Stride Inc (LRN)vsTAL Education Group (TAL)
LRN
Stride Inc
$85.06
-2.69%
CONSUMER DEFENSIVE · Cap: $3.64B
TAL
TAL Education Group
$11.43
+0.35%
CONSUMER DEFENSIVE · Cap: $6.80B
Smart Verdict
WallStSmart Research — data-driven comparison
TAL Education Group generates 12% more annual revenue ($2.82B vs $2.52B). LRN leads profitability with a 12.7% profit margin vs 9.9%. TAL appears more attractively valued with a PEG of 0.45. LRN earns a higher WallStSmart Score of 77/100 (B+).
LRN
Strong Buy77
out of 100
Grade: B+
TAL
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.8%
Fair Value
$304.67
Current Price
$85.06
$219.61 discount
Margin of Safety
+47.1%
Fair Value
$22.46
Current Price
$11.43
$11.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 47.8% year-over-year
Earnings expanding 108.3% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Growing faster than its price suggests
Earnings expanding 536.0% YoY
Reasonable price relative to book value
Revenue surging 27.0% year-over-year
Areas to Watch
No major concerns identified
ROE of 7.7% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LRN
The strongest argument for LRN centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 47.8% demonstrates continued momentum. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : TAL
The strongest argument for TAL centers on PEG Ratio, EPS Growth, Price/Book. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : LRN
No major red flags identified for LRN, but monitor valuation.
Bear Case : TAL
The primary concerns for TAL are Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
TAL carries more volatility with a beta of 0.18 — expect wider price swings.
LRN is growing revenue faster at 47.8% — 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
LRN scores higher overall (77/100 vs 68/100) and 47.8% revenue growth. TAL offers better value entry with a 47.1% 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.
Stride Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Stride, Inc., a technology-based education company, provides its own and third-party online educational services, software systems and curricula to facilitate individualized learning for students primarily in kindergarten through grade 12 (K -12) in the United States and internationally. .
Visit Website →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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