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TAL
TAL Education Group
NYSE· Consumer Defensive· Education & Training Services· CUSIP 874080104
$10.46-0.85%Price as of Oct 23, 00:41 UTC · updated once a day, after the close
At a glance
TAL Education Group (TAL) is listed on NYSE and classified in Education & Training Services, part of the Consumer Defensive sector. It is headquartered in Beijing, China and has 26,100 employees. The company is worth $5.8B and trades at 6.6x its earnings of the last twelve months; the median for its sector is 18.2x. Revenue was $3.01B in fiscal 2026, up 33.7% from the year before. Net income was $530.75M. The share price is 21.8% below its 52-week high of $13.37. 6 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Steve Cohen (Point72 Asset Management), at $62.77M. In that quarter, 2 of them opened or added to the position and 2 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Key metrics
- Market cap
- $5.8B
- P/E
- 6.6x
- Forward P/E
- 8.9x
- P/B
- 1.4x
- Dividend yield
- 0.00%
- Payout
- —
- EPS
- $1.59
- ROE
- 23.71%
- Profit margin
- 28.43%
- Revenue growth
- +31.90%
- Beta
- 0.08
- 52-week high
- $13.37
- 52-week low
- $8.88
History
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Investors holding this
Major managers that reported this stock in their latest 13F.
- Steve CohenAddedPoint72 Asset Management · Q2 2026$62.77M6.56M shares · 0.1% of portfolio
- Israel EnglanderAddedMillennium Management · Q2 2026$20.99M2.19M shares · 0.0% of portfolio
- Two SigmaHeldTwo Sigma Investments · Q2 2026$5.01M523.99K shares · 0.0% of portfolio
Ken GriffinReducedCitadel Advisors · Q2 2026$861.6K90.03K shares · 0.0% of portfolio- Cliff AsnessHeldAQR Capital Management · Q2 2026$268.91K28.1K shares · 0.0% of portfolio
- Renaissance TechnologiesReducedRenaissance Technologies · Q2 2026$260.3K27.2K shares · 0.0% of portfolio
Price over time
▲ +131.7% over 5Y.
today you would have $2,933.99▲ +193.4%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
Indicators, year by year
The last 4 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Year-end price | $12.00 | $10.91 | $10.02 | $12.63 | |
| P/E | — | 13.1x | 79.8x | — | — |
| P/S | 1.2x | 0.7x | 1.0x | 1.4x | 2.6x |
| P/B | 0.6x | 0.6x | 0.6x | 0.6x | 0.7x |
| EPS | $0.92 | $0.14 | -$0.01 | -$0.21 | |
| Profit margin | 1.76% | 17.64% | 3.76% | -0.24% | -13.30% |
| ROE | 1.07% | 14.06% | 2.25% | -0.10% | -3.53% |
Median of the years shown; P/E years above 200x are left out.
Fair price, seven ways
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Earnings
$16.24
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings
$39.75
Earnings growing 25.0% a year plus a 0.0% dividend yield. Growth capped at 25%.
Earnings
$28.91
Median P/E of 18.2 among peers in the sector.
Earnings
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Cash flow
$100.29
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Operating
$28.02
Sector median of 11.4x operating profit, less net debt. Banks have no EBITDA.
Dividends
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
How the average is calculated
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
Earnings $28.30 (avg. of 3)+Cash flow $100.29+Operating $28.02÷ 3 =$52.20
$52.20
5 methods answered, across 3 families.
$39.15
Room for errors in the reported numbers.
$10.46
+399.1% from the average.
Models, not forecasts, and not investment advice. How each formula works →
Others in the same sector
Companies of similar size in Consumer Defensive, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| OLLIOllie's Bargain Outlet Holdings, Inc. | $92.63 | 20.5x | 2.9x | 0.00% | 14.86% | $5.5B |
| INGRIngredion Inc | $97.18 | 10.6x | 1.4x | 3.42% | 13.69% | $6.13B |
| LAURLaureate Education Inc | $38.79 | 17.4x | 4.7x | 0.00% | 29.32% | $5.34B |
| CPBCAMPBELL'S Co | $21.26 | 15.0x | 1.6x | 4.70% | 10.05% | $6.34B |
| PSMTPricesmart Inc | $171.59 | 33.0x | 3.7x | 0.82% | 12.31% | $5.3B |
| SFMSprouts Farmers Market, Inc. | $68.86 | 13.2x | 4.4x | 0.00% | 35.20% | $6.42B |
About the company
- 26,100
- Beijing, China