BFAM vs TAL vs FEDU Stock Comparison

Bright Horizons Family Solutions, TAL Education and Four Seasons Education (Cayman) Prices as of Oct 28, 2026 Peers: Industry group
TAL TAL Education Group
$10.06 -15.5% 1M -17.8% 1Y
Market cap
$5.81B
P/E
6.4x
Revenue (TTM)
$3.19B
Div. yield
–
Education Services Consumer Discretionary
8 wins

Head to Head

9 decided of 12

TAL Education leads on 8 of the 12 questions below (TAL Education 8, Four Seasons Education (Cayman) 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBFAMTALFEDULeader
Larger companyMarket capitalisation $3.51B $5.81B $23.74M TAL
Cheaper on earningsLower P/E, profitable companies only 20.0x 6.4x 5.8x FEDU
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.0x 6.9x — TAL
Faster revenue growthRevenue growth, trailing twelve months +8.5% +32.4% — TAL
More profitableNet margin, trailing twelve months 5.8% 28.4% — TAL
Better return on capitalReturn on invested capital 9.3% — — –
Less leveragedLower net debt / EBITDA 2.8x — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -29.7% -17.8% -17.9% TAL
Better 5-year returnAnnualised price return, 5 years -16.1%/yr +19.7%/yr -16.3%/yr TAL
Less volatileAnnualised volatility, 1 year 47.9% 44.2% 83.7% TAL
Higher overall scoreMean of the five percentile scores vs peers 51/100 88/100 — TAL

Percentile Scorecard

BFAMTALFEDU

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBFAMTALFEDU
Valuation 34 #22 of 33 88 #5 of 33 94 #3 of 33
Growth 52 #15 of 30 100 #1 of 30 –
Profitability 48 #15 of 28 85 #5 of 28 –
Financial Health 19 #30 of 37 78 #9 of 37 75 #10 of 37
Shareholder Returns 100 #1 of 14 – –
Overall 51 88 –
  • BFAM ranked among 39 companies in Consumer Services
  • TAL ranked among 39 companies in Consumer Services
  • FEDU ranked among 39 companies in Consumer Services

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBFAMTALFEDUSPY
1 month +8.5%-15.5%+14.9% +0.9%
3 months -16.4%-7.5%+32.7% +5.9%
6 months -15.7%-7.3%+4.5% +8.5%
Year to date -31.8%-7.8%-3.8% +13.3%
1 year -29.7%-17.8%-17.9% +12.4%
3 years -4.2%+8.9%+39.3% +88.1%
3 years, per year -1.4%+2.9%+11.7% +23.5%
5 years -58.4%+146.0%-59.0% +68.2%
5 years, per year -16.1%+19.7%-16.3% +11.0%
10 years +3.9%-26.4%— +263.4%
10 years, per year +0.4%-3.0%— +13.8%

Risk

MeasureBFAMTALFEDUSPY
Volatility, 1Y 47.9%44.2%83.7% 12.7%
Downside volatility, 1Y 55.2%40.7%122.8% 12.7%
Beta vs S&P 500, 1Y -0.300.62-0.08 1.00
Return / volatility, 1Y -0.62-0.40-0.21 0.98
Max drawdown, 5Y -67.2%-67.3%-81.2% -25.4%
From 52-week high -36.7%-22.1%-21.8% -0.9%
52-week high $109.23$12.91$14.70 $779.14
52-week low $59.18$8.95$6.95 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBFAMTALFEDU
P/E now vs peer median 20.4xmedian 14.9x 6.3xmedian 14.9x 5.8xmedian 14.9x
P/S now vs peer median 1.1xmedian 1.2x 1.9xmedian 1.2x 0.7xmedian 1.2x
EV/EBITDA now vs peer median 11.1xmedian 9.3x —median 9.3x —median 9.3x
P/FCF now vs peer median 14.4xmedian 14.5x 8.4xmedian 14.5x 7.5xmedian 14.5x
P/B now vs peer median 3.6xmedian 1.8x 1.5xmedian 1.8x 0.3xmedian 1.8x
PEG now vs peer median 0.46median 0.35 0.06median 0.35 —median 0.35

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBFAMTALFEDU
Revenue $3.03B $3.19B –
Gross profit $711.35M $1.79B –
Operating income $311.11M $398.90M –
Net income $175.04M $906.86M –
Free cash flow $235.93M $731.92M –
EPS (diluted) $3.38 $1.57 –
Cash & equivalents $163.69M $1.64B $19.91M
Total debt $1.29B – $45.59M
Shares (diluted) 51.76M 578.78M 2.29M
Enterprise value $2.95B -$7.17B -$72.59M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBFAMTALFEDU
P/E 20.4x 6.3x 5.8x
P/FCF 14.4x 8.4x 7.5x
P/Operating cash flow 10.2x 8.4x –
P/S 1.1x 1.9x 0.7x
P/B 3.6x 1.5x 0.3x
P/Tangible book 4.5x 1.5x 0.3x
EV/EBITDA 11.1x – –
EV/EBIT 14.6x 8.3x –
EV/Revenue 1.5x 1.0x –
EV/FCF 19.2x 4.5x –
EV/Operating cash flow 13.6x 4.5x –
PEG (3Y EPS CAGR) 0.46 0.06 –

