Stride vs TAL Education
TAL Education is the larger business, with $3.01bn of revenue in fiscal 2026 against $2.52bn for Stride (1.2 times as much). TAL Education grew faster (33.7% against 4.7%). TAL Education kept more of each dollar of sales as profit: a net margin of 17.6% against 13.4%.
| Latest fiscal year | StrideLRN, 2026 | TAL EducationTAL, 2026 |
|---|---|---|
| Revenue | $2.52bn | $3.01bn |
| Revenue growth | 4.7% | 33.7% |
| Net income | $338m | $531m |
| Operating margin | — | 9.2% |
| Net margin | 13.4% | 17.6% |
| Return on equity | 21.7% | 14.1% |
| Free cash flow | $433m | $508m |
| Cash | $755m | $1.52bn |
| Total debt | $418m | $0 |
| Debt to equity | — | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $189m | $644m |
| Employees | 9,200 | — |
| Market value | $3.13bn | $5.79bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 48 (Moderate) | 56 (Moderate) |
| Insider trades, 12 months | 4 buys, 0 sales | 0 buys, 2 sales |