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IH (58) CHGG (26) NRDY (30) LFS (69) ⌘ Pro Terminal β†’

51Talk Online Education Group each representing 60 (Class A) (COE) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$11.15 -1.59% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $11.10

51Talk Online Education Group each representing 60 (Class A) (COE) carries a Roarable Rating of D (Sell) with 46/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D β€’ SELL / AVOID Cap $68.1M
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is COE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, 51Talk Online Education Group each representing 60 (Class A) (NYSE: COE) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 46/100 at a spot price of $11.15 (-1.59% 1D, market cap $68.1M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 5/20, SEC Balance-Sheet Forensics 11/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 9/20. Across 51 tracked Real Estate issuers, COE ranks #28 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does COE compare to IH and CHGG in the Real Estate sector?
β–Ό

Within the Real Estate sector (Other Consumer Services), COE carries a Roarable D (46/100 RQD), trailing P/E of N/A, gross margin of 73.9%, and ROIC of -35.0%. By comparison, IH (iHuman Inc. each representing five (Class A)) holds a D+ grade (58/100 RQD, P/E 4.4x, ROIC 85.0%, cap $60.3M) and CHGG (Chegg Inc.) posts a E grade (26/100 RQD, P/E N/A, ROIC -35.0%, cap $78.0M). Among the 5-stock peer group, IH leads on earnings multiple (4.4x) while IH leads on capital efficiency (85.0% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for COE?
β–Ό

Per COE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001659494), 51Talk Online Education Group each representing 60 (Class A) generated $95.6M in revenue (+88.6% YoY), -$16.8M in net income, and $9.5M in free cash flow against $66.1M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Real Estate with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $11.10 (-0.48%)🧬 Disciplined Float (-0.40% YoY Shares)βš™οΈ Cash Engine: 12/20 (C-) β€’ 10% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record Warning: Scores below 50 (46/100 Β· D) historically underperformed SPY in 71% of rolling 90-day windows (-6.1% avg 90D alpha vs SPY β€’ 29.0% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERSELL / AVOID β€’ D
025507510046
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw D- Β· Rk D
Cash (12)Whales (5)SEC (11)Macro (9)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-5.4% Base Target
$53 Bull$11 Base$8 Bear
πŸ“¬ FREE COE RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for COE)Realized 20D OHLCV Swing Band: Β±12.5%
Deterministic 5-Pillar Attribution (46/100 Composite)
πŸ” WHY COE SCORES 46/100 (D) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Cash Engine Quality+12/20 pts (26% of score)

SEC XBRL FY 2025 (10-K): 10% FCF Margin ($9.5M FCF) & 73.9% Gross Margin

β–² #2 Bullish Driver: SEC 10-K Forensic Risk+11/20 pts (24% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 5/9

β–Ό #1 Drag / Risk Factor: Whale & Options Positioning5/20 pts (-15 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
38
Grade E$10.92+7.8% Next Q
Q2 (-2Q)
41
Grade D$11.77-1.2% Next Q
Q3 (-1Q)
43
Grade D$11.63-4.1% Next Q
Current
46
Grade D$11.15-6.1% Hist 90D Ξ±
Trajectory: E (38) β†’ D (46)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

βš”οΈ Adversarial Opposing Case: What Could Spark a COE Turnaround Squeeze

Gideon Ashmere Forensic Desk β†’

While COE currently carries a cautious 46/100 (D) rating due to Whale & Options Positioning (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

πŸš€ Contrarian Squeeze Trigger #1

Established market leader in Real Estate with deep daily trading liquidity.

πŸš€ Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($12.09) and Max Pain ($11.71) forces dealer call-delta covering toward $53.01.

