Gaotu Techedu Inc.

NYSE:GOTU 주식 리포트

시가총액: US$450.7m

Gaotu Techedu 과거 순이익 실적

과거 기준 점검 0/6

Gaotu Techedu은 연평균 44.5%의 비율로 수입이 증가해 온 반면, Consumer Services 산업은 연평균 25.6%의 비율로 증가했습니다. 매출은 연평균 9.2%의 비율로 감소했습니다.

핵심 정보

44.47%

순이익 성장률

45.20%

주당순이익(EPS) 성장률

Consumer Services 산업 성장률20.27%
매출 성장률-9.21%
자기자본이익률-25.79%
순이익률-5.26%
다음 순이익 업데이트02 Jun 2026

최근 과거 실적 업데이트

Recent updates

새로운 내러티브 • Jan 21

Full Lifecycle AI Education Platform Will Unlock New Earnings Power Over The Next Decade

Catalysts About Gaotu Techedu Gaotu Techedu is a technology driven education company that provides online and offline learning services for students from primary school through adulthood. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Dec 02

Gaotu Techedu: A 'Buy' On Q3 Outperformance And Attractive Buyback Yield

Summary My "Buy" rating for Gaotu Techedu is unchanged, following my assessment of its quarterly performance and capital return prospects. GOTU's normalized net loss shrunk in 3Q2025, which also beat the consensus forecast. I estimate that the stock's potential buyback yield is 5.6%; it has the capacity to support future repurchases, considering its cash position and cash flow outlook. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Gaotu Techedu All Set To Thrive In China's AI Era

Summary Gaotu Techedu's strategic pivot to adult and vocational training amid disruptive policy changes in China's EdTech market has been a smart move. The company leverages AI-powered features to enhance learning engagement and operational efficiency. Recent financials show strong growth, with an 83% revenue jump and improved cash generation. Valuation metrics indicate that GOTU is undervalued compared to its sector peers, marking it as a buy. Despite geopolitical and macroeconomic risks, its strategic moves support a promising long-term outlook. Read the full article on Seeking Alpha
Seeking Alpha • Dec 05

Gaotu Techedu: Profitability Has Reached Bottom, Maintain 'Buy'

Summary Gaotu's Q3 2024 revenue growth was robust at 53.1% YoY, but profitability declined due to heavy investments in workforce and marketing. Despite the stock's 11% drop post-earnings, I maintain a "buy" rating due to Gaotu's strong balance sheet and significant undervaluation. Management expects Q4 revenue growth of 69.2%-71.9% YoY, driven by aggressive offline expansion and diversified revenue streams. Gaotu's share repurchase program and cash reserves of $455 million provide downside support, with a 70% upside potential based on my valuation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 10

Gaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity

Summary I maintain my "buy" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change. Gaotu's rapid offline expansion, especially in Guangzhou, positions it to capture market share from competitors like TAL and EDU. Exiting the loss-making Gaotu Jiapin business will enhance profitability starting Q4 2024, improving the company's financial outlook. Despite management risks and regulatory concerns, GOTU's valuation suggests an almost 80% upside within a year. Read the full article on Seeking Alpha
Seeking Alpha • Aug 29

Gaotu Techedu: Profitability Concerns Overblown, Maintaining "Buy" Rating

Summary Gaotu Techedu's Q2 2024 results showed strong revenue growth but significant net losses due to upfront expenses for future demand, validating my "buy" rating. Despite a 19% stock drop post-earnings, Gaotu's cash-rich balance sheet and share repurchase program offer strong downside protection and significant upside potential. Non-academic tutoring business surged, contributing over 20% of total revenues, indicating robust future growth regardless of Chinese government policies. Management's Q3 revenue growth guidance of 50.5%-53.0% and increased financial projections for 2024 and 2025 further support Gaotu's undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • Aug 07

Gaotu Techedu: It's Getting Interesting Again

Summary The Chinese government has loosened regulation for after-school tutoring, potentially benefiting companies like GOTU. High youth unemployment in China may lead to government support for the after-school tutoring industry. GOTU's non-academic tutoring business is growing rapidly, contributing significantly to revenue; financial projections and valuation suggest undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • May 23

Gaotu Techedu: Revenue Guidance And Actual Operating Loss Missed Expectations

Summary Gaotu Techedu's actual first-quarter operating loss and Q2 revenue guidance were worse than what the market had expected. But the negatives are reflected in GOTU's current valuations, as the company's share price has corrected significantly following its Q1 results announcement. A Hold rating for Gaotu Techedu is fair, taking into account its performance, outlook, and valuations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 28

