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

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.

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TAL vs. EDU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TAL
TAL Education Group
4.22%8.88%-20.67%79.15%79.39%-94.50%48.36%80.66%-10.20%155.11%
EDU
New Oriental Education & Technology Group Inc.
2.91%-13.27%-11.55%110.45%65.81%-88.70%53.25%121.22%-41.69%124.46%

Fundamentals

Market Cap

TAL:

$2.13B

EDU:

$9.09B

EPS

TAL:

$1.43

EDU:

$2.39

PE Ratio

TAL:

7.95

EDU:

23.73

PEG Ratio

TAL:

0.51

EDU:

3.69

PS Ratio

TAL:

0.79

EDU:

1.76

PB Ratio

TAL:

0.61

EDU:

2.34

Total Revenue (TTM)

TAL:

$2.82B

EDU:

$5.14B

Gross Profit (TTM)

TAL:

$1.56B

EDU:

$2.85B

EBITDA (TTM)

TAL:

$296.86M

EDU:

$693.07M

Returns By Period

In the year-to-date period, TAL achieves a 4.22% return, which is significantly higher than EDU's 2.91% return. Over the past 10 years, TAL has underperformed EDU with an annualized return of 3.35%, while EDU has yielded a comparatively higher 5.27% annualized return.


TAL

1D
3.27%
1M
7.98%
YTD
4.22%
6M
1.52%
1Y
-13.93%
3Y*
21.05%
5Y*
-27.38%
10Y*
3.35%

EDU

1D
3.55%
1M
3.62%
YTD
2.91%
6M
7.94%
1Y
19.81%
3Y*
14.43%
5Y*
-16.79%
10Y*
5.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

TAL vs. EDU — Risk / Return Rank

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

TAL
TAL Risk / Return Rank: 3030
Overall Rank
TAL Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
TAL Sortino Ratio Rank: 2929
Sortino Ratio Rank
TAL Omega Ratio Rank: 2929
Omega Ratio Rank
TAL Calmar Ratio Rank: 2929
Calmar Ratio Rank
TAL Martin Ratio Rank: 3131
Martin Ratio Rank

EDU
EDU Risk / Return Rank: 6060
Overall Rank
EDU Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
EDU Sortino Ratio Rank: 5858
Sortino Ratio Rank
EDU Omega Ratio Rank: 5454
Omega Ratio Rank
EDU Calmar Ratio Rank: 6666
Calmar Ratio Rank
EDU Martin Ratio Rank: 6464
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.

TAL vs. EDU - Risk-Adjusted Trends 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.


TALEDUDifference

Sharpe ratio

Return per unit of total volatility

-0.27

0.52

-0.79

Sortino ratio

Return per unit of downside risk

-0.04

1.04

-1.08

Omega ratio

Gain probability vs. loss probability

0.99

1.12

-0.13

Calmar ratio

Return relative to maximum drawdown

-0.41

1.07

-1.48

Martin ratio

Return relative to average drawdown

-0.71

2.31

-3.01

TAL vs. EDU - Sharpe Ratio Comparison

The current TAL Sharpe Ratio is -0.27, which is lower than the EDU Sharpe Ratio of 0.52. 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.


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Sharpe Ratios by Period


TALEDUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.27

0.52

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.32

-0.23

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

0.09

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.24

-0.03

Correlation

The correlation between TAL and EDU 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

TAL vs. EDU - Dividend Comparison

TAL has not paid dividends to shareholders, while EDU's dividend yield for the trailing twelve months is around 1.06%.


TTM20252024202320222021202020192018201720162015
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%
EDU
New Oriental Education & Technology Group Inc.
1.06%1.09%0.93%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.


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Drawdown Indicators


TALEDUDifference

Max Drawdown

Largest peak-to-trough decline

-98.06%

-95.61%

-2.45%

Max Drawdown (1Y)

Largest decline over 1 year

-36.32%

-20.52%

-15.80%

Max Drawdown (5Y)

Largest decline over 5 years

-97.22%

-94.75%

-2.47%

Max Drawdown (10Y)

Largest decline over 10 years

-98.06%

-95.61%

-2.45%

Current Drawdown

Current decline from peak

-87.39%

-70.60%

-16.79%

Average Drawdown

Average peak-to-trough decline

-41.28%

-32.62%

-8.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.04%

9.53%

+11.51%

Volatility

TAL vs. EDU - Volatility Comparison

TAL Education Group (TAL) and New Oriental Education & Technology Group Inc. (EDU) have volatilities of 8.69% and 8.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TALEDUDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.69%

8.91%

-0.22%

Volatility (6M)

Calculated over the trailing 6-month period

34.05%

25.07%

+8.98%

Volatility (1Y)

Calculated over the trailing 1-year period

51.70%

38.37%

+13.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

87.02%

73.28%

+13.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

69.25%

59.63%

+9.62%

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


200.00M400.00M600.00M800.00M1.00B1.20B1.40B1.60BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
771.74M
1.19B
(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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
56.1%
53.3%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.