Four Seasons Education (Cayman) FEDU

Competitive advantage analysis · consumer-defensive

Corporate Default
Overall moat score
47/100
Developing

About Four Seasons Education (Cayman)

Four Seasons Education (Cayman) Inc. provides after-school education services for kindergarten, elementary, and middle school students in the People's Republic of China and internationally. It offers learning technology and content solutions; and tourism services, including travel agency services and educational travel programs. The company was founded in 2007 and is headquartered in Shanghai, the People's Republic of China. Full FEDU analysis →

Competitive advantage assessment

Key strengths

  • Strong Liquidity Buffer Liquidity position is strong (score 0.66), providing operational cushion.
  • Operating Leverage in Effect Operating leverage is evident (score 0.95), with margins expanding over time.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 13.2th percentile with high volatility suggests weak pricing power or commoditized products.
  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.13), suggesting weak customer stickiness.

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
25

Where FEDU ranks in Education & Training Services

Four Seasons Education (Cayman) ranks #20 of 42 scored companies in Education & Training Services by moat score — the top 48%. The widest moat in the group is Grand Canyon Education, Inc. (LOPE) at 83/100.

Moat scores for companies ranked near FEDU in Education & Training Services
# Company Moat score Rating
16 American Public Education, Inc. APEI 58/100 Moderate
17 Graham Holdings Company GHC 57/100 Moderate
18 Franklin Covey Company FC 54/100 Moderate
19 Udemy, Inc. UDMY 54/100 Moderate
20 Four Seasons Education (Cayman) FEDU 47/100 Developing
21 Coursera, Inc. COUR 46/100 Developing
22 51Talk Online Education Group COE 44/100 Developing
23 Ambow Education Holding Ltd. Am AMBO 41/100 Developing
24 Wah Fu Education Group Limited WAFU 41/100 Developing

See every General Corporate company ranked by moat score →

How FEDU scores on the Corporate Default defenses

Pricing Power

Score 25 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 70 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 46 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 37 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 58 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 58 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding FEDU's moat

What is Four Seasons Education (Cayman)'s moat score?

Four Seasons Education (Cayman) (FEDU) scores 47 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #20 of 42 scored companies in Education & Training Services, the top 48%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 41 companies in Education & Training Services. Its strongest defense is Cost Advantage (70/100) and its weakest is Pricing Power (25/100).

How does Four Seasons Education (Cayman) compare with other Education & Training Services companies?

Four Seasons Education (Cayman) ranks #20 of 42 scored companies in Education & Training Services by moat score. The widest moat in Education & Training Services is Grand Canyon Education, Inc. (LOPE) at 82/100. The companies ranked closest are Udemy, Inc. (UDMY) at 54 just above it and Coursera, Inc. (COUR) at 46 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 41 companies in Education & Training Services. The defenses are then weighted to produce the overall score out of 100.

Why is Four Seasons Education (Cayman) scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Four Seasons Education (Cayman)?

The Corporate Default template measures 6 defenses, and FEDU scores: Pricing Power (25), Cost Advantage (70), Customer Stickiness (46), Capital Efficiency (37), Resilience (58), Scale & Market Position (58). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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