TAL Education Group (TAL) Fair Value & Analysis
Consumer Defensive · US · Market cap $5.3B
TAL Education Group
TAL · US
Fair value as of: Jul 21, 2026
From 26 valuation models · updated 20 days ago
Share price +22.0% over the past month.
A strong business, screening 26% undervalued on our models.
What matters now
- The rarer combination: high quality (80/100) AND below fair value. That earns a closer look rather than a quick verdict.
- The model range is unusually wide ($12.53 to $51.06). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
60‑month range $1.75 – $56.95 · fair‑value band $12.53 – $51.06 · the $12.38 price screens below the $15.60 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.
Analysis
TAL Education Group (TAL) currently trades at $12.38, while our model-based Fair Value estimate is $15.60, implying the stock looks roughly 26.0% undervalued today. The Quality Score stands at 80/100 (high quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, TAL Education Group generated revenue of $3.0B at a net margin of 17.6%. Revenue grew 31.5% year over year. It earns a return on equity of 14.1%. The balance sheet holds a net cash position of $1.4B. Fundamentals as of Jul 21, 2026
Our scenario range runs from $12.53 (bear case) to $51.06 (bull case); at $12.38, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 7% below its 52-week high and 39% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 14% fair-value upside, at 26%, TAL screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings ($54.53) versus Dividend Discount ($0.0500). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 79 · Market factors (momentum, volatility) 54
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
TAL Education Group provides smart learning solutions in the People's Republic of China. It offers learning services through Xueersi Peiyou small classes, personalized premium services, and online course offerings.
Full company description
TAL Education Group provides smart learning solutions in the People's Republic of China. It offers learning services through Xueersi Peiyou small classes, personalized premium services, and online course offerings. The company also develops and provides learning content solutions for learners across print, digital and device-based formats, including print books, books integrated with digital learning experiences, learning devices, and mobile applications. In addition, it offers online education services, including live class and pre-recorded course content through www.xueersi.com. Further, the company engages in development and sale of software, network, and learning devices; investment management and consulting services. TAL Education Group was founded in 2003 and is headquartered in Beijing, the People's Republic of China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
TAL Education Group reported revenue of $3.0B in FY2026 versus $4.4B in FY2022, a compound −9.0%/yr. Reported net income was $533M in FY2026.
Watch TAL: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- TAL Education Group Q1 Earnings Call Highlights
- TAL Education Group Announces Unaudited Financial Results for the First Fiscal Quarter Ended May 31, 2026
- TAL Education Group to Announce First Quarter of Fiscal Year 2027 Financial Results on July 30, 2026
- Is Perdoceo Education (PRDO) Stock Undervalued Right Now?
Peer Group
Education & Training Services · 148 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Education & Training Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Education & Training Services stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| New Oriental Education & Technology Group EDUN | 966.48 MXN | 897.37 MXN | -7% |
| Laureate Education, Inc LAUR | $36.45 | $41.45 | +14% |
| Physicswallah Limited PWL | ₹131.59 | ₹14.81 | -89% |
| Grand Canyon Education, Inc LOPE | $149.00 | $152.01 | +2% |
| Covista Inc CVSA | $116.22 | $135.45 | +17% |
| Stride, Inc LRN | $83.39 | $139.45 | +67% |
| Universal Technical Institute, Inc UTI | $40.33 | $21.35 | -47% |
| Perdoceo Education Corporation PRDO | $31.66 | $41.45 | +31% |
| Strategic Education, Inc STRA | $84.18 | $105.48 | +25% |
| McGraw Hill, Inc MH | $9.70 | $4.06 | -58% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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