πŸš€ Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $COEβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œCOE Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 46%NO 54%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

COE Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (COE)

No recent open-market Form 4 cluster sales or emergency dumps flagged on COE. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring COE)

  • βœ“Walkthrough of COE's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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COE // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -60.85%⚑ TESTING RESISTANCE
2026-11-03O $11.00H $11.33L $11.00C $11.15VOL 149.4K
RES: $11.82SUP: $6.60SMA50: $12.09SMA200: $19.61
$35.26$28.39$21.53$14.66$7.80RES $11.82SUP $6.60$11.152026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

COE Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ COE Butterfly Map β†’ + Track COE β†’
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +88.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on COE today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for COE. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for COE today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (COE)

Real Estate Rank #28 of 51 βš”οΈ IH vs COE Full Matrix β†’

1. Head-to-Head Real Estate Peer Comparison (COE vs. IH, CHGG, NRDY, LFS)

Industry: Other Consumer Services (73 Tracked Issuers)

Across 51 tracked Real Estate securities in the Roarable RQD universe, 51Talk Online Education Group each representing 60 (Class A) (COE) ranks #28 by composite RQD confidence (46/100, grade D) and #30 by equity capitalization ($68.1M). Within this direct 5-issuer industry benchmark cohort, IH leads on earnings valuation at 4.4x trailing P/E, while IH leads on capital efficiency and profitability with 85.0% ROIC and 67.9% gross margin. LFS currently holds the highest overall quantitative score in the immediate peer group at 69/100 (C+) compared with COE at 46/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
COE ACTIVE
51Talk Online Education Group each representing 60 (Class A)
D 46/100 β€” 73.9% -35.0% -1.59% $68.1M Benchmark Subject
IH
iHuman Inc. each representing five (Class A)
D+ 58/100 4.4x 67.9% 85.0% 0.00% $60.3M /ih-vs-coe β†’
CHGG
Chegg Inc.
E 26/100 β€” 59.6% -35.0% -4.60% $78.0M /chgg-vs-coe β†’
NRDY
Nerdy Inc. (Class A)
E 30/100 β€” 58.0% -35.0% -0.95% $80.3M /nrdy-vs-coe β†’
LFS
LEIFRAS Co. Ltd.
C+ 69/100 19.6x 29.5% 26.5% +0.48% $54.4M /lfs-vs-coe β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001659494 β†—

In its most recent audited fiscal period (FY2025, filed 2025-12-31), 51Talk Online Education Group each representing 60 (Class A) (COE) reported GAAP revenue of $95.6M (+88.6% vs. FY2024 revenue of $50.7M , and +252.6% cumulative change since FY2023) , GAAP net income of -$16.8M, operating cash flow of $11.8M, and free cash flow of $9.5M (+72.3% YoY). On the balance sheet, COE closed FY2025 with $66.1M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 5/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $95.6M -$16.8M $11.8M $9.5M $66.1M β€”
FY2024 (FY) 2024-12-31 $50.7M -$7.2M $5.8M $5.5M $43.9M β€”
FY2023 (FY) 2023-12-31 $27.1M -$15.0M $559.0K $559.0K β€” β€”

3. COE Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is COE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, 51Talk Online Education Group each representing 60 (Class A) (NYSE: COE) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 46/100 at a spot price of $11.15 (-1.59% 1D, market cap $68.1M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 5/20, SEC Balance-Sheet Forensics 11/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 9/20. Across 51 tracked Real Estate issuers, COE ranks #28 in composite RQD confidence.

How does COE compare to IH and CHGG in the Real Estate sector?

Within the Real Estate sector (Other Consumer Services), COE carries a Roarable D (46/100 RQD), trailing P/E of N/A, gross margin of 73.9%, and ROIC of -35.0%. By comparison, IH (iHuman Inc. each representing five (Class A)) holds a D+ grade (58/100 RQD, P/E 4.4x, ROIC 85.0%, cap $60.3M) and CHGG (Chegg Inc.) posts a E grade (26/100 RQD, P/E N/A, ROIC -35.0%, cap $78.0M). Among the 5-stock peer group, IH leads on earnings multiple (4.4x) while IH leads on capital efficiency (85.0% ROIC).

What are the biggest fundamental strengths and SEC risk factors for COE?

Per COE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001659494), 51Talk Online Education Group each representing 60 (Class A) generated $95.6M in revenue (+88.6% YoY), -$16.8M in net income, and $9.5M in free cash flow against $66.1M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Real Estate with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

Where is COE trading relative to its 50-day, 200-day, and 52-week technical levels?