Gaotu Techedu: Downgrading To Hold As Recent Rally Has Pushed Up Valuation

Summary Gaotu Techedu reported strong Q4 2023 financial results, with increased net revenues and gross billings. Draft regulations released by China's education ministry regarding off-campus tutoring are encouraging for Gaotu, but regulation remains a long-term risk. Gaotu's shares have almost tripled in value in less than 6 months, but the stock price has mostly priced in the good news. I am downgrading to a Hold as a result. Read the full article on Seeking Alpha
Seeking Alpha • Feb 09

Gaotu Techedu: Live-Streaming Business And Financial Outlook Are Key Investment Considerations

Summary GOTU's live streaming e-commerce business saw a very significant increase in followers in the past few months, and this explains the company's recent stock price outperformance. But Gaotu Techedu is valued by the market at a demanding P/E multiple at the high-twenties level, and there are risks associated with the sell side's bullish FY 2024 outlook. I rate GOTU as a Hold after considering both the growth of Gaotu Techedu's live streaming business and the risk of negative earnings surprises for the company in FY 2024. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

Gaotu Techedu: Watch Bottom Line Miss And Expanded Buyback Plan (Rating Downgrade)

Summary Gaotu Techedu's third quarter gross billings and bottom line and its fourth quarter net loss were worse than what analysts anticipated. But it came as a positive surprise that GOTU increased the size of its share repurchase program, which supports the view that the company's shares are cheap. I revise my rating for GOTU from a Buy previously to a Hold now, considering both the negative and positive read-throughs from its Q3 results. Read the full article on Seeking Alpha
Seeking Alpha • Sep 27

Gaotu Techedu: Strong Growth Prospects And Lots Of Cash

Summary Gaotu Techedu has transformed into a completely new and stronger business. Its growth potential is strong after business transformation. GOTU's stock is extremely cheap given its strong cash position and growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Jul 28

Gaotu Techedu: Consider Analyst Sentiment And Financial Outlook

Summary The sell-side is turning bullish on Gaotu Techedu, as evidenced by the favorable change in analysts' ratings, forecasts, and price targets. Gaotu Techedu is expected to register top line expansion and profitability improvement in the current year based on my analysis. I have lifted my investment rating for GOTU to a Buy, in view of positive analyst sentiment and a favorable business outlook for the stock. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