Growth

14 metrics
MetricBFAMTALFEDU
Revenue growth (1Y) 8.5% 32.4% –
Revenue CAGR (3Y) 10.8% 43.9% –
Gross profit growth (1Y) 7.7% 37.4% –
Gross profit CAGR (3Y) 12.6% 45.2% –
Operating income growth (1Y) 8.8% 1,299% –
Operating income CAGR (3Y) 26.2% 74.6% –
Net income growth (1Y) -1.0% 770.5% –
Net income CAGR (3Y) 39.1% 106.1% –
EPS growth (1Y) 10.4% 824.0% –
EPS CAGR (3Y) 44.4% 110.4% –
Operating cash flow growth (1Y) 0.3% 46.7% –
Operating cash flow CAGR (3Y) 11.1% 60.3% –
Free cash flow growth (1Y) -2.8% 46.7% –
Free cash flow CAGR (3Y) 14.2% 60.3% –

Profitability

14 metrics
MetricBFAMTALFEDU
Gross margin 23.5% 56.0% –
EBITDA margin 13.5% – –
Operating margin 10.3% 12.5% –
Pretax margin 8.6% 28.0% –
Net margin 5.8% 28.4% –
FCF margin 7.8% 22.9% –
Operating cash flow margin 11.0% 22.9% –
Return on equity 16.8% 23.1% –
Return on assets 4.6% 14.3% –
Return on invested capital 9.3% – –
Return on capital employed 11.0% 9.6% –
Asset turnover 0.8x 0.5x –
Cash conversion (OCF / net income) 1.9x 0.8x –
Stock comp / revenue 1.0% – –

Financial Health

11 metrics
MetricBFAMTALFEDU
Debt / assets 34.0% – 12.2%
Debt / equity 1.4x – 0.2x
Net debt / EBITDA 2.8x – –
Debt / FCF 5.5x – –
Liabilities / assets 75.1% 39.7% 30.4%
Equity / assets 24.9% 60.3% 69.6%
Interest coverage 6.2x – –
Current ratio 0.5x 1.7x 1.8x
Quick ratio 0.4x 1.3x 1.0x
Cash ratio 0.2x 1.3x 1.0x
Altman Z-score 1.99 2.37 –

Shareholder Returns

7 metrics
MetricBFAMTALFEDU
Dividend yield – – –
Net buyback yield 18.6% – –
Shareholder yield 18.6% 0.0% 0.0%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBFAMTALFEDU
Forward P/E 13.0xFY2026 6.9xFY2026 –
EPS, next fiscal year $5.31FY2026 $1.46FY2026 –
EPS growth, next FY +16.7%FY2026 +47.5%FY2026 –
EPS growth, the year after +13.6% -13.0% –
Revenue, next fiscal year $3.03BFY2026 $3.66BFY2026 –
Revenue growth, next FY +3.3%FY2026 +21.6%FY2026 –
Revenue growth, the year after +2.5% +15.9% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBFAMTALFEDU
Held by institutions 100.0% 41.2% 2.9%
Institutions holding 384 237 6
Change in shares held, QoQ -1.2% +11.9% -2.5%
Institutions buying 205 116 1
Institutions selling 150 99 3
Buyers to sellers 1.37 1.17 0.33

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BFAMTALFEDU
BFAM 1.00 -0.01 -0.06
TAL -0.01 1.00 -0.10
FEDU -0.06 -0.10 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BFAM, TAL and FEDU?

TAL Education (TAL) is the largest by market capitalisation: Bright Horizons Family Solutions (BFAM) $3.51B, TAL Education (TAL) $5.81B, Four Seasons Education (Cayman) (FEDU) $23.74M.

Which stock is cheaper, BFAM, TAL and FEDU?

Four Seasons Education (Cayman) (FEDU) trades on the lowest price-to-earnings ratio (Bright Horizons Family Solutions (BFAM) 20.0x, TAL Education (TAL) 6.4x, Four Seasons Education (Cayman) (FEDU) 5.8x). On next year's consensus earnings, TAL Education (TAL) is cheapest (Bright Horizons Family Solutions (BFAM) 13.0x, TAL Education (TAL) 6.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

TAL Education (TAL) grew revenue fastest over the trailing twelve months: Bright Horizons Family Solutions (BFAM) +8.5%, TAL Education (TAL) +32.4%.

Which company is more profitable?

TAL Education (TAL) has the highest net margin (Bright Horizons Family Solutions (BFAM) 5.8%, TAL Education (TAL) 28.4%).

Which stock has performed better?

Over the past year TAL Education (TAL) returned the most: Bright Horizons Family Solutions (BFAM) -29.7%, TAL Education (TAL) -17.8%, Four Seasons Education (Cayman) (FEDU) -17.9%. Over five years, TAL Education (TAL) compounded fastest (Bright Horizons Family Solutions (BFAM) -16.1%/yr, TAL Education (TAL) +19.7%/yr, Four Seasons Education (Cayman) (FEDU) -16.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, TAL Education (TAL) has been the steadiest (Bright Horizons Family Solutions (BFAM) 47.9%, TAL Education (TAL) 44.2%, Four Seasons Education (Cayman) (FEDU) 83.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BFAM, TAL and FEDU?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, TAL Education (TAL) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.