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Consumer Defensive - Education & Training Services - NYSE - CN
$ 9.18
2 %
$ 287 M
Market Cap
91.8
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one DAO stock under the worst case scenario is HIDDEN Compared to the current market price of 9.18 USD, Youdao, Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one DAO stock under the base case scenario is HIDDEN Compared to the current market price of 9.18 USD, Youdao, Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one DAO stock under the best case scenario is HIDDEN Compared to the current market price of 9.18 USD, Youdao, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS
FINANCIALS
5.39 B REVENUE
7.50%
-466 M OPERATING INCOME
39.80%
-550 M NET INCOME
26.25%
-438 M OPERATING CASH FLOW
27.35%
126 M INVESTING CASH FLOW
-0.20%
-18.9 M FINANCING CASH FLOW
-10.26%
1.57 B REVENUE
18.98%
107 M OPERATING INCOME
247.86%
-99.5 M NET INCOME
-800.15%
0 OPERATING CASH FLOW
0.00%
0 INVESTING CASH FLOW
0.00%
0 FINANCING CASH FLOW
0.00%
Balance Sheet Youdao, Inc.
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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 159 M
Short-Term Debt 917 M
Other Current Liabilities 2.02 B
Non-Current Liabilities 696 M
Long-Term Debt 680 M
Other Non-Current Liabilities 16.3 M
EFFICIENCY
Earnings Waterfall Youdao, Inc.
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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
51.35%
-8.65% OPERATING MARGIN
-8.65%
-10.20% NET MARGIN
-10.20%
25.15% ROE
25.15%
-33.01% ROA
-33.01%
92.19% ROIC
92.19%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Youdao, Inc.
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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
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Youdao, Inc.
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DAO has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
5. COMPETITION
6. Ownership
Insider Ownership Youdao, Inc.
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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) Q4 2024 Earnings Call Transcript Youdao, Inc. (NYSE:DAO ) Q4 2024 Earnings Conference Call February 20, 2025 5:00 AM ET Company Participants Jeffrey Wang - Investor Relations Director Feng Zhou - Chief Executive Officer Peng Su - Vice President, Strategy & Capital Markets Lei Jin - President Wayne Li - Vice President, Finance Conference Call Participants Brian Gong - Citi Brenda Zhao - CICC Thomas Chong - Jefferies Bo Zhang - Huatai Securities Operator Good day, and welcome to the Youdao 2024 Fourth Quarter and Full-Year Earnings Conference Call. Today's conference is being recorded. seekingalpha.com - 1 week ago
Youdao Reports Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results HANGZHOU, China , Feb. 20, 2025 /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 fourth quarter and fiscal year ended December 31, 2024. Fourth Quarter 2024 Financial Highlights Total net revenues were RMB1.3 billion (US$183.6 million), representing a 9.5% decrease from the same period in 2023. prnewswire.com - 1 week ago
NetEase Announces Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results HANGZHOU, China , Feb. 20, 2025 /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 fourth quarter and fiscal year ended December 31, 2024. Fourth Quarter  202 4  Financial Highlights Net revenues were RMB26.7 billion (US$3.7 billion), a decrease of 1.4% compared with the same quarter of 2023. prnewswire.com - 1 week ago
NetEase to Report Fourth Quarter and Fiscal Year 2024 Financial Results on February 20 HANGZHOU, China , Feb. 6, 2025 /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 fourth quarter and fiscal year 2024 on Thursday, February 20, 2025, 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 - 3 weeks ago
Youdao to Report Fourth Quarter and Fiscal Year 2024 Financial Results on February 20 HANGZHOU, China , Feb. 6, 2025 /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 fourth quarter and fiscal year 2024 financial results on Thursday, February 20, 2025, 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 - 3 weeks ago
Youdao Dictionary Pen Unveils at CES 2025, Showcasing Cutting-Edge AI Innovations and Applications in Education LAS VEGAS , Jan. 10, 2025 /PRNewswire/ -- Youdao, a leading intelligent learning company in China, is showcasing its AI-equipped smart device, the Youdao Dictionary Pen X7 series, at the International Consumer Electronics Show (CES 2025).This event showcases the strength of 'Chinese AI' in the field of educational technology to a global audience. The Youdao booth attracted significant attention at the exhibition. prnewswire.com - 1 month ago
Youdao 2024 Annual General Meeting of Shareholders BEIJING , Dec. 10, 2024 /PRNewswire/ -- As announced on November 14, 2024, the Company is going to hold its annual general meeting of shareholders ("AGM") at its Beijing offices on December 12, 2024 at 3:00 p.m. – 5:00 p.m. prnewswire.com - 2 months ago
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 months 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 months 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 months 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 months 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 - 4 months ago
8. Profile Summary

Youdao, Inc. DAO

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COUNTRY CN
INDUSTRY Education & Training Services
MARKET CAP $ 287 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