Youdao, Inc. Unsponsored ADR DAO

14.70 0.14 0.96% as of 25 Sep
Market cap
$475.4M
P/E
73.8×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — 1 1 — 1 3
Insider Ownership 74.98%

Capital & Financial Ratios

Market Cap 475.38
Revenue 879.80
Net Income 13.88
Free Cash Flow (167.51)
Net Debt 123.65
Current Ratio 0.58
Debt/Equity (0.93)
P/E ratio 73.80
P/S ratio 1.99
P/B ratio 0.00
Past 5Y EPS Growth (14.78%)
This Y EPS Growth 82.45%
Next Y EPS Growth 55.42%
Next 5Y EPS Growth 58.85%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 74 90 106 125
Receivables 50 57 55 49
Inventory 31 24 20 17
Other 4 11 46 38
183 204 246 250
2023 2024 2025 Q'26
Payables 22 20 16 10
ST’ Debt 124 120 126 129
Other 160 135 124 126
437 404 420 427
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 11.72% 5.15%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% 0.00%

Revenue

Mar Jun Sep Dec Year
’26 195 216 — — —
’25 179 198 229 239 845
’24 193 182 224 172 771
’23 169 166 211 212 759
’22 189 143 197 198 727
’21 205 200 215 10 630
’20 76 88 132 189 485
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 — — — — —
’25 — — — 8 8
’24 — — — (9) (9)
’23 — — — (62) (62)
’22 — — — (87) (87)
’21 — — — (211) (211)
’20 — — (66) 17 (49)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 — — — — —
’25 — — — 5 5
’24 — — — (11) (11)
’23 — — — (64) (64)
’22 — — — (97) (97)
’21 — — — (221) (221)
’20 — — (69) 15 (55)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.05 0.09 — — —
’25 0.09 (0.02) 0.00 0.06 0.13
’24 0.02 (0.12) 0.11 0.10 0.10
’23 (0.24) (0.34) (0.12) 0.07 (0.64)
’22 (0.13) (0.55) (0.21) 0.01 (0.87)
’21 (0.42) (0.66) (0.16) (0.02) (1.28)
’20 (0.21) (0.33) (1.14) (0.60) (2.38)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — 12.01 14.07 7.02 3.03 3.38 2.86 6.30

Analyst estimates 2026–2028

Powerpack
Low Price
— — — 15.49 47.70 42.17 14.88 10.00 8.01 11.82
High Price
— — 1,142 1,699 4,949 6,096 5,068 4,364 3,750 3,595
Employees
— 0 0 0 0 0 0 0 0 0
Revenue/Emp
— 67 107 187 485 630 727 759 771 845
Revenue
— 35.53% 29.59% 28.40% 45.91% 49.53% 51.59% 51.35% 48.85% 44.29%
Gross Margin
— (23) (29) (86) (268) (144) (105) (76) 11 16
EBT
— (34.84%) (27.06%) (45.91%) (55.26%) (22.90%) (14.48%) (10.00%) 1.44% 1.92%
EBT Margin
— 0 (30) (86) (269) (145) (107) (77) 10 14
Net Income
— 0 1 2 2 5 6 4 4 3
Depreciation
— 0.60 1.25 1.96 4.30 5.18 5.88 6.25 6.56 7.16
Revenue/Sh
— (0.18) (0.36) (0.94) (2.38) (1.28) (0.87) (0.64) 0.10 0.13
Earnings/Sh
— (0.11) (0.17) (0.56) (0.44) (1.74) (0.71) (0.51) (0.08) 0.07
Cash Flow/Sh
— 0.00 (0.02) (0.02) (0.05) (0.08) (0.08) (0.02) (0.01) (0.03)
Capex/Sh
— (0.11) (0.19) (0.58) (0.49) (1.82) (0.79) (0.53) (0.09) 0.04
Free CF/Sh
— (0.97) (1.95) 0.45 (1.91) (1.04) (1.81) (2.51) (2.44) (2.34)
Book Value/Sh
— 113 85 95 113 122 124 121 117 118
Shares
— 0.00 0.00 0.00 0.00 0.00 0.00 0.00 69.16 77.54
PE Ratio
— 0.00 0.00 0.00 6.17 2.41 0.98 0.60 1.13 1.41
PS Ratio
— 0.00 0.00 30.07 0.00 0.00 0.00 0.00 0.00 0.00
PB Ratio
— 0.00 0.00 0.00 6.09 2.30 1.05 0.78 1.33 1.59
EV/Sales
— 0.00 0.00 0.00 0.00 (4.96) (2.05) (1.61) (2.61) (8.01)
EV/FCF
— (13) (15) (53) (49) (211) (87) (62) (9) 8
Op' Cash Flow
— (2) (2) (2) (6) (10) (10) (2) (2) (3)
Capex
— (13) (16) (56) (55) (221) (97) (64) (11) 5
FCF
— (153) (103) 39 (236) (120) (190) (253) (200) (173)
Working Cap'
— 135 128 129 147 178 203 212 245 258
Total Debt
— 129 64 (104) (36) (70) 56 138 155 152
Net Debt
— (110) (166) 43 (216) (127) (224) (305) (286) (277)
Sh' Equity
— (34.34%) (77.21%) (46.96%) (87.08%) (42.77%) (28.36%) (27.43%) 4.66% 5.78%
ROA
— 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
ROIC
— 14.31% 25.25% 148.84% 311.62% 91.21% 60.15% 29.30% (3.81%) (5.45%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Youdao, Inc. Unsponsored ADR (DAO) key facts

