Youdao, Inc. (DAO)Consumer Defensive | Education & Training Services | Hangzhou, China | NYSE
13.77 USD
+0.30
(2.227%)
⇧
(July 13, 2026, 4 p.m.
EDT)
After hours: 13.77 |
Hot Take ↕ | July 11, 2026, 4:58 a.m. EDT
The immediate outlook is neutral-to-slightly-bearish due to a severe disconnect between the stock's valuation and its operational reality. While the price has rallied recently, the underlying business is deteriorating rapidly: earnings have contracted by nearly half year-over-year, and the company is burning cash with a massive debt load ($1.7B) against minimal liquidity ($510M). The balance sheet is fragile, with a current ratio below 0.6 and negative book value, suggesting the market is pricing in a potential distress scenario rather than sustainable growth. The recent price surge appears to be a speculative reaction to volatility or short-covering rather than a fundamental turnaround, as the long-term trajectory shows a catastrophic loss of value over the last five years. With no dividend to provide income and a forward P/E that remains inflated relative to shrinking earnings, there is no margin of safety here. The options flow suggests traders are betting on a binary event or a short squeeze, but the fundamental rot makes this a dangerous environment for capital preservation. |
| Model | MAE |
|---|---|
| AutoARIMA ✓ | 0.174441 |
| AutoETS | 0.175448 |
| AutoTheta | 0.176671 |
| MSTL | 0.176846 |
| MSTL_74 | 0.178586 |
| MSTL_48 | 0.191541 |
| MSTL_48_74 | 0.200438 |
Forecast horizon: 60 days | Selected: AutoARIMA
| Forecast Reliability | |
|---|---|
| Score | 32% |
| H-stat | 2.47 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.196 |
| Excess Kurtosis | 0.93 |
| Attribute | Value |
|---|---|
| Sector | Consumer Defensive |
| Revenue per Share | 50.462 |
| Market Cap | 1,661,138,944 |
| Trailing P/E | 172.13 |
| Forward P/E | 32.62 |
| Beta | 0.56 |
| Profit Margins | 1.16% |
| Website | https://www.youdao.com |
As of July 11, 2026, 4:58 a.m. EDT: Speculators are positioning for a volatile breakout above $15, evidenced by heavy call volume at the $22.5 strike despite deep out-of-the-money status, while put writers dominate the downside protection, creating a skewed gamma profile that favors upside momentum if resistance breaks.
| Attribute | Value |
|---|---|
| 52 Week Change | 0.52548134 |
| Address1 | No. 399, Wangshang Road |
| Address2 | Binjiang District |
| All Time High | 47.7 |
| All Time Low | 2.86 |
| Ask | 14.5 |
| Ask Size | 400 |
| Average Daily Volume10 Day | 84,470 |
| Average Daily Volume3 Month | 85,895 |
| Average Volume | 85,895 |
| Average Volume10Days | 84,470 |
| Beta | 0.559 |
| Bid | 12.8 |
| Bid Size | 100 |
| Book Value | -2.4069993 |
| City | Hangzhou |
| Country | China |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 13.77 |
| Current Ratio | 0.523 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 14.34 |
| Day Low | 13.59 |
| Display Name | Youdao |
| Earnings Call Timestamp End | 1,779,357,600 |
| Earnings Call Timestamp Start | 1,779,357,600 |
| Earnings Growth | -0.5 |
| Earnings Quarterly Growth | -0.497 |
| Earnings Timestamp | 1,779,366,600 |
| Earnings Timestamp End | 1,787,229,000 |
| Earnings Timestamp Start | 1,787,229,000 |
| Ebitda | 196,789,744 |
| Ebitda Margins | 0.03303 |
| Enterprise To Ebitda | 14.597 |
| Enterprise To Revenue | 0.482 |
| Enterprise Value | 2,872,470,784 |
| Eps Current Year | 1.84593 |
