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Youdao, Inc. Unsponsored ADR (DAO) vs Strategic Education Inc. (STRA)

Youdao, Inc. Unsponsored ADR and Strategic Education Inc. are both Education & Training Services companies. Strategic Education Inc. is the larger, with a market value of $1.3B against $657.2M — 2.0× the size. Youdao, Inc. Unsponsored ADR trades at the lower P/E: 102× against 200×. Youdao, Inc. Unsponsored ADR grew revenue faster over the last twelve months: 13.8% against 2.79%. Youdao, Inc. Unsponsored ADR has the higher net margin (2.70% vs 0.74%) and the lower return on invested capital (0.00% vs 2.52%). Across the 20 metrics below, Strategic Education Inc. leads on 11 and Youdao, Inc. Unsponsored ADR on 9.

Valuation

Metric DAO STRA Education & Training Services median
P/E 101.80 199.59 12.09
P/S 2.75 0.94 0.80
P/B n/m 0.81 1.39
Price to free cash flow n/m 7.26 7.31
EV/EBITDA 66.85 5.06 6.36
EV/Sales 2.89 0.89 0.58
Earnings yield 0.98% 0.50% 3.29%
Free cash flow yield (2.79%) 13.77% 3.03%

Profitability

Metric DAO STRA Education & Training Services median
Gross margin 45.18% 49.19% 55.03%
Operating margin 4.33% 4.31% 0.00%
Net margin 2.70% 0.74% 1.77%
Free cash flow margin 0.00% 16.47% 0.00%
Return on equity 0.00% 0.60% 0.00%
Return on assets 8.70% 0.47% 0.00%
Return on invested capital 0.00% 2.52% 0.00%

Growth

Metric DAO STRA Education & Training Services median
Revenue growth (TTM) 13.83% 2.79% 5.84%
EPS growth (last fiscal year) 30.00% 15.85% 14.71%
Revenue growth, 5-year CAGR 11.72% 4.30% 4.24%
Net income growth, 5-year CAGR 0.00% 7.98% 0.00%

Health

Metric DAO STRA Education & Training Services median
Debt to equity (0.93) 0.00 0.05
Current ratio 0.58 1.08 1.37
Net debt to EBITDA 4.35 (0.66) (0.04)

Dividend

Metric DAO STRA Education & Training Services median
Dividend yield — 4.15% 2.64%
Payout ratio — 14.12 0.26

Size

Metric DAO STRA Education & Training Services median
Market cap 657.24m 1.30b 59.54m

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