Tal Education Group's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Tal Education Group (TAL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Tal Education Group vs Its Competitors
- TTM: Trailing 12-month revenue of 3,009M vs 17M combined for tracked competitors (99.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-34.7%) for its tracked peer group.
- Growth: Tal Education Group generated 33.7% revenue growth year over year in Q4 2026, vs 21.0% for its tracked competitors combined.
- Profitability: Its 17.6% net margin compares with 15.2% for the peer group.
- Scale: Tal Education Group ranks #7 of 45 companies by market capitalization in the Educational Services industry, holding 5.6% of industry market cap.
- Peer revenue share: Tal Education Group accounted for 99.9% of combined revenue among its tracked peer group, up from 99.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.12M compares with $0.08M for the peer group (1.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TAL Sales vs. its Competitors, Q4 2026
Tal Education Group reported revenue growth of 33.72 % year on year in Q4 2026, above its competitors' combined revenue growth of 20.96 %.
With a net margin of 17.62 %, Tal Education Group achieved higher profitability than its competitors (15.15 %).
Tal Education Group generated 99.91 % of the combined sales of its peer group, up from 99.90 % a year earlier.
Tal Education Group vs. its Competitors, Q4 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Tal Education Group and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Tal Education Group | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Tal Education Group's competitor groups requires a Commercial License.
For context: the Educational Services industry grew revenue 4.5% year over year, combined, vs 33.7% for Tal Education Group. Tal Education Group's share of combined industry revenue moved from 17.20% to 22.02%, a gain of 4.82 percentage points.
Tal Education Group's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Tal Education Group | Yes | Yes | Yes | No |
| Competitors combined (3) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 0.00 % (0 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TAL Stock Performance relative to its Competitors
TAL Stock Performance relative to High-Confidence Competitors
TAL Stock Performance relative to Similar-Size Competitors
TAL Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ambow Education Holding Ltd | 282.9% | Outperformed |
| 2 | 51talk Online Education Group | 282.9% | Outperformed |
| 3 | Jianzhi Education Technology Group Company Limited | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Tal Education Group's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Tal Education Group's Comment on Competition and Industry Peers
Publicly Traded Peers of Tal Education Group
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Tal Education Group | 2,293.88 | 3,008.91 |
| 51talk Online Education Group | 4,089.62 | 94.66 |
| Ambow Education Holding Ltd | 121.11 | 17.14 |
| Jianzhi Education Technology Group Company Limited | 2.99 | 10.04 |
| SUBTOTAL | 6,507.60 | 3,130.74 |
Sources: Tal Education Group's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Tal Education Group versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Tal Education Group's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Gaotu Techedu Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Tal Education Group's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Tal Education Group's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Tal Education Group | 2,294 | 115,284 | 20,312 |
| 51talk Online Education Group | 4,090 | 68,493 | -12,198 |
| Ambow Education Holding Ltd | 121 | 107,144 | 21,325 |
| Jianzhi Education Technology Group Company Limited | 3 | 218,162 | -50,636 |
| PEERS TOTAL | 4,214 | 76,723 | -9,934 |
Tal Education Group's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| 51talk Online Education Group | Asia Pacific 41.37 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Tal Education Group's Position in Industry Market Structure
Market-capitalization share and concentration across all 41 companies in Tal Education Group's industry classification, broader than the peer set above. Market cap in millions of $.Tal Education Group ranks #7 of 41 companies by market capitalization in its industry, holding 5.61 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 777, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Laureate Education Inc | 5,193 | 12.72 % |
| 2 | Graham Holdings Co | 4,957 | 12.14 % |
| 3 | Covista inc | 4,213 | 10.32 % |
| 4 | Grand Canyon Education inc | 3,816 | 9.35 % |
| 5 | Stride Inc | 1,234 | 5.2% |
| 6 | Lixiang Education Holding Co Ltd | 1,234 | 5.2% |
| 7 | Tal Education Group | 2,290 | 5.61 % |
| 8 | Perdoceo Education Corp | 1,234 | 5.2% |
| 9 | 17 Education and Technology Group Inc | 1,234 | 5.2% |
