EDU vs TAL vs NRDY Stock Comparison

New Oriental Education & Technology, TAL Education and Nerdy Prices as of Oct 26, 2026 Peers: Industry group
TAL TAL Education Group
$10.23 -14.8% 1M -18.8% 1Y
Market cap
$5.78B
P/E
6.4x
Revenue (TTM)
$3.19B
Div. yield
–
Education Services Consumer Discretionary
5 wins
NRDY Nerdy Inc.
$5.64 -35.1% 1M +394.7% 1Y
Market cap
$48.61M
P/E
–
Revenue (TTM)
$178.10M
Div. yield
–
Education Technology Technology
1 win

Head to Head

10 decided of 12

TAL Education leads on 5 of the 12 questions below (TAL Education 5, New Oriental Education & Technology 4, Nerdy 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEDUTALNRDYLeader
Larger companyMarket capitalisation $9.18B $5.78B $48.61M EDU
Cheaper on earningsLower P/E, profitable companies only 19.3x 6.4x -1.6x TAL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 12.5x 7.0x — TAL
Faster revenue growthRevenue growth, trailing twelve months +15.5% +32.4% -0.2% TAL
More profitableNet margin, trailing twelve months 8.4% 28.4% -17.0% TAL
Better return on capitalReturn on invested capital 13.8% — -96.4% EDU
Less leveragedLower net debt / EBITDA — — 0.5x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -2.8% -18.8% +394.7% NRDY
Better 5-year returnAnnualised price return, 5 years +22.3%/yr +19.0%/yr -6.2%/yr EDU
Less volatileAnnualised volatility, 1 year 35.2% 44.3% 283.6% EDU
Higher overall scoreMean of the five percentile scores vs peers 68/100 87/100 34/100 TAL

Percentile Scorecard

EDUTALNRDY

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

AxisEDUTALNRDY
Valuation 72 #10 of 33 88 #5 of 33 25 #68 of 90
Growth 76 #8 of 30 100 #1 of 30 49 #42 of 82
Profitability 71 #9 of 29 86 #5 of 29 24 #59 of 77
Financial Health 68 #13 of 39 74 #11 of 39 40 #58 of 96
Shareholder Returns 54 #7 of 14 – –
Overall 68 87 34
  • EDU ranked among 39 companies in Consumer Services
  • TAL ranked among 39 companies in Consumer Services
  • NRDY ranked among 99 companies in Vertical Software

Price Performance

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

Returns

PeriodEDUTALNRDYSPY
1 month +3.4%-14.8%-35.1% -0.8%
3 months +16.9%-3.1%+571.4% +3.5%
6 months +11.7%-4.5%+526.7% +7.0%
Year to date +6.1%-6.2%+442.3% +12.2%
1 year -2.8%-18.8%+394.7% +13.0%
3 years -9.4%+10.7%+84.3% +86.3%
3 years, per year -3.3%+3.5%+22.6% +23.1%
5 years +172.9%+138.5%-27.3% +68.6%
5 years, per year +22.3%+19.0%-6.2% +11.0%
10 years +11.4%-20.9%— +258.0%
10 years, per year +1.1%-2.3%— +13.6%

Risk

MeasureEDUTALNRDYSPY
Volatility, 1Y 35.2%44.3%283.6% 12.7%
Downside volatility, 1Y 33.4%41.0%63.6% 12.7%
Beta vs S&P 500, 1Y 0.140.621.59 1.00
Return / volatility, 1Y -0.08-0.421.39 1.02
Max drawdown, 5Y -62.9%-67.3%-92.3% -25.4%
From 52-week high -8.0%-20.8%-46.6% -1.8%
52-week high $63.51$12.91$10.56 $779.14
52-week low $44.44$8.95$0.66 $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.

MultipleEDUTALNRDY
P/E now vs peer median 19.4xmedian 15.5x 6.4xmedian 15.5x -1.6xmedian 42.4x
P/S now vs peer median 1.6xmedian 1.3x 2.0xmedian 1.3x 0.4xmedian 2.7x
EV/EBITDA now vs peer median —median 10.1x —median 10.1x -1.3xmedian 19.0x
P/FCF now vs peer median 8.8xmedian 14.7x 8.6xmedian 14.7x -4.1xmedian 19.4x
P/B now vs peer median 2.1xmedian 2.0x 1.5xmedian 2.0x 2.8xmedian 1.8x
PEG now vs peer median 0.46median 0.35 0.06median 0.35 -0.07median 1.75

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 monthsEDUTALNRDY
Revenue $5.66B $3.19B $178.10M
Gross profit $634.59M $1.79B $108.59M
Operating income $643.25M $398.90M -$45.27M
Net income $516.66M $906.86M -$45.78M
Free cash flow $1.03B $731.92M -$17.63M
EPS (diluted) $3.01 $1.57 $-3.59
Cash & equivalents $1.82B $1.64B $38.42M
Total debt $1.08B – $19.58M
Shares (diluted) 157.85M 578.78M 8.43M
Enterprise value -$1.96B -$7.20B -$115.11M

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
MetricEDUTALNRDY
P/E 19.4x 6.4x -1.6x
P/FCF 8.8x 8.6x -4.1x
P/Operating cash flow 8.8x 8.6x -6.1x
P/S 1.6x 2.0x 0.4x
P/B 2.1x 1.5x 2.8x
P/Tangible book 2.1x 1.6x 2.9x
EV/EBITDA – – -1.3x
EV/EBIT 10.2x 8.6x -1.2x
EV/Revenue 1.2x 1.1x 0.3x
EV/FCF 6.4x 4.7x -3.0x
EV/Operating cash flow 6.4x 4.7x -4.5x
PEG (3Y EPS CAGR) 0.46 0.06 -0.07

