Youdao (DAO)
NYSE:DAO
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DAO Stock Chart & Stats
$12.61
>-$0.01(-0.15%)
At close: 4:00 PM EST
$12.61
>-$0.01(-0.15%)
Day’s Range― - ―
52-Week Range$8.00 - $13.10
Previous CloseN/A
Volume14.27K
Average Volume (3M)128.14K
Market Cap
$1.42B
Enterprise Value$10.62B
Total Cash (Recent Filing)$738.02M
Total Debt (Recent Filing)$1.85B
Price to Earnings (P/E)125.8
Beta0.72
Next Earnings
Aug 13, 2026EPS Estimate
0.02Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.90
Shares Outstanding32,646,270
10 Day Avg. Volume111,582
30 Day Avg. Volume128,141
Financial Highlights & Ratios
PEG Ratio2.58
Price to Book (P/B)-4.22
Price to Sales (P/S)1.41
P/FCF Ratio0.00
Enterprise Value/Market Cap7.48
Enterprise Value/Revenue1.80
Enterprise Value/Gross Profit4.06
Enterprise Value/Ebitda60.15
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.49
Revenue Forecast (FY)$6.59B
Bulls Say, Bears Say
Bulls Say
Healthy Gross MarginA near-49% gross margin on core products indicates durable unit economics for digital and software offerings. This margin provides structural cushion to absorb SG&A and R&D spending, supporting sustainable investment in AI and product development while preserving long-term profitability potential.
Rapid Online Marketing GrowthA 51% YoY expansion in online marketing diversifies revenue beyond education services, levering NetEase and overseas demand. Structural growth in this higher-growth segment can improve revenue mix, increase platform monetization, and partially offset cyclicality in core learning products over the medium term.
Accelerating AI Products & RetentionStrong AI-driven subscription growth and high retention indicate product-market fit for AI offerings. Certified Confucius translation tech and rising ARPU from subscriptions create a structural competitive advantage, enabling scalable revenue per user and longer customer lifetime value.
Bears Say
Negative Shareholders' EquityA large negative equity balance signals accumulated losses or balance sheet impairment, limiting financial flexibility and borrowing capacity. This structural weakness raises refinancing risk and constrains ability to fund strategic investments without dilutive or costly external financing.
Weak Cash GenerationZero operating and free cash flow in 2024 indicate the business is not self-funding growth and may rely on financing to sustain operations. Persistent weak cash conversion threatens sustainable investment in AI initiatives and increases vulnerability to funding cost or liquidity shocks.
Profitability & Core Segment DeclinesA steep operating profit decline, alongside falling Learning Services (-16.2%) and Smart Devices (-22.1%), shows structural demand or execution issues in core offerings. This reduces ability to cross-subsidize new product investments and creates sustained pressure on margins and long-term earnings stability.
Youdao News
DAO FAQ
What was Youdao’s price range in the past 12 months?
Youdao lowest stock price was $8.00 and its highest was $13.10 in the past 12 months.
What is Youdao’s market cap?
Youdao’s market cap is $1.42B.
When is Youdao’s upcoming earnings report date?
Youdao’s upcoming earnings report date is Aug 13, 2026 which is in 49 days.
How were Youdao’s earnings last quarter?
Youdao released its earnings results on May 21, 2026. The company reported $0.047 earnings per share for the quarter, missing the consensus estimate of $0.047 by >-$0.001.
Is Youdao overvalued?
According to Wall Street analysts Youdao’s price is currently Overvalued.
Does Youdao pay dividends?
Youdao does not currently pay dividends.
What is Youdao’s EPS estimate?
Youdao’s EPS estimate is 0.02.
How many shares outstanding does Youdao have?
Youdao has 32,646,270 shares outstanding.
What happened to Youdao’s price movement after its last earnings report?
Youdao reported an EPS of $0.047 in its last earnings report, missing expectations of $0.047. Following the earnings report the stock price went down -6.935%.
Which hedge fund is a major shareholder of Youdao?
Currently, no hedge funds are holding shares in DAO
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Youdao Stock Smart Score
Neutral
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Blogger Sentiment
Bullish
DAO Sentiment 67%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $46.5K over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Positive
20 days / 200 days
Momentum
29.64%
12-Months-Change
Fundamentals
Return on Equity
-3.46%
Trailing 12-Months
Asset Growth
14.10%
Trailing 12-Months
Company Description
Youdao
Youdao, Inc. is a Chinese internet technology company that delivers online services focused on content, community engagement, communication platforms, and e-commerce. Its operations are structured into three core divisions: Learning Services, Smart Devices, and Online Marketing Services. The company offers a wide array of learning content, software applications, and comprehensive solutions designed to meet the educational needs of various age groups and topics, accessible through its websites and mobile apps. Its diverse offerings include digital knowledge tools such as Youdao dictionaries and advanced translation utilities, alongside a range of learning services like tutoring and premium subscription content. It also provides specialized courses, including STEAM subjects, adult education, vocational training, and collaborative programs such as China University MOOC. Furthermore, Youdao develops smart hardware devices like the Youdao Dictionary Pen, Listening Pod, Smart Lamp, Pocket Translator, and Super Dictionary. For schools and enterprises, it licenses educational digitalization solutions, exemplified by the Youdao Smart Learning Terminal and Youdao Smart Cloud. The company also provides online advertising and promotional services. Its online course portfolio notably includes Youdao Premium Courses and content from NetEase Cloud Classroom, and it offers essential technical assistance to its variable interest entities. Established in 2006, Youdao, Inc. maintains its primary offices in Hangzhou, China, operating as a subsidiary of NetEase, Inc.
DAO Company Deck
DAO Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid top-line growth driven by online marketing and AI-enabled learning products, continuing operational milestones (7 consecutive profitable quarters), strong AI product launches and external recognition. However, meaningful year-over-year declines in operating profit and net income, a sharp contraction in the smart devices business, higher operating expenses, and reduced deferred revenue temper near-term financial strength. Management emphasized AI strategy, product traction, and a path to improved profitability and cash flow in H2, suggesting cautious optimism but balanced near-term risks.View all DAO earnings summariesTechnical Analysis
Ownership Overview
0.86% Insiders
2.56% Mutual Funds
29.64% Other Institutional Investors
64.18% Public Companies and
Individual Investors