TAL Education Group TAL

12.00 (0.22) (1.80%) as of 25 Sep
Market cap
$4.1B
P/E
7.3×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 1.24
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — 1 — — — 1 —
Insider Ownership 39.69%

Capital & Financial Ratios

Market Cap 4,080.00
Revenue 3,192.29
Net Income 530.14
Free Cash Flow 731.92
Net Debt (3,149.06)
Current Ratio 1.69
Debt/Equity 0.00
P/E ratio 7.30
P/S ratio 2.08
P/B ratio 1.63
Past 5Y EPS Growth —
This Y EPS Growth 43.02%
Next Y EPS Growth 22.66%
Next 5Y EPS Growth 13.40%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
2016 0.99
0.45
0.45
0.09
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 3,471 3,806 3,467 3,149
Receivables 0 0 0 0
Inventory 68 105 143 185
Other — — — —
3,699 4,127 3,843 3,690
2024 2025 2026 Q'26
Payables 127 146 153 139
ST’ Debt — — — —
Other 0 0 0 0
1,082 1,441 1,767 2,181
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 1.62% (7.28%) 43.42%
Cash Flow 11.96% 0.00% 333.99%
Earnings 3.76% 0.00% 0.00%
Book Value 4.27% (1.31%) (0.62%)

Revenue

May Aug Nov Feb Year
’26 758 — — — —
’26 575 861 770 802 3,009
’25 414 619 606 610 2,250
’24 275 412 374 430 1,490
’23 — — — — 1,020
’23 224 294 233 269 1,020
’22 — — — — 4,391
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

May Aug Nov Feb Year
’26 478 — — — —
’26 348 (58) 527 (215) 601
’25 247 (1) 378 (226) 398
’24 126 (43) 247 (24) 306
’23 — — — — 7
’23 (45) (3) 96 (41) 7
’22 — — — — (939)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

May Aug Nov Feb Year
’26 478 — — — —
’26 348 (58) 527 (307) 510
’25 247 (1) 378 (338) 286
’24 126 (43) 247 (135) 195
’23 — — — — 7
’23 (45) (3) 96 (131) (83)
’22 — — — — (939)
in millions of $ · fiscal quarters ending in the months shown

EPS

May Aug Nov Feb Year
’26 0.73 — — — —
’26 0.05 0.21 0.23 0.44 0.92
’25 0.02 0.09 0.04 (0.01) 0.14
’24 (0.07) 0.06 (0.04) 0.04 (0.01)
’23 — — — — (0.21)
’23 (0.07) 0.00 (0.08) (0.06) (0.21)
’22 — — — — (1.76)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
11.70 21.08 24.66 44.24 3.40 1.60 5.09 7.35 8.50 8.88

