Employees: 17,483
Size Gaotu Techedu, Inc. Sponsored ADR (GOTU) is a United States Consumer Discretionary company (Miscellaneous Commercial Services) with a market value of $552M, the 2627th largest of 3,117 United States companies the cockpit tracks. Shares closed at $2.32 on 6 Nov 2026.
Performance Over six months the shares gained 17.8%, against -8.4% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 10 in its peer set.
Growth Revenue grew 24.9% over the last twelve months (peer median +9.2%); the operating margin is -6.6% (peer median 16.2%).
Valuation It trades at 386.9× forward earnings against a peer median of 10.3× (most expensive of 10).
Price implies For today's price to make sense, revenue must grow about -12% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is -8 pp: the price already allows for a slowdown.
Short interest Short interest is 1.5% of the free float (15 Oct 2026).
Next results Next results expected around 25 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $948M | $855M | $633M | $418M | $371M |
| Revenue growth | — | +35% | +51% | +13% | — |
| Gross profit | $640M | $577M | $431M | $306M | $267M |
| EBITDA | n/a | -$54.5M | -$155M | -$13.5M | -$7.14M |
| Net income | -$47.4M | -$45.0M | -$146M | -$1.03M | $1.96M |
| Free cash flow | n/a | $34.3M | $11.1M | $44.2M | $5.29M |
| Capital expenditure | n/a | $46.0M | $25.0M | $5.76M | $5.04M |
| Total debt | $143M | $83.8M | $67.4M | $26.5M | $11.9M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GOTU | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.4% | -18.8% | 3rd highest of 10 |
| 6-month return | +17.8% | -8.4% | 3rd highest of 10 |
| Distance from 52-week high | -19.2% | -35.4% | 4th highest of 10 |
| Revenue growth (TTM) | +24.9% | +9.2% | 3rd highest of 10 |
| Operating margin | -6.6% | 16.2% | lowest of 10 |
| Forward P/E | 386.9× | 10.3× | most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | -11.9% | -4.2% | least demanding of 7 |
| Growth delivered (Del g) | -3.7% | +8.1% | lowest of 7 |
| Hurdle (Req g minus delivered) | -8.2 pp | -8.6 pp | 4th least demanding of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Gaotu Techedu, Inc. Sponsored ADR GOTU | United States | $552M | +18% | +25% | -7% | 386.9× | -11.9% | -3.7% |
| Lincoln Educational Services LINC | United States | $560M | -61% | +22% | 6% | 18.7× | 13.1% | +12.1% |
| Coursera COUR | United States | $989M | -35% | +44% | -4% | 6.4× | n/a | n/a |
| Universal Technical Institute UTI | United States | $1.10B | +49% | +9% | 5% | 30.1× | n/a | n/a |
| McGraw Hill MH | United States | $2.08B | -8% | 0% | 16% | 5.6× | -5.6% | +2.6% |
| Bright Horizons Family Solutions BFAM | United States | $2.57B | -24% | +7% | 10% | 9.8× | 5.0% | +14.1% |
| Grand Canyon Education LOPE | United States | $3.07B | -29% | +7% | 28% | 11.1× | -7.3% | +5.6% |
| Laureate Education LAUR | United States | $4.56B | +2% | +21% | 26% | 14.5× | -6.7% | +10.7% |
| TAL Education Group Sponsored ADR TAL | United States | $4.77B | -8% | +26% | 16% | 9.8× | n/a | n/a |
| ADT ADT | United States | $6.66B | +44% | +2% | 25% | 10.3× | -2.9% | -0.7% |