Laureate Education Inc (LAUR)vsTAL Education Group (TAL)
LAUR
Laureate Education Inc
$35.49
+1.95%
CONSUMER DEFENSIVE · Cap: $5.01B
TAL
TAL Education Group
$9.98
-1.19%
CONSUMER DEFENSIVE · Cap: $5.58B
Smart Verdict
WallStSmart Research — data-driven comparison
TAL Education Group generates 74% more annual revenue ($3.19B vs $1.83B). TAL leads profitability with a 28.4% profit margin vs 17.6%. LAUR appears more attractively valued with a PEG of 1.05. TAL earns a higher WallStSmart Score of 80/100 (A-).
LAUR
Strong Buy77
out of 100
Grade: B+
TAL
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LAUR.
Margin of Safety
+89.5%
Fair Value
$113.21
Current Price
$9.98
$103.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.3%
Earnings expanding 50.8% YoY
Every $100 of equity generates 27 in profit
Attractively priced relative to earnings
17.5% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 31.9% year-over-year
Earnings expanding 1360.0% YoY
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
Areas to Watch
No major concerns identified
Expensive relative to growth rate
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 17.6% and operating margin at 36.3%. Revenue growth of 17.5% demonstrates continued momentum.
Bull Case : TAL
The strongest argument for TAL centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 28.4% and operating margin at 18.1%. Revenue growth of 31.9% demonstrates continued momentum.
Bear Case : LAUR
No major red flags identified for LAUR, but monitor valuation.
Bear Case : TAL
The primary concerns for TAL are PEG Ratio.
Key Dynamics to Monitor
LAUR carries more volatility with a beta of 0.47 — expect wider price swings.
TAL is growing revenue faster at 31.9% — sustainability is the question.
TAL generates stronger free cash flow (478M), providing more financial flexibility.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TAL scores higher overall (80/100 vs 77/100), backed by strong 28.4% margins and 31.9% revenue growth. Both earn "Exceptional 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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