TAL Education Group provides K-12 after-school tutoring services in the People's Republic of China. It provides learning services primarily through small classes services; personalized premium services and online course offerings; and learning content solutions, such as print books, smart books, mobile apps, and AI-driven learning devices. The company also operates www.xueersi.com, an online education platform; provides investment management and consulting …
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Competitive advantage assessment
Key strengths
Strong Interest Coverage & Conservative LeverageDebt serviceability is strong (score 0.86), with robust interest coverage.
Consistent Cash GenerationCash generation is strong and consistent (score 0.91).
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.24), suggesting weak customer stickiness.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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TAL Education Group ranks #10 of 42
scored companies in Education & Training Services by moat score — the top 24%.
The widest moat in the group is Grand Canyon Education, Inc. (LOPE)
at 83/100.
Moat scores for companies ranked near TAL in Education & Training Services
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 58
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 64
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 56
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 83
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 72
· 15% of the moat score
Scale matters only when it converts into economics.
TAL Education Group (TAL) scores 67 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #10 of 42 scored companies in Education & Training Services, the top 24%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 41 companies in Education & Training Services. Its strongest defense is Resilience (83/100) and its weakest is Capital Efficiency (56/100).
How does TAL Education Group compare with other Education & Training Services companies?
TAL Education Group ranks #10 of 42 scored companies in Education & Training Services by moat score. The widest moat in Education & Training Services is Grand Canyon Education, Inc. (LOPE) at 82/100. The companies ranked closest are Legacy Education Inc. (LGCY) at 68 just above it and Universal Technical Institute I (UTI) at 66 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 41 companies in Education & Training Services. The defenses are then weighted to produce the overall score out of 100.
Why is TAL Education Group scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for TAL Education Group?
The Corporate Default template measures 6 defenses, and TAL scores: Pricing Power (66), Cost Advantage (58), Customer Stickiness (64), Capital Efficiency (56), Resilience (83), Scale & Market Position (72). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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