Gaotu Techedu Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Gaotu Techedu Inc (GOTU) 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: Gaotu Techedu Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 879M vs -M combined for its competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
- Scale: Gaotu Techedu Inc ranks #17 of 44 companies by market capitalization in the Educational Services industry, holding 1.0% of industry market cap.
- Peer revenue share: Gaotu Techedu Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GOTU Sales vs. its Competitors, Q4 2025
Gaotu Techedu Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
API endpoints for this dataset
For context: the Educational Services industry grew revenue 6.4% year over year, combined, vs 40.9% for Gaotu Techedu Inc. Gaotu Techedu Inc's share of combined industry revenue moved from 5.04% to 6.68%, a gain of 1.63 percentage points.
Gaotu Techedu Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Gaotu Techedu Inc | No | Yes | Yes | No |
| Competitors combined (1) | ||||
| High-Confidence Competitors (2) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 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.
GOTU Stock Performance relative to its Competitors
GOTU Stock Performance relative to High-Confidence Competitors
GOTU Stock Performance relative to Similar-Size Competitors
GOTU 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 | Four Seasons Education cayman Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Gaotu Techedu Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Gaotu Techedu Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Gaotu Techedu Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Gaotu Techedu Inc |
388.22 | 878.98 |
 Four Seasons Education cayman Inc |
180.98 | 35.68 |
| SUBTOTAL | 569.20 | 914.65 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Gaotu Techedu Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Gaotu Techedu Inc's Competitors Named by the Company
Competitive relationships identified from Gaotu Techedu Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| New Oriental Education & Technology Group Inc. | Company report | 85% |
| TAL Education | Company report | 85% |
| DAO | Company report | 85% |
| Four Seasons Education cayman Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Gaotu Techedu Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Gaotu Techedu Inc'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 |
|---|---|---|---|
| Gaotu Techedu Inc | 388 | 223,772 | -11,770 |
| Four Seasons Education cayman Inc | 181 | - | - |
| PEERS TOTAL | 181 | - | - |
Gaotu Techedu Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 40 companies in Gaotu Techedu Inc's industry classification, broader than the peer set above. Market cap in millions of $.Gaotu Techedu Inc ranks #17 of 40 companies by market capitalization in its industry, holding 1.02 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 807, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Graham Holdings Co | 5,239 | 13.80 % |
| 2 | Laureate Education Inc | 4,836 | 12.74 % |
| 3 | Covista inc | 4,071 | 10.72 % |
| 4 | Stride Inc | 3,584 | 9.44 % |
| 5 | Grand Canyon Education inc | 1,234 | 5.2% |
| 6 | Lixiang Education Holding Co Ltd | 1,234 | 5.2% |
| 7 | Youdao Inc | 1,234 | 5.2% |
| 8 | Tal Education Group | 1,234 | 5.2% |
| 9 | Perdoceo Education Corp | 1,234 | 5.2% |
| 10 | 17 Education and Technology Group Inc | 1,234 | 5.2% |
| 17 | Gaotu Techedu Inc | 388 | 1.02 % |
Market cap and industry share for the rest of Gaotu Techedu Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-09.
Gaotu Techedu Inc'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 |
|---|---|---|---|
| 12 | Strategic Education Inc | 1,151 | -30.85 % |
| 13 | Nerdy Inc | 882 | 579.14 % |
| 14 | Phoenix Education Partners Inc | 750 | -39.37 % |
| 15 | American Public Education Inc | 735 | 23.21 % |
| 16 | Lincoln Educational Services Corporation | 1,234 | 12.3% |
| 17 | Gaotu Techedu Inc | 388 | -14.73 % |
| 18 | Ihuman Inc | 1,234 | 12.3% |
| 19 | 51talk Online Education Group | 1,234 | 12.3% |
| 20 | Afya Limited | 1,234 | 12.3% |
| 21 | Four Seasons Education cayman Inc | 1,234 | 12.3% |
| 22 | Legacy Education Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Gaotu Techedu Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-09. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Gaotu Techedu Inc'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 | 67.44 % | 35.85 % (avg) | +31.6 pp |
| Operating Margin | -8.19 % | industry median | -12.5 pp |
| EBITDA Margin | -4.15 % | 0.35 % (avg) | -4.5 pp |
| Capital Intensity (Capex / Revenue) | 2.76 % | 3.94 % (avg) | -1.2 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.
Gaotu Techedu Inc'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 | 2.5x | 2.7x | -0.2x |
| Return on Equity | -25.79 % | industry aggregate | -37.57 % |
| Return on Invested Capital | -15.33 % | -2.13 % (avg) | -13.20 % |
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.
Gaotu Techedu Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | 15.13 % | 49.59 % | 40.90 % |
| Operating Margin | -5.03 % | -25.95 % | -8.19 % |
| Return on Invested Capital | -2.25 % | -25.85 % | -15.33 % |
| P/E | - | - | - |
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.
Gaotu Techedu Inc's Strategic Group Map
Gaotu Techedu Inc 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.
Gaotu Techedu Inc's trailing-12-month revenue growth of 40.9% and operating margin of -8.2% compares with an average of 21.5% growth and 2.9% margin across its 8 closest peers by combined growth, margin and ROIC -- Gaotu Techedu Inc 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.
Gaotu Techedu Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Gaotu Techedu Inc falls in the Dog quadrant: relative market share of 0.07x vs its largest competitor, in an industry growing revenue 1.1% (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.
Gaotu Techedu Inc'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 807 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.76 % 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 Gaotu Techedu Inc's dedicated Suppliers and Customers pages, not here.
Gaotu Techedu Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Gaotu Techedu Inc 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.
Gaotu Techedu Inc'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 12.5 points below the industry median.
- Return on equity 37.6 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.07x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Gaotu Techedu Inc'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 |
|---|---|---|---|
| Gaotu Techedu Inc | 0.15 | 0.94 | 0.11 |
| Four Seasons Education cayman Inc | 1.00 | 1.85 | 0.19 |
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.
Gaotu Techedu Inc'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 |
|---|---|---|---|
| Gaotu Techedu Inc | Q4 2025 | +40.9 % | - |
| Four Seasons Education cayman Inc | Q1 2025 | +2.5 % | +3,942.3 % |
| PEERS TOTAL | +38.9 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Gaotu Techedu Inc'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 |
|---|---|---|---|
| Gaotu Techedu Inc | Q4 2025 | +43.6 % | -0.7 % |
| Four Seasons Education cayman Inc | Q1 2025 | -0.5 % | -98.8 % |
Gaotu Techedu Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Gaotu Techedu Inc | - | - | - |
| Four Seasons Education cayman Inc | 4.16% | 5.04% | 6.50% |
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).
Gaotu Techedu Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Gaotu Techedu Inc | - | 0.44 |
| Four Seasons Education cayman Inc | 41.58 | 5.07 |
| PEERS AVERAGE | - | 0.62 |
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.