Coursera, Inc. (COUR) vs Youdao, Inc. Unsponsored ADR (DAO)

Coursera, Inc. and Youdao, Inc. Unsponsored ADR are both Education & Training Services companies. Coursera, Inc. is the larger, with a market value of $1.4B against $604.4M — 2.2× the size. Coursera, Inc. has negative trailing earnings, so its P/E is not meaningful; Youdao, Inc. Unsponsored ADR trades at 90.8×. Coursera, Inc. grew revenue faster over the last twelve months: 22.7% against 13.8%. Youdao, Inc. Unsponsored ADR has the higher net margin (2.70% vs −15.4%) and the higher return on invested capital (0.00% vs −53.4%). Across the 17 metrics below, Coursera, Inc. leads on 9 and Youdao, Inc. Unsponsored ADR on 8.

Valuation

Metric COUR DAO Education & Training Services median
P/E n/m 90.80 13.22
P/S 1.30 2.45 0.99
P/B 0.99 n/m 1.62
Price to free cash flow 108.77 n/m 10.06
EV/EBITDA n/m 59.98 8.56
EV/Sales 0.19 2.59 0.78
Earnings yield (13.56%) 1.10% 3.17%
Free cash flow yield 0.92% (3.13%) 2.81%

Profitability

Metric COUR DAO Education & Training Services median
Gross margin 55.88% 45.18% 54.64%
Operating margin (17.83%) 4.33% 0.00%
Net margin (15.39%) 2.70% 2.98%
Free cash flow margin 1.20% 0.00% 0.00%
Return on equity (15.20%) 0.00% 0.00%
Return on assets (9.31%) 8.70% 0.00%
Return on invested capital (53.40%) 0.00% 0.00%

Growth

Metric COUR DAO Education & Training Services median
Revenue growth (TTM) 22.68% 13.83% 6.97%
EPS growth (last fiscal year) 39.22% 30.00% 15.68%
Revenue growth, 5-year CAGR 20.88% 11.72% 4.27%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric COUR DAO Education & Training Services median
Debt to equity 0.00 (0.93) 0.05
Current ratio 1.59 0.58 1.33
Net debt to EBITDA 16.31 4.35 (0.15)

Dividend

Metric COUR DAO Education & Training Services median
Dividend yield — — 1.84%
Payout ratio — — 0.23

Size

Metric COUR DAO Education & Training Services median
Market cap 1.35b 604.35m 68.84m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack