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Company Analysis

51Talk Online Education Group COE

A comprehensive view of key metrics, scores, and financial health for 51Talk Online Education Group

Overview of 51Talk Online Education Group

COE ASE
Consumer Defensive Education & Training Services Framework: General Corporate Micro Cap
51Talk Online Education Group (COE), is a Micro Cap company, in the Education & Training Services industry, last closed at $11.15, about 72.3% undervalued vs fair value, -75.3% 1Y return, ranked 72/246 in sector.
Metrics Rev Growth 88.6% ROE 72.5% Gross Margin 73.9%
USD 11.15
-1.59%
(Delayed)
• Vol 90d: 73.9%
52-Week Range
Market Cap
$66.73M
Enterprise Value
$26.88M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Good
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Good
Valuation
Weak
Completeness: 76%
Confidence: 88%
Updated: Oct 31
Top Beats

Quick Facts

Website https://en.51talk.com
HQ Singapore
Employees 360
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$16
$19
$22
Current: $11.15 +72% vs base

Engine Room Money Flow™

Micro Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$95.6M
88.6%%
Gross Profit
$70.7M
78.8%%
Operating Income
-$14.4M
-79.3%%
Net Income
-$16.8M
-132.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
-56.7%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

Locked Metric
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Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating 51Talk Online Education Group's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
44
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • ROIC Sustainably Above Peers ROIC at 100.0th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.71).

Key risks

  • Below-Peer Operating Efficiency Operating margin at 28.9th percentile indicates below-peer efficiency.
  • Elevated Debt Risk Debt serviceability is weak (score 0.40), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Weak
19
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 77% Coverage
Trade-Off Triangle Visualization A ternary plot showing COE's balance between Growth (43.5%), Profitability (27.9%), and Safety (28.7%). Growth 43% Safety 29% Profitability 28%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

74th percentile vs peers
74
Key Signals
Rev Growth YoY 88.6% 96p Revenue CAGR 3Y 85.2% 97p EPS Growth YoY -1.27 13p
Strengths
  • Rev Growth YoY in top 20% of peers (88.6%, 96th percentile)
  • Revenue CAGR 3Y in top 20% of peers (85.2%, 97th percentile)
  • Growth above peer median with strong metric coverage (75%)
  • ROIC in top 20% of peers (34.5%, 94th percentile)
  • Gross Profit Margin in top 20% of peers (73.9%, 93th percentile)
Risks
  • EPS Growth YoY in bottom 20% of peers (-1.27)

Profitability

47th percentile vs peers
48
Key Signals
Strengths
Risks
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Safety

49th percentile vs peers
49
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for 51Talk Online Education Group.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$19.21
- - -
+72.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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