Consumer Defensive - Education & Training Services - NYSE - CN
$ 4.87
-1.62 %
$ 587 M
Market Cap
-30.44
P/E
Youdao, Inc., an internet technology company, provides online services in the field of content, community, communication, and commerce in China. It operates through three segments: Learning Services, Smart Devices, and Online Marketing Services. The company provides various learning content, applications, and solutions, which cover topics and target people from various age groups for their learning needs through its websites and mobile applications. It offers online knowledge tools, which include Youdao and other dictionaries and translation tools; learning services consisting of tutoring, fee-based premium, and other services; STEAM courses, adult and vocational courses, and other courses, such as China University MOOC; smart devices, such as Youdao Dictionary Pen, Youdao Listening Pod, Youdao Smart Lamp, Youdao Pocket Translator, and Youdao Super Dictionary; education digitalization solutions comprising technologies and solutions licensed to schools or enterprise customers, such as Youdao Smart Learning Terminal, and Youdao Smart Cloud; and online marketing services.[ Read More ]
The intrinsic value of one DAO stock under the base case scenario is HIDDEN Compared to the current market price of 4.87 USD, Youdao, Inc. is HIDDEN
2. FUNDAMENTAL
ANALYSIS
Price Chart DAO
FINANCIALS
5.39 B
REVENUE
-466 M
OPERATING INCOME
-550 M
NET INCOME
-438 M
OPERATING CASH FLOW
126 M
INVESTING CASH FLOW
-18.9 M
FINANCING CASH FLOW
1.32 B
REVENUE
-72.6 M
OPERATING INCOME
-14.2 M
NET INCOME
0
OPERATING CASH FLOW
0
INVESTING CASH FLOW
0
FINANCING CASH FLOW
Balance Sheet Decomposition
Youdao, Inc.
| Current Assets | 1.3 B |
| Cash & Short-Term Investments | 527 M |
| Receivables | 380 M |
| Other Current Assets | 393 M |
| Non-Current Assets | 366 M |
| Long-Term Investments | 51.4 M |
| PP&E | 160 M |
| Other Non-Current Assets | 155 M |
| Current Liabilities | 3.1 B |
| Accounts Payable | 241 M |
| Short-Term Debt | 917 M |
| Other Current Liabilities | 1.94 B |
| Non-Current Liabilities | 696 M |
| Long-Term Debt | 680 M |
| Other Non-Current Liabilities | 16.3 M |
EFFICIENCY
Earnings Waterfall
Youdao, Inc.
| Revenue | 5.39 B |
| Cost Of Revenue | 2.62 B |
| Gross Profit | 2.77 B |
| Operating Expenses | 3.23 B |
| Operating Income | -466 M |
| Other Expenses | 83.8 M |
| Net Income | -550 M |
RATIOS
51.35%
GROSS MARGIN
-8.65%
OPERATING MARGIN
-10.20%
NET MARGIN
25.15%
ROE
-33.01%
ROA
70.16%
ROIC
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Youdao, Inc.
| Net Income | -550 M |
| Depreciation & Amortization | 29.6 M |
| Capital Expenditures | -17.8 M |
| Stock-Based Compensation | 30.8 M |
| Change in Working Capital | -14.8 M |
| Others | 140 M |
| Free Cash Flow | -456 M |
Wall Street Analysts Price Targets
Youdao, Inc.
DAO has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.00%
DIVIDEND YIELD
0 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Youdao, Inc.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|
7. News
Youdao, Inc. (DAO) Q3 2024 Earnings Call Transcript
Youdao, Inc. (NYSE:DAO ) Q3 2024 Results Conference Call November 14, 2024 5:00 AM ET Company Participants Jeffrey Wang - Investor Relations Director Dr. Feng Zhou - Chief Executive Officer Lei Jin - President Peng Su - Vice President, Strategy and Capital Markets Wayne Li - Vice President, Finance Conference Call Participants Brian Gong - Citigroup Thomas Chong - Jefferies Brenda Zhao - CICC Operator Good day, and welcome to the Youdao 2024 Third Quarter Earnings Conference Call. Today's conference is being recorded.
seekingalpha.com
- 3 days ago
Youdao Reports Third Quarter 2024 Unaudited Financial Results
HANGZHOU, China , Nov. 14, 2024 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced its unaudited financial results for the third quarter ended September 30, 2024. Third Quarter 2024 Financial Highlights Total net revenues were RMB1.6 billion (US$224.1 million), representing a 2.2% increase from the same period in 2023.
prnewswire.com
- 3 days ago
Youdao, Inc. to Hold Annual General Meeting on December 12, 2024
BEIJING , Nov. 14, 2024 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced that it will hold its annual general meeting of shareholders (the "AGM") at its offices at Building No.7, West Zone, Zhongguancun Software Park (Phase II), No.10 Xibeiwang East Road, Haidian District, Beijing, People's Republic of China on December 12, 2024 at 3:00 p.m. – 5:00 p.m.
prnewswire.com
- 3 days ago
NetEase Announces Third Quarter 2024 Unaudited Financial Results
HANGZHOU, China , Nov. 14, 2024 /PRNewswire/ -- NetEase, Inc. (NASDAQ: NTES and HKEX: 9999, "NetEase" or the "Company"), a leading internet and game services provider, today announced its unaudited financial results for the third quarter ended September 30, 2024. Third Quarter 202 4 Financial Highlights Net revenues were RMB26.2 billion (US$3.7 billion), a decrease of 3.9% compared with the same quarter of 2023.