Analyst estimates 2027–2029

Powerpack
Low Price
36.16 47.63 49.04 83.68 90.96 10.45 13.49 15.52 15.30 13.23
High Price
20,240 28,637 34,733 45,271 34,733 16,200 11,700 15,000 23,000 26,100
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
1,043 1,715 2,563 3,273 4,496 4,391 1,020 1,490 2,250 3,009
Revenue
49.95% 48.57% 54.58% 55.14% 54.43% 49.83% 57.16% 54.09% 53.34% 55.35%
Gross Margin
155 247 457 (51) (225) (778) (110) 17 132 685
EBT
14.86% 14.40% 17.83% (1.55%) (5.00%) (17.72%) (10.78%) 1.17% 5.87% 22.78%
EBT Margin
117 198 367 (128) (116) (1,136) (136) (4) 84 530
Net Income
34 59 89 118 161 185 36 30 52 77
Depreciation
2.14 3.27 5.53 5.50 9.05 8.38 1.97 2.44 3.71 5.26
Revenue/Sh
0.72 1.13 1.93 (0.19) (0.57) (5.29) (0.64) (0.01) 0.14 0.93
Earnings/Sh
0.78 1.31 0.42 1.44 1.92 (1.79) 0.01 0.50 0.66 1.05
Cash Flow/Sh
0.00 0.00 0.00 (0.30) 0.00 0.00 0.00 (0.18) (0.18) (0.16)
Capex/Sh
0.78 1.31 0.42 1.13 1.92 (1.79) 0.01 0.32 0.47 0.89
Free CF/Sh
1.32 3.09 5.36 4.27 10.47 7.69 7.41 5.96 6.21 6.60
Book Value/Sh
488 525 464 595 497 524 519 611 606 572
Shares
64.98 94.29 54.62 0.00 0.00 0.00 0.00 0.00 92.29 11.12
PE Ratio
7.14 10.92 7.89 10.55 10.84 0.42 4.63 6.03 3.48 2.01
PS Ratio
10.94 11.41 7.99 13.57 9.37 0.47 1.24 2.47 2.08 1.60
PB Ratio
6.90 10.18 7.47 10.03 9.70 (0.31) 1.55 3.82 1.87 0.91
EV/Sales
15.59 17.09 17.90 27.07 43.84 1.64 (2.15) (15.64) (30.91) 14.04
EV/FCF
379 685 194 856 955 (939) 7 306 398 601
Op' Cash Flow
(71) (128) (355) (181) (246) (246) (110) (112) (111) (92)
Capex
379 685 194 675 955 (939) 7 195 286 510
FCF
204 529 562 689 4,783 2,726 2,684 2,617 2,686 2,076
Working Cap'
450 236 215 567 4,147 242 158 — — —
Total Debt
(252) (1,269) (1,310) (1,680) (3,549) (3,222) (3,140) (3,471) (3,806) (3,467)
Net Debt
644 1,621 2,484 2,544 5,202 4,030 3,845 3,639 3,766 3,774
Sh' Equity
6.40% 6.48% 9.83% (2.37%) (0.96%) (22.35%) (2.88%) (0.07%) 1.62% 9.28%
ROA
0.00% 0.00% 0.00% 9.95% 0.00% 0.00% 0.00% (25.79%) 0.00% 56.23%
ROIC
17.66% 12.14% 14.64% (4.38%) (2.23%) (28.29%) (3.55%) (0.10%) 2.28% 14.08%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Feb 2026 · latest quarter May 2026

TAL Education Group (TAL) key facts

  • TAL Education Group (TAL) is an Education & Training Services company in the Consumer Defensive sector, traded in the US as an ADR.
  • TAL Education Group’s revenue for fiscal 2026 (year ended February 2026) was $3.0 billion, up 33.7% from fiscal 2025.
  • As of September 25, 2026, TAL traded at $12.00, a market capitalization of $4.1 billion.
  • Return on equity was 14.1% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

TAL Education Group (TAL) Latest News

News by impact score

Fine-tune

31 Jul

3

TAL Education Group reported Q1 results in its earnings call, covering revenue, profitability metrics, student enrollment trends, and updated guidance amid regulatory and competitive pressures in China's education sector. Quarterly earnings data and guidance provide moderate updates to financial trajectory and near-term sentiment without indicating major strategic shifts.

30 Jul

3

TAL Education Group released unaudited financial results for the first fiscal quarter ended May 31, 2026. Quarterly results directly inform financial performance and near-term investor sentiment.

5 Jun

4

TAL Education Group faces a securities class action lawsuit along with ongoing regulatory scrutiny. Securities class actions and regulatory probes create material legal costs and erode investor confidence in TAL Education Group.

8 May

3

Wall Street analysts forecast a 35.88% upside for TAL Education Group (TAL) stock, questioning whether it can realistically achieve this target. Analyst consensus targets 35.88% upside, likely influencing investor sentiment and short-to-medium term market performance moderately.

30 Apr

4

TAL Education Group (TAL) upgraded to Strong Buy rating, with analysts detailing the rationale including improved fundamentals, growth prospects, and market positioning. Analyst upgrade to Strong Buy highlights major positive shifts in fundamentals and growth, likely driving significant investor sentiment and stock performance gains.

29 Apr

4

TAL Education Group's investment narrative shifts amid revised valuation metrics and execution expectations. Revised valuation and execution assumptions represent major shifts in market dynamics and investor sentiment for TAL.

3

TAL Education Group (TAL) stock plunged 9.9% despite a profit surge and share buyback completion, prompting debate on whether the bullish outlook remains intact. Stock decline of 9.9% after profit growth and buyback signals moderate sentiment shift affecting near-term market performance.

24 Apr

4

TAL Education Group released highlights from its Q4 earnings call, covering financial results, strategic updates, and future outlook. Q4 earnings call highlights detail financial performance and strategic shifts significantly influencing TAL's trajectory and investor sentiment.

