MegatrendsMegatrends: not the usual suspects, but who actually profits.View megatrends →

Youdao Stock

Youdao, Inc.

DAONYSEMarkt
US$18.16
-1.9% today

Company data

Sector
Consumer Defensive
Industry
Education & Training Services
Country
China
CEO
Feng Zhou
Employees
3,595
Market cap
$2.2 B
IPO
25/10/2019

Youdao, Inc. is a Chinese internet technology company headquartered in Hangzhou, China, operating within the Consumer Defensive sector and the Education & Training Services industry. Established in 2006, the company operates as a subsidiary of NetEase, Inc. Its business operations are structured into three core…

Company description based on the data provider's company data, AI-assisted, created on 16/10/2026. Not investment advice.

Youdao stock: price history

16/10/25+59.6 %16/10/26

1D

-1.9%

1W

+4.4%

1M

+24.0%

6M

+69.6%

YTD

+80.2%

1Y

+59.6%

2Y

+300.9%

5Y

+52.2%

10Y

–

Next earnings date

Next earnings date

12/11/2026 (in 26 days)

Volatility around earnings

~9% stronger price swings than usual

Youdao stock scores

  • Valuation

    Visible after free registration

  • Trend

    Visible after free registration

  • Quality

    Visible after free registration

  • Dividend

    Visible after free registration

  • Growth

    Visible after free registration

  • Insider

    Visible after free registration

  • Earnings

    Visible after free registration

  • Revisions

    Visible after free registration

  • Sentiment

    Visible after free registration

  • Short Pressure

    Visible after free registration

Register for free

Unlock all 11 scores

  • 5 credits free on registration
  • Access to virtual portfolios and watchlist
  • No credit card, no payment details needed
  • No subscription, no minimum term
  • Our own servers in Germany, no US cloud
Create account →

Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 30/09/2026.

Business model & megatrends

Business model

Robust business model that benefits noticeably from at least one megatrend.

Why this value? Details with Pro only.

1 more assignment (Enabler/Second row) Pro-only.

Youdao, Inc. is a Chinese technology company operating in the education sector with its business model centered on three core pillars: learning services, intelligent hardware, and online marketing. The company provides digital tools such as dictionaries and translation programs alongside specialized educational content ranging from STEAM subjects to vocational training. Its product portfolio also includes smart hardware such as intelligent pens and lamps, as well as digitalization solutions for schools and institutions. Revenue streams are generated through the sale of devices, course fees, subscription models for premium content, and advertising services.

Revenue model
Mixed
Recurring revenue
High
Pricing power
Moderate
Moat
None
Moat type
None
Capital intensity
Medium
Customer concentration
Unknown

Ask the agents about Youdao

Analyst assessment of Youdao

PRICE TARGET LOW

US$6.50

CONSENSUS

US$6.50

MEDIAN

US$6.50

PRICE TARGET HIGH

US$6.50

0

STRONG BUY

7

BUY

1

HOLD

1

SELL

0

STRONG SELL

9

TOTAL · Buy

As of: 24/08/2026

ANALYST FIRMRATINGACTIONDATE
CitigroupBuymaintain24/08/2026
JefferiesHold → Buyupgrade24/02/2023 (older than 12 months)
CitigroupBuymaintain18/11/2022 (older than 12 months)
CitigroupBuymaintain29/07/2022 (older than 12 months)
Morgan StanleyEqual Weight → Overweightupgrade07/03/2022 (older than 12 months)
Morgan StanleyOverweight → Equal Weightdowngrade30/08/2021 (older than 12 months)
Daiwa CapitalBuy → Underperformdowngrade27/07/2021 (older than 12 months)
CitigroupBuy → Neutraldowngrade27/07/2021 (older than 12 months)

Youdao stock metrics

P/E

89.88

P/B

-7.82

EV/EBITDA

67

RETURN ON EQUITY

-4.0%

NET MARGIN

5.0%

DEBT/EQUITY

-0.93

DIVIDEND YIELD

0.0%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

90.7%

FLOAT SHARES

105,705,840

AVG. DAILY VOLUME (30D)

42,537

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Wu Yinghui

OfficerSale6,750–Spontaneous11/09/2026

Peng Su

OfficerSale6,750–Spontaneous11/09/2026

Jin Lei

OfficerSale70,047–Spontaneous11/09/2026

Shum Heung Yeung

DirectorOption exercise3,997–Spontaneous02/09/2026

Shum Heung Yeung

DirectorSale4,012–Spontaneous02/09/2026
Page 1 / 5

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
Orbis Allan Gray Ltd6,563,497-175,22730/06/2026
NetEase, Inc.2,898,293+030/06/2026
VANGUARD CAPITAL MANAGEMENT LLC840,158+7,72830/06/2026
ACADIAN ASSET MANAGEMENT LLC227,454-68,17030/06/2026
VANGUARD FIDUCIARY TRUST CO211,666+030/06/2026
Page 1 / 3

Comparable stocks

Frequently asked questions about Youdao stock

What does Youdao do?

Youdao, Inc. is a company in the Consumer Defensive sector, Education & Training Services industry, headquartered in China.

The CEO is Feng Zhou, the company employs around 3,595 people.

The IPO was on 25/10/2019; the stock trades on NYSE under the ticker DAO.

What do analysts say about Youdao stock?

9 analysts rate the stock, the consensus is Buy (as of 24/08/2026).

The average price target is US$6.50, ranging from US$6.50 to US$6.50, with a median of US$6.50.

This is an external assessment, not a statement by Market Jury.

When does Youdao report next?

The next earnings date is 12/11/2026.

Around past earnings, price swings were roughly 9% stronger than usual.

Does Youdao pay a dividend?

No, Youdao currently does not pay a dividend.

Which stocks are comparable to Youdao?

Comparable stocks include TAL Education Group, Afya, Yatsen Holding, Walmart, Costco Wholesale, Coca-Cola Company, Procter & Gamble Company and Philip Morris International.

How can I get Youdao stock analyzed?

Clicking "Analyze stock" lets five strategies assess Youdao against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.