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EDU vs. TAL
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

EDU vs. TAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in New Oriental Education & Technology Group Inc. (EDU) and TAL Education Group (TAL). The values are adjusted to include any dividend payments, if applicable.

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EDU vs. TAL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EDU
New Oriental Education & Technology Group Inc.
3.38%-13.27%-11.55%110.45%65.81%-88.70%53.25%121.22%-41.69%124.46%
TAL
TAL Education Group
2.93%8.88%-20.67%79.15%79.39%-94.50%48.36%80.66%-10.20%155.11%

Fundamentals

Market Cap

EDU:

$9.13B

TAL:

$2.11B

EPS

EDU:

$2.39

TAL:

$1.43

PE Ratio

EDU:

23.84

TAL:

7.85

PEG Ratio

EDU:

3.71

TAL:

0.50

PS Ratio

EDU:

1.77

TAL:

0.78

PB Ratio

EDU:

2.35

TAL:

0.60

Total Revenue (TTM)

EDU:

$5.14B

TAL:

$2.82B

Gross Profit (TTM)

EDU:

$2.85B

TAL:

$1.56B

EBITDA (TTM)

EDU:

$693.07M

TAL:

$296.86M

Returns By Period

In the year-to-date period, EDU achieves a 3.38% return, which is significantly higher than TAL's 2.93% return. Over the past 10 years, EDU has outperformed TAL with an annualized return of 5.32%, while TAL has yielded a comparatively lower 3.22% annualized return.


EDU

1D
0.46%
1M
4.12%
YTD
3.38%
6M
8.07%
1Y
20.04%
3Y*
14.61%
5Y*
-16.71%
10Y*
5.32%

TAL

1D
-1.23%
1M
6.34%
YTD
2.93%
6M
0.18%
1Y
-14.86%
3Y*
20.55%
5Y*
-27.56%
10Y*
3.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

EDU vs. TAL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EDU
EDU Risk / Return Rank: 5858
Overall Rank
EDU Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
EDU Sortino Ratio Rank: 5656
Sortino Ratio Rank
EDU Omega Ratio Rank: 5252
Omega Ratio Rank
EDU Calmar Ratio Rank: 6363
Calmar Ratio Rank
EDU Martin Ratio Rank: 6161
Martin Ratio Rank

TAL
TAL Risk / Return Rank: 2828
Overall Rank
TAL Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
TAL Sortino Ratio Rank: 2727
Sortino Ratio Rank
TAL Omega Ratio Rank: 2727
Omega Ratio Rank
TAL Calmar Ratio Rank: 2828
Calmar Ratio Rank
TAL Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


EDUTALDifference

Sharpe ratio

Return per unit of total volatility

0.53

-0.29

+0.81

Sortino ratio

Return per unit of downside risk

1.05

-0.07

+1.12

Omega ratio

Gain probability vs. loss probability

1.12

0.99

+0.13

Calmar ratio

Return relative to maximum drawdown

0.99

-0.41

+1.40

Martin ratio

Return relative to average drawdown

2.13

-0.71

+2.84

EDU vs. TAL - Sharpe Ratio Comparison

The current EDU Sharpe Ratio is 0.53, which is higher than the TAL Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of EDU and TAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EDUTALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.53

-0.29

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.23

-0.32

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

0.05

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.21

+0.04

Correlation

The correlation between EDU and TAL is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

EDU vs. TAL - Dividend Comparison

EDU's dividend yield for the trailing twelve months is around 1.05%, while TAL has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
EDU
New Oriental Education & Technology Group Inc.
1.05%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%

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


EDUTALDifference

Max Drawdown

Largest peak-to-trough decline

-95.61%

-98.06%

+2.45%

Max Drawdown (1Y)

Largest decline over 1 year

-20.52%

-36.32%

+15.80%

Max Drawdown (5Y)

Largest decline over 5 years

-94.75%

-97.22%

+2.47%

Max Drawdown (10Y)

Largest decline over 10 years

-95.61%

-98.06%

+2.45%

Current Drawdown

Current decline from peak

-70.47%

-87.54%

+17.07%

Average Drawdown

Average peak-to-trough decline

-32.63%

-41.30%

+8.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.55%

21.07%

-11.52%

Volatility

EDU vs. TAL - Volatility Comparison

The current volatility for New Oriental Education & Technology Group Inc. (EDU) is 7.82%, while TAL Education Group (TAL) has a volatility of 8.83%. This indicates that EDU experiences smaller price fluctuations and is considered to be less risky 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


EDUTALDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.82%

8.83%

-1.01%

Volatility (6M)

Calculated over the trailing 6-month period

25.06%

34.07%

-9.01%

Volatility (1Y)

Calculated over the trailing 1-year period

38.33%

51.70%

-13.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

73.26%

87.00%

-13.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.62%

69.24%

-9.62%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20B1.40B1.60BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.19B
771.74M
(EDU) Total Revenue
(TAL) Total Revenue
Values in USD except per share items

EDU vs. TAL - Profitability Comparison

The chart below illustrates the profitability comparison between New Oriental Education & Technology Group Inc. and TAL Education Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
53.3%
56.1%
Portfolio components
EDU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, New Oriental Education & Technology Group Inc. reported a gross profit of 635.85M and revenue of 1.19B. Therefore, the gross margin over that period was 53.3%.

TAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, TAL Education Group reported a gross profit of 432.69M and revenue of 771.74M. Therefore, the gross margin over that period was 56.1%.

EDU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, New Oriental Education & Technology Group Inc. reported an operating income of 66.44M and revenue of 1.19B, resulting in an operating margin of 5.6%.

TAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, TAL Education Group reported an operating income of 93.31M and revenue of 771.74M, resulting in an operating margin of 12.1%.

EDU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, New Oriental Education & Technology Group Inc. reported a net income of 45.54M and revenue of 1.19B, resulting in a net margin of 3.8%.

TAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, TAL Education Group reported a net income of 130.86M and revenue of 771.74M, resulting in a net margin of 17.0%.