LRN vs TAL
Stride, Inc. and TAL Education Group, side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | LRN | TAL |
|---|---|---|
| Revenue | $2.5B | $3.0B |
| Net income | $338.2M | $530.8M |
| Gross margin | 37.8% | 55.4% |
| Net margin | 13.4% | 17.6% |
| Return on equity | 21.7% | 14.1% |
| Diluted EPS | $7.14 | $2.75 |
| Dividend / share | · | · |
| Payout ratio | · | · |
| Free cash flow | $433.2M | $508.3M |
| Equity | $1.6B | $3.8B |
| Net debt / equity | −0.21× | · |
| Current ratio | 5.94× | 2.17× |
| Revenue CAGR 5y | 10.4% | −7.7% |
| Profit CAGR 5y | 36.5% | · |
TAL bills 1.2× the revenue of LRN, and keeps more of each dollar of revenue as profit (17.6% against 13.4%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | LRN | TAL |
|---|---|---|
| FY2025 | $2.5B | $3.0B |
| FY2024 | $2.4B | $2.3B |
| FY2023 | $2.0B | $1.5B |
| FY2022 | $1.8B | $1.0B |
| FY2021 | $1.7B | $4.4B |
| FY2020 | $1.5B | $4.5B |
| FY2019 | $1.0B | $3.3B |
| FY2018 | $1.0B | $2.6B |
| FY2017 | $917.7M | $1.7B |
| FY2016 | $888.5M | $1.0B |
Bottom line
| Fiscal year | LRN | TAL |
|---|---|---|
| FY2025 | $338.2M | $530.8M |
| FY2024 | $287.9M | $84.6M |
| FY2023 | $204.2M | $-3.6M |
| FY2022 | $126.9M | $-135.6M |
| FY2021 | $107.1M | $-1.1B |
| FY2020 | $71.5M | $-116.0M |
| FY2019 | $24.5M | $-110.2M |
| FY2018 | $37.2M | $367.2M |
| FY2017 | $27.6M | $198.4M |
| FY2016 | $451,000 | $116.9M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$490,827,000 | TAL |
| FY2024 | +$155,084,000 | LRN |
| FY2023 | +$549,629,000 | LRN |
| FY2022 | +$817,586,000 | LRN |
| FY2021 | −$2,704,241,000 | TAL |
| FY2020 | −$2,958,995,000 | TAL |
| FY2019 | −$2,232,543,000 | TAL |
| FY2018 | −$1,547,232,000 | TAL |
| FY2017 | −$797,282,000 | TAL |
| FY2016 | −$154,581,000 | TAL |
| FY2015 | +$252,751,223 | LRN |
| FY2014 | +$514,324,431 | LRN |
| FY2013 | +$605,657,795 | LRN |
| FY2012 | +$622,288,905 | LRN |
| FY2011 | +$530,887,328 | LRN |
| FY2010 | +$411,845,701 | LRN |
| FY2009 | +$315,181,453 | LRN |
The higher-revenue side has changed between LRN and TAL over this period. The gap has widened since the earliest year compared.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −4.2 pp | TAL |
| FY2024 | +8.2 pp | LRN |
| FY2023 | +10.3 pp | LRN |
| FY2022 | +19.8 pp | LRN |
| FY2021 | +32.9 pp | LRN |
| FY2020 | +7.8 pp | LRN |
| FY2019 | +6.3 pp | LRN |
| FY2018 | −10.6 pp | TAL |
| FY2017 | −8.4 pp | TAL |
| FY2016 | −10.8 pp | TAL |
| FY2015 | −15.6 pp | TAL |
| FY2014 | −14.5 pp | TAL |
| FY2013 | −17.3 pp | TAL |
| FY2012 | −11.7 pp | TAL |
| FY2011 | −11.4 pp | TAL |
| FY2010 | −19.5 pp | TAL |
| FY2009 | −15.1 pp | TAL |
The higher net margin has changed hands between LRN and TAL over this period.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
TAL's net margin has been more volatile than LRN's over the 17 comparable fiscal years — 12.9 percentage points of standard deviation against 3.8.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between LRN and TAL over these 17 fiscal years — LRN led in 6 and TAL in 11.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
TAL's return on equity has been more volatile than LRN's over the 17 comparable fiscal years — 21.4 percentage points of standard deviation against 6.9.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between LRN and TAL over these 17 fiscal years — LRN led in 7 and TAL in 10.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.