TAL Education Group 경영진
경영진 기준 점검 2/4
TAL Education Group CEO는 Tom Zhang, Jan2003 에 임명되었습니다 의 임기는 23.33 년입니다. 는 $1.75B 가치에 해당하는 회사 주식의 27.4% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 6.7 년과 4.1 년입니다.
핵심 정보
Tom Zhang
최고경영자
n/a
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | 23.3yrs |
| CEO 지분 보유율 | 27.4% |
| 경영진 평균 재임 기간 | 6.7yrs |
| 이사회 평균 재임 기간 | 4.1yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 18
TAL: Share Repurchases And Margin Assumptions Will Support Future Upside
Analysts now assess TAL Education Group's fair value estimate at $18.67, up from $17.70. This revision reflects updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E.
내러티브 업데이트 • Apr 28
TAL: Macquarie Upgrade And Completed Buybacks Will Support Future Share Rebound
Analysts have nudged their TAL Education Group price target slightly lower to about $15.55, with the update reflecting revised assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples following recent research commentary. Analyst Commentary Recent research commentary around the updated price target centers on how TAL Education Group might balance growth ambitions with valuation discipline and execution risks.
내러티브 업데이트 • Apr 14
TAL: Future Returns Will Depend On Margins And Recent Buyback Execution
Analysts have adjusted their price target for TAL Education Group to $11.91, reflecting updated views on revenue, profit margins and future P/E assumptions based on recent Street research, including the latest upgrade commentary. Analyst Commentary Recent Street research around TAL Education Group highlights a mix of optimism and caution, with the updated US$11.91 price target reflecting both constructive views on the business and a set of clear execution and valuation risks that bearish analysts continue to flag.Seeking Alpha • Apr 07
TAL Education: Device And Tutoring Businesses Have Good Prospects
Summary I maintain a 'Buy' rating for TAL Education after analyzing the outlook for its core businesses. TAL is a dominant player in China's learning tablet industry with a high-20%s market share, and it has introduced a higher-priced new product to take advantage of consumer preference shifts. Strong app engagement and a surge in deferred revenue point to a rapid expansion of TAL's tutoring division. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 31
TAL: Macquarie Upgrade And Buybacks Will Support Future Share Rebound
Analysts have adjusted their price targets on TAL Education Group, keeping fair value steady around $15.65 while fine tuning assumptions on discount rate, revenue growth, profit margins and future P/E following recent research updates that include a Macquarie upgrade. Analyst Commentary Analysts are reassessing TAL Education Group's setup around the current fair value of about US$15.65, focusing on how revisions to revenue, margin and P/E assumptions support or challenge that level.내러티브 업데이트 • Mar 16
TAL: Macquarie Upgrade And Share Buyback Will Support Future Upside
Analysts have adjusted their price target for TAL Education Group to $15.65, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions informed by recent Street research including the Macquarie upgrade. Analyst Commentary Bullish analysts see the revised US$15.65 price target as more in line with updated assumptions around discount rates, revenue trajectory, margins, and P/E multiples.내러티브 업데이트 • Mar 02
TAL: Share Buyback And Margin Outlook Will Support Future Upside
Analysts have lifted their price target on TAL Education Group to $15.65 from $14.46, citing updated assumptions that include a higher fair value estimate, a slightly adjusted discount rate, moderated revenue growth expectations, improved profit margin forecasts, and a lower future P/E multiple referenced in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate as reflecting improved confidence in TAL Education Group's ability to execute on its current business mix, even with moderated revenue growth assumptions baked into the model.내러티브 업데이트 • Feb 16
TAL: Future Execution Will Rely On Margins And Share Repurchases
Analysts have nudged their fair value estimate for TAL Education Group from $11.54 to about $11.91, citing updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples following recent research, including the latest upgrade from Macquarie. Analyst Commentary While the fair value estimate has moved slightly higher, some research commentary still highlights risks that readers should keep in mind when thinking about TAL Education Group's valuation and execution.내러티브 업데이트 • Feb 02
TAL: Elevated Expectations Will Depend On Challenging Margin Execution
Analysts have raised their price target fair value on TAL Education Group from $9.55 to $11.54, citing updated assumptions around revenue growth, profit margins and future P/E that they see reflected in recent research commentary. Analyst Commentary Recent research commentary around TAL Education Group reflects a mix of optimism on the updated fair value estimate and ongoing caution around execution and valuation risks.내러티브 업데이트 • Jan 19
TAL: Share Repurchases Will Support Higher Future Returns
