Four Seasons Education Cayman (FEDU)vsTAL Education Group (TAL)
FEDU
Four Seasons Education Cayman
$10.01
-4.03%
CONSUMER DEFENSIVE · Cap: $21.90M
TAL
TAL Education Group
$11.81
+2.70%
CONSUMER DEFENSIVE · Cap: $6.88B
Smart Verdict
WallStSmart Research — data-driven comparison
TAL Education Group generates 1155% more annual revenue ($3.19B vs $254.44M). TAL leads profitability with a 28.4% profit margin vs 12.1%. FEDU trades at a lower P/E of 4.9x. TAL earns a higher WallStSmart Score of 78/100 (B+).
FEDU
Hold48
out of 100
Grade: D+
TAL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.3%
Fair Value
$18.02
Current Price
$10.01
$8.01 discount
Margin of Safety
+89.7%
Fair Value
$114.94
Current Price
$11.81
$103.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 358.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
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
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of 1.7% — below average capital efficiency
Revenue declined 6.2%
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FEDU
The strongest argument for FEDU centers on P/E Ratio, Price/Book, EPS 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 : FEDU
The primary concerns for FEDU are Market Cap, Return on Equity, Revenue Growth.
Bear Case : TAL
The primary concerns for TAL are PEG Ratio.
Key Dynamics to Monitor
FEDU profiles as a declining stock while TAL is a growth play — different risk/reward profiles.
TAL carries more volatility with a beta of 0.14 — expect wider price swings.
TAL is growing revenue faster at 31.9% — sustainability is the question.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TAL scores higher overall (78/100 vs 48/100), backed by strong 28.4% margins and 31.9% revenue growth. FEDU offers better value entry with a 44.3% 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.
Four Seasons Education Cayman
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China
Four Seasons Education (Cayman) Inc., provides after-school education services that focus on mathematics education for kindergarten, elementary, and high school students in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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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