TAL Education Group - ADR

TAL Education Group - ADR

TAL

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Market Cap$5.91B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
TAL Education Group - ADRTAL Education Group - ADR3.4-14%0.60.3

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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$37.37

Current Fair Value

284% upside

Undervalued by 284% based on the discounted cash flow analysis.

Share Statistics

Market cap$5.91 Billion
Enterprise Value$5.38 Billion
Dividend Yield$NaN (-)
Earnings per Share$2.79
Beta0.09
Outstanding Shares184,631,167

Return

Return on Equity14.12%ROE
Return on Assets8.98%
Return on Invested Capital8.59%

Valuation & Multiples

P/E Ratio3.37P/E Ratio
PEG-0.1PEG
Price to Sales0.61Price to Sales
Price to Book Ratio0.49Price to Book Ratio
Enterprise Value to Revenue1.78
Enterprise Value to EBIT15.02
Enterprise Value to Net Income10
Total Debt to Enterprise0.23
Debt to Equity0.32Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 23, 2026
EPS Estimate
$0.14
Average shareholder expectation
Revenue Estimate
$784.91 M
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$0.16
Average shareholder expectation
Revenue Estimate
$720.23 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3660▼ 43.30%
Total Calls1,747,046▲ 116.37%
Total Puts639,500▼ 0.88%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %122.27%▼ 13.52%
Total Invested$2.57B▼ 6.37%
Investors Holding236▲ 12.00%

ESG Score

No data

About TAL Education Group

CEO: Bangxin Zhang

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and scoring for all tax legislation, directly influencing corporate tax policy and the tax burden on all companies, including TAL.

Finance

Controls taxation and trade policy, which directly affect corporate profitability, capital flows, and the operational environment for companies, especially those with international exposure like TAL.

Health, Education, Labor, and Pensions

Directly responsible for legislation and oversight related to federal education policy and labor laws, both of which can profoundly impact an educational services company's operations, funding, and labor costs.