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Bright Scholar Education Holdings Ltd (BEDU)
NYSE:BEDU
US Market

Bright Scholar Education Holdings (BEDU) AI Stock Analysis

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BEDU

Bright Scholar Education Holdings

(NYSE:BEDU)

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Neutral 51 (OpenAI - 4o)
Rating:51Neutral
Price Target:
$2.00
▼(-11.11% Downside)
Bright Scholar Education Holdings' overall stock score is primarily influenced by its challenging financial performance, which is the most significant factor. While technical analysis indicates short-term bullish momentum, overbought signals suggest caution. The negative valuation metrics further weigh down the overall score.

Bright Scholar Education Holdings (BEDU) vs. SPDR S&P 500 ETF (SPY)

Bright Scholar Education Holdings Business Overview & Revenue Model

Company DescriptionBright Scholar Education Holdings Limited, an education service provider, operates and provides K-12 schools and complementary education services in China, Canada, the United states, and the United Kingdom. Its schools comprise international and bilingual schools, and kindergartens. The company also offers a range of complementary education services, including camps and after-school programs, as well as international education consulting services. It operated 95 schools across 12 provinces in China, as well as 14 schools internationally with a total student capacity of approximately 56,000 students. The company was founded in 1994 and is based in Foshan, China.
How the Company Makes MoneyBright Scholar generates revenue primarily through its diverse range of educational offerings. Key revenue streams include tuition fees from its network of private schools, which cater to both domestic and international students, as well as fees from after-school programs and tutoring services. The company also earns income from online education services, leveraging technology to provide accessible learning options. Significant partnerships with other educational institutions and organizations enhance its service offerings and market reach, contributing to its overall earnings. Additionally, BEDU benefits from the increasing demand for quality education in China and abroad, positioning itself as a key player in the education sector.

Bright Scholar Education Holdings Earnings Call Summary

Earnings Call Date:Apr 28, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Jan 15, 2026
Earnings Call Sentiment Neutral
Bright Scholar's earnings call highlighted strong improvements in revenue per enrollment, significant reductions in SG&A expenses, and robust academic and extracurricular achievements. However, these positives were offset by a noticeable decline in overall revenue and gross profit, as well as a reduction in cash reserves. The sentiment reflects a balanced view with both progress and challenges.
Q2-2025 Updates
Positive Updates
Increase in Revenue Per Enrollment
Bright Scholar reported a 14.2% year-over-year improvement in revenue per enrollment at its U.S. schools in the second quarter of fiscal 2025.
Reduction in SG&A Expenses
The company achieved a year-over-year reduction in SG&A expenses by 13.7%, improving operational efficiency.
Strong Academic and Extracurricular Achievements
CATS Academy Boston students secured over 100 acceptances from top-tier universities, and student-athlete Jaylen Harrell was named Gatorade Massachusetts Boys Basketball Player of the Year for the second consecutive year.
Net Income Growth
Net income from continuing operations increased by over 200% year-over-year, with adjusted net income growing by 179.5% to GBP3.5 million.
University Placement Success
UK schools achieved exceptional university placement results, with students receiving offers from 8 of the top 10 UK universities according to QS 2025 ranking.
Negative Updates
Decline in Overall Revenue
Revenue from continuing operations decreased to GBP43.8 million compared with GBP48.5 million for the same quarter last fiscal year.
Decrease in Gross Profit
Gross profit from continuing operations was GBP13.2 million compared to GBP15 million for the same quarter last fiscal year, indicating a decrease.
Reduction in Cash and Cash Equivalents
Cash and cash equivalents and restricted cash decreased to GBP46.3 million compared with GBP54.3 million as of the end of the last fiscal year.
Company Guidance
During the earnings call for Bright Scholar's second quarter of fiscal year 2025, the company reported stable year-over-year student enrollment at 2,699 students and a notable 14.2% increase in revenue per enrollment at U.S. schools. The Schools segment remained the primary revenue source, contributing approximately 61% of total revenue. Despite external challenges, such as VAT policy impacts in the UK, they achieved a 13.7% reduction in SG&A expenses, improving the SG&A to revenue ratio by 1.2 percentage points. Net income from continuing operations saw a substantial increase, rising by over 200% year-over-year to GBP3.2 million. The Overseas Study Counselling segment revenue grew by 6.2% to GBP11.9 million. Adjusted net income increased by 179.5% to GBP3.5 million. As of February 28, 2025, Bright Scholar held GBP46.3 million in cash and cash equivalents, showing a decrease from GBP54.3 million at the end of the previous fiscal year. Overall, the company's performance aligned with expectations, underscoring its commitment to sustainable growth and educational excellence.

Bright Scholar Education Holdings Financial Statement Overview

Summary
Income Statement
35
Negative
Balance Sheet
30
Negative
Cash Flow
40
Negative
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

Bright Scholar Education Holdings Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2.25
Price Trends
50DMA
2.17
Positive
100DMA
1.98
Positive
200DMA
1.84
Positive
Market Momentum
MACD
0.03
Negative
RSI
65.65
Neutral
STOCH
76.67
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BEDU, the sentiment is Positive. The current price of 2.25 is above the 20-day moving average (MA) of 2.19, above the 50-day MA of 2.17, and above the 200-day MA of 1.84, indicating a bullish trend. The MACD of 0.03 indicates Negative momentum. The RSI at 65.65 is Neutral, neither overbought nor oversold. The STOCH value of 76.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BEDU.

Bright Scholar Education Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (―)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
52
Neutral
$9.63M
51
Neutral
$66.88M-0.49-23.75%-201.80%
47
Neutral
$25.99M19.421.73%32.23%321.98%
41
Neutral
$35.99M-1.61-44.00%-48.17%35.62%
* Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BEDU
Bright Scholar Education Holdings
2.25
0.70
45.16%
FEDU
Four Seasons Education (Cayman)
10.54
0.14
1.35%
AMBO
Ambow Education Holding
3.00
1.25
71.43%
EDTK
Skillful Craftsman Education Technology
0.91
-0.11
-10.78%
YQ
17 Education & Technology Group
3.99
2.42
154.14%
KIDZ
Classover Holdings
0.22
-10.93
-98.03%

Bright Scholar Education Holdings Corporate Events

Bright Scholar Appoints Advisors for Proposal Review
Jun 20, 2025

On June 20, 2025, Bright Scholar Education Holdings announced that its independent special committee has retained Kroll, LLC as its financial advisor and Gibson, Dunn & Crutcher LLP as its U.S. legal counsel to evaluate a preliminary non-binding proposal received on May 26, 2025. The company cautions stakeholders that no definitive decisions or agreements have been made regarding the proposal, and there is no assurance of a transaction being approved or completed.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 03, 2025