TAL Education vs Graham Holdings

This page compares TAL Education and Graham Holdings, examining their business models, financial performance, and market context. It explains how TAL Education focuses on education services and platforms, while Graham Holdings operates across media and other diversified sectors, highlighting the differences in strategy, scale, and market positioning. The aim is to inform, not to advise investment decisions. Educational content, not financial advice.

This page compares TAL Education and Graham Holdings, examining their business models, financial performance, and market context. It explains how TAL Education focuses on education services and platfo...

Comparison Snapshot

Key Financial Metrics

TAL

Metric

GHC

$6.52B

Market Cap

$4.94B

34.36%

Potential Profit

-20.84%

Buy

Analyst Rating

Sell

Investment Analysis

TAL Education

TAL

Pros

TAL Education Group has strong analyst support with a consensus 'Buy' rating and price targets indicating approximately 7-8% upside within 12 months.
The company operates diversified K-12 after-school tutoring and online education services in China, supported by innovative AI-driven learning tools and platforms.
Financially, it shows positive net income and improving earnings per share projections with a forward P/E ratio significantly lower than historical multiples, suggesting valuation improvement potential.

Considerations

TAL's stock exhibits high price volatility and trading sentiment shows fear, indicating investor uncertainty and potential risk in short-term price stability.
The company faces execution and regulatory risks inherent in China's education sector, which historically has been subject to significant government policy adjustments.
Its current price remains well below some estimated intrinsic value models, reflecting market skepticism or lingering concerns about sustainable profitability.

Graham Holdings

GHC

Pros

Graham Holdings is a diversified company with multiple revenue streams across education, media, healthcare, and manufacturing, reducing business risk from sector cyclicality.
Its education division operates Kaplan, providing global educational services that support stable cash flow amid varying economic conditions.
The company's stock has demonstrated strong price appreciation over the past 12 months, reflecting solid market confidence and operational execution.

Considerations

Graham Holdings faces operational complexity managing diverse segments including education, media broadcasting, and healthcare, which may dilute strategic focus.
The stock price has exhibited recent volatility and external macroeconomic influences could impact its media and education segments negatively.
Forecast models suggest the stock might see price pressure in the near future, indicating potential headwinds or overvaluation concerns among analysts.

About The Companies

TAL Education (TAL)

TAL Education Group (TAL) is a China-based provider of after-school tutoring and educational services, historically focused on K–12 supplementary learning delivered through a mix of online platforms and offline centres. With a market capitalisation of about $7.63 billion, TAL has been reshaping its business after significant regulatory change in China’s private education sector; it is pursuing digital products, AI-driven tools and broader learning services as part of that transition. Investors should know TAL’s revenue and profitability can be volatile because of policy, competitive shifts and changing enrolment trends. Opportunities include scaling digital delivery and expanded course offerings, while risks include regulatory intervention, execution challenges and macroeconomic factors. This is general educational information, not personal financial advice — suitability depends on individual circumstances and investors should review the company’s latest filings and consider seeking regulated financial advice. Past performance is not a reliable indicator of future results.

Graham Holdings (GHC)

Graham Holdings Company is a diversified holding company with a wide-ranging portfolio of businesses. An investor looking at Graham Holdings should be aware of its multifaceted nature, as it's not tied to a single industry. Its most well-known segment is Kaplan, a global education provider offering services from test preparation and professional training to higher education partnerships. Beyond education, the company has a significant presence in media through its ownership of seven television stations in major US markets. It also operates in various industrial sectors, with manufacturing businesses that supply pressure-treated wood and electrical solutions. This diversified structure means its performance is influenced by trends across several different industries. As with any investment, the value of shares can go down as well as up, and returns are not guaranteed. Potential investors should consider if this type of diversified business aligns with their own investment goals.

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Which Baskets Do They Appear In?

Education in the Spotlight

This carefully selected group of stocks features companies that could benefit from McGraw Hill's upcoming $4.2 billion IPO. Our professional analysts have identified these educational publishers, digital platforms, and service providers as potential beneficiaries of renewed investor interest in the education sector.

Published: July 15, 2025

Explore Basket

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Invest in companies addressing the IMF's call for enhanced workforce participation and productivity. These carefully selected stocks represent businesses providing the training, technology, and services needed to upskill workers and integrate underutilized talent in our changing economy.

Published: July 2, 2025

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Published: June 18, 2025

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Comparison Snapshot