Analysts have nudged their price target on TAL Education Group slightly lower to about US$17.70, citing updated assumptions that include modestly higher revenue growth, a small improvement in profit margins, and a somewhat lower future P/E multiple. What's in the News TAL Education Group completed a share repurchase tranche between July 28, 2025 and October 29, 2025, buying back 4,195,065 shares for US$134.7 million, equal to 0.69% of its shares (company filing).내러티브 업데이트 • Jan 05
TAL: Completed Share Repurchase Will Support Higher Future Share Price
Analysts have trimmed their price target on TAL Education Group slightly to about US$14.46 from roughly US$14.48, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News TAL Education Group reported completing a share repurchase of 4,195,065 shares, representing 0.69% of the company, for US$134.7 million under its buyback announced on July 31, 2025 (Key Developments).분석 기사 • Dec 28
Returns On Capital Are Showing Encouraging Signs At TAL Education Group (NYSE:TAL)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...내러티브 업데이트 • Dec 14
TAL: Share Repurchases And Margin Expansion Will Drive Stronger Returns
Analysts have raised their price target on TAL Education Group to approximately $17.70 from about $14.90, citing expectations for stronger profit margins and a lower future valuation multiple that together offset slightly slower projected revenue growth. What's in the News TAL Education Group completed a share repurchase tranche between July 28, 2025 and October 29, 2025, buying back 4,195,065 shares for a total consideration of $134.7 million (Key Developments) The completed buyback represents approximately 0.69% of the company’s outstanding shares, signaling continued capital return to shareholders (Key Developments) This tranche fully exhausts the repurchase authorization announced on July 31, 2025, under which the 4,195,065 shares were acquired (Key Developments) Valuation Changes The fair value estimate has risen meaningfully, increasing from $14.90 to $17.70 per share.내러티브 업데이트 • Nov 29
TAL: Share Repurchase Program Completion Will Support Future Price Upside
Analysts have maintained their price target for TAL Education Group at $14.48, citing steady expectations across key financial metrics and no significant changes in recent forecasts. What's in the News TAL Education Group completed the repurchase of 4,195,065 shares, or 0.69% of its outstanding shares, for a total value of $134.7 million.내러티브 업데이트 • Nov 15
TAL: Share Buyback Completion Will Drive Further Upside Momentum
Analysts have slightly increased their price target for TAL Education Group. The fair value estimate has been raised from $13.96 to $14.48 based on modest improvements in profit margins and revenue growth forecasts.내러티브 업데이트 • Nov 01
TAL: Share Repurchase Program Will Drive Future Upside Potential
Analysts have raised their price target for TAL Education Group from $12.99 to $13.96, citing updated evaluations of fair value and noting slight adjustments to key financial metrics in their forecasts. What's in the News TAL Education Group completed a share repurchase program, buying back 4,195,065 shares.분석 기사 • Sep 01
These Return Metrics Don't Make TAL Education Group (NYSE:TAL) Look Too Strong
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Seeking Alpha • Jan 28
TAL Education Group:Valuation Premium Priced In Strong Results, Maintain Hold
Summary TAL Education Group reported strong Q3 FY2025 results, with net revenues up 62.4% and gross profits up 57.9% year-over-year. Despite the impressive financial performance, I maintain a "hold" rating as the stock price already reflects high-quality growth expectations. TAL's competitive edge lies in its focus on content quality and AI-powered learning devices, positioning it ahead in the education sector. Valuation concerns persist, with TAL trading at a premium; risks include regulatory challenges and potential slower growth in the Peiyou small class business. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
TAL Education Group: Strong Growth But Valuation Premium Not Justified, Initiate With 'Hold'
Summary TAL Education Group has successfully transitioned from K-9 academic tutoring to a comprehensive educational service provider, positioning itself for strong growth. Despite TAL's transformation and AI advancements, its current valuation reflects significant optimism, leading to a "hold" rating. Regulatory risks and competitive challenges remain critical concerns for TAL's future performance and market positioning. Investors should monitor regulatory developments and competitive dynamics closely, as these factors could impact TAL's growth trajectory. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
TAL Education: Capital Allocation Concerns Overshadow Learning Devices' Growth Potential (Rating Downgrade)
Summary I have downgraded TAL Education Group stock from a Buy to a Hold, after assessing the company's top line growth, operating profitability, and capital allocation. On the negative side of things, TAL's increased focus on investments raises concerns about its future capital return and profitability. On the positive side of things, TAL Education's learning devices business has favorable growth prospects. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 29