4

TAL Education Group (TAL) reported strong revenue growth in Q4 2026 earnings call highlights amidst ongoing challenges. Strong revenue growth indicates significant positive momentum for TAL's financial performance and investor sentiment.

23 Apr

4

TAL Education Group announces unaudited financial results for the fourth fiscal quarter and fiscal year 2026. Quarterly and annual financial results announcements significantly affect stock price, investor sentiment, and assessments of future performance.

25 Feb

4

Wall Street analysts forecast TAL Education Group (TAL) stock could surge 44.62%, urging investors to review details before betting. Analysts' projection of 44.62% upside for TAL signals major positive shift in investor sentiment and potential stock trajectory.

4 Feb

4

Wall Street analysts project a potential rally of 27.27% for TAL Education Group (TAL), driven by positive market sentiment and strategic developments. Investors are advised to consider entry points and set target prices based on this optimistic outlook. The analysis highlights key factors influencing TAL's stock performance, including market trends and company fundamentals. Analysts' projections indicate significant potential for stock price appreciation based on market dynamics and company strategies.

4

TAL Education Group has been identified as a strong buy stock for February 4th, reflecting positive market sentiment and potential for growth. Analysts highlight the company's strategic positioning and recent performance metrics that suggest a favorable outlook. Investors are encouraged to consider TAL as a promising opportunity in the current market environment. Positive market sentiment and strategic positioning indicate significant potential for future growth.

1 Feb

4

TAL Education Group reported earnings that exceeded analyst forecasts, prompting analysts to revise their models positively. The company's performance indicates a potential recovery and growth trajectory, reflecting improved market conditions and operational strategies. Earnings exceeding forecasts and subsequent analyst model updates suggest significant positive shifts in market sentiment and financial outlook.

30 Jan

4

TAL Education Group reported a significant earnings jump and announced a new share repurchase program, which is expected to enhance shareholder value. The company's valuation has been positively impacted by these developments, reflecting a stronger financial position and commitment to returning capital to shareholders. Analysts are optimistic about TAL's future performance as it navigates the evolving education landscape. The earnings increase and share repurchase program are major strategic moves that could significantly alter the company's trajectory and investor sentiment.

4

TAL Education Group reported strong financial results for Q3 FY2026, exceeding revenue and earnings estimates. The company achieved a net profit of $130.6 million, reflecting robust performance and positive market sentiment. Exceeding revenue and earnings estimates indicates significant financial strength and potential for future growth.

29 Jan

4

TAL Education Group's stock surged 18% following a strong earnings report that exceeded analysts' expectations. The company reported significant revenue growth and improved profitability, driven by increased demand for its educational services. This positive performance reflects TAL's strategic initiatives and market positioning, boosting investor confidence. The earnings blowout indicates a significant improvement in financial performance and market positioning, likely influencing future growth and investor sentiment.

4 transcript

TAL Education Group reported robust revenue growth in its Q3 2026 earnings call, highlighting strategic initiatives aimed at enhancing its market position. The company emphasized its commitment to innovation and adapting to changing educational demands, which contributed to its positive financial performance. Key metrics showcased significant year-over-year increases, reflecting TAL's effective strategies in a competitive landscape. Robust revenue growth and strategic initiatives indicate significant potential for future performance and market positioning.

4 transcript

TAL Education Group reported its Q3 2026 earnings, highlighting a significant increase in revenue driven by new product offerings and an expanded customer base. The company emphasized its commitment to innovation and adapting to market demands, while also addressing challenges posed by regulatory changes in the education sector. Management provided guidance for the upcoming quarters, indicating optimism about future growth and strategic initiatives aimed at enhancing competitive positioning. Significant strategic moves and product innovations are expected to alter the company's trajectory and investor sentiment.

4 transcript

TAL Education Group reported its Q3 earnings, highlighting a significant increase in revenue and student enrollment. The company emphasized its commitment to enhancing educational offerings and expanding its market presence. Management discussed strategic initiatives aimed at improving operational efficiency and adapting to changing market demands. The earnings call also addressed challenges faced in the competitive landscape and outlined plans for future growth. Significant strategic initiatives and revenue growth indicate a likely positive shift in TAL's market position and investor sentiment.

