Ambow Education Holding Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Ambow Education Holding Ltd (AMBO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Ambow Education Holding Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 17M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-44.2% annualized vs trailing 12 months).
- Scale: Ambow Education Holding Ltd ranks #23 of 45 companies by market capitalization in the Educational Services industry, holding 0.3% of industry market cap.
- Peer revenue share: Ambow Education Holding Ltd accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.11M compares with $0.15M for the peer group (0.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AMBO Sales vs. its Competitors, Q2 2026
Ambow Education Holding Ltd generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Educational Services industry grew revenue 4.5% year over year, combined, vs -13.5% for Ambow Education Holding Ltd. Ambow Education Holding Ltd's share of combined industry revenue moved from 0.02% to 0.02%, a gain of 0.00 percentage points.
Ambow Education Holding Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Ambow Education Holding Ltd | Yes | - | - | No |
| Competitors combined (2) | ||||
| High-Confidence Competitors (2) | ||||
| Similar-Size Competitors (7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AMBO Stock Performance relative to its Competitors
AMBO Stock Performance relative to High-Confidence Competitors
AMBO Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Youdao Inc | 282.9% | Outperformed |
| 2 | Tal Education Group | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Ambow Education Holding Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Ambow Education Holding Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Ambow Education Holding Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Ambow Education Holding Ltd | 121.11 | 17.14 |
| Tal Education Group | 2,293.88 | 3,008.91 |
| Youdao Inc | 1,747.43 | 844.20 |
| SUBTOTAL | 4,162.42 | 3,870.25 |
Sources: Ambow Education Holding Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Ambow Education Holding Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Ambow Education Holding Ltd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Zoom | Named by the company | 85% |
| Google Meet | Named by the company | 85% |
| Microsoft Teams | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Ambow Education Holding Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Ambow Education Holding Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Ambow Education Holding Ltd | 121 | 107,144 | 21,325 |
| Tal Education Group | 2,294 | 115,284 | 20,312 |
| Youdao Inc | 1,747 | 4,200,010 | 69,040 |
| PEERS TOTAL | 4,041 | 146,501 | 20,684 |
Ambow Education Holding Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 41 companies in Ambow Education Holding Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Ambow Education Holding Ltd ranks #23 of 41 companies by market capitalization in its industry, holding 0.30 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 777, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Laureate Education Inc | 5,193 | 12.72 % |
| 2 | Graham Holdings Co | 4,957 | 12.14 % |
| 3 | Covista inc | 4,213 | 10.32 % |
| 4 | Grand Canyon Education inc | 3,816 | 9.35 % |
| 5 | Stride Inc | 1,234 | 5.2% |
| 6 | Lixiang Education Holding Co Ltd | 1,234 | 5.2% |
| 7 | Tal Education Group | 1,234 | 5.2% |
| 8 | Perdoceo Education Corp | 1,234 | 5.2% |
| 9 | 17 Education and Technology Group Inc | 1,234 | 5.2% |
| 10 | Youdao Inc | 1,234 | 5.2% |
| 23 | Ambow Education Holding Ltd | 121 | 0.30 % |
Market cap and industry share for the rest of Ambow Education Holding Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Ambow Education Holding Ltd's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 18 | Ihuman Inc | 308 | -58.93 % |
| 19 | 51talk Online Education Group | 247 | -73.88 % |
| 20 | Four Seasons Education cayman Inc | 221 | -29.82 % |
| 21 | Afya Limited | 211 | -22.37 % |
| 22 | Legacy Education Inc | 1,234 | 12.3% |
| 23 | Ambow Education Holding Ltd | 121 | -46.33 % |
| 24 | Chegg Inc | 1,234 | 12.3% |
| 25 | Leifras Co Ltd | 1,234 | 12.3% |
| 26 | Ata Creativity Global | 1,234 | 12.3% |
| 27 | Sunlands Technology Group | 1,234 | 12.3% |
| 28 | Skillful Craftsman Education Technology Limited | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Ambow Education Holding Ltd's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Ambow Education Holding Ltd's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Educational Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (44 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 40.03 % | 49.04 % (avg) | -9.0 pp |
| Operating Margin | 4.40 % | industry median | -1.5 pp |
| EBITDA Margin | 12.39 % | -0.18 % (avg) | +12.6 pp |
| Capital Intensity (Capex / Revenue) | 0.00 % | 1.94 % (avg) | -1.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Ambow Education Holding Ltd's Valuation vs Competitive Position
Valuation multiples vs the Educational Services industry average (44 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 14.6x | - |
| EV / EBITDA | 62.2x | 12.4x | +49.8x |
| P/B | 27.9x | 3.0x | +24.8x |
| Return on Equity | 70.69 % | industry aggregate | 54.02 % |
| Return on Invested Capital | 4.91 % | -0.82 % (avg) | 5.73 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Ambow Education Holding Ltd's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2025 |
|---|---|---|---|---|
| Revenue Growth | 13.30 % | 8.50 % | -2.79 % | - |
| Operating Margin | 2.90 % | -16.73 % | -23.41 % | 3.86 % |
| Return on Invested Capital | 2.93 % | -16.99 % | -38.33 % | 5.69 % |
| P/E | 34.9x | - | - | 4.8x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Ambow Education Holding Ltd's BCG Growth-Share Matrix
Relative market share (vs Ambow Education Holding Ltd's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Ambow Education Holding Ltd falls in the Dog quadrant: relative market share of 0.02x vs its largest competitor, in an industry growing revenue 3.5% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Ambow Education Holding Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 777 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.00 % vs industry average 1.94 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Ambow Education Holding Ltd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Ambow Education Holding Ltd's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Ambow Education Holding Ltd's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Ambow Education Holding Ltd falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Ambow Education Holding Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Return on equity 54.0 points above the industry aggregate.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-44.2% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.02x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Ambow Education Holding Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Ambow Education Holding Ltd | 1.65 | 2.24 | 0.41 |
| Tal Education Group | 0.99 | 2.17 | - |
| Youdao Inc | 0.15 | 0.59 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Ambow Education Holding Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Ambow Education Holding Ltd | Q2 2026 | +3.4 % | - |
| Tal Education Group | Q1 2026 | +33.7 % | +529.2 % |
| Youdao Inc | Q4 2025 | +9.6 % | +34.6 % |
| PEERS TOTAL | +27.5 % | +474.5 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Ambow Education Holding Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Ambow Education Holding Ltd | Q2 2026 | +765.3 % | - |
| Tal Education Group | Q1 2026 | +27.9 % | +17,522.6 % |
| Youdao Inc | Q4 2025 | +19.4 % | +126.6 % |
Ambow Education Holding Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Ambow Education Holding Ltd | 29.58% | 32.31% | 70.69% |
| Tal Education Group | 8.93% | 12.51% | 14.05% |
| Youdao Inc | 4.91% | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Ambow Education Holding Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Ambow Education Holding Ltd | - | 7.06 |
| Tal Education Group | 4.32 | 0.76 |
| Youdao Inc | 16.20 | 2.07 |
| PEERS AVERAGE | 7.60 | 1.08 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.