STRA vs TAL
Strategic Education, Inc. and TAL Education Group, side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | STRA | TAL |
|---|---|---|
| Revenue | $1.3B | $3.0B |
| Net income | $126.6M | $530.8M |
| Gross margin | · | 55.4% |
| Net margin | 10.0% | 17.6% |
| Return on equity | 7.7% | 14.1% |
| Diluted EPS | $5.41 | $2.75 |
| Dividend / share | $2.40 | · |
| Payout ratio | 45.4% | · |
| Free cash flow | $153.9M | $508.3M |
| Equity | $1.6B | $3.8B |
| Net debt / equity | · | · |
| Current ratio | 1.27× | 2.17× |
| Revenue CAGR 5y | 4.3% | −7.7% |
| Profit CAGR 5y | 8.0% | · |
TAL bills 2.4× the revenue of STRA, and keeps more of each dollar of revenue as profit (17.6% against 10.0%).
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 | STRA | TAL |
|---|---|---|
| FY2025 | $1.3B | $3.0B |
| FY2024 | $1.2B | $2.3B |
| FY2023 | $1.1B | $1.5B |
| FY2022 | $1.1B | $1.0B |
| FY2021 | $1.1B | $4.4B |
| FY2020 | $1.0B | $4.5B |
| FY2019 | $997.1M | $3.3B |
| FY2018 | $634.2M | $2.6B |
| FY2017 | $454.9M | $1.7B |
| FY2016 | $441.1M | $1.0B |
Bottom line
| Fiscal year | STRA | TAL |
|---|---|---|
| FY2025 | $126.6M | $530.8M |
| FY2024 | $112.7M | $84.6M |
| FY2023 | $69.8M | $-3.6M |
| FY2022 | $46.7M | $-135.6M |
| FY2021 | $55.1M | $-1.1B |
| FY2020 | $86.3M | $-116.0M |
| FY2019 | $81.1M | $-110.2M |
| FY2018 | $-15.7M | $367.2M |
| FY2017 | $20.6M | $198.4M |
| FY2016 | $34.8M | $116.9M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$1,740,688,000 | TAL |
| FY2024 | −$1,030,303,000 | TAL |
| FY2023 | −$357,516,000 | TAL |
| FY2022 | +$45,708,000 | STRA |
| FY2021 | −$3,259,221,000 | TAL |
| FY2020 | −$3,468,102,000 | TAL |
| FY2019 | −$2,276,171,000 | TAL |
| FY2018 | −$1,928,799,000 | TAL |
| FY2017 | −$1,260,165,000 | TAL |
| FY2016 | −$602,012,000 | TAL |
| FY2015 | −$185,511,777 | TAL |
| FY2014 | +$12,071,431 | STRA |
| FY2013 | +$189,704,795 | STRA |
| FY2012 | +$336,047,905 | STRA |
| FY2011 | +$449,914,328 | STRA |
| FY2010 | +$526,143,701 | STRA |
| FY2009 | +$442,672,453 | STRA |
The higher-revenue side has changed between STRA and TAL over this period. The gap has widened since the earliest year compared.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −7.6 pp | TAL |
| FY2024 | +5.5 pp | STRA |
| FY2023 | +6.4 pp | STRA |
| FY2022 | +17.3 pp | STRA |
| FY2021 | +31.4 pp | STRA |
| FY2020 | +11.6 pp | STRA |
| FY2019 | +12.0 pp | STRA |
| FY2018 | −16.7 pp | TAL |
| FY2017 | −6.8 pp | TAL |
| FY2016 | −2.9 pp | TAL |
| FY2015 | −7.4 pp | TAL |
| FY2014 | −5.1 pp | TAL |
| FY2013 | −16.0 pp | TAL |
| FY2012 | −3.1 pp | TAL |
| FY2011 | +3.2 pp | STRA |
| FY2010 | −1.1 pp | TAL |
| FY2009 | −0.0 pp | TAL |
The higher net margin has changed hands between STRA and TAL over this period.
17 of 18 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 STRA's over the 17 comparable fiscal years — 12.9 percentage points of standard deviation against 5.8.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between STRA and TAL over these 17 fiscal years — STRA led in 7 and TAL in 10.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
STRA's return on equity has been more volatile than TAL's over the 17 comparable fiscal years — 42.5 percentage points of standard deviation against 21.4.
17 of 18 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 STRA and TAL over these 17 fiscal years — STRA led in 12 and TAL in 5.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.