Growth

14 metrics
MetricEDUTALNRDY
Revenue growth (1Y) 15.5% 32.4% -0.2%
Revenue CAGR (3Y) 23.6% 43.9% 1.3%
Gross profit growth (1Y) 1,976,824% 37.4% -4.6%
Gross profit CAGR (3Y) 28.1% 45.2% -3.1%
Operating income growth (1Y) 50.2% 1,299% 36.2%
Operating income CAGR (3Y) 50.1% 74.6% 13.5%
Net income growth (1Y) 37.5% 770.5% 33.5%
Net income CAGR (3Y) 30.0% 106.1% 18.7%
EPS growth (1Y) 32.1% 824.0% 35.3%
EPS CAGR (3Y) 42.0% 110.4% 23.0%
Operating cash flow growth (1Y) 14.6% 46.7% 57.3%
Operating cash flow CAGR (3Y) 1.9% 60.3% 22.5%
Free cash flow growth (1Y) 14.6% 46.7% 47.0%
Free cash flow CAGR (3Y) 1.9% 60.3% 16.4%

Profitability

14 metrics
MetricEDUTALNRDY
Gross margin 11.2% 56.0% 61.0%
EBITDA margin – – -22.3%
Operating margin 11.4% 12.5% -25.4%
Pretax margin 11.4% 28.0% -25.6%
Net margin 8.4% 28.4% -17.0%
FCF margin 18.1% 22.9% -9.9%
Operating cash flow margin 18.1% 22.9% -6.7%
Return on equity 11.8% 23.1% -166.9%
Return on assets 6.1% 14.3% -66.6%
Return on invested capital 13.8% – -96.4%
Return on capital employed 13.9% 9.6% -87.7%
Asset turnover 0.7x 0.5x 2.6x
Cash conversion (OCF / net income) 2.0x 0.8x 0.3x
Stock comp / revenue – – 13.2%

Financial Health

11 metrics
MetricEDUTALNRDY
Debt / assets 3.2% – 30.3%
Debt / equity 0.1x – 0.8x
Net debt / EBITDA – – 0.5x
Debt / FCF 0.3x – -1.1x
Liabilities / assets 50.8% 39.7% 59.8%
Equity / assets 49.2% 60.3% 40.2%
Interest coverage – – -34.0x
Current ratio 1.5x 1.7x 2.7x
Quick ratio 0.7x 1.3x 2.5x
Cash ratio 0.7x 1.3x 2.2x
Altman Z-score 2.69 2.39 -11.04

Shareholder Returns

7 metrics
MetricEDUTALNRDY
Dividend yield 2.1% – –
Net buyback yield – – –
Shareholder yield 2.1% 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.

ConsensusEDUTALNRDY
Forward P/E 12.5xFY2026 7.0xFY2026 –
EPS, next fiscal year $4.68FY2026 $1.46FY2026 $-2.55FY2026
EPS growth, next FY +31.1%FY2026 +47.5%FY2026 –
EPS growth, the year after +11.8% -13.0% –
Revenue, next fiscal year $6.34BFY2026 $3.66BFY2026 $177.66MFY2026
Revenue growth, next FY +12.1%FY2026 +21.6%FY2026 -0.7%FY2026
Revenue growth, the year after +10.6% +15.9% -6.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEDUTALNRDY
Held by institutions 31.4% 41.2% 8.3%
Institutions holding 170 237 78
Change in shares held, QoQ -5.3% +11.9% -28.0%
Institutions buying 80 116 45
Institutions selling 65 99 23
Buyers to sellers 1.23 1.17 1.96

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.

EDUTALNRDY
EDU 1.00 0.47 0.13
TAL 0.47 1.00 0.04
NRDY 0.13 0.04 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EDU, TAL and NRDY?

New Oriental Education & Technology (EDU) is the largest by market capitalisation: New Oriental Education & Technology (EDU) $9.18B, TAL Education (TAL) $5.78B, Nerdy (NRDY) $48.61M.

Which stock is cheaper, EDU, TAL and NRDY?

TAL Education (TAL) trades on the lowest price-to-earnings ratio (New Oriental Education & Technology (EDU) 19.3x, TAL Education (TAL) 6.4x, Nerdy (NRDY) -1.6x). On next year's consensus earnings, TAL Education (TAL) is cheapest (New Oriental Education & Technology (EDU) 12.5x, TAL Education (TAL) 7.0x). 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: New Oriental Education & Technology (EDU) +15.5%, TAL Education (TAL) +32.4%, Nerdy (NRDY) -0.2%.

Which company is more profitable?

TAL Education (TAL) has the highest net margin (New Oriental Education & Technology (EDU) 8.4%, TAL Education (TAL) 28.4%, Nerdy (NRDY) -17.0%). On return on invested capital, New Oriental Education & Technology (EDU) leads (New Oriental Education & Technology (EDU) 13.8%, Nerdy (NRDY) -96.4%).

Which stock has performed better?

Over the past year Nerdy (NRDY) returned the most: New Oriental Education & Technology (EDU) -2.8%, TAL Education (TAL) -18.8%, Nerdy (NRDY) +394.7%. Over five years, New Oriental Education & Technology (EDU) compounded fastest (New Oriental Education & Technology (EDU) +22.3%/yr, TAL Education (TAL) +19.0%/yr, Nerdy (NRDY) -6.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, New Oriental Education & Technology (EDU) has been the steadiest (New Oriental Education & Technology (EDU) 35.2%, TAL Education (TAL) 44.3%, Nerdy (NRDY) 283.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EDU, TAL and NRDY?

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 5. 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.