VerityRank
TAL Education Group
BrandChina

TAL Education Group

TAL Education Group is a Beijing-headquartered education and smart learning technology company founded in 2003, operating from Danling SOHO in the Haidian District of Beijing, China. Its shares trade on the New York Stock Exchange under the ticker TAL, and the company reports in US dollars. In fiscal year 2025, TAL Education Group generated revenue of US$2.25 billion and net income of US$85 million, a return to profitability after several loss-making years. Total assets stood at US$5.4 billion at the close of that fiscal year. The group employs roughly 16,200 people and carries a market capitalization of about US$4.03 billion as of October 2026, with a share price of US$7.27. TAL Education Group sits in the lifestyle, digital and services space, focused on smart learning devices, enrichment learning and education technology.

Strengths: TAL Education Group has built a portfolio of recognized brands, including Xueersi, the Xueersi Smart Learning Pad, the MathGPT/Jiuzhang large model, Mobi and Think Academy, giving it reach across enrichment tutoring, hardware and AI-driven learning tools. The pivot toward smart learning devices and education technology positions the group in a segment that is less exposed to the regulatory pressure that reshaped traditional after-school tutoring in China. A return to positive net income in fiscal 2025, alongside a revenue base of US$2.25 billion, shows that the repositioned business model can generate profit at meaningful scale.

Weaknesses: TAL Education Group's revenue fell sharply from US$4.39 billion in fiscal 2022 to US$1.02 billion in fiscal 2023, and the subsequent recovery to US$2.25 billion in fiscal 2025 remains well below earlier peaks, illustrating how exposed the business is to shifts in Chinese education policy. Profitability is thin, with fiscal 2025 net income of only US$85 million against US$2.25 billion in revenue, and fiscal 2024 was essentially break-even. The group also operates in a competitive, capital-intensive hardware and AI segment where sustained investment is required, and its market capitalization of about US$4.03 billion is far below the US$42.8 billion recorded in fiscal 2020.

Read More
ChinaFounded 200316,200US$2.3 BLearning centres and offices in… / 100
Listed onNYSETAL
Last updated: October 2026·By VerityRank Research Team·Methodology

Listed market data

TAL · NYSE · weeklyHistory →
Market cap
$4 B
Share price
—
1Y change
—
Recent change
—
Since first close
—
Revenue (TTM)
US$2.3 B (FY2025)
· updated 2026-10-27

In the press

All coverage →3 latest headlines3
Headlines aggregated from public feeds. Sentiment tags are keyword-based, not editorial judgement.

TAL Education Group is a NYSE-listed education and learning-technology company founded in 2003 and headquartered in Beijing. Its brands include Xueersi, Xueersi Smart Learning Pad, MathGPT / Jiuzhang, Mobi, and Think Academy across smart learning devices, enrichment learning, and EdTech. Revenue reset after 2022 and recovered in 2024-2025, so valuation must be read against a smaller base.

Industry Position

Revenue was US$3.27 bn in 2020, US$4.50 bn in 2021, US$4.39 bn in 2022, US$1.02 bn in 2023, US$1.49 bn in 2024, and US$2.25 bn in 2025. The 2023 level was under one-quarter of the 2021 peak; 2025 revenue was about half. Current position rests on a much smaller revenue base.

Market capitalization was US$42.8 bn in 2020, US$2.55 bn in 2021, US$4.5 bn in 2022, US$7.6 bn in 2023, US$6.1 bn in 2024, US$5.03 bn in 2025, and US$4.03 bn as of 2026-10. The share price was US$7.27 then. Valuation has decoupled from the 2021 revenue peak.

Competitive Advantages

The named portfolio is the clearest competitive asset: Xueersi, Xueersi Smart Learning Pad, MathGPT / Jiuzhang, Mobi, and Think Academy. These brands map to smart learning devices, enrichment learning, and EdTech, giving TAL several product surfaces rather than one service line. Two are explicitly hardware and model brands.

Financial capacity supports the portfolio. Total assets rose from US$4.78 bn in 2023 to US$5.05 bn in 2024 and US$5.40 bn in 2025, while net income was positive at US$0.085 bn in 2025 after a US$0.004 bn loss in 2024. TAL employed 16,200 people.

Strategic Expansion

Expansion is a rebuild from the 2023 trough. Revenue rose from US$1.02 bn in 2023 to US$1.49 bn in 2024 and US$2.25 bn in 2025, indicating scaling of the post-reset portfolio rather than a return to the 2021 peak. The stated focus matches the named brands.

Geographic facts are clear but limited: TAL is headquartered at Danling SOHO, No. 6 Danling Street, Haidian District, Beijing 100080, China; operates 100tal.com; and is listed on the NYSE under ticker TAL. Expansion analysis centers on this Beijing base and USD reporting at 1 USD = 7.10 CNY as of 2026-10.

Risks & Outlook

The main risk is durability. Revenue of US$2.25 bn in 2025 remains below the US$4.50 bn 2021 peak. Net income was positive at US$0.085 bn in 2025, but the provided history shows losses in 2020-2024, including US$1.14 bn in 2022. One profitable year does not establish a through-cycle margin.

Valuation risk is visible in the market-cap record: US$7.6 bn in 2023, US$6.1 bn in 2024, US$5.03 bn in 2025, and US$4.03 bn as of 2026-10. The decline occurred during revenue recovery, so the market has not consistently rewarded top-line growth. Financials and trading are in USD.

Outlook depends on converting the named brands and 16,200-person organization into sustained revenue growth without returning to losses. The US$5.40 bn asset base in 2025 provides capacity, but no segment profitability, customer counts, or retention metrics are supplied. TAL remains a rebuilt platform with a smaller revenue base than its 2021 peak. VerityRank Score of 75/100.

Quick Facts

Headquarters

Beijing, China

Founded

2003

Employees

16,200

Revenue

US$2.3 B (FY2025)

Market cap

$4 B

Factories

Learning centres and offices in China and overseas

Presence

Mainland China and selected overseas markets

Listing

listed

Data Sources & Methodology

This corporate profile is compiled from publicly available sources including company annual reports, SEC/regulatory filings, official press releases, and verified third-party industry databases. Financial figures reflect the most recent fiscal year disclosures and are cross-validated across multiple independent references.

VerityRank Score is calculated using a proprietary multi-dimensional model evaluating market presence, financial strength, operational scale, innovation capacity, and brand influence. Individual dimension scores are normalized against industry peers and updated quarterly.

Disclaimer: This profile is for informational purposes only. VerityRank makes no warranties regarding completeness or timeliness. This content does not constitute investment advice or endorsement.

Key references: Official Website