  • Youdao, Inc. Unsponsored ADR (DAO) is an Education & Training Services company in the Consumer Defensive sector, traded in the US as an ADR.
  • Youdao, Inc. Unsponsored ADR’s revenue for fiscal 2025 (year ended December 2025) was $845.0 million, up 9.63% from fiscal 2024.
  • As of September 25, 2026, DAO traded at $14.70, a market capitalization of $475.4 million.
  • Return on equity was −5.45% and debt-to-equity -0.93.

Source: company filings (standardised) and stockrow calculations.

Youdao, Inc. Unsponsored ADR (DAO) Latest News

News by impact score

Fine-tune

20 Aug

4

Youdao Inc posted record operating profit for Q2 2026 in its earnings call, fueled by AI-driven initiatives that boosted revenue and margins. Record profit combined with AI advancements signals major positive shift in Youdao's financial trajectory and investor outlook.

4

Youdao released unaudited financial results for the second quarter of 2026. Quarterly earnings data directly drive valuation changes and investor decisions.

3 transcript

Youdao Q2 earnings call highlighted revenue, profitability metrics, and strategic updates on education products and market expansion. Quarterly results and guidance directly shape near-term financial expectations and trading activity.

21 May

3

Youdao Inc (DAO) reported Q1 2026 earnings, focusing on growth navigation while executing strategic investments. Strategic investments alongside growth efforts can moderately affect financial results and positioning.

3 transcript

Youdao reported Q1 revenue growth in online education and tutoring amid China regulatory pressures. Net losses narrowed year-over-year through cost controls. Executives highlighted AI-driven product launches, user expansion plans, and efforts to stabilize margins while navigating competition in the edtech sector. Q1 earnings and forward commentary on AI products and China regulations are likely to produce moderate short-term moves in DAO shares without fundamentally altering long-term trajectory.

3

NetEase reported first quarter 2026 unaudited financial results including revenue, profit, and segment performance for its education and other businesses that encompass Youdao operations. NetEase quarterly results directly reflect Youdao segment revenue and margins as its majority-owned subsidiary.

3

Youdao, Inc. released unaudited financial results for the first quarter of 2026. Quarterly results deliver performance metrics that can shift short-term investor views without redefining company strategy.

12 Feb

3

NetEase reported its Q4 earnings, revealing a miss in both earnings and sales estimates despite a year-over-year revenue increase. The company's performance reflects ongoing challenges in meeting market expectations, which may impact investor sentiment and future growth prospects. The earnings miss could moderately influence investor sentiment and financial performance but is not expected to drastically alter the company's trajectory.

11 Feb

4

NetEase, Inc. reported its unaudited financial results for the fourth quarter and fiscal year 2025, highlighting significant growth in revenue and net income. The company attributed its performance to strong demand for its online education services and gaming products. Additionally, NetEase announced plans for future investments in technology and product development to sustain growth. The results reflect a positive trajectory for the company amidst a competitive landscape. Strong financial results and future investment plans indicate significant potential for growth and market influence.

