stock Exchange. It employs 69438 people.

Be your own money manager

Our tools can tell you how much better you can do entering a position in New Oriental without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Fundamental Analysis Now

   

Fundamental Analysis

View fundamental data based on most recent published financial statements
All  Next Launch Module

Pair Trading with New Oriental

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if New Oriental position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in New Oriental will appreciate offsetting losses from the drop in the long position's value.

New Oriental Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for New Oriental and Hailiang Edu Grp. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
Run Pair Correlation  
Continue to New Oriental Piotroski F Score and New Oriental Altman Z Score analysis. Note that the New Oriental Education information on this page should be used as a complementary analysis to other New Oriental's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

Complementary Tools for New Oriental Stock analysis

When running New Oriental Education price analysis, check to measure New Oriental's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy New Oriental is operating at the current time. Most of New Oriental's value examination focuses on studying past and present price action to predict the probability of New Oriental's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move New Oriental's price. Additionally, you may evaluate how the addition of New Oriental to your portfolios can decrease your overall portfolio volatility.
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
The market value of New Oriental Education is measured differently than its book value, which is the value of New Oriental that is recorded on the company's balance sheet. Investors also form their own opinion of New Oriental's value that differs from its market value or its book value, called intrinsic value, which is New Oriental's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because New Oriental's market value can be influenced by many factors that don't directly affect New Oriental Education underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between New Oriental's value and its price as these two are different measures arrived at by different means. Investors typically determine New Oriental value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, New Oriental's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.