WallStSmart

Skillsoft Corp. (SKIL)vsTAL Education Group (TAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TAL Education Group generates 528% more annual revenue ($3.19B vs $508.02M). TAL leads profitability with a 28.4% profit margin vs -28.5%. SKIL appears more attractively valued with a PEG of 0.18. TAL earns a higher WallStSmart Score of 76/100 (B+).

SKIL

Hold

37

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 8.3Quality: 4.5
Piotroski: 3/9Altman Z: -2.11

TAL

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 7.5Value: 7.3Quality: 8.0
Piotroski: 5/9Altman Z: 2.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SKILUndervalued (+33.6%)

Margin of Safety

+33.6%

Fair Value

$9.71

Current Price

$8.43

$1.28 discount

UndervaluedFair: $9.71Overvalued
TALUndervalued (+89.8%)

Margin of Safety

+89.8%

Fair Value

$116.27

Current Price

$11.99

$104.28 discount

UndervaluedFair: $116.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SKIL2 strengths · Avg: 10.0/10
PEG RatioValuation
0.1810/10

Growing faster than its price suggests

Debt/EquityHealth
-7.8910/10

Conservative balance sheet, low leverage

TAL6 strengths · Avg: 9.3/10
P/E RatioValuation
7.8x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
31.9%10/10

Revenue surging 31.9% year-over-year

EPS GrowthGrowth
1360.0%10/10

Earnings expanding 1360.0% YoY

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

SKIL4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$65.55M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-439.6%2/10

ROE of -439.6% — below average capital efficiency

TAL2 concerns · Avg: 2.0/10
PEG RatioValuation
13.072/10

Expensive relative to growth rate

Free Cash FlowQuality
$-429.09M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : SKIL

The strongest argument for SKIL centers on PEG Ratio, Debt/Equity. PEG of 0.18 suggests the stock is reasonably priced for its growth.

Bull Case : TAL

The strongest argument for TAL centers on P/E Ratio, Revenue Growth, EPS 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 : SKIL

The primary concerns for SKIL are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : TAL

The primary concerns for TAL are PEG Ratio, Free Cash Flow.

Key Dynamics to Monitor

SKIL profiles as a turnaround stock while TAL is a growth play — different risk/reward profiles.

SKIL carries more volatility with a beta of 2.27 — expect wider price swings.

TAL is growing revenue faster at 31.9% — sustainability is the question.

SKIL generates stronger free cash flow (29M), providing more financial flexibility.

Bottom Line

TAL scores higher overall (76/100 vs 37/100), backed by strong 28.4% margins and 31.9% revenue growth. SKIL offers better value entry with a 33.6% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Skillsoft Corp.

CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA

SkillSoft Corp. The company is headquartered in Nashua, New Hampshire.

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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