3

Youdao, Inc. reported strong revenue growth in Q4 2025, highlighting a significant increase in sales despite mixed profit margins. The company's performance reflects its ongoing efforts to enhance its product offerings and market presence, although profitability remains a concern. Investors are closely monitoring these developments as they could influence future financial stability and growth potential. Strong revenue growth indicates positive momentum, but mixed profit margins suggest challenges that could limit overall impact.

3

Youdao, Inc. reported its Q4 earnings, highlighting a year-over-year revenue increase driven by growth in its online education and smart hardware segments. The company emphasized its commitment to innovation and expanding its product offerings. Management provided guidance for the upcoming quarter, indicating expectations for continued growth despite market challenges. Key performance metrics showed improvements, reflecting effective cost management and strategic investments. The revenue growth and strategic focus on innovation suggest a moderately noticeable influence on future performance.

3

NetEase's fourth-quarter results fell short of analysts' estimates, leading to a decline in its stock price. The company's revenue and earnings were below expectations, raising concerns about its growth trajectory. This disappointing performance has prompted investors to reassess their outlook on the company, particularly in light of increasing competition in the online education sector, where Youdao operates. NetEase's underperformance may influence market sentiment and competitive positioning in the online education sector, impacting Youdao's future prospects.

3

Youdao, Inc. reported its unaudited financial results for the fourth quarter and fiscal year 2025, highlighting key metrics such as revenue growth and net income. The company experienced an increase in user engagement and expanded its product offerings, contributing to overall positive performance. Management expressed optimism about future growth prospects and strategic initiatives aimed at enhancing market presence. The financial results indicate moderate growth and user engagement, which may influence the company's competitive positioning but are balanced by broader market factors.

5 Feb

3

Youdao, Inc. Unsponsored ADR (DAO) is highlighted among three growth companies with high insider ownership and a reported 21% revenue growth. The article emphasizes the significance of insider ownership as a positive indicator of company confidence and potential for sustained growth. Youdao's performance reflects strong revenue increases, positioning it favorably in the market. The reported revenue growth indicates a moderately noticeable influence on financial performance and market sentiment.

4 Feb

3

Youdao, Inc. (NYSE:DAO) experienced a 12% decline in its stock price last week, raising concerns among public companies regarding the potential implications for market sentiment and investor confidence. The drop may reflect broader challenges faced by the company in maintaining its competitive position and financial performance amidst changing market dynamics. The stock price drop indicates a moderately noticeable influence on investor sentiment and could affect the company's financial performance.

28 Jan

3

Youdao, Inc. Unsponsored ADR (DAO) is set to report its financial results for the fourth quarter and fiscal year 2025 on February 11. Investors and analysts are anticipating insights into the company's performance and future outlook during this earnings announcement. The upcoming financial results may influence investor sentiment and provide insights into the company's operational performance.

25 Dec

4

Youdao, Inc. Unsponsored ADR (DAO) is highlighted as a top insider-owned growth stock for December 2025, indicating strong confidence from insiders in the company's future performance. The article emphasizes the potential for significant growth driven by insider ownership, which often correlates with positive market sentiment and investment stability. Analysts suggest that the company's innovative strategies and market positioning could lead to substantial returns for investors in the coming years. Insider ownership often signals confidence in future growth, which can significantly influence market performance and investor sentiment.

22 Nov

3

Youdao, Inc. Unsponsored ADR (DAO) has experienced flat trading recently, prompting a reevaluation of its valuation. Analysts are assessing the company's performance metrics and market position, considering factors such as user engagement and revenue growth. The current trading pattern raises questions about future prospects and investor sentiment towards the stock. Investors are advised to closely monitor developments that could influence Youdao's market trajectory. Flat trading patterns indicate a need for reevaluation of the company's market position and future performance.

21 Nov

4

Youdao, Inc. reported its Q3 2025 financial results, highlighting a significant increase in AI-driven advertising revenue, which has now become the company's largest source of income. The surge in revenue reflects the growing demand for AI technologies in advertising, positioning Youdao favorably in the market. Overall financial performance showed positive trends, indicating a strong future outlook for the company. The substantial growth in AI-driven advertising revenue is likely to significantly impact Youdao's future performance and market positioning.

