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TAL Education Group NYSE:TAL Stock Report

Last Price

US$10.45

Market Cap

US$6.5b

7D

-1.6%

1Y

-4.2%

Updated

13 Jun, 2025

Data

Company Financials +

TAL Education Group

NYSE:TAL Stock Report

Market Cap: US$6.5b

TAL Education Group (TAL) Stock Overview

Provides K-12 after-school tutoring services in the People’s Republic of China. More details

TAL fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance3/6
Financial Health6/6
Dividends0/6

Rewards

Trading at 51.9% below our estimate of its fair value

Earnings are forecast to grow 28.22% per year

Became profitable this year

Risk Analysis

No risks detected for TAL from our risk checks.

TAL Community Fair Values

Create Narrative

See what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.

TAL logo
TAL Education Group
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts

New Learning Centers And AI Integration Will Expand Educational Reach

Key Takeaways Expansion in learning centers and online offerings is poised to drive future revenue growth through a broader user base. Integration of AI and tailored content is expected to enhance engagement, operational efficiency, and profitability.
View narrative
US$12.57
FV
16.9% undervalued intrinsic discount
24.60%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
3 days ago author updated this narrative
TAL logo
TAL Education Group
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts

Learning Centers Expansion And AI Integration Will Increase Efficiency

Key Takeaways Increased selling and marketing spend aims to enhance market presence but may constrain net margin improvements due to brand-building investments. Expanding learning centers and AI-driven services may slow margin growth, with potential pressure from rising R&D and moderated revenue expectations.
View narrative
US$9.55
FV
9.4% overvalued intrinsic discount
20.08%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
10 days ago author updated this narrative
TAL logo
TAL Education Group
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts

China's Urbanization And AI Integration Will Elevate Digital Education

Key Takeaways Expansion into enrichment learning centers and integration of AI-driven tools positions the company for increased enrollment, digital adoption, and improved operating efficiency. Diversifying into STEAM and international programs, alongside brand-building and omnichannel strategies, supports higher-margin growth and greater market share in a consolidating industry.
View narrative
US$16.34
FV
36.0% undervalued intrinsic discount
30.59%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
3 days ago author updated this narrative
View TAL Education Group Community

TAL Education Group Competitors

Price History & Performance

Summary of share price highs, lows and changes for TAL Education Group
Historical stock prices
Current Share PriceUS$10.45
52 Week HighUS$15.30
52 Week LowUS$7.35
Beta0.096
1 Month Change2.65%
3 Month Change-21.43%
1 Year Change-4.22%
3 Year Change114.58%
5 Year Change-84.41%
Change since IPO318.00%

Recent News & Updates

TAL Education Group's (NYSE:TAL) Solid Earnings Are Supported By Other Strong Factors

May 02
TAL Education Group's (NYSE:TAL) Solid Earnings Are Supported By Other Strong Factors

What You Can Learn From TAL Education Group's (NYSE:TAL) P/S After Its 27% Share Price Crash

Apr 09
What You Can Learn From TAL Education Group's (NYSE:TAL) P/S After Its 27% Share Price Crash

Recent updates

TAL Education Group's (NYSE:TAL) Solid Earnings Are Supported By Other Strong Factors

May 02
TAL Education Group's (NYSE:TAL) Solid Earnings Are Supported By Other Strong Factors

What You Can Learn From TAL Education Group's (NYSE:TAL) P/S After Its 27% Share Price Crash

Apr 09
What You Can Learn From TAL Education Group's (NYSE:TAL) P/S After Its 27% Share Price Crash

Is There An Opportunity With TAL Education Group's (NYSE:TAL) 41% Undervaluation?

Feb 08
Is There An Opportunity With TAL Education Group's (NYSE:TAL) 41% Undervaluation?

TAL Education Group:Valuation Premium Priced In Strong Results, Maintain Hold

Jan 28

TAL Education Group's (NYSE:TAL) P/S Is On The Mark

Jan 19
TAL Education Group's (NYSE:TAL) P/S Is On The Mark

TAL Education Group: Strong Growth But Valuation Premium Not Justified, Initiate With 'Hold'

Dec 15

Revenues Tell The Story For TAL Education Group (NYSE:TAL) As Its Stock Soars 51%

Oct 02
Revenues Tell The Story For TAL Education Group (NYSE:TAL) As Its Stock Soars 51%

TAL Education: Capital Allocation Concerns Overshadow Learning Devices' Growth Potential (Rating Downgrade)

Sep 11
author-image

AI Enhancements And Tactical Growth Promise Brighter Futures

Expansion in both online and offline learning platforms, alongside investments in AI such as MathGPT, aims to boost user satisfaction and revenue.

TAL Education: Underappreciated Growth

Jun 26

TAL Education: Focus On Regulatory Development And Earnings Preview

Apr 12

TAL Education: Turning Bullish On Revenue Beat And Potential Catalysts (Rating Upgrade)

Jan 29

Education Provider TAL Counts On AI Devices And MathGPT

Nov 16

TAL Education Group: Elevated Expectations

Sep 29

TAL Education: What To Watch With Upcoming First Quarter Results

Jul 20

TAL Education: Eyes On Recent Share Price Volatility

Feb 21

TAL Education Non-GAAP EPS of -$0.04, revenue of $232.7M

Jan 19

TAL Education: A Mixed Outlook

Nov 14

TAL Education Q3 2023 Earnings Preview

Oct 27

TAL Education Group Has The Potential To Excel

Sep 03

Shareholder Returns

TALUS Consumer ServicesUS Market
7D-1.6%-3.3%-0.6%
1Y-4.2%24.5%10.6%

Return vs Industry: TAL underperformed the US Consumer Services industry which returned 24.7% over the past year.

Return vs Market: TAL underperformed the US Market which returned 11.7% over the past year.

Price Volatility

Is TAL's price volatile compared to industry and market?
TAL volatility
TAL Average Weekly Movement9.9%
Consumer Services Industry Average Movement9.2%
Market Average Movement7.7%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market4.0%

Stable Share Price: TAL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: TAL's weekly volatility (10%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
200315,000Tom Zhangwww.100tal.com

TAL Education Group provides K-12 after-school tutoring services in the People’s Republic of China. It provides learning services primarily through small-classes services; personalized premium services; and learning content solutions, such as print books, smart books, mobile apps, and AI-driven learning devices. The company also operates www.xueersi.com, an online education platform; provides investment management and consulting services; develops and sells software and networks, as well as related consulting services; and sells educational materials and products.

TAL Education Group Fundamentals Summary

How do TAL Education Group's earnings and revenue compare to its market cap?
TAL fundamental statistics
Market capUS$6.49b
Earnings (TTM)US$84.59m
Revenue (TTM)US$2.25b
74.8x
P/E Ratio
2.8x
P/S Ratio

Is TAL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TAL income statement (TTM)
RevenueUS$2.25b
Cost of RevenueUS$1.05b
Gross ProfitUS$1.20b
Other ExpensesUS$1.12b
EarningsUS$84.59m

Last Reported Earnings

Feb 28, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.14
Gross Margin53.34%
Net Profit Margin3.76%
Debt/Equity Ratio0%

How did TAL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/13 11:43
End of Day Share Price 2025/06/13 00:00
Earnings2025/02/28
Annual Earnings2025/02/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

TAL Education Group is covered by 47 analysts. 23 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Yanfang JiangBenchmark Company
Emily LeeBNP Paribas Securities (Asia)