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China Online Education Group (COE)
XASE:COE
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China Online Education Group (COE) Price & Analysis

222 Followers

COE Stock Chart & Stats

$29.33
$0.00(0.00%)
At close: 4:00 PM EST
$29.33
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Revenue And User GrowthThe company has scaled rapidly: gross billings reached $127.6M and net revenues rose ~88.6% in 2025, with active students climbing materially. This growth reflects successful global expansion and durable demand that should support revenue momentum and operating leverage as investments mature.
High Gross MarginsSustained gross margins (~72–74% in 2025) indicate strong unit economics at the revenue level, reflecting pricing power and a capital-light delivery model. High gross profitability provides a durable buffer to absorb investment spending and supports eventual operating leverage if fixed costs normalize.
Improved Cash GenerationOperating cash flow turned clearly positive and free cash flow improved (~$9.5M FCF in 2025), showing the business can convert revenue into cash despite GAAP losses. This cash generation enhances runway for growth investments and reduces near-term refinancing pressure, a durable improvement versus prior volatility.
Bears Say
Ongoing Operating LossesDespite top-line strength, 2025 EBIT margin remained deeply negative (about -15%) and net margin ~-18%, highlighting that the company has not yet translated scale into sustained profitability. Persistent losses increase reliance on cash reserves or financing and constrain strategic optionality until margins improve.
Negative Stockholders' EquityNegative equity weakens the balance sheet even though absolute debt is modest (~$2.9M). It reduces financial flexibility, can complicate access to capital or covenants, and elevates restructuring or dilution risk if growth stalls or losses persist, making funding and execution riskier over time.
Aggressive Expense BuildupOperating expenses more than doubled driven by heavy S&M, G&A and product spending, which widened quarterly losses. These front-loaded investments presume improved unit economics; if customer acquisition efficiency or retention underperform, the higher cost base could materially pressure margins and cash flow durability.

China Online Education Group News

COE FAQ

What was China Online Education Group’s price range in the past 12 months?
China Online Education Group lowest stock price was $15.31 and its highest was $56.13 in the past 12 months.
    What is China Online Education Group’s market cap?
    China Online Education Group’s market cap is $154.04M.
      When is China Online Education Group’s upcoming earnings report date?
      China Online Education Group’s upcoming earnings report date is Jun 16, 2026 which is in 49 days.
        How were China Online Education Group’s earnings last quarter?
        China Online Education Group released its earnings results on Mar 27, 2026. The company reported -$0.02 earnings per share for the quarter, missing the consensus estimate of N/A by -$0.02.
          Is China Online Education Group overvalued?
          According to Wall Street analysts China Online Education Group’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does China Online Education Group pay dividends?
            China Online Education Group does not currently pay dividends.
            What is China Online Education Group’s EPS estimate?
            China Online Education Group’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does China Online Education Group have?
            China Online Education Group has 4,132,692 shares outstanding.
              What happened to China Online Education Group’s price movement after its last earnings report?
              China Online Education Group reported an EPS of -$0.02 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 2.55%.
                Which hedge fund is a major shareholder of China Online Education Group?
                Currently, no hedge funds are holding shares in COE
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  China Online Education Group Stock Smart Score

                  4
                  Neutral
                  1
                  2
                  3
                  4
                  5
                  6
                  7
                  8
                  9
                  10

                  Technicals

                  SMA
                  Positive
                  20 days / 200 days
                  Momentum
                  240.71%
                  12-Months-Change

                  Fundamentals

                  Return on Equity
                  69.84%
                  Trailing 12-Months
                  Asset Growth
                  44.80%
                  Trailing 12-Months

                  Company Description

                  China Online Education Group

                  51Talk Online Education Group engages in the operation of an online education platform in China. It operates under the China and Philippines geographical segments. Its online and mobile education platforms enable students across China to take live interactive english lessons with overseas foreign teachers on demand. The company was founded by Jia Jia Huang, Ting Shu, and Li Ming Zhang in July 2011 and is headquartered in Singapore.

                  China Online Education Group (COE) Earnings & Revenues

                  COE Earnings Call

                  Q4 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call presented a strong growth story: triple-digit percentage increases in full-year and quarterly top-line metrics, high gross margins, and positive operating cash flow, indicating the business is scaling. However, the quarter also showed significant near-term profit pressure from aggressive spending (S&M, G&A, product) that produced larger operating and net losses and negative EPS. Management frames the higher expenses as deliberate, front-loaded investments expected to improve unit economics in 2026. There are short-term regional and seasonal risks and a sizable advance-from-students balance to monitor. Overall, growth and cash-generation signals outweigh the current profitability pressures but require successful execution of the 2026 harvesting strategy.View all COE earnings summaries
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                  Ownership Overview

                  11.49%88.51%
                  11.49% Other Institutional Investors
                  88.51% Public Companies and
                  Individual Investors

                  Options Prices

                  Currently, No data available
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