Skillsoft Corp. (SKIL)vsTAL Education Group (TAL)
SKIL
Skillsoft Corp.
$8.43
+4.59%
CONSUMER DEFENSIVE · Cap: $65.55M
TAL
TAL Education Group
$11.99
-0.75%
CONSUMER DEFENSIVE · Cap: $6.04B
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
Hold37
out of 100
Grade: F
TAL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.6%
Fair Value
$9.71
Current Price
$8.43
$1.28 discount
Margin of Safety
+89.8%
Fair Value
$116.27
Current Price
$11.99
$104.28 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Revenue surging 31.9% year-over-year
Earnings expanding 1360.0% YoY
Keeps 28 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -439.6% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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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