EDU vs. TAL
EDU (New Oriental Education & Technology Group Inc.) and TAL (TAL Education Group) are both stocks. Both operate in the Education & Training Services industry within the Consumer Defensive sector. Over the past 10 years, EDU returned 3.74%/yr vs 2.54%/yr for TAL. Their 0.57 correlation means they have sometimes moved together and sometimes differently.
Performance
EDU vs. TAL - Performance Comparison
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Returns By Period
In the year-to-date period, EDU achieves a 8.27% return, which is significantly lower than TAL's 14.57% return. Over the past 10 years, EDU has outperformed TAL with an annualized return of 3.74%, while TAL has yielded a comparatively lower 2.54% annualized return.
EDU
- 1D
- 4.08%
- 1M
- 25.22%
- 6M
- -1.33%
- YTD
- 8.27%
- 1Y
- 34.98%
- 3Y*
- 2.79%
- 5Y*
- 22.91%
- 10Y*
- 3.74%
- ALL TIME*
- 13.34%
TAL
- 1D
- 1.30%
- 1M
- 27.42%
- 6M
- -1.57%
- YTD
- 14.57%
- 1Y
- 17.48%
- 3Y*
- 16.77%
- 5Y*
- 15.54%
- 10Y*
- 2.54%
- ALL TIME*
- 13.59%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $57.02M | $45.84M | $34.02M | |
| $62.19M | $45.23M | $40.05M |
EDU vs. TAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 8.27% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 53.25% | 121.22% | -41.69% | 124.46% |
TAL TAL Education Group | 14.57% | 8.88% | -20.67% | 79.15% | 79.39% | -94.50% | 48.36% | 80.66% | -10.20% | 155.11% |
Correlation
The correlation between EDU and TAL is 0.50, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.66 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2010 | 0.57 |
The correlation between EDU and TAL shifts across timeframes, from 0.50 (1 year) to 0.66 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EDU:
$9.30B
TAL:
$7.61B
EDU:
$2.63
TAL:
$2.82
EDU:
22.35
TAL:
4.43
EDU:
3.48
TAL:
0.10
EDU:
1.75
TAL:
0.78
EDU:
2.30
TAL:
0.62
EDU:
$5.39B
TAL:
$3.02B
EDU:
$2.96B
TAL:
$1.67B
EDU:
$716.97M
TAL:
$274.66M
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Return for Risk
EDU vs. TAL — Risk / Return Rank
EDU
TAL
EDU vs. TAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) and TAL Education Group (TAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EDU | TAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.10 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.47 | +0.79 |
| Martin ratioReturn relative to average drawdown | 2.68 | 0.97 | +1.70 |
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Drawdowns
EDU vs. TAL - Drawdown Comparison
The maximum EDU drawdown since its inception was -95.61%, roughly equal to the maximum TAL drawdown of -98.06%. Use the drawdown chart below to compare losses from any high point for EDU and TAL.
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Drawdown Indicators
| EDU | TAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.61% | -98.06% | +2.45% |
Max Drawdown (1Y)Largest decline over 1 year | -29.21% | -30.67% | +1.46% |
Max Drawdown (3Y)Largest decline over 3 years | -56.77% | -51.31% | -5.46% |
Max Drawdown (5Y)Largest decline over 5 years | -65.42% | -72.87% | +7.45% |
Max Drawdown (10Y)Largest decline over 10 years | -95.61% | -98.06% | +2.45% |
Current DrawdownCurrent decline from peak | -69.07% | -86.13% | +17.06% |
Average DrawdownAverage peak-to-trough decline | -33.31% | -42.27% | +8.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.72% | 14.67% | -0.95% |
Volatility
EDU vs. TAL - Volatility Comparison
New Oriental Education & Technology Group Inc. (EDU) has a higher volatility of 16.05% compared to TAL Education Group (TAL) at 13.69%. This indicates that EDU's price experiences larger fluctuations and is considered to be riskier than TAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EDU | TAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.05% | 13.69% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 26.88% | 30.10% | -3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.29% | 45.88% | -8.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 64.08% | 75.94% | -11.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.76% | 69.45% | -9.69% |
Dividends
EDU vs. TAL - Dividend Comparison
EDU's dividend yield for the trailing twelve months is around 2.04%, while TAL has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 2.04% | 1.09% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% |
TAL TAL Education Group | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 1.28% | 4.07% |
Financials
EDU vs. TAL - Financials Comparison
This section allows you to compare key financial metrics between New Oriental Education & Technology Group Inc. and TAL Education Group. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EDU vs. TAL - Profitability Comparison
EDU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, New Oriental Education & Technology Group Inc. reported a gross profit of 766.52M and revenue of 1.43B. Therefore, the gross margin over that period was 53.7%.
TAL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, TAL Education Group reported a gross profit of 430.24M and revenue of 808.04M. Therefore, the gross margin over that period was 53.2%.
EDU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, New Oriental Education & Technology Group Inc. reported an operating income of 181.59M and revenue of 1.43B, resulting in an operating margin of 12.7%.
TAL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, TAL Education Group reported an operating income of 72.98M and revenue of 808.04M, resulting in an operating margin of 9.0%.
EDU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, New Oriental Education & Technology Group Inc. reported a net income of 127.71M and revenue of 1.43B, resulting in a net margin of 9.0%.
TAL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, TAL Education Group reported a net income of 246.51M and revenue of 808.04M, resulting in a net margin of 30.5%.
Frequently Asked Questions
EDU and TAL have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EDU has higher volatility (16.05%) compared to TAL (13.69%). In terms of maximum drawdown, EDU dropped -95.61% vs TAL's -98.06%.
EDU currently has the higher Sharpe Ratio (0.99 vs 0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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