Youdao

Digital Transformation And AI Will Expand Lifelong Learning Markets

AnalystHighTarget

Not Invested

Community Contributor

Published

20 Jul 25

Updated

14 Dec 25

Views

n/a

AnalystHighTarget's Fair Value

n/a

14.6%

-5.7%

14.6%

-5.7%

You can edit this narrative until Dec 15 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$16.346.4% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on 14 Dec 25

Fair value Decreased 9.72%

DAO: Index Inclusion And Buyback Extension Will Support Bullish Upside Potential

Analysts have trimmed their price target on Youdao by about 10 percent to approximately 16 dollars. This reflects slightly higher discount-rate assumptions and a lower future earnings multiple that more than offset stronger projected revenue growth.

AnalystHighTarget Fair Value

US$16.3

46.4% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

12.60%

Consumer Services revenue growth rate

0.34%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.11%

Calculation

CN¥634.33m

Earnings '28

26.10x

PE Ratio '28

CN¥16.56b

Market Cap '28

CN¥16.56b

Market Cap '28

114.42m

No. shares '28

CN¥144.70

Share Price '28

CN¥144.70 Share Price '28

Discounted to 2025 @ 8.10% p.a.

CN¥114.55

Fair Value '25

CN¥114.55 Fair Value '25

Converted to USD @ 0.1417 CNY/USD Exchange Rate

US$16.24

Fair Value '25