Youdao, Inc. (DAO)Consumer Defensive | Education & Training Services | Hangzhou, China | NYSE
16.65 USD
+0.21
(1.277%)
⇧
(Aug. 28, 2026, 4 p.m.
EDT)
After hours: 16.65 |
Hot Take ↕ | Aug. 22, 2026, 2:57 a.m. EDT
The investment case here is fraught with contradictions between the company's operational recovery and its precarious financial structure. Fundamentally, the business has staged a dramatic rebound, surging 171% in the most recent fiscal year to turn a five-year decline into a net gain. However, this resurgence is being weighed down by a massive debt burden that dwarfs its cash reserves, resulting in a negative book value and a trailing P/E of 91. This leverage creates a fragile balance sheet where any stumble in revenue growth could trigger a solvency crisis, capping the long-term potential regardless of operational success. Consequently, the long-term outlook remains deeply bearish due to these structural risks. In the short term, the stock is showing signs of life, trading above its 50-day moving average and gaining ground recently. Yet, the statistical forecasting models offer little conviction, viewing the move as noise rather than a trend. Options activity confirms this ambivalence: traders are hedging against a drop while betting on a moderate rise, but neither side is committing to a massive directional move. The consensus target price sits well below the current trading level, highlighting the disconnect between the recent price action and the perceived intrinsic value. Until the debt situation stabilizes or revenue growth proves sustainable without relying on one-time gains, this remains a speculative play rather than a core holding. |
| Model | MAE |
|---|---|
| AutoTheta ✓ | 0.109127 |
| AutoARIMA | 0.124220 |
| AutoETS | 0.124853 |
| MSTL | 0.128276 |
Forecast horizon: 45 days | Selected: AutoTheta
| Forecast Reliability | |
|---|---|
| Score | 34% |
| H-stat | 36.88 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.153 |
| Excess Kurtosis | -1.24 |
| Attribute | Value |
|---|---|
| Sector | Consumer Defensive |
| Revenue per Share | 50.653 |
| Market Cap | 2,008,566,528 |
| Trailing P/E | 83.25 |
| Forward P/E | 38.32 |
| Beta | 0.53 |
| Profit Margins | 2.67% |
| Website | https://www.youdao.com |
As of Aug. 22, 2026, 2:57 a.m. EDT: Speculators are positioning for a volatile range-bound outcome rather than a directional breakout. The near-term expiration shows heavy open interest in out-of-the-money calls at $22.50 alongside significant in-the-money volume, suggesting bets on a rally to resistance levels. Conversely, put writers are heavily exposed at lower strikes ($5.00, $12.50), indicating a belief that the stock will not crash significantly despite its weakness. Implied volatility is elevated relative to the underlying price, reflecting uncertainty about whether the recent recovery can sustain itself against the heavy debt load.
| Attribute | Value |
|---|---|
| 52 Week Change | 0.9455621 |
| Address1 | No. 399, Wangshang Road |
| Address2 | Binjiang District |
| All Time High | 47.7 |
| All Time Low | 2.86 |
| Ask | 17.1 |
| Ask Size | 100 |
| Average Analyst Rating | 1.4 - Strong Buy |
| Average Daily Volume10 Day | 85,150 |
| Average Daily Volume3 Month | 74,501 |
| Average Volume | 74,501 |
| Average Volume10Days | 85,150 |
| Beta | 0.529 |
| Bid | 16.05 |
| Bid Size | 200 |
| Book Value | -2.30745 |
| City | Hangzhou |
| Country | China |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 16.65 |
| Current Ratio | 0.584 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,786,665,600 |
| Day High | 16.975 |
| Day Low | 16.275 |
| Display Name | Youdao |
| Earnings Call Timestamp End | 1,787,220,000 |
| Earnings Call Timestamp Start | 1,787,220,000 |
| Earnings Timestamp | 1,787,229,000 |
| Earnings Timestamp End | 1,795,091,400 |
| Earnings Timestamp Start | 1,795,091,400 |
| Ebitda | 278,150,496 |
| Ebitda Margins | 0.0463 |
| Enterprise To Ebitda | 10.375 |
| Enterprise To Revenue | 0.48 |
| Enterprise Value | 2,885,680,128 |
| Eps Current Year | 1.97644 |
| Eps Forward | 0.4345036 |
| Eps Trailing Twelve Months | 0.2 |
| Esg Populated | 0 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 15.0014 |
| Fifty Day Average Change | 1.6485996 |
| Fifty Day Average Change Percent | 0.109896384 |
| Fifty Two Week Change Percent | 94.55621 |
| Fifty Two Week High | 18.94 |
| Fifty Two Week High Change | -2.290001 |
| Fifty Two Week High Change Percent | -0.12090818 |
| Fifty Two Week Low | 8.3 |
| Fifty Two Week Low Change | 8.349999 |
| Fifty Two Week Low Change Percent | 1.006024 |
| Fifty Two Week Range | 8.3 - 18.94 |