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.Seeking Alpha • Jun 26
TAL Education: Underappreciated Growth
Summary TAL's learning center network is likely to grow significantly in the new fiscal year considering the company's management comments and third-party research data. The company's learning devices are popular with consumers and are well-positioned to gain market share in the future. TAL Education deserves to trade at higher valuations, as the growth outlook for both its learning services business and learning content solutions business is positive. Read the full article on Seeking AlphaSeeking Alpha • Apr 12
TAL Education: Focus On Regulatory Development And Earnings Preview
Summary There has been a positive change in the Chinese regulators' stance on K-12 non-academic learning services, as evidenced by recent draft regulations. TAL Education Group is expected to report its Q4 FY 2024 earnings on April 25, and I see the company announcing better-than-expected financial results for the recent quarter. I view TAL Education's shares as attractively valued based on a comparison of its EV/Revenue multiple with its medium-term top-line CAGR estimate. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
TAL Education: Turning Bullish On Revenue Beat And Potential Catalysts (Rating Upgrade)
Summary TAL Education's Q3 FY 2024 revenue beat expectations, which drove its shares up by +5.7% on the day of the results release. The introduction of new learning devices to the market and a faster pace of share repurchases could be catalysts for TAL. My rating for TAL is upgraded to a Buy in consideration of potential catalysts and the company's positive sales growth momentum. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
Education Provider TAL Counts On AI Devices And MathGPT
Summary TAL Education Group has swung into the black after investing in AI-powered educational devices and developing a newly approved MathGPT tool. TAL’s revenue rose 40% in the second quarter, propelling the education group from a loss to a net profit of $37.9 million. Competition over educational AI is heating up in China, as companies develop large-scale AI models and launch intelligent learning devices. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
TAL Education Group: Elevated Expectations
Summary TAL Education Group's share price has done well in recent months, thanks to its Q1 results beat and favorable AI-related developments. However, the downside risk associated with TAL Education potentially reporting below-expectations results going forward has become more significant. A Hold rating for TAL Education Group is maintained; expectations for TAL Education are elevated, implying that positives have been priced into its shares. Read the full article on Seeking AlphaSeeking Alpha • Jul 20
TAL Education: What To Watch With Upcoming First Quarter Results
Summary I see TAL delivering in-line Q1 FY 2024 results, so its results announcement next week should be a non-event in terms of potential catalysts for the stock. The key things to watch when previewing TAL's first quarter results are third-party product sales estimates, historical cost trends, and management commentary. I leave my Hold rating for TAL Education stock unchanged, as positive surprises are unlikely to emerge from TAL's Q1 earnings announcement on July 27. Read the full article on Seeking AlphaCEO
Tom Zhang (44 yo)
23.3yrs
재임 기간
Mr. Bangxin Zhang, also known as Tom, co-founded TAL Education Group in 2003. He serves as Director at TAL Education Group since January 21, 2020 and has been its Chief Executive Officer since 2003 and ser...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 23.3yrs | 데이터 없음 | 27.4% $ 1.8b | |
| President & CFO | 4.5yrs | 데이터 없음 | 0.0074% $ 475.0k | |
| COO & Director | 8.9yrs | 데이터 없음 | 4.17% $ 267.0m | |
| Investor Relations Director | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President | less than a year | 데이터 없음 | 0.031% $ 2.0m | |
| Deputy Chief Financial Officer | no data | 데이터 없음 | 데이터 없음 |
6.7yrs
평균 재임 기간
43.5yo
평균 나이
경험이 풍부한 관리: TAL의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 23.3yrs | 데이터 없음 | 27.4% $ 1.8b | |
| COO & Director | 2.3yrs | 데이터 없음 | 4.17% $ 267.0m | |
| Independent Director | 9.6yrs | 데이터 없음 | 0.0089% $ 566.5k | |
| Independent Director | 1.1yrs | 데이터 없음 | 0.0016% $ 103.7k | |
| Independent Director | 4.1yrs | 데이터 없음 | 0.0093% $ 595.9k |
4.1yrs
평균 재임 기간
44yo
평균 나이
경험이 풍부한 이사회: TAL의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.1 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 13:59 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/02/28 |
| 연간 수익 | 2026/02/28 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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산업 및 섹터 지표
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분석가 소스
TAL Education Group는 35명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Yanfang Jiang | Benchmark Company |
| Lucy Yu | BofA Global Research |
| Lei Yang | CGS International |