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NYSE · Consumer Discretionary

51Talk Online Education Group (COE)

As-reported financials and SEC filings for 51Talk Online Education Group. The latest annual period is FY2025. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

Snapshot

Revenue
$95.6M
Revenue growth (YoY)
88.6%
Net income
$-16.8M
Diluted EPS
$-0.05
Gross margin
73.9%
Operating margin
-15.1%
Net margin
-17.6%
FCF margin
10.0%
ROE
net income / fiscal-year-end equity
P/E
trailing when available, otherwise FY EPS
Market cap
$91.4M
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at 51Talk Online Education Group

  • Revenue grew 88.6% to $96M in FY2025, in line with the 87.0% the year before.
  • Operating margin is -15.1% in FY2025, +567.6 pp against -582.7% in FY2021.
  • Free cash flow was $10M in FY2025, 10.0% of revenue.
  • Net loss widened to $17M in FY2025, from $7M in FY2024.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where 51Talk Online Education Group’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin73.9%
96th percentile of 275
Operating margin-15.1%
11th percentile of 348
Net margin-17.6%
10th percentile of 377
FCF margin10.0%
81st percentile of 351
Revenue growth (YoY)+88.6%
98th percentile of 394
Short interest1.03d
15th percentile of 401

51Talk Online Education Group’s revenue growth of +88.6% ranks in the 98th percentile of the 394 Consumer Discretionary companies reporting it. 51Talk Online Education Group’s gross margin of 73.9% ranks in the 96th percentile of the 275 Consumer Discretionary companies reporting it. 51Talk Online Education Group’s net margin of -17.6% ranks in the 10th percentile of the 377 Consumer Discretionary companies reporting it.

72 reported insider purchases (code P) totaling $148.8M in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 quant / multi-strat book among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+1 quant / multi-strat
Initiated / added
0
0 new, 0 added
Reduced / exited
1
1 trimmed, 0 exited
Combined position
$664,716
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$664,71641.7KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
72
1 insider
Bought (90d)
$148.8M
code P value
Sells (90d)
0
Reported activity
Net buying
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-13
filed 2026-08-21
Huang Jack JiajiaChief Executive OfficerBuy35.4K$20.83$737K
2026-08-12
filed 2026-08-13
Huang Jack JiajiaChief Executive OfficerBuy337.5K$20.17$6.8M
2026-08-11
filed 2026-08-13
Huang Jack JiajiaChief Executive OfficerBuy254.8K$19.61$5.0M
2026-08-10
filed 2026-08-12
Huang Jack JiajiaChief Executive OfficerBuy200.0K$19.72$3.9M
2026-08-07
filed 2026-08-12
Huang Jack JiajiaChief Executive OfficerBuy90.5K$19.39$1.8M
2026-08-06
filed 2026-08-12
Huang Jack JiajiaChief Executive OfficerBuy105.1K$19.29$2.0M
2026-08-05
filed 2026-08-10
Huang Jack JiajiaChief Executive OfficerBuy158.5K$19.20$3.0M
2026-08-04
filed 2026-08-10
Huang Jack JiajiaChief Executive OfficerBuy125.9K$19.06$2.4M
2026-08-03
filed 2026-08-10
Huang Jack JiajiaChief Executive OfficerBuy333.8K$18.48$6.2M
2026-07-31
filed 2026-08-10
Huang Jack JiajiaChief Executive OfficerBuy122.6K$17.54$2.2M
2026-07-30
filed 2026-08-05
Huang Jack JiajiaChief Executive OfficerBuy194.5K$17.21$3.3M
2026-07-29
filed 2026-08-05
Huang Jack JiajiaChief Executive OfficerBuy109.1K$16.91$1.8M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
18.4K
settled 2026-08-14
Change vs prior
-2.1%
vs previous settlement
Days to cover
1.03
at avg daily volume
Avg daily volume
17.9K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1418.4K-2.1%1.03
2026-07-3118.8K+73.7%1.00
2026-07-1510.8K-42.0%1.00
2026-06-3018.6K+105.9%1.03
2026-06-159.0K-3.1%1.28
2026-05-299.3K+31.8%1.34
2026-05-157.1K+3.1%1.00
2026-04-306.9K-6.6%1.00

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$95.6M$50.7M$27.1M$15.0M$788,000
Gross profit$70.7M$39.5M$20.8M$11.9M$658,000
Operating income$-14.4M$-8.0M$-13.7M$-12.4M$-4.6M
Net income$-16.8M$-7.2M$-15.0M$-42.6M$18.7M
Diluted EPS$-0.05$-0.02$-0.04$0.06

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$38.9M$27.8M$21.3M$18.2M$24.6M
Current assets$60.4M$40.1M$29.8M$26.6M$151.2M
Total assets$66.1M$43.9M$31.2M$27.6M$187.1M
Current liabilities$95.4M$56.9M$39.1M$20.5M$297.0M
Long-term debt
Total liabilities$97.3M$58.7M$39.3M$21.1M$300.5M
Total equity$-31.3M$-14.7M$-8.2M$6.6M$-113.4M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$11.8M$5.8M$559,000$-45.7M$-105.0M
Capital expenditure$2.3M$308,000$287,000$5,000$3.8M
Free cash flow$9.5M$5.5M$272,000$-45.7M$-108.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Company facts

ExchangeNYSE
SectorConsumer Discretionary
SIC industryServices-Educational Services
Latest annual periodFY2025 (ended December 31, 2025)
Oldest indexed filing2015
SEC CIK1659494

Selected SEC filings

20-F2026-04-23
View on EDGAR →
20-F2025-04-25
View on EDGAR →
6-K2026-06-12
View on EDGAR →
6-K2026-03-27
View on EDGAR →
6-K2025-12-08
View on EDGAR →
6-K2025-12-08
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.