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Youdao, Inc. (DAO)

Consumer Defensive | Education & Training Services | Hangzhou, China | NYSE
10.69 USD -0.09 (-0.789%) ⇩ (April 21, 2026, 10:30 a.m. EDT)

Short-term: ★★★☆☆ | Long-term: ★★☆☆☆ | Dividends: ☆☆☆☆☆
Hot Take | April 19, 2026, 12:13 a.m. EDT

Youdao (DAO) presents a high-risk, medium-reward scenario for a speculative swing trade following a 32% rally, but the fundamentals remain suspect with negative book value and eroding earnings growth. While the AI-strategy pivot and first-ever profitability are positive catalysts, the heavy discounting of past growth and extreme valuation multiples suggest the long-term trajectory is still fragile. This is a 'wait and see' trade pending clearer earnings confirmation, not a core holding.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.121613
AutoARIMA0.121790
AutoETS0.121953
AutoTheta0.155603

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 80%
H-stat 0.80
Ljung-Box p 0.000
Jarque-Bera p 0.669
Excess Kurtosis -0.23
Attribute Value
Sector Consumer Defensive
Revenue per Share 50.041
Market Cap 1,288,981,120
Trailing P/E 82.19
Forward P/E 27.11
Beta 0.48
Profit Margins 1.82%
Website https://www.youdao.com

As of April 19, 2026, 12:13 a.m. EDT: Options flow suggests a muted but slightly bullish bias. Calls show significantly higher implied volatility (1.18 vs 1.08) and open interest at the 17.50 and 20.00 strikes for the May expiration compared to puts. A notable volume spike (30 contracts) on ATM puts for August expiration occurred, but overall OI is heavily skewed toward out-of-the-money calls in the 1.5x range of current price, indicating speculative upside bets. The IV skew is moderate, with calls trading at a premium relative to deep value, suggesting speculators are positioning for stabilization or a rally rather than a crash.


Info Dump

Attribute Value
52 Week Change 0.31662595
Address1 No. 399, Wangshang Road
Address2 Binjiang District
All Time High 47.7
All Time Low 2.86
Ask 11.0
Ask Size 100
Average Daily Volume10 Day 68,180
Average Daily Volume3 Month 86,357
Average Volume 86,357
Average Volume10Days 68,180
Beta 0.48
Bid 10.67
Bid Size 300
Book Value -2.4405692
City Hangzhou
Country China
Crypto Tradeable 0
Currency USD
Current Price 10.685
Current Ratio 0.587
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 10.865
Day Low 10.5
Display Name Youdao
Earnings Call Timestamp End 1,770,804,000
Earnings Call Timestamp Start 1,770,804,000
Earnings Growth -0.424
Earnings Quarterly Growth -0.419
Earnings Timestamp 1,770,816,600
Earnings Timestamp End 1,778,761,800
Earnings Timestamp Start 1,778,761,800
Ebitda 244,716,000
Ebitda Margins 0.04141
Enterprise To Ebitda 9.999
Enterprise To Revenue 0.414
Enterprise Value 2,447,027,968
Eps Current Year 1.83917
Eps Forward 0.39407834
Eps Trailing Twelve Months 0.13
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 9.9758
Fifty Day Average Change 0.70920086
Fifty Day Average Change Percent 0.07109213
Fifty Two Week Change Percent 31.662596
Fifty Two Week High 12.955
Fifty Two Week High Change -2.2699995
Fifty Two Week High Change Percent -0.17522189
Fifty Two Week Low 7.815
Fifty Two Week Low Change 2.8700004
Fifty Two Week Low Change Percent 0.36724252
Fifty Two Week Range 7.815 - 12.955
Financial Currency CNY
First Trade Date Milliseconds 1,572,010,200,000
Float Shares 26,260,953
Forward Eps 0.39407834
Forward P E 27.1139
Free Cashflow -18,389,376
Full Exchange Name NYSE
Gmt Off Set Milliseconds -14,400,000
Gross Margins 0.44285
Gross Profits 2,616,827,904
Has Pre Post Market Data 1
Held Percent Insiders 0.13041
Held Percent Institutions 0.29367
Implied Shares Outstanding 120,634,631
Industry Education & Training Services
Industry Disp Education & Training Services
Industry Key education-training-services
Is Earnings Date Estimate 1
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 1,288,981,120
Market State REGULAR
Max Age 86,400
Message Board Id finmb_638931268
Most Recent Quarter 1,767,139,200
Net Income To Common 107,346,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 1,299,234,975
Number Of Analyst Opinions 7
Open 10.66
Operating Cashflow 55,186,000
Operating Margins 0.03848
Payout Ratio 0.0
Phone 86 57 1898 52163
Previous Close 10.77
Price Eps Current Year 5.809686
Price Hint 2
Price To Book -4.3780775
Price To Sales Trailing12 Months 0.21813792
Profit Margins 0.018170001
Quick Ratio 0.491
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change -0.08500004
Regular Market Change Percent -0.7892297
Regular Market Day High 10.865
Regular Market Day Low 10.5
Regular Market Day Range 10.5 - 10.865
Regular Market Open 10.66
Regular Market Previous Close 10.77
Regular Market Price 10.685
Regular Market Time 1,776,781,801
Regular Market Volume 19,849
Return On Assets 0.073
Revenue Growth 0.168
Revenue Per Share 50.041
Sand P52 Week Change 0.34445214
Sector Consumer Defensive
Sector Disp Consumer Defensive
Sector Key consumer-defensive
Shares Outstanding 32,646,271
Shares Percent Shares Out 0.0062
Shares Short 736,781
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 781,247
Short Name Youdao, Inc.
Short Percent Of Float 0.0383
Short Ratio 11.07
Source Interval 15
Symbol DAO
Target High Price 15.111585
Target Low Price 4.1320524
Target Mean Price 12.15991
Target Median Price 13.163231
Total Cash 738,020,992
Total Cash Per Share 6.118
Total Debt 1,845,853,056
Total Revenue 5,909,019,136
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 0.13
Trailing P E 82.192314
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 9.8089
Two Hundred Day Average Change 0.87610054
Two Hundred Day Average Change Percent 0.089316905
Type Disp Equity
Volume 19,849
Website https://www.youdao.com
Zip 310,051