Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002607.SZ
STRONG SELLREMOVEGet insider-trade alertsOffcn Education Technology Co., Ltd. · Consumer Defensive · China · $1.6B · Avg Vol: $40M/d
Offcn Education has a broken business model following severe regulatory crackdowns on the private tutoring sector in China. It lacks pricing power, has low ROIC, and represents a turnaround story that we strictly avoid under the Terry Smith lens.
COMPANY DESCRIPTION
Offcn Education Technology is a leading provider of vocational education and training services in China, specializing in civil service and public sector exam preparation. The company operates a vast nationwide network of learning centers supported by a highly standardized curriculum and R&D system. It remains a dominant player in China's professional certification and employment training market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 710.6M | 454.6M | 386.9M | 329.5M | -22.6% |
| EPS | -0.03 | -0.00 | 0.00 | 0.00 | -66.7% |
| Shares | 6.2B | 6.2B | 6.2B | 6.2B | 0.0% |
| Debt | 160.2M | 287.8M | 276.2M | 239.2M | 14.3% |
| Equity | 114.9M | 83.5M | 106.7M | 111.5M | -1.0% |
| Op CF | 115.9M | -117.8M | 82.0M | 62.2M | -18.7% |
| Inv CF | 37.2M | -1.6M | 5.1M | 2.0M | — |
| Fin CF | -387.2M | 116.1M | -101.4M | -94.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 002607.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002607.SZ | Offcn Education Technology Co., Ltd.(you) | $1.6B | 9 | STRONG SELL |
| DAO | Youdao, Inc. | $1.3B | 26 | SELL |
| 300559.SZ | Chengdu Jiafaantai Education Technology Co.,Ltd. | $615M | 15 | STRONG SELL |
| 2385.HK | Readboy Education Holding Company Limited | $261M | 8 | STRONG SELL |
| 1797.HK | East Buy Holding Limited | $3.1B | 34 | SELL |
| 9636.HK | JF SmartInvest Holdings Ltd | $1.8B | 53 | HOLD |
| 1769.HK | Scholar Education Group | $86M | 20 | STRONG SELL |
| 0667.HK | China East Education Holdings Limited | $1.0B | 74 | BUY |
| 000526.SZ | Xueda (Xiamen) Education Technology Group Co., Ltd | $442M | 59 | HOLD |
| 0382.HK | Edvantage Group Holdings Limited | $70M | 26 | SELL |
Peer medians: ROE 8.5% · P/E 19.5x · Gross margin 33.4%