Stride Inc (LRN)vsTAL Education Group (TAL)
LRN
Stride Inc
$101.96
-1.76%
CONSUMER DEFENSIVE · Cap: $4.16B
TAL
TAL Education Group
$9.56
-1.65%
CONSUMER DEFENSIVE · Cap: $5.63B
Smart Verdict
WallStSmart Research — data-driven comparison
TAL Education Group generates 19% more annual revenue ($3.01B vs $2.54B). TAL leads profitability with a 17.6% profit margin vs 12.1%. LRN appears more attractively valued with a PEG of 0.55. TAL earns a higher WallStSmart Score of 68/100 (B-).
LRN
Strong Buy65
out of 100
Grade: B-
TAL
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.2%
Fair Value
$87.11
Current Price
$101.96
$14.85 premium
Margin of Safety
+87.9%
Fair Value
$98.36
Current Price
$9.56
$88.80 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.8%
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
Areas to Watch
2.7% revenue growth
Earnings declined 4.5%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LRN
The strongest argument for LRN centers on Altman Z-Score, PEG Ratio, P/E Ratio. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : LRN
The primary concerns for LRN are Revenue Growth, EPS Growth.
Bear Case : TAL
The primary concerns for TAL are PEG Ratio.
Key Dynamics to Monitor
LRN profiles as a value stock while TAL is a growth play — different risk/reward profiles.
LRN carries more volatility with a beta of 0.08 — expect wider price swings.
TAL is growing revenue faster at 31.5% — sustainability is the question.
TAL generates stronger free cash flow (816M), providing more financial flexibility.
Bottom Line
TAL scores higher overall (68/100 vs 65/100), backed by strong 17.6% margins and 31.5% revenue growth. 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.
Compare with Other EDUCATION & TRAINING SERVICES Stocks
Want to dig deeper into these stocks?