prnewswire.com
- 3 days ago
Youdao to Report Third Quarter 2024 Financial Results on November 14
HANGZHOU, China , Oct. 31, 2024 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced that it will report its third quarter 2024 financial results on Thursday, November 14, 2024, before the open of the U.S. markets. The earnings teleconference call with simultaneous webcast will take place at 5:00 a.m.
prnewswire.com
- 2 weeks ago
NetEase to Report Third Quarter 2024 Financial Results on November 14
HANGZHOU, China , Oct. 31, 2024 /PRNewswire/ -- NetEase, Inc. (NASDAQ: NTES and HKEX: 9999, "NetEase" or the "Company"), a leading internet and game services provider, today announced that it will report financial results for the 2024 third quarter on Thursday, November 14, 2024, before the open of the U.S. markets. The earnings teleconference call with simultaneous webcast will take place at 7:00 a.m.
prnewswire.com
- 2 weeks ago
NetEase Youdao (DAO) Surges Over 30% Following Positive Financial Data
On October 3, NetEase Youdao (DAO, Financial) experienced a significant increase of 30.79%, reaching $5.65 per share with a trading volume of $3.47 million.
gurufocus.com
- 1 month ago
Youdao: Operating Profitability Inflection Point Is In Sight
DAO's operating loss and net loss narrowed significantly on a YoY basis in Q2 2024. Youdao is well-positioned to record positive operating profit for 2H 2024 and the full-year, considering seasonality effects, the restructuring of non-core operations, and the optimization of marketing costs with AI. The stock is deserving of a higher P/S multiple and a Buy rating, taking into account the prospects of the company hitting an operating profitability inflection point this year.
seekingalpha.com
- 2 months ago
Youdao, Inc. (DAO) Q3 2024 Earnings Call Transcript
Youdao, Inc. (NYSE:DAO ) Q2 2024 Earnings Conference Call August 22, 2024 6:00 AM ET Company Participants Jeffrey Wang - Investor Relations Director Feng Zhou - Chief Executive Officer Peng Su - Vice President, Strategy and Capital Markets Lei Jin - President Wayne Li - Vice President, Finance Conference Call Participants Brian Gong - Citi Thomas Chong - Jefferies Howard Ton - Macquarie Bo Zhang - Huatai Securities Crystal Li - China Merchant Securities Operator Good day and welcome to the Youdao 2024 Second Quarter Earnings Conference Call. Today's conference is being recorded.
seekingalpha.com
- 2 months ago
NetEase Announces Second Quarter 2024 Unaudited Financial Results
HANGZHOU, China , Aug. 22, 2024 /PRNewswire/ -- NetEase, Inc. (NASDAQ: NTES and HKEX: 9999, "NetEase" or the "Company"), a leading internet and game services provider, today announced its unaudited financial results for the second quarter ended June 30, 2024. Second Quarter 202 4 Financial Highlights Net revenues were RMB25.5 billion (US$3.5 billion), an increase of 6.1% compared with the same quarter of 2023.
prnewswire.com
- 2 months ago
Youdao Reports Second Quarter 2024 Unaudited Financial Results
HANGZHOU, China , Aug. 22, 2024 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced its unaudited financial results for the second quarter ended June 30, 2024. Second Quarter 2024 Financial Highlights Total net revenues were RMB1.3 billion (US$181.9 million), representing a 9.5% increase from the same period in 2023.
prnewswire.com
- 2 months ago
Youdao to Report Second Quarter 2024 Financial Results on August 22
HANGZHOU, China , Aug. 5, 2024 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced that it will report its second quarter 2024 financial results on Thursday, August 22, 2024, before the open of the U.S. markets. The earnings teleconference call with simultaneous webcast will take place at 6:00 a.m.
prnewswire.com
- 3 months ago
8. Profile Summary
Youdao, Inc. DAO
COUNTRY
CN
INDUSTRY
Education & Training Services
MARKET CAP
$ 587 M
Dividend Yield
0.00%
Description
Youdao, Inc., an internet technology company, provides online services in the field of content, community, communication, and commerce in China. It operates through three segments: Learning Services, Smart Devices, and Online Marketing Services. The company provides various learning content, applications, and solutions, which cover topics and target people from various age groups for their learning needs through its websites and mobile applications. It offers online knowledge tools, which include Youdao and other dictionaries and translation tools; learning services consisting of tutoring, fee-based premium, and other services; STEAM courses, adult and vocational courses, and other courses, such as China University MOOC; smart devices, such as Youdao Dictionary Pen, Youdao Listening Pod, Youdao Smart Lamp, Youdao Pocket Translator, and Youdao Super Dictionary; education digitalization solutions comprising technologies and solutions licensed to schools or enterprise customers, such as Youdao Smart Learning Terminal, and Youdao Smart Cloud; and online marketing services. In addition, the company provides online courses comprising Youdao Premium Courses and NetEase Cloud Classroom, as well as technical support to the variable interest entities (VIEs). Youdao, Inc. was founded in 2006 and is headquartered in Hangzhou, China. Youdao, Inc. is a subsidiary of NetEase, Inc.
Contact
No. 399, Wangshang Road, Hangzhou, 310051
https://www.youdao.com
IPO Date
Oct. 25, 2019
Employees
4364
Officers
Mr. Lei Jin
President
Mr. Yongwei Li
Vice President of Finance & Senior Financial Controller
Mr. Feng Zhou
Chief Executive Officer & Director
Jeffrey Wang
Investor Relations Director
Mr. Renlei Liu
Vice President of Marketing
Mr. Peng Su
Vice President of Strategies & Capital Markets