| 10 | Youdao Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Tal Education Group's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Tal Education Group's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 2 | Graham Holdings Co | 4,957 | -0.92 % |
| 3 | Covista inc | 4,213 | -20.24 % |
| 4 | Grand Canyon Education inc | 3,816 | -32.08 % |
| 5 | Stride Inc | 3,660 | -47.62 % |
| 6 | Lixiang Education Holding Co Ltd | 1,234 | 12.3% |
| 7 | Tal Education Group | 2,290 | 6.08 % |
| 8 | Perdoceo Education Corp | 1,234 | 12.3% |
| 9 | 17 Education and Technology Group Inc | 1,234 | 12.3% |
| 10 | Youdao Inc | 1,234 | 12.3% |
| 11 | Strategic Education Inc | 1,234 | 12.3% |
| 12 | Universal Technical Institute Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Tal Education Group's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Tal Education Group's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Educational Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (44 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 55.35 % | 49.04 % (avg) | +6.3 pp |
| Operating Margin | 9.17 % | industry median | +2.8 pp |
| EBITDA Margin | 23.59 % | -0.18 % (avg) | +23.8 pp |
| Capital Intensity (Capex / Revenue) | 3.11 % | 1.94 % (avg) | +1.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Tal Education Group's Valuation vs Competitive Position
Valuation multiples vs the Educational Services industry average (44 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 4.1x | 14.6x | -10.5x |
| EV / EBITDA | 0.6x | 12.4x | -11.9x |
| P/B | 0.6x | 3.0x | -2.5x |
| Return on Equity | 14.05 % | industry aggregate | 1.70 % |
| Return on Invested Capital | 3.45 % | -0.82 % (avg) | 4.27 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Tal Education Group's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2013 | 2014 | 2015 |
|---|---|---|---|
| Revenue Growth | 27.27 % | 38.93 % | 38.25 % |
| Operating Margin | 13.91 % | 18.29 % | 15.50 % |
| Return on Invested Capital | 0.98 % | 1.61 % | 1.65 % |
| P/E | 14.7x | 13.8x | 16.6x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Tal Education Group's Strategic Group Map
Every company in Tal Education Group's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Tal Education Group is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Tal Education Group's BCG Growth-Share Matrix
Relative market share (vs Tal Education Group's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Tal Education Group falls in the Dog quadrant: relative market share of 0.44x vs its largest competitor, in an industry growing revenue 3.5% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Tal Education Group's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 777 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 3.11 % vs industry average 1.94 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Tal Education Group's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Tal Education Group's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Tal Education Group's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Tal Education Group falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Tal Education Group's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.44x).
Opportunities
- Trades at a lower P/E than the industry average (4.1x vs 14.6x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-34.7% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Tal Education Group's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Tal Education Group | 0.99 | 2.17 | - |
| 51talk Online Education Group | 0.00 | 0.63 | - |
| Ambow Education Holding Ltd | 1.65 | 2.24 | 0.41 |
| Jianzhi Education Technology Group Company Limited | 0.16 | 1.67 | 0.03 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Tal Education Group's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Tal Education Group | Q1 2026 | +33.7 % | +529.2 % |
| 51talk Online Education Group | Q4 2025 | +87.3 % | - |
| Ambow Education Holding Ltd | Q2 2026 | +3.4 % | - |
| Jianzhi Education Technology Group Company Limited | Q4 2025 | -71.0 % | - |
| PEERS TOTAL | +33.3 % | +605.5 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Tal Education Group's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Tal Education Group | Q1 2026 | +27.9 % | +17,522.6 % |
| 51talk Online Education Group | Q4 2025 | +159.2 % | +644.8 % |
| Ambow Education Holding Ltd | Q2 2026 | +765.3 % | - |
| Jianzhi Education Technology Group Company Limited | Q4 2025 | -70.7 % | -49.9 % |
Tal Education Group's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Tal Education Group | 8.93% | 12.51% | 14.05% |
| 51talk Online Education Group | - | - | - |
| Ambow Education Holding Ltd | 29.58% | 32.31% | 70.69% |
| Jianzhi Education Technology Group Company Limited | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Tal Education Group's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Tal Education Group | 4.32 | 0.76 |
| 51talk Online Education Group | - | 43.20 |
| Ambow Education Holding Ltd | - | 7.06 |
| Jianzhi Education Technology Group Company Limited | - | 0.30 |
| PEERS AVERAGE | 12.65 | 2.08 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.