| Financial Currency | CNY |
| First Trade Date Milliseconds | 1,572,010,200,000 |
| Float Shares | 27,164,531 |
| Forward Eps | 0.4345036 |
| Forward P E | 38.31959 |
| Full Exchange Name | NYSE |
| Full Time Employees | 3,595 |
| Fullday Change | 0.209999 |
| Fullday Change Percent | 1.27737 |
| Fullday Price | 16.65 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Gross Margins | 0.45146 |
| Gross Profits | 2,712,409,088 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.13427 |
| Held Percent Institutions | 0.27865 |
| Implied Shares Outstanding | 120,634,631 |
| Industry | Education & Training Services |
| Industry Disp | Education & Training Services |
| Industry Key | education-training-services |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Fiscal Year End | 1,767,139,200 |
| Long Business Summary | Youdao, Inc., an internet technology company, provides online services in the fields of content, community, communication, and commerce in the People's Republic of China. It operates through three segments: Learning Services, Smart Devices, and Online Marketing Services. The Learning Services segment offers digital content services, which provides interactive learning features, such as Youdao Lingshi; STEAM courses, including Youdao iCode operated by Youdao Premium Courses; and adult courses comprising China University MOOC. The Smart Devices segment develops and offers smart devices, such as Youdao Dictionary Pen, Youdao Tutoring Pen, and Youdao Smart Learning Terminal. The Online Marketing Services Segment provides performance-based advertising, and global marketing and promotion services. It also offers Youdao Dictionary, a language app; other dictionary and translation tools; and AI-based learning tools, including Hi Echo, Mr. P AI Tutor and Scholar AI by Confucius LLM. In addition, the company licenses technologies and services through Youdao Smart Cloud. It provides learning content, applications, and solutions, which cover topics and target people from age groups through its websites and mobile applications. Youdao, Inc. was founded in 2006 and is headquartered in Hangzhou, China. Youdao, Inc. operates as a subsidiary of NetEase, Inc. |
| Long Name | Youdao, Inc. |
| Market | us_market |
| Market Cap | 2,008,566,528 |
| Market State | CLOSED |
| Max Age | 86,400 |
| Message Board Id | finmb_638931268 |
| Most Recent Quarter | 1,782,777,600 |
| Net Income To Common | 160,730,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 1,983,233,333 |
| Number Of Analyst Opinions | 7 |
| Open | 16.29 |
| Operating Margins | 0.07604 |
| Payout Ratio | 0.0 |
| Phone | 86 57 1898 52163 |
| Post Market Change | 0.0 |
| Post Market Change Percent | 0.0 |
| Post Market Price | 16.65 |
| Post Market Time | 1,787,959,806 |
| Previous Close | 16.44 |
| Price Eps Current Year | 8.424237 |
| Price Hint | 2 |
| Price To Book | -7.2157574 |
| Price To Sales Trailing12 Months | 0.33430985 |
| Profit Margins | 0.02675 |
| Quick Ratio | 0.496 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | strong_buy |
| Recommendation Mean | 1.375 |
| Region | US |
| Regular Market Change | 0.209999 |
| Regular Market Change Percent | 1.27737 |
| Regular Market Day High | 16.975 |
| Regular Market Day Low | 16.275 |
| Regular Market Day Range | 16.275 - 16.975 |
| Regular Market Open | 16.29 |
| Regular Market Previous Close | 16.44 |
| Regular Market Price | 16.65 |
| Regular Market Time | 1,787,947,203 |
| Regular Market Volume | 65,711 |
| Return On Assets | 0.084759995 |
| Revenue Growth | 0.035 |
| Revenue Per Share | 50.653 |
| Sand P52 Week Change | 0.20504117 |
| Sector | Consumer Defensive |
| Sector Disp | Consumer Defensive |
| Sector Key | consumer-defensive |
| Shares Outstanding | 32,646,271 |
| Shares Percent Shares Out | 0.006 |
| Shares Short | 719,956 |
| Shares Short Previous Month Date | 1,784,073,600 |
| Shares Short Prior Month | 879,805 |
| Short Name | Youdao, Inc. |
| Short Percent Of Float | 0.0318 |
| Short Ratio | 15.61 |
| Source Interval | 15 |
| Symbol | DAO |
| Target High Price | 24.165722 |
| Target Low Price | 4.1902747 |
| Target Mean Price | 15.943999 |
| Target Median Price | 14.088947 |
| Total Cash | 844,472,000 |
| Total Cash Per Share | 7.102 |
| Total Debt | 1,712,446,976 |
| Total Revenue | 6,008,098,816 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 0.2 |
| Trailing P E | 83.25 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 11.62195 |
| Two Hundred Day Average Change | 5.0280495 |
| Two Hundred Day Average Change Percent | 0.43263388 |
| Type Disp | Equity |
| Volume | 65,711 |
| Website | https://www.youdao.com |
| Zip | 310,051 |