Youdao, Inc.
DAO
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Youdao, Inc. is positioned well within the education and training services industry, benefiting from a growing demand for online learning solutions.
- Revenue increased by 9% compared to the prior quarter, reaching $1.5 billion.
- Gross margin improved to 48.9%, up from 44.7% in the previous quarter.
- Despite the growth, Youdao's trailing P/E ratio of 88.79 indicates overvaluation concerns among investors.
- The company reported a net income loss of $549.935 million in 2023, highlighting profitability challenges.
- Operating margin remains low at 3.86% for 2025, raising questions about operational efficiency.
Fundamentals
| Market cap | $1.97B | Enterprise value | $2.85B | Trailing P/E | 85.84 | Forward P/E | 37.43 |
| PEG | — | Price / book | -7.05 | Beta | 0.52 | Dividend yield | 0.00% |
| Revenue growth | 3.5% | Earnings growth | — | Gross margin | 45.1% | Operating margin | 7.6% |
| Profit margin | 2.7% | ROE | — | ROA | 8.5% | Debt / equity | — |
| Current ratio | 0.58 | Free cash flow | — | Analyst recommendation | strong_buy | Mean target | $19.87 |
| 52w high | $18.94 | 52w low | $8.38 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $1.5B | $1.3B | $1.6B | $1.6B | $1.4B |
| Op margin | 7.6% | 4.3% | 4.3% | 1.7% | 2.0% |
| Net income | $73.8M | $38.6M | $48.2M | $0.1M | -$17.8M |
| Gross margin | 48.9% | 44.7% | 45.1% | 42.2% | 43.0% |
| Gross profit | $717M | $602M | $705M | $688M | $609M |
| Operating income | $112M | $57.5M | $66.7M | $28.3M | $28.8M |
- Revenue +9% vs prior quarter ($1.5B vs $1.3B).
- Gross margin 48.9% (was 44.7% prior quarter).
- Operating margin expanded to 7.6%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $5.9B | $5.6B | $5.4B | $5.0B | — |
| Op margin | 3.9% | 2.9% | -8.0% | -13.7% | — |
| Net income | $107M | $82.2M | -$550M | -$727M | — |
| Gross margin | 44.3% | 48.9% | 51.4% | 51.6% | — |
| Gross profit | $2.6B | $2.7B | $2.8B | $2.6B | — |
| Operating income | $228M | $161M | -$434M | -$687M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-08-20 · Youdao Inc (DAO) (Q2 2026) Earnings Call Highlights: Record Operating Profit and AI-Driven ...
2026-08-20 · Youdao Q2 Earnings Call Highlights
2026-08-20 · Youdao Reports Second Quarter 2026 Unaudited Financial Results
2026-08-19 · Earnings To Watch: Youdao Inc (DAO) Q2 2026 -- GF Value Sees 54% Downside
2026-08-06 · Youdao to Report Second Quarter 2026 Financial Results on August 20
Price (daily)
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