Laureate Education Inc (LAUR) is undervalued and TAL Education Group ADR (TAL) is undervalued.
Against our estimates of intrinsic value, LAUR trades at the wider discount: a margin of safety of +27%, against +27% for TAL.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.6% (average of 3 methods) values the shares at $49.80; the price of $36.13 is 27% below that value, and 81% of that value comes from beyond year five.
Leak Score 100/100 on 3 of 12 signals
Discounting its cash flows at 7.6% (average of 3 methods) values the shares at $16.17; the price of $11.87 is 27% below that value, and 80% of that value comes from beyond year five.
Leak Score 100/100 on 3 of 12 signals
| Metric | LAUR | TAL |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $36.13 | $11.87 |
| Intrinsic value | $49.80 | $16.17 |
| Margin of safety | +27% | +27% |
| Leak Score | 100/100 (3/12) | 100/100 (3/12) |
| Market cap | $5.0B | $4.0B |
| Revenue growth, 5 years | 10.7% | -7.7% |
| Operating margin | 24.4% | 12.4% |
| Net margin | 17.6% | 28.4% |
| Return on equity | 29.4% | 23.8% |
| Debt to equity | 0.64 | 0.10 |
| P/E | 16.2x | 7.3x |
| Forward P/E | 14.8x | — |
| P/B | 4.4x | 1.4x |
| Dividend yield | 2.6% | — |