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DAO
$11.93+$0.81 (+7.28%)prev close
Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.3B
121M shares
52-week range
$8.30 – $13.10
76% from low
Exchange
NYSE
ADRC
Borrow rate
4.47%
Moderate
Price (6 mo)
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Change$-10.37
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $731.6M | $1.21B | $2.53B | $4.02B | $5.01B | $5.39B | $5.63B | $5.91B |
| Cost of revenue | $515.1M | $872.4M | $1.42B | $2.03B | $2.43B | $2.62B | $2.88B | $3.29B |
| Gross profit | $216.5M | $335.0M | $1.11B | $1.99B | $2.59B | $2.77B | $2.75B | $2.62B |
| Gross margin | 29.6% | 27.7% | 43.8% | 49.5% | 51.6% | 51.4% | 48.9% | 44.3% |
| R&D | $184.0M | $269.9M | $372.2M | $607.4M | $803.8M | $743.4M | $540.0M | $514.2M |
| Operating income | −$219.1M | −$459.8M | −$851.5M | −$849.6M | −$687.2M | −$433.5M | $160.9M | $227.8M |
| EBITDA | −$159.8M | −$417.2M | −$749.4M | −$857.7M | −$638.1M | −$439.9M | $183.3M | $200.0M |
| Net income | −$208.9M | −$601.5M | −$1.75B | −$995.7M | −$727.0M | −$549.9M | $82.2M | $107.3M |
| Net margin | -28.6% | -49.8% | -69.4% | -24.8% | -14.5% | -10.2% | 1.5% | 1.8% |
| EPS (diluted) | -2.12 | -6.30 | -15.54 | -7.36 | -6.55 | -4.53 | 0.70 | 0.90 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $6.6B | $1.45 | $1.32–$1.66 | 3 |
| 2027 | $7.5B | $2.33 | $1.94–$3.07 | 4 |
| 2028 | $8.5B | $3.23 | $2.56–$4.49 | 3 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$39.79
Price
$11.93
Implied upside
+234%
Peer comparison
Youdao, Inc. American Depositary Shares, each representing one Class A Ordinary Share
Youdao Inc develops and markets software applications. It engages in developing technologies to provide learning content, applications, and solutions. The firm operates in three segments: Learning services, Smart devices, and Online marketing services. The majority of its revenue comes from the Learning services segment, which generates revenues from online courses, mainly including Youdao Premium Courses, NetEase Cloud Classroom, and China University MOOC. The learning products segment includes sales of smart devices such as the Youdao Dictionary Pen and the Youdao Pocket Translator. Geographically, all of its revenue is generated from the People's Republic of China.
www.youdao.com- Employees
- 3,595
- IPO / List date
- Oct 25, 2019
Held by traders on TradeandTell
No one on the platform currently holds DAO.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 63,500 | $624.2K |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded DAO yet.
