Laureate Education Inc (LAUR)vsTAL Education Group (TAL)
LAUR
Laureate Education Inc
$33.29
-1.04%
CONSUMER DEFENSIVE · Cap: $4.89B
TAL
TAL Education Group
$11.43
+0.35%
CONSUMER DEFENSIVE · Cap: $6.80B
Smart Verdict
WallStSmart Research — data-driven comparison
TAL Education Group generates 66% more annual revenue ($2.82B vs $1.70B). LAUR leads profitability with a 16.6% profit margin vs 9.9%. TAL appears more attractively valued with a PEG of 0.45. LAUR earns a higher WallStSmart Score of 79/100 (B+).
LAUR
Strong Buy79
out of 100
Grade: B+
TAL
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$88.45
Current Price
$33.29
$55.16 discount
Margin of Safety
+47.1%
Fair Value
$22.46
Current Price
$11.43
$11.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.2%
Earnings expanding 88.4% YoY
Every $100 of equity generates 26 in profit
Revenue surging 27.9% year-over-year
Growing faster than its price suggests
Earnings expanding 536.0% YoY
Reasonable price relative to book value
Revenue surging 27.0% year-over-year
Areas to Watch
No major concerns identified
ROE of 7.7% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LAUR
The strongest argument for LAUR centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 16.6% and operating margin at 33.2%. Revenue growth of 27.9% demonstrates continued momentum.
Bull Case : TAL
The strongest argument for TAL centers on PEG Ratio, EPS Growth, Price/Book. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : LAUR
No major red flags identified for LAUR, but monitor valuation.
Bear Case : TAL
The primary concerns for TAL are Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
LAUR carries more volatility with a beta of 0.67 — expect wider price swings.
LAUR is growing revenue faster at 27.9% — sustainability is the question.
TAL generates stronger free cash flow (816M), providing more financial flexibility.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LAUR scores higher overall (79/100 vs 68/100), backed by strong 16.6% margins and 27.9% revenue growth. TAL offers better value entry with a 47.1% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Laureate Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Laureate Education, Inc. offers higher education programs and services to students through a network of universities and institutions of higher education. The company is headquartered in Baltimore, Maryland.
TAL Education Group
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China
TAL Education Group offers K-12 afterschool tutoring services in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
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