Stride, Inc. (LRN) vs TAL Education Group (TAL)

Stride, Inc. and TAL Education Group are both Education & Training Services companies. TAL Education Group is the larger, with a market value of $4.1B against $3.3B — 1.2× the size. TAL Education Group trades at the lower P/E: 7.3× against 9.9×. TAL Education Group grew revenue faster over the last twelve months: 32.4% against 4.69%. TAL Education Group has the higher net margin (28.4% vs 13.4%) and the higher return on invested capital (26.8% vs 24.5%). Across the 22 metrics below, TAL Education Group leads on 14 and Stride, Inc. on 8.

Valuation

Metric LRN TAL Education & Training Services median
P/E 9.92 7.30 11.19
P/S 1.33 2.08 0.92
P/B 2.06 1.63 1.63
Price to free cash flow 9.45 20.30 9.62
EV/EBITDA 5.05 9.17 7.02
EV/Sales 1.16 1.15 0.82
Earnings yield 10.08% 13.70% 3.17%
Free cash flow yield 10.58% 4.93% 2.30%

Profitability

Metric LRN TAL Education & Training Services median
Gross margin 37.75% 56.02% 54.64%
Operating margin 17.90% 12.50% 0.00%
Net margin 13.43% 28.43% 3.29%
Free cash flow margin 14.10% 22.93% 0.00%
Return on equity 21.74% 23.73% 0.00%
Return on assets 14.30% 14.54% 0.00%
Return on invested capital 24.52% 26.82% 0.00%

Growth

Metric LRN TAL Education & Training Services median
Revenue growth (TTM) 4.69% 32.40% 6.97%
EPS growth (last fiscal year) 20.00% 557.14% —
Revenue growth, 5-year CAGR 10.38% (7.28%) 4.27%
Net income growth, 5-year CAGR 36.47% 0.00% 0.00%

Health

Metric LRN TAL Education & Training Services median
Debt to equity 0.29 0.00 0.08
Current ratio 5.94 1.69 1.33
Net debt to EBITDA (0.84) (9.83) (0.15)

Dividend

Metric LRN TAL Education & Training Services median
Dividend yield — — 1.13%
Payout ratio 0.00 0.00 0.00

Size

Metric LRN TAL Education & Training Services median
Market cap 3.33b 4.08b 68.93m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack