TALTAL Education Group

$11.70

Is the business good?

How good a business is TAL?

TAL Education Group earns 41% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

41%

Return on invested capital · cost of capital 9.0% · 32 points above what the capital costs: growth creates value

Operating margin
9.2%

Operating margin · Education & Training Services median 13% · fiscal year to FY2026

Cash conversion
0.96×

Cash conversion · 3.38× a year ago · some of the reported profit has not turned into cash yet

Share count, year on year
−6.0%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY2021−9.8%
FY2022−14%
FY2023−8.9%
FY2024−4.6%
FY2025−0.14%
FY20269.2%
Details
Gross marginfiscal year to FY2026
55%
Operating marginfiscal year to FY2026
9.2%
Net marginfiscal year to FY2026
18%
Free cash flow margin
17%
Revenue, trailing twelve months
$3.01B
Free cash flow, trailing twelve months
$508M
Net income, trailing twelve months
$531M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
41%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.