TAL Education Group - ADR

TAL Education Group - ADR

TAL - Insider Information

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Market Cap$1.82B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
TAL Education Group - ADRTAL Education Group - ADR2.4-18%0.50.4

Earnings Call Q3 2025

January 23, 2025 - AI Summary

Strong Revenue Growth: TAL Education Group reported net revenues of $606.4 million (RMB 4,323.2 million) for Q3 fiscal year 2025, reflecting a year-over-year growth of 62.4% in U.S. dollars and 59.2% in RMB terms. This growth was driven by increased interest in both offline and online enrichment learning programs, particularly its Peiyou small class offerings.
Operational Expansion and Investments: The company continues to expand its learning network and invest in product development, especially in its online and device sectors. Notable updates include the launch of the new XBook learning device in August 2024 and an expanded lineup of xPad devices. Emphasis on integrating technology into educational tools is seen as essential for meeting modern learning needs.
Market Dynamics and Risks: The market for enrichment learning remains fragmented. While TAL is experiencing growth, it remains attentive to competitive pressures and potential impacts from economic conditions that could lead to consumption downgrades. The company acknowledges heightened competition within the enrichment sector and emphasizes quality and innovation as key to maintaining its market position.

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$12.55

Target Price by Analysts

26.9% upsideTAL Education Group Target Price DetailsTarget Price
$13.99

Current Fair Value

41.4% upside

Undervalued by 41.4% based on the discounted cash flow analysis.

Insider Trades

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Congress Trades

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Share Statistics

Market cap$1.82 Billion
Enterprise Value$1.76 Billion
Earnings per Share$2.79
Beta0.07
Outstanding Shares183,953,057

Return

Return on Equity18.09%ROE
Return on Assets10.90%
Return on Invested Capital12.93%

Valuation & Multiples

P/E Ratio2.45P/E Ratio
PEG-1.77PEG
Price to Sales0.55Price to Sales
Price to Book Ratio0.45Price to Book Ratio
Enterprise Value to Revenue0.53
Enterprise Value to EBIT2.97
Enterprise Value to Net Income2
Total Debt to Enterprise0.9
Debt to Equity0.39Debt to Equity

Revenue Sources

No data

Last Earnings Call

Report Date
October 29, 2026
EPS Estimate
$0.18
Consensus analyst estimate
Revenue Estimate
$1.09 B
Consensus analyst estimate

Next Earnings Call

Expected Date
February 4, 2027
EPS Estimate
$0.09
Consensus analyst estimate
Revenue Estimate
$894.72 M
Consensus analyst estimate

Institutional Put/Call Ratio

Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.

Put/Call Ratio0.0000▼ 355.63%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %11.36%▼ 121.90%
Total Invested$253.63M▼ 89.57%
Investors Holding45▼ 208.00%

About TAL Education Group

CEO: Bangxin Zhang

TAL Education Group Insider Information FAQ

Stockcircle tracks 5 top investors with a current 13F position in TAL Education Group. Holdings come from the latest quarterly 13F filings filed with the SEC.

In the latest 13F quarter on Stockcircle, 3 top investors increased or opened positions and 2 top investors reduced or sold among tracked top investors. Changes are based on reported share counts in their quarterly filings, not day-to-day trading.

Stockcircle shows 1 open-market insider sale for TAL Education Group in the last six months from SEC Form 4 reports by executives, directors, and other insiders.

Form 4 insider trades are added as new filings are imported. Top investor 13F holdings refresh after each quarterly filing cycle. Politician trade disclosures are added when new reports are published on Stockcircle.