3

TAL Education Group reported its fiscal Q3 earnings, revealing a decline in revenue and an increase in losses compared to the previous year. The company attributed the downturn to ongoing regulatory changes and a challenging market environment. Despite these challenges, TAL remains focused on adapting its business model and enhancing its educational offerings to regain market share. The outlook for the upcoming quarters remains cautious as the company navigates these obstacles. Revenue decline and increased losses indicate moderate challenges that may affect financial performance.

3

TAL Education Group reported its unaudited financial results for the third fiscal quarter ending November 30, 2025. The company experienced fluctuations in revenue and net income compared to the previous quarter, reflecting ongoing challenges in the education sector. Key metrics showed a decline in student enrollment and increased operational costs, prompting management to outline strategic initiatives aimed at improving performance in the upcoming quarters. The outlook remains cautious as TAL navigates regulatory changes and market competition. Financial results indicate challenges that may moderately influence TAL's performance and market positioning.

21 Jan

3

Institutional investors in TAL Education Group (NYSE:TAL) experienced a 10% loss last week, but they have benefited from the company's long-term growth trajectory. Despite the short-term volatility, TAL's overall performance has shown resilience, indicating potential for future recovery and gains. Short-term losses may affect market sentiment, but the long-term growth potential remains intact.

13 Jan

3

TAL Education Group's stock has shown improved technical strength, indicating a positive shift in market sentiment. Analysts note that the stock's recent performance reflects a recovery trend, driven by strategic initiatives and market conditions favoring educational services. Investors are encouraged by the potential for growth as the company adapts to changing regulatory environments and consumer demands. Overall, TAL's stock is gaining traction, suggesting a more favorable outlook for the company's future. Improved technical strength and market sentiment may moderately influence TAL's financial performance and competitive positioning.

5 Jan

3

TAL Education Group is highlighted among three growth companies with significant insider stakes, indicating strong confidence from executives in the company's future performance. The article emphasizes the importance of insider ownership as a positive signal for investors, suggesting that these companies are well-positioned for growth. TAL's insider stakes reflect a commitment to the company's long-term success, potentially influencing market sentiment and investor interest. Insider stakes may positively influence investor sentiment and confidence in TAL's growth potential.

23 Dec

4

TAL Education Group (TAL) has been identified as a strong buy stock for December 23rd, reflecting positive market sentiment and potential for growth. Analysts highlight TAL's strategic positioning and recent performance improvements, suggesting that the company is well-positioned to capitalize on future opportunities in the education sector. The recommendation comes amid a broader analysis of stocks expected to perform well in the upcoming month. TAL's identification as a strong buy indicates significant investor confidence and potential for substantial market performance improvements.

3

Consumer discretionary stocks, including TAL Education Group (TAL), have shown mixed performance this year. While TAL has faced challenges, it remains a key player in the education sector. Analysts are observing trends that may impact the broader market, particularly in consumer spending and educational services. The competitive landscape is evolving, and TAL's strategies will be crucial in navigating these changes. TAL's performance is influenced by broader consumer discretionary trends, which may moderately affect its financial outcomes.

3 Dec

4

TAL Education Group (TAL) is highlighted among three growth companies with high insider ownership, all experiencing 30% revenue growth. The article emphasizes the significance of insider ownership as a positive indicator of company performance and alignment with shareholder interests. TAL's strong revenue growth reflects its robust business model and market position in the education sector, suggesting potential for continued success. TAL's significant revenue growth and high insider ownership indicate strong confidence in its future performance and strategic direction.

1 Dec

4

TAL Education Group (TAL) is highlighted as a strong buy stock alongside CRUS and others, indicating positive market sentiment and potential for growth. Analysts suggest that TAL's recent performance and strategic positioning make it an attractive investment opportunity. The article emphasizes the favorable outlook for TAL in the current market environment, suggesting that investors may benefit from considering this stock. TAL's designation as a strong buy reflects significant potential for future growth and positive market sentiment.

14 Nov

3

TAL Education Group (NYSE:TAL) has recently experienced a notable increase in share price, prompting an evaluation of its future potential. Analysts are assessing whether this upward trend can be sustained and if there are further growth opportunities for the company in the competitive education sector. Factors influencing TAL's performance include market dynamics, regulatory changes, and strategic initiatives aimed at enhancing its service offerings. Current market trends and strategic evaluations suggest a moderate influence on TAL's future performance.

stockrow.com/TAL · Data as of May 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com