Company Profile · Consumer Defensive

TAL Education Group

TAL · US
Industry
EdTech
Exchange
US
Country
USA
IPO date
Oct 20, 2010
Employees
26,100
Website
www.100tal.com
Current Price
$9.19
Live · Jun 19, 2026
Fair Buy
≤ $8.6
Margin-of-safety entry
Baillie Growth Score
45/100
Weak
Intrinsic Value · Three-Tier Range Current price $9.19 Live · Within the fair intrinsic-value range

Composite valuation range · conservative $6.9–$8.6 / fair $9.1–$12.4 / optimistic $14.5–$16. At $9.19, Within the fair intrinsic-value range.

Research on this stock
TAL Education Group
TAL · US
Hold
TAL Education Group: A Cash-Rich Rebuild with a Hardware Question

TAL is a cash-rich China education company rebuilt around legal enrichment classes, learning devices, and content after the 2021 tutoring crackdown. FY2026 revenue reached about US$3.01 billion (up 33.7%) and net cash is roughly US$3.24 billion, but reported earnings are flattered by about US$347 million of non-operating gains and VIEs supplied 78.6% of revenue. Rating Hold: the rebuild is real, yet normalized earnings, device durability, and China-structure risk leave the stock fairly priced rather than compelling.

EdTech Baillie 45 Jun 18, 2026
About the company

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 online course offerings; 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. It offers its services under the Haoweilai and Think Academy brands. The company was founded in 2003 and is headquartered in Beijing, the People's Republic of China.

Financial snapshot
Market cap$5.1B
Revenue (TTM)$3.01B
EBITDA$352.76M
Profit margin17.64%
ROE14.06%
P/E (TTM)9.99
Forward P/E14.22
PEG9.61
EPS$0.92
52-week range$9.04 – $13.37
Analyst target$15.66
Analyst rating4.5 / 5

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

Background

History

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Industry position

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