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TAL vs. EDU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between TAL and EDU is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

TAL vs. EDU - Performance Comparison

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

100.00%200.00%300.00%400.00%500.00%December2025FebruaryMarchAprilMay
300.54%
115.56%
TAL
EDU

Key characteristics

Sharpe Ratio

TAL:

-0.49

EDU:

-0.79

Sortino Ratio

TAL:

-0.22

EDU:

-0.95

Omega Ratio

TAL:

0.97

EDU:

0.88

Calmar Ratio

TAL:

-0.29

EDU:

-0.53

Martin Ratio

TAL:

-1.01

EDU:

-1.29

Ulcer Index

TAL:

26.06%

EDU:

32.10%

Daily Std Dev

TAL:

65.51%

EDU:

54.98%

Max Drawdown

TAL:

-98.06%

EDU:

-95.61%

Current Drawdown

TAL:

-89.55%

EDU:

-75.74%

Fundamentals

Market Cap

TAL:

$5.39B

EDU:

$8.22B

EPS

TAL:

$0.14

EDU:

$2.30

PE Ratio

TAL:

63.71

EDU:

21.60

PEG Ratio

TAL:

0.60

EDU:

0.73

PS Ratio

TAL:

2.43

EDU:

1.72

PB Ratio

TAL:

1.43

EDU:

2.21

Total Revenue (TTM)

TAL:

$2.46B

EDU:

$5.09B

Gross Profit (TTM)

TAL:

$1.33B

EDU:

$2.90B

EBITDA (TTM)

TAL:

$129.22M

EDU:

$730.07M

Returns By Period

In the year-to-date period, TAL achieves a -5.99% return, which is significantly higher than EDU's -26.32% return. Over the past 10 years, TAL has underperformed EDU with an annualized return of 4.73%, while EDU has yielded a comparatively higher 7.35% annualized return.


TAL

YTD

-5.99%

1M

-2.38%

6M

-15.89%

1Y

-31.69%

5Y*

-29.74%

10Y*

4.73%

EDU

YTD

-26.32%

1M

10.16%

6M

-21.58%

1Y

-43.15%

5Y*

-17.89%

10Y*

7.35%

*Annualized

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Risk-Adjusted Performance

TAL vs. EDU — Risk-Adjusted Performance Rank

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

TAL
The Risk-Adjusted Performance Rank of TAL is 2929
Overall Rank
The Sharpe Ratio Rank of TAL is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of TAL is 3030
Sortino Ratio Rank
The Omega Ratio Rank of TAL is 3131
Omega Ratio Rank
The Calmar Ratio Rank of TAL is 3333
Calmar Ratio Rank
The Martin Ratio Rank of TAL is 2727
Martin Ratio Rank

EDU
The Risk-Adjusted Performance Rank of EDU is 1414
Overall Rank
The Sharpe Ratio Rank of EDU is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of EDU is 1414
Sortino Ratio Rank
The Omega Ratio Rank of EDU is 1515
Omega Ratio Rank
The Calmar Ratio Rank of EDU is 1818
Calmar Ratio Rank
The Martin Ratio Rank of EDU is 1515
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TAL vs. EDU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for TAL Education Group (TAL) and New Oriental Education & Technology Group Inc. (EDU). 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.


The current TAL Sharpe Ratio is -0.49, which is higher than the EDU Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of TAL and EDU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.80-0.60-0.40-0.200.000.200.40December2025FebruaryMarchAprilMay
-0.49
-0.79
TAL
EDU

Dividends

TAL vs. EDU - Dividend Comparison

TAL has not paid dividends to shareholders, while EDU's dividend yield for the trailing twelve months is around 1.23%.


TTM2024202320222021202020192018201720162015
TAL
TAL Education Group
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.28%0.00%0.00%
EDU
New Oriental Education & Technology Group Inc.
1.23%0.90%0.00%0.00%0.00%0.00%0.00%0.00%0.46%0.00%1.28%

Drawdowns

TAL vs. EDU - Drawdown Comparison

The maximum TAL drawdown since its inception was -98.06%, roughly equal to the maximum EDU drawdown of -95.61%. Use the drawdown chart below to compare losses from any high point for TAL and EDU. For additional features, visit the drawdowns tool.


-90.00%-85.00%-80.00%-75.00%-70.00%-65.00%December2025FebruaryMarchAprilMay
-89.55%
-75.74%
TAL
EDU

Volatility

TAL vs. EDU - Volatility Comparison

TAL Education Group (TAL) has a higher volatility of 24.71% compared to New Oriental Education & Technology Group Inc. (EDU) at 9.50%. This indicates that TAL's price experiences larger fluctuations and is considered to be riskier than EDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%30.00%December2025FebruaryMarchAprilMay
24.71%
9.50%
TAL
EDU

Financials

TAL vs. EDU - Financials Comparison

This section allows you to compare key financial metrics between TAL Education Group and New Oriental Education & Technology Group Inc.. 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


200.00M400.00M600.00M800.00M1.00B1.20B1.40B20212022202320242025
610.24M
1.18B
(TAL) Total Revenue
(EDU) Total Revenue
Values in USD except per share items

TAL vs. EDU - Profitability Comparison

The chart below illustrates the profitability comparison between TAL Education Group and New Oriental Education & Technology Group Inc. 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%20212022202320242025
52.0%
55.1%
(TAL) Gross Margin
(EDU) Gross Margin
TAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, TAL Education Group reported a gross profit of 317.59M and revenue of 610.24M. Therefore, the gross margin over that period was 52.0%.

EDU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, New Oriental Education & Technology Group Inc. reported a gross profit of 651.47M and revenue of 1.18B. Therefore, the gross margin over that period was 55.1%.

TAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, TAL Education Group reported an operating income of -18.57M and revenue of 610.24M, resulting in an operating margin of -3.0%.

EDU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, New Oriental Education & Technology Group Inc. reported an operating income of 124.52M and revenue of 1.18B, resulting in an operating margin of 10.5%.

TAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, TAL Education Group reported a net income of -7.31M and revenue of 610.24M, resulting in a net margin of -1.2%.

EDU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, New Oriental Education & Technology Group Inc. reported a net income of 87.26M and revenue of 1.18B, resulting in a net margin of 7.4%.