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Upturn AI SWOT - About
TAL Education Group (TAL)
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Upturn Advisory Summary
09/12/2025: TAL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $12.99
1 Year Target Price $12.99
| 12 | Strong Buy |
| 7 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -25.77% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.67B USD | Price to earnings Ratio 64.47 | 1Y Target Price 12.99 |
Price to earnings Ratio 64.47 | 1Y Target Price 12.99 | ||
Volume (30-day avg) 23 | Beta 0.09 | 52 Weeks Range 7.46 - 15.30 | Updated Date 09/14/2025 |
52 Weeks Range 7.46 - 15.30 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.33% | Operating Margin (TTM) 2.5% |
Management Effectiveness
Return on Assets (TTM) 0.32% | Return on Equity (TTM) 2.88% |
Valuation
Trailing PE 64.47 | Forward PE 27.86 | Enterprise Value 3570409271 | Price to Sales(TTM) 2.77 |
Enterprise Value 3570409271 | Price to Sales(TTM) 2.77 | ||
Enterprise Value to Revenue 1.48 | Enterprise Value to EBITDA 125.19 | Shares Outstanding 461046016 | Shares Floating 137477673 |
Shares Outstanding 461046016 | Shares Floating 137477673 | ||
Percent Insiders 0.01 | Percent Institutions 60.35 |
Upturn AI SWOT
TAL Education Group
Company Overview
History and Background
TAL Education Group (formerly Xueersi) was founded in 2003. It started as a small after-school tutoring center and grew into a leading education technology enterprise in China. It focused on K-12 after-school tutoring services, aiming to improve students' academic performance.
Core Business Areas
- Online Education: Provides online courses and educational content through various platforms. Initially offered as a supplement to in-person classes, now a primary segment.
- Small-Class Tutoring: Offers offline tutoring in small-class settings, focusing on personalized instruction and student-teacher interaction.
Leadership and Structure
The organizational structure of TAL Education Group has evolved and now the company is winding down much of its for-profit tutoring services due to Chinese government regulations. The leadership has adjusted to focus on other educational areas.
Top Products and Market Share
Key Offerings
- Number of Users: Declined sharply due to regulatory changes.
- Online K-12 Tutoring: Delivers online academic courses for students in primary and secondary schools, focusing on core subjects such as mathematics, science, and languages. Market share diminished significantly after regulations, prior to that it held a sizeable share. Competitors now include New Oriental Education & Technology Group (EDU) in the after-school enrichment market, though heavily impacted by the new regulations.
- Number of Users: Declined sharply due to regulatory changes.
- Small-Class Offline Tutoring: Offers after-school tutoring in smaller, offline classroom settings. Market share significantly impacted due to regulations. Competitors now include New Oriental Education & Technology Group (EDU) in the after-school enrichment market, though heavily impacted by the new regulations.
Market Dynamics
Industry Overview
The Chinese education technology industry faced significant regulatory changes, impacting after-school tutoring services. Focus shifted towards vocational training and educational technology solutions for schools.
Positioning
Before regulations, TAL Education Group was a leading provider in China's K-12 after-school tutoring market. Post-regulation, the company is repositioning to focus on compliance and potentially international markets and other educational niches.
Total Addressable Market (TAM)
The TAM for private K-12 tutoring in China decreased drastically, but other educational areas may be a large TAM in the future with TAL Education Group positioned to provide these resources and adapt to new regulations.
Upturn SWOT Analysis
Strengths
- Established brand recognition
- Strong technological infrastructure for online education
- Experienced teaching staff
- Adaptability to changing market conditions
Weaknesses
- Vulnerability to regulatory changes in China
- Dependence on the Chinese market
- Reduced market share in core tutoring segments
- Transitional phase affecting stability
Opportunities
- Expansion into international markets
- Diversification into new educational sectors (e.g., vocational training)
- Partnerships with schools and institutions
- Development of innovative educational technologies
Threats
- Ongoing regulatory uncertainty in China
- Intense competition in new market segments
- Economic downturn affecting consumer spending
- Technological disruptions impacting business models
Competitors and Market Share
Key Competitors
- EDU
- GOTU
- DAO
Competitive Landscape
TAL Education Group's competitive advantages have been eroded by regulatory changes. The company needs to rebuild its competitive positioning in new market segments. The companies mentioned still compete in the areas of online-offline hybrid offerings.
Growth Trajectory and Initiatives
Historical Growth: Experienced significant growth before 2021, followed by a sharp decline due to regulatory changes.
Future Projections: Future projections are highly uncertain and dependent on TAL Education Group's ability to successfully pivot and adapt to the new regulatory environment.
Recent Initiatives: Focus on compliance, restructuring operations, and exploring new educational areas.
Summary
TAL Education Group faced drastic changes due to China's education regulations, significantly impacting its core business and financial performance. The company is in a transitional phase, focusing on compliance and exploring new market opportunities. While its brand and technological infrastructure are strengths, uncertainty and competition pose considerable risks. Successful diversification and adaptation are critical for its future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC filings
- Industry reports
- Market analysis
Disclaimers:
The information provided is based on publicly available data and is subject to change. Investment decisions should be made after consulting with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About TAL Education Group
Exchange NYSE | Headquaters - | ||
IPO Launch date 2010-10-20 | Co-Founder, Chairman & CEO Mr. Bangxin Zhang | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 23000 | Website https://www.100tal.com |
Full time employees 23000 | Website https://www.100tal.com | ||
TAL Education Group provides K-12 after-school tutoring services in the People's Republic of China. It provides learning services primarily through small classes services; personalized premium services and online course offerings; and learning content solutions, such as print books, smart books, mobile apps, and AI-driven learning devices. The company also operates www.xueersi.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. It offers its services under the Haoweilai and Think Academy brands. The company was founded in 2003 and is headquartered in Beijing, the People's Republic of China.
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