Consumer Defensive
TAL Education Group(TAL)
Live Price
Offline$9.34
+0.43% today
1Y Change
-4.64%
Window
Jun 23, 2025 โ Jun 1, 2026
- Market Cap
- $6.80B
- Revenue Growth
- +34.1%
- EPS Growth
- +121.4%
- Dividend Yield
- 0.0%
Coverage: 236 bars ยท Jun 23, 2025 โ Jun 1, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
TAL Education Group (TAL) is a Consumer Defensive stock with a market cap of $6.80B and listed on NYSE. The stock last traded around $9.34 and down 4.6% across the available one-year price window (Jun 23, 2025 โ Jun 1, 2026). Baseline metrics include revenue growth of +34.1%, EPS growth of +121.4%, a dividend yield of 0.0%. What stands out right now is revenue +34.1%, EPS +121.4%, free cash flow 0.0% with operating margin 9.1% and ROIC 5.0%. Valuation is more restrained than many high-expectation growth names at P/E 3.9 and price/sales 2.3. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines TAL price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+34.1% vs +1.7% peer median
Operating Margin
Above sector median
+9.1% vs +6.6% peer median
P/E
Below sector median
3.9 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Apr 23, 2026 with an EPS surprise of +211.0% and a revenue surprise of +2.2%.
The operating story is still moving forward
Revenue is running at +34.1% and EPS at +121.4%, with operating margin around 9.1%.
The next real check-in already has a date
The next earnings event is scheduled for Jul 30, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -4.3% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 23, 2026 | +211.0% | +3.0% | +1.9% | -7.7% |
2026 Jan 29, 2026 | +224.6% | +0.0% | -7.8% | -17.1% |
2025 Oct 30, 2025 | +49.4% | -5.0% | -6.9% | -14.8% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TAL
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
TAL Max Drawdown
-24.79%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TAL and SPY.
Company Overview
TAL Education Group
New York Stock Exchange
TAL Education Group provides K-12 after-school tutoring services in the People's Republic of China. The company offers tutoring services to K-12 students covering various academic subjects, including mathematics, physics, chemistry, biology, history, geography, political science, English, and Chinese. It provides tutoring services primarily through small-class services under the Xueersi, Xueersi Online School, First Leap, Tipaipai, Xiaohou AI, Xiaohoucode, Aiqidao, Mamabang, Kaoyanbang, and Shunshunliuxue brand names; and personalized premium services under Izhikang name. The company also operates jzb.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 was founded in 2003 and is headquartered in Beijing, the People's Republic of China.
- Leadership
- Bangxin Zhang
- IPO Date
- Oct 20, 2010
- Employees
- 15.0k
- Street Address
- Heying Center
- Mailing
- Beijing, 100085
- Region
- Beijing, CN
- Reporting Currency
- USD
- Investor Line
- 86 10 5292 6658
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 3.9
- EV/EBITDA
- 19.8
- Price/Sales
- 2.3
- Price/Book
- 0.5
Growth
- Revenue
- +34.1%
- EPS
- +121.4%
- Free Cash Flow
- 0.0%
Profitability
- Gross Margin
- 55.3%
- Operating Margin
- 9.1%
- Net Margin
- 17.7%
- ROE
- 14.9%
- ROIC
- 5.0%
Balance Sheet
- Debt/Equity
- 0.10
- Current Ratio
- 2.17
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.