20 Nov

4 transcript

NetEase Inc reported strong revenue growth in its Q3 2025 earnings call, highlighting strategic global initiatives and expansion efforts. The company emphasized its commitment to enhancing product offerings and increasing market presence, which are expected to drive future performance. Key financial metrics showcased significant year-over-year improvements, reflecting the effectiveness of its strategies in a competitive landscape. Strong revenue growth and strategic initiatives are likely to significantly impact future performance and investor sentiment.

4 transcript

Youdao, Inc. reported record growth in AI-driven services during its Q3 2025 earnings call, highlighting strong demand and innovative product offerings. The company emphasized its commitment to enhancing educational technology and expanding its market presence. Financial results showed significant revenue increases, driven by the successful integration of AI into its services, positioning Youdao favorably in a competitive landscape. Record growth in AI-driven services indicates a significant strategic move that could alter the company's trajectory and investor sentiment.

4

Youdao, Inc. has reported profitability for five consecutive quarters, with operating profit for the first three quarters of 2025 increasing nearly 150% year-over-year. This sustained financial performance highlights the company's effective strategies and growth trajectory in the competitive landscape. The significant year-over-year growth in operating profit indicates a strong positive shift in financial performance and market positioning.

4

NetEase, Inc. reported its unaudited financial results for the third quarter of 2025, highlighting significant growth in revenue and net income. The company attributed this success to strong performance in its online gaming and educational services segments. Additionally, NetEase announced plans for new product launches and strategic investments aimed at enhancing its market position. The results reflect a positive outlook for the company's future operations and investor sentiment. Strong revenue growth and strategic investments indicate significant potential for future performance.

3

Youdao, Inc. reported its unaudited financial results for the third quarter of 2025, highlighting key metrics such as revenue growth and user engagement. The company continues to focus on enhancing its educational technology offerings and expanding its market presence. Despite challenges in the competitive landscape, Youdao's strategic initiatives aim to drive future growth and improve overall performance. The financial results indicate moderate growth and strategic focus, which may influence investor sentiment and operational aspects.

11 Nov

4

Youdao, Inc. Unsponsored ADR (DAO) is highlighted among three growth companies with high insider ownership and impressive revenue growth of up to 26%. The article emphasizes the significance of insider ownership as a positive indicator of company performance and investor confidence. Youdao's strong revenue growth reflects its potential for future expansion and profitability, making it an attractive option for investors seeking growth opportunities. High insider ownership combined with significant revenue growth suggests a strong alignment between management and shareholder interests, likely influencing future performance positively.

6 Nov

3

Youdao, Inc. Unsponsored ADR (DAO) is set to report its financial results for the third quarter of 2025 on November 20. Investors and analysts are anticipating insights into the company's performance and future outlook during this earnings announcement. The upcoming financial results may influence investor sentiment and provide insights into the company's operational performance.

3 Oct

4

Youdao, Inc. Unsponsored ADR (DAO) is highlighted as a high-ownership growth stock for October 2025, indicating strong investor interest and potential for significant growth. The company is positioned well within its sector, benefiting from trends in education technology and digital learning solutions. Analysts suggest that Youdao's innovative products and strategic initiatives could lead to increased market share and improved financial performance in the coming years. Youdao's positioning in the growing education technology sector and strong investor interest suggest significant potential for future performance.

4 Sep

4

Youdao, Inc. Unsponsored ADR (DAO) is highlighted as a growth company favored by insiders, indicating potential for impressive performance in the market. The article emphasizes the company's strategic initiatives and market positioning that could attract investor interest and drive future growth. Insider support and strategic initiatives suggest significant potential for future performance and market impact.

15 Aug

3

Youdao, Inc. reported its second quarter 2025 earnings, with revenues surpassing expectations but earnings per share (EPS) falling short. The company showed growth in its educational services and online courses, contributing to the revenue beat. However, increased operating expenses and investments in technology impacted profitability, leading to the EPS miss. Analysts remain cautiously optimistic about Youdao's long-term growth potential despite the mixed results. The revenue beat indicates positive momentum, but the EPS miss and rising expenses suggest limited immediate impact on overall performance.

14 Aug

3

NetEase's gaming division shows strong momentum, but concerns arise among investors regarding declining unit sales. The company is navigating a competitive landscape, and while its gaming performance remains robust, the potential for slumping units raises questions about future growth and market sentiment. Concerns over declining unit sales may moderately influence investor sentiment and future performance.

stockrow.com/DAO · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com