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TAL Education GroupNYSE:TAL Stock Report

Market Cap US$6.8b
Share Price
US$11.17
US$15.55
28.2% undervalued intrinsic discount
1Y25.2%
7D-0.6%
Portfolio Value
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TAL Education Group

NYSE:TAL Stock Report

Market Cap: US$6.8b

TAL Community Fair Values

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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$11.17
52 Week HighUS$13.37
52 Week LowUS$8.77
Beta0.14
1 Month Change-0.27%
3 Month Change-7.84%
1 Year Change25.22%
3 Year Change89.32%
5 Year Change-80.08%
Change since IPO346.80%

Recent News & Updates

Recent updates

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.

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.

TAL Education: Device And Tutoring Businesses Have Good Prospects

Apr 07

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.

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.

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.

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.

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.

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).

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).

Returns On Capital Are Showing Encouraging Signs At TAL Education Group (NYSE:TAL)

Dec 28
Returns On Capital Are Showing Encouraging Signs At TAL Education Group (NYSE:TAL)

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.

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.

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.

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.

These Return Metrics Don't Make TAL Education Group (NYSE:TAL) Look Too Strong

Sep 01
These Return Metrics Don't Make TAL Education Group (NYSE:TAL) Look Too Strong

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

Jan 28

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

Dec 15

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

Sep 11
User avatar

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

Shareholder Returns

TALUS Consumer ServicesUS Market
7D-0.6%1.3%0.8%
1Y25.2%-17.8%27.8%

Return vs Industry: TAL exceeded the US Consumer Services industry which returned -17.7% over the past year.

Return vs Market: TAL underperformed the US Market which returned 27.7% over the past year.

Price Volatility

Is TAL's price volatile compared to industry and market?
TAL volatility
TAL Average Weekly Movement6.0%
Consumer Services Industry Average Movement7.7%
Market Average Movement7.1%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

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 (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
200323,000Tom 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 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.

TAL Education Group Fundamentals Summary

How do TAL Education Group's earnings and revenue compare to its market cap?
TAL fundamental statistics
Market capUS$6.80b
Earnings (TTM)US$530.75m
Revenue (TTM)US$3.01b
12.8x
P/E Ratio
2.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TAL income statement (TTM)
RevenueUS$3.01b
Cost of RevenueUS$1.34b
Gross ProfitUS$1.67b
Other ExpensesUS$1.13b
EarningsUS$530.75m

Last Reported Earnings

Feb 28, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.87
Gross Margin55.35%
Net Profit Margin17.64%
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 Analysis2026/05/03 08:45
End of Day Share Price 2026/05/01 00:00
Earnings2026/02/28
Annual Earnings2026/02/28

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 35 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yanfang JiangBenchmark Company
Lucy YuBofA Global Research
Lei YangCGS International