TAL

TAL Education Group

Consumer Defensive · $7.1B market cap

Verdict

Share price

$12.06

close of Oct 3, 2026

Fair value

$15.22

Sticker Price

Payback Price

$6.09

buy price

Undervalued

TAL is Undervalued: at $12.06 it trades 21% below its fair value of $15.22. Its buy price (Payback Price) is $6.09, 50% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth21.9% a year✓
Equity per share growth25.3% a year✓
Sales growth23.5% a year✓
Free cash flow growth24.8% a year✓
Return on invested capital1.9%✗

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Superinvestors

1 of the investors we track holds TAL. In Q2 2026, 1 added. Who we track

Moves in Q2 2026

Added: Sarah Ketterer

Insider activity

Since Aug 3, 2026: no open-market purchases and 1 sale worth $368K. Why purchases matter

Sales

About TAL Education Group

Established in 2003 and headquartered in Beijing, People's Republic of China, TAL Education Group specializes in providing extracurricular academic support for K-12 students. The company's comprehensive tutoring programs cater to students from kindergarten through twelfth grade, encompassing a wide array of subjects such as mathematics, physics, chemistry, biology, history, geography, political science, English, and…

Education & Training Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works