COE last traded at $11.15 (-1.59% on volume of 22,763 shares), positioning the stock -7.78% below its 50-day simple moving average ($12.09) and -43.14% below its 200-day simple moving average ($19.61). Across its 52-week range of $9.93 to $50.49, COE sits at the 3.0% percentile with a 14-day RSI of 47.1 (NEUTRAL RANGE) and an implied next-earnings move of Β±12.5% ($9.76 to $12.54).

Direct Sub-Reports: COE RQD Cockpit COE 12M Forecast COE Earnings & Move COE Dividends & DRIP COE Insiders & 13F COE Whale Options COE Profit Sankey COE News & Why
ROARABLE RATING BRIEF β€’ RQD 46/100 (D) βœ“ SEC XBRL & RQD VERIFIED

COE β€” 51Talk Online Education Group each representing 60 (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

51Talk Online Education Group each representing 60 (Class A) (COE) earns a live Roarable RQD composite score of 46/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $11.15 (-1.59% 1D, market capitalization $68.1M).

  • Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of -35.0%, gross margin of 73.9%, operating margin of -15.1%, and free cash flow yield of 14.41%.
  • Whale 13F & Options Flow (5/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (9/20) + Forensic Balance Sheet (11/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 5/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

(COE) is a NYSE-listed issuer classified in the Real Estate sector and Other Consumer Services industry. The FY 2025 revenue of $95.6M indicates an operating business with scale growth over the reported period.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), 51Talk Online Education Group each representing 60 (Class A) (COE) reported $95.6M in annual revenue (up from $50.7M in FY2024, +88.6% YoY) and -$16.8M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($27.1M revenue, -$15.0M net income) through FY2025, COE scaled operating cash flow to $11.8M and free cash flow to $9.5M, backed by $66.1M in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • πŸ‚ Primary Bull Case (D β€’ RQD 46/100): Established market leader in Real Estate with deep daily trading liquidity. Free cash flow yield of 14.41% and institutional whale pillar of 5/20. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 5/20, sustained execution supports upside toward the upper end of the $9.93 – $50.49 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -15.1% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Other Consumer Services (Real Estate), COE carries a macro regime beta of 1.00 and gross margin of 73.9%.

  • Key Question #1: Can COE sustain or expand its -15.1% operating margin and -35.0% ROIC against Other Consumer Services peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $95.6M and free cash flow of $9.5M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is COE's equity valuation to Real Estate capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

COE Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for 51Talk Online Education Group each representing 60 (Class A) (COE) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to COE Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

COE Bull vs. Bear Conversation Board β€” What's Your Call at $11.15?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON COE 🐻 33% BEARISH CONVICTION
1. Pick Your Side on COE:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
AL AlphaFlow_Cap RQD DEBATE OPENER β€’ Verified $100K Arena Trader πŸ‚ BULLISH 🎯 Target: $13.48 (+19.0%)
πŸ“Œ Pinned Debate

The FCF yield of 14.41% and FY 2025 free cash flow of $9.5M show the business generated positive cash despite its losses.

Don't sleep on COE's setup in Real Estate. The FCF yield of 14.41% and FY 2025 free cash flow of $9.5M show the business generated positive cash despite its losses.. Beta of 1.0 means it moves fast when momentum turns, and the 5-pillar RQD gauge (46/100) backs up the fundamental quality.

VolSurface_Trader πŸ‚ BULL

Both sides have a point here β€” COE's 11/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

RE RedlineAuditor RQD DEBATE OPENER β€’ Accounting Quality Watch 🐻 BEARISH 🎯 Target: $9.18 (-19.0%)
Spot @ $11.33

ROIC of -35% combined with a Whale 13F Flow score of 3/20 signals weak capital returns and little institutional support.

Sitting on the sidelines or leaning short COE above $11.33. ROIC of -35% combined with a Whale 13F Flow score of 3/20 signals weak capital returns and little institutional support.. Until Fundamental Cash Engine (12/20) and FCF yield (14.41%) inflect higher, upside is capped near $50.49.

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