TAL Education Group (TAL)vsTCTM Kids IT Education Inc. (VSA)
TAL
TAL Education Group
$10.00
-1.65%
CONSUMER DEFENSIVE · Cap: $5.08B
VSA
TCTM Kids IT Education Inc.
$4.04
-1.09%
CONSUMER DEFENSIVE · Cap: $11.45M
Smart Verdict
WallStSmart Research — data-driven comparison
TAL Education Group generates 289497% more annual revenue ($3.01B vs $1.04M). VSA leads profitability with a 165437.0% profit margin vs 17.6%. VSA appears more attractively valued with a PEG of 0.33. TAL earns a higher WallStSmart Score of 68/100 (B-).
TAL
Strong Buy68
out of 100
Grade: B-
VSA
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.3%
Fair Value
$110.91
Current Price
$10.00
$100.91 discount
Intrinsic value data unavailable for VSA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 31.5% year-over-year
Earnings expanding 536.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Keeps 165437 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -32.6% — below average capital efficiency
Revenue declined 84.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : TAL
The strongest argument for TAL centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.6% and operating margin at 9.0%. Revenue growth of 31.5% demonstrates continued momentum.
Bull Case : VSA
The strongest argument for VSA centers on PEG Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 165437.0% and operating margin at -1825.0%. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : TAL
The primary concerns for TAL are PEG Ratio, Free Cash Flow.
Bear Case : VSA
The primary concerns for VSA are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
TAL profiles as a growth stock while VSA is a declining play — different risk/reward profiles.
VSA carries more volatility with a beta of 0.47 — expect wider price swings.
TAL is growing revenue faster at 31.5% — sustainability is the question.
VSA generates stronger free cash flow (-264M), providing more financial flexibility.
Bottom Line
TAL scores higher overall (68/100 vs 42/100), backed by strong 17.6% margins and 31.5% revenue growth. 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.
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.
TCTM Kids IT Education Inc.
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
TCTM Kids IT Education Inc., engages in the provision of IT-focused education services in Mainland China. The company is headquartered in Beijing, the People's Republic of China.
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