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 1,396M combined for its competitors (15.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs holding steady (-0.1%) 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 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.
API endpoints for this dataset
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 Bright Scholar Education Holdings Limited reports; 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 |
| Similar Growth & Profitability (2) | $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 6.4% 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 2.37% to 1.88%, a loss of 0.48 percentage points.
Bright Scholar Education Holdings Limited's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Bright Scholar Education Holdings Limited | No | No | No | No |
| Competitors combined (5) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 6) | 25.00 % (2 of 8) | 25.00 % (2 of 8) | 50.00 % (4 of 8) |
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
BEDU Stock Performance relative to Similar Growth & Profitability 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 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 |
3,926.32 | 95.60 |
 Tal Education Group |
1,965.91 | 3,008.91 |
 Nerdy Inc |
882.15 | 178.83 |
 Coursera Inc |
875.25 | 886.00 |
 Chegg Inc |
67.17 | 235.87 |
| SUBTOTAL | 7,983.80 | 4,652.77 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
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 Bright Scholar Education Holdings Limited reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| 51talk Online Education Group | Company report | 85% |
| Nerdy Inc | Company report | 85% |
| Chegg Inc | Company report | 85% |
| Tal Education Group | Company report | 85% |
| Coursera Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Bright Scholar Education Holdings Limited's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Bright Scholar Education Holdings Limited's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Nerdy Inc | Tutoring 100.00 % |
| Coursera Inc | Enterprise 53.33 % |
| Chegg Inc | Single Reportable Segment 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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 | 3,926 | 69,176 | -12,159 |
| Tal Education Group | 1,966 | 115,284 | 20,312 |
| Nerdy Inc | 882 | 357,664 | -91,560 |
| Coursera Inc | 875 | 677,888 | -104,285 |
| Chegg Inc | 67 | 396,412 | -67,590 |
| PEERS TOTAL | 7,717 | 147,410 | 9,739 |
Bright Scholar Education Holdings Limited's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. 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 % |
| Coursera Inc | United States 42.24 % |
| Chegg Inc | US 77.77 % |
Source: revenue geography as reported in each company's reports (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 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 (69 companies). See the full Educational Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 28.69 % | 35.85 % (avg) | -7.2 pp |
| Operating Margin | -46.74 % | industry median | -50.6 pp |
| EBITDA Margin | -43.52 % | 0.35 % (avg) | -43.9 pp |
| Capital Intensity (Capex / Revenue) | 2.59 % | 3.94 % (avg) | -1.3 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.
Bright Scholar Education Holdings Limited's Valuation vs Competitive Position
Valuation multiples vs the Educational Services industry average (69 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. See the full Educational Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 21.1x | - |
| EV / EBITDA | - | 13.8x | - |
| P/B | 3.2x | 2.7x | +0.6x |
| Return on Equity | -199.85 % | industry aggregate | -202.39 % |
| Return on Invested Capital | -20.64 % | -2.13 % (avg) | -18.51 % |
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.
Bright Scholar Education Holdings Limited's Strategic Group Map
Bright Scholar Education Holdings Limited is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Bright Scholar Education Holdings Limited's trailing-12-month revenue growth of -15.4% and operating margin of -46.7% compares with an average of -18.9% growth and -33.5% margin across its 8 closest peers by combined growth, margin and ROIC -- Bright Scholar Education Holdings Limited sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Bright Scholar Education Holdings Limited'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 |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.59 % vs industry average 3.94 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Bright Scholar Education Holdings Limited's dedicated Suppliers and Customers pages, not here.
Bright Scholar Education Holdings Limited's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Bright Scholar Education Holdings Limited falls in the Low attractiveness / Low strength cell: Harvest / Divest.
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.
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
- Operating margin 50.6 points below the industry median.
- Return on equity 202.4 points below the industry aggregate.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
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 | - |
| Nerdy Inc | 1.70 | 2.11 | 0.48 |
| Coursera Inc | 1.77 | 2.13 | - |
| Chegg Inc | 0.35 | 1.05 | 0.26 |
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 % |
| Nerdy Inc | Q2 2026 | -3.6 % | - |
| Coursera Inc | Q2 2026 | +59.9 % | - |
| Chegg Inc | Q3 2026 | -39.7 % | - |
| PEERS TOTAL | +28.9 % | - |
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 % |
| Nerdy Inc | Q2 2026 | -10.3 % | +32.3 % |
| Coursera Inc | Q2 2026 | +49.0 % | -25.0 % |
| Chegg Inc | Q3 2026 | -28.3 % | -70.3 % |
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% |
| Nerdy Inc | - | - | - |
| Coursera 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 | - | 41.07 |
| Tal Education Group | 3.71 | 0.65 |
| Nerdy Inc | - | 4.93 |
| Coursera Inc | - | 0.99 |
| Chegg Inc | - | 0.28 |
| PEERS AVERAGE | 54.92 | 1.72 |
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.