Bright Scholar Education Holdings Limited's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Bright Scholar Education Holdings Limited (BEDU) 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: Bright Scholar Education Holdings Limited vs Its Competitors
- TTM: Trailing 12-month revenue of 248M vs 1,427M combined for tracked competitors (14.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-2.2%) for its tracked peer group.
- Growth: Bright Scholar Education Holdings Limited generated -15.4% revenue growth year over year in Q4 2024, vs -3.8% for its tracked competitors combined.
- Profitability: Its -58.9% net margin compares with -72.0% for the peer group.
- Peer revenue share: Bright Scholar Education Holdings Limited accounted for 41.5% of combined revenue among its tracked peer group, down from 44.7% a year earlier.
- Peer differentiation: Revenue per employee of $0.01M compares with $0.15M for the peer group (0.1x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BEDU Sales vs. its Competitors, Q4 2024
Bright Scholar Education Holdings Limited reported revenue contraction of 15.39 % year on year in Q4 2024, below its competitors' combined revenue change of -3.83 %.
With a net margin of -58.85 %, Bright Scholar Education Holdings Limited achieved higher profitability than its competitors (-72.03 %).
Bright Scholar Education Holdings Limited generated 41.51 % of the combined sales of its peer group, down from 44.65 % a year earlier.
Bright Scholar Education Holdings Limited vs. its Competitors, Q4 2024
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Bright Scholar Education Holdings Limited and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Bright Scholar Education Holdings Limited | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Bright Scholar Education Holdings Limited's competitor groups requires a Commercial License.
For context: the Educational Services industry grew revenue 8.6% year over year, combined, vs -15.4% for Bright Scholar Education Holdings Limited. Bright Scholar Education Holdings Limited's share of combined industry revenue moved from 2.36% to 1.84%, a loss of 0.52 percentage points.
Bright Scholar Education Holdings Limited'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 |
|---|---|---|---|---|
| Bright Scholar Education Holdings Limited | - | - | - | - |
| Competitors combined (5) |
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.
BEDU Stock Performance relative to its Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Nerdy Inc | 282.9% | Outperformed |
| 2 | Tal Education Group | 282.9% | Outperformed |
| 3 | Chegg Inc | 282.9% | Outperformed |
| 4 | Coursera Inc | 282.9% | Outperformed |
| 5 | 51talk Online Education Group | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Bright Scholar Education Holdings Limited's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Bright Scholar Education Holdings Limited's Comment on Competition and Industry Peers
Publicly Traded Peers of Bright Scholar Education Holdings Limited
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Bright Scholar Education Holdings Limited | 267.01 | 247.56 |
| 51talk Online Education Group | 4,086.07 | 95.60 |
| Tal Education Group | 2,328.61 | 3,008.91 |
| Coursera Inc | 1,157.66 | 886.00 |
| Nerdy Inc | 1,031.28 | 178.83 |
| Chegg Inc | 80.86 | 266.44 |
| SUBTOTAL | 8,951.49 | 4,683.34 |
Sources: Bright Scholar Education Holdings Limited'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 Bright Scholar Education Holdings Limited versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Bright Scholar Education Holdings Limited's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Tal Education Group | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Bright Scholar Education Holdings Limited'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.
Bright Scholar Education Holdings Limited'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 |
|---|---|---|---|
| Bright Scholar Education Holdings Limited | 267 | 10,051 | -5,914 |
| 51talk Online Education Group | 4,086 | 69,176 | -12,159 |
| Tal Education Group | 2,329 | 115,284 | 20,312 |
| Coursera Inc | 1,158 | 677,888 | -104,285 |
| Nerdy Inc | 1,031 | 357,664 | -91,560 |
| Chegg Inc | 81 | 447,795 | -89,071 |
| PEERS TOTAL | 8,684 | 148,433 | 9,311 |
Bright Scholar Education Holdings Limited's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| 51talk Online Education Group | Asia Pacific 41.37 % |
| Chegg Inc | United States 81.95 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Bright Scholar Education Holdings Limited'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
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-2.2% annualized).
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.
Bright Scholar Education Holdings Limited'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 |
|---|---|---|---|
| Bright Scholar Education Holdings Limited | 0.49 | 0.66 | - |
| 51talk Online Education Group | 0.00 | 0.63 | - |
| Tal Education Group | 0.99 | 2.17 | - |
| Coursera Inc | 1.77 | 2.13 | - |
| Nerdy Inc | 1.70 | 2.11 | 0.48 |
| Chegg Inc | 0.27 | 0.98 | 0.36 |
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.
Bright Scholar Education Holdings Limited'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 |
|---|---|---|---|
| Bright Scholar Education Holdings Limited | Q3 2024 | -15.4 % | - |
| 51talk Online Education Group | Q4 2025 | +88.6 % | - |
| Tal Education Group | Q1 2026 | +33.7 % | +529.2 % |
| Coursera Inc | Q2 2026 | +59.9 % | - |
| Nerdy Inc | Q2 2026 | -3.6 % | - |
| Chegg Inc | Q2 2026 | -50.5 % | - |
| PEERS TOTAL | +27.9 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Bright Scholar Education Holdings Limited'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 |
|---|---|---|---|
| Bright Scholar Education Holdings Limited | Q3 2024 | -16.1 % | -41.4 % |
| 51talk Online Education Group | Q4 2025 | +128.4 % | +644.8 % |
| Tal Education Group | Q1 2026 | +27.9 % | +17,522.6 % |
| Coursera Inc | Q2 2026 | +49.0 % | -25.0 % |
| Nerdy Inc | Q2 2026 | -10.3 % | +32.3 % |
| Chegg Inc | Q2 2026 | -32.7 % | -49.4 % |
Bright Scholar Education Holdings Limited's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Bright Scholar Education Holdings Limited | - | - | - |
| 51talk Online Education Group | - | - | - |
| Tal Education Group | 8.93% | 12.51% | 14.05% |
| Coursera Inc | - | - | - |
| Nerdy Inc | - | - | - |
| Chegg Inc | - | - | - |
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).
Bright Scholar Education Holdings Limited's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Bright Scholar Education Holdings Limited | - | 1.08 |
| 51talk Online Education Group | - | 42.74 |
| Tal Education Group | 4.39 | 0.77 |
| Coursera Inc | - | 1.31 |
| Nerdy Inc | - | 5.77 |
| Chegg Inc | - | 0.30 |
| PEERS AVERAGE | 67.52 | 1.91 |
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.