| Eps Forward | 0.422108 |
| Eps Trailing Twelve Months | 0.08 |
| Esg Populated | 0 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 11.9368 |
| Fifty Day Average Change | 1.8332005 |
| Fifty Day Average Change Percent | 0.15357554 |
| Fifty Two Week Change Percent | 52.548134 |
| Fifty Two Week High | 14.93 |
| Fifty Two Week High Change | -1.1599998 |
| Fifty Two Week High Change Percent | -0.077695906 |
| Fifty Two Week Low | 8.3 |
| Fifty Two Week Low Change | 5.4700003 |
| Fifty Two Week Low Change Percent | 0.65903616 |
| Fifty Two Week Range | 8.3 - 14.93 |
| Financial Currency | CNY |
| First Trade Date Milliseconds | 1,572,010,200,000 |
| Float Shares | 26,766,425 |
| Forward Eps | 0.422108 |
| Forward P E | 32.621986 |
| Full Exchange Name | NYSE |
| Full Time Employees | 3,595 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Gross Margins | 0.43715 |
| Gross Profits | 2,604,893,952 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.13427 |
| Held Percent Institutions | 0.28821 |
| 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 | 1,661,138,944 |
| Market State | POSTPOST |
| Max Age | 86,400 |
| Message Board Id | finmb_638931268 |
| Most Recent Quarter | 1,774,915,200 |
| Net Income To Common | 69,180,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 1,624,948,479 |
| Number Of Analyst Opinions | 7 |
| Open | 13.43 |
| Operating Margins | 0.042659998 |
| Payout Ratio | 0.0 |
| Phone | 86 57 1898 52163 |
| Post Market Change | 0.0 |
| Post Market Change Percent | 0.0 |
| Post Market Price | 13.77 |
| Post Market Time | 1,783,976,700 |
| Previous Close | 13.47 |
| Price Eps Current Year | 7.459655 |
| Price Hint | 2 |
| Price To Book | -5.720816 |
| Price To Sales Trailing12 Months | 0.2787717 |
| Profit Margins | 0.01161 |
| Quick Ratio | 0.425 |
| Quote Source Name | Delayed Quote |
| Quote Type | EQUITY |
| Recommendation Key | none |
| Region | US |
| Regular Market Change | 0.3 |
| Regular Market Change Percent | 2.22717 |
| Regular Market Day High | 14.34 |
| Regular Market Day Low | 13.59 |
| Regular Market Day Range | 13.59 - 14.34 |
| Regular Market Open | 13.43 |
| Regular Market Previous Close | 13.47 |
| Regular Market Price | 13.77 |
| Regular Market Time | 1,783,972,803 |
| Regular Market Volume | 92,933 |
| Return On Assets | 0.06801 |
| Revenue Growth | 0.038 |
| Revenue Per Share | 50.462 |
| Sand P52 Week Change | 0.20847368 |
| Sector | Consumer Defensive |
| Sector Disp | Consumer Defensive |
| Sector Key | consumer-defensive |
| Shares Outstanding | 32,646,271 |
| Shares Percent Shares Out | 0.0068 |
| Shares Short | 814,914 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 738,549 |
| Short Name | Youdao, Inc. |
| Short Percent Of Float | 0.036 |
| Short Ratio | 8.0 |
| Source Interval | 15 |
| Symbol | DAO |
| Target High Price | 14.932684 |
| Target Low Price | 4.1527686 |
| Target Mean Price | 12.3866825 |
| Target Median Price | 13.96284 |
| Total Cash | 510,148,992 |
| Total Cash Per Share | 4.299 |
| Total Debt | 1,714,237,952 |
| Total Revenue | 5,958,778,880 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 0.08 |
| Trailing P E | 172.12502 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 10.6312 |
| Two Hundred Day Average Change | 3.1388006 |
| Two Hundred Day Average Change Percent | 0.29524425 |
| Type Disp | Equity |
| Volume | 92,933 |
| Website | https://www.youdao.com |
| Zip | 310,051 |