Laureate Education Inc (LAUR)vsTAL Education Group (TAL)
LAUR
Laureate Education Inc
$31.24
+3.80%
CONSUMER DEFENSIVE · Cap: $4.46B
TAL
TAL Education Group
$10.89
-2.51%
CONSUMER DEFENSIVE · Cap: $6.80B
Smart Verdict
WallStSmart Research — data-driven comparison
TAL Education Group generates 73% more annual revenue ($3.01B vs $1.74B). TAL leads profitability with a 17.6% profit margin vs 16.1%. LAUR appears more attractively valued with a PEG of 1.15. LAUR earns a higher WallStSmart Score of 67/100 (B-).
LAUR
Strong Buy67
out of 100
Grade: B-
TAL
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.7%
Fair Value
$19.24
Current Price
$31.24
$12.00 premium
Margin of Safety
+88.2%
Fair Value
$101.06
Current Price
$10.89
$90.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 88.4% YoY
Every $100 of equity generates 29 in profit
Attractively priced relative to earnings
15.4% revenue growth
Revenue surging 31.5% year-over-year
Earnings expanding 536.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Operating margin of -10.1%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LAUR
The strongest argument for LAUR centers on EPS Growth, Return on Equity, P/E Ratio. Profitability is solid with margins at 16.1% and operating margin at -10.1%. Revenue growth of 15.4% demonstrates continued momentum.
Bull Case : TAL
The strongest argument for TAL centers on Revenue Growth, EPS Growth, P/E Ratio. Profitability is solid with margins at 17.6% and operating margin at 9.0%. Revenue growth of 31.5% demonstrates continued momentum.
Bear Case : LAUR
The primary concerns for LAUR are Operating Margin.
Bear Case : TAL
The primary concerns for TAL are PEG Ratio.
Key Dynamics to Monitor
LAUR carries more volatility with a beta of 0.46 — expect wider price swings.
TAL is growing revenue faster at 31.5% — 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 (67/100 vs 66/100), backed by strong 16.1% margins and 15.4% revenue growth. TAL offers better value entry with a 88.2% 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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