Takeaways From Recent Rollercoaster Ride For Gaotu Techedu's Shares

Summary GOTU's share price has been very volatile recently, and there are insights to be drawn from the developments that have had an impact on Gaotu Techedu's shares. Gaotu Techedu still faces significant policy risks, but the company is expected to resume positive revenue growth this year. A Hold rating for Gaotu Techedu is warranted on the basis that there is substantial uncertainty regarding GOTU's outlook. Elevator Pitch I rate Gaotu Techedu's (GOTU) stock as a Hold. With my prior article for GOTU written on November 23, 2022, I performed a review of Gaotu Techedu's Q3 2022 financial results. I determine that a Hold rating for GOTU's shares is fair with this latest update. Efforts relating to revenue diversification might pay off for the company this year, with expectations that Gaotu Techedu can deliver positive top line expansion in 2023. But GOTU could still potentially suffer from adverse regulatory developments in the future, and the delisting risk for Gaotu Techedu can't be ignored especially since it is solely listed on the NYSE. Key Events Impacting GOTU's Stock Price In Recent Months Based on Seeking Alpha price data, Gaotu Techedu's share price surged by +230% from $1.00 (at the point of the publication of my earlier write-up) to $3.30 at the end of the February 8, 2023 trading day. GOTU's shares have been on a rollercoaster ride in the past two and half months. Gaotu Techedu's stock price went up by as much as +293% from $1.00 at the start of the November 25, 2022 trading day to close at a new one-year high of $3.93 as of December 22, 2022. China's decision to discontinue with its COVID-zero strategy and reopen the country had boosted the share prices of most Chinese companies in late last year, and GOTU was no exception. But GOTU's shares finished the year at a much lower stock price of $2.36 as of December 30, 2022. Gaotu Techedu's stock suffered a beating in the final week of 2022 as a result of policy headwinds. According to a December 29, 2022 Seeking Alpha News article, Chinese policymakers plan to place limitations on "fees paid for tutoring services and the timeframe in which the services may be offered" in the country. Earlier, there were expectations that China will put a stop to regulatory crackdowns on specific sectors including education, as the Chinese economy finds its footing. As such, the latest regulatory development for China's tutoring market was perceived to be a negative surprise. It is noteworthy that Gaotu Techedu's share price subsequently recovered to register a new 52-week high of $4.51 on January 24, 2023 during intraday trading. This is possibly linked to the recent quarterly financial performance of its peer TAL Education (TAL). TAL announced its Q3 FY 2023 results on January 19, 2023, and TAL's stock price rose by +4% in the subsequent three trading day post-results announcement. As per S&P Capital IQ's financial data, TAL's actual Q3 FY 2023 top line of RMB233 million was just slightly (2%) below the sell-side's consensus revenue estimate of RMB237 million. It is highly probable that TAL Education's actual third quarter revenue was better than the whisper numbers (real buy-side investor consensus which could differ from sell-side forecasts), which offered positive read-throughs for GOTU's future financial results. However, good times didn't last for long. GOTU's stock price pulled by -27% in the next two weeks (after hitting the new 52-week peak in late-January) to end the February 8, 2023 trading day at $3.30. A February 6, 2023 Seeking Alpha News commentary attributed the recent weakness in the share prices of Gaotu Techedu and other US-listed Chinese companies to the fact that "U.S.-China relations took a turn for the worse" following "the shooting down of a Chinese spy balloon." Do note that Gaotu Techedu is solely listed in the US as of now, so a potential US delisting will be a very negative development for the company. Recent Developments Point To A Mixed Outlook For Gaotu Techedu The outlook for GOTU is mixed, taking into account the various developments that have affected Gaotu Techedu's stock price in the last couple of months. Looking on the bright side of things, peer TAL Education's recent quarterly top line performance suggests that Chinese education companies in general have managed to find new revenue growth opportunities following the ban on after-school K-9 tutoring services in China. Consensus financial figures taken from S&P Capital IQ point to the sell-side analysts' expectations of GOTU's revenue (in local currency and RMB terms) growing by +0.6% and +19.1% for FY 2023 and FY 2024, respectively as compared to an expected -63.1% top line contraction for FY 2022. Chinese stock brokerage China Merchants Securities highlighted in its January 3, 2023 research report (not publicly available) on GOTU that it expects Gaotu Techedu to derive 42%, 28%, 23%, and 7% of its FY 2024 revenue from senior high education, non-academic tutoring, adult education, and educational content segments, respectively. K-9 tutoring services used to account for about half of Gaotu Techedu's revenue in 2021, but China Merchants Securities' financial forecasts suggest that GOTU has the ability to make up for the loss of K-9 tutoring services (discontinued in February 2022) by growing revenue from other existing and new businesses. On the other hand, new policies and other events affecting US-China ties imply that there are still substantial downside regulatory and geopolitical risks for Gaotu Techedu.
Seeking Alpha • Jan 06

Gaotu Techedu regains compliance with NYSE

Gaotu Techedu (NYSE:GOTU) has regained compliance with NYSE's minimum average closing price criterion for continued listing of its ADSs. The technology-driven education company and online large-class tutoring service provider regained compliance as the average closing price of its ADSs for the consecutive 30-trading day period exceeded US$1.00. Read more on Gaotu Techedu, TAL Education tumble as China tightens regulations. GOTU shares are down 5.14% premarket.
Seeking Alpha • Dec 30

TTOO, EDU and TAL among premarket gainers

UP Fintech Holding (NASDAQ:TIGR) -33% as China regulators asked Futu Holdings and UP Fintech Holding to correct illegal acts in cross-border securities business. Futu Holdings (NASDAQ:FUTU) -28% as China regulators asked Futu Holdings and UP Fintech Holding to correct illegal acts in cross-border securities business. Hoth Therapeutics (NASDAQ:HOTH) -23% on $10M private placement. iQIYI (NASDAQ:IQ) -9%. T2 Biosystems (TTOO) -8%. Satixfy Communications (SATX) -7%. Zhihu (ZH) -7%. Uxin (UXIN) -7% after Q2 earning release. Kanzhun (BZ) -7%. TAL Education (TAL) -7%. Yatsen Holding (YSG) -7%. Gaotu Techedu (NYSE:GOTU) -7%. Waterdrop (WDH) -6%. Digital Brands (DBGI) -6%. New Oriental Education & Technology (EDU) -6%. Caravelle International (CACO) -5%. RLX Technology (RLX) -5%. WeWork (WE) -5%.

매출 및 비용 세부 내역

Gaotu Techedu가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:GOTU 매출, 비용 및 순이익 (CNY Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 256,147-3234,021627
30 Sep 255,850-3753,877607
30 Jun 255,479-6993,897633
31 Mar 255,100-9133,886647
31 Dec 244,554-1,0493,632648
30 Sep 243,926-1,0333,265639
30 Jun 243,507-6192,726580
31 Mar 243,200-1332,104517
31 Dec 232,961-71,858462
30 Sep 232,8291831,645437
30 Jun 232,6461791,505413
31 Mar 232,481731,462419
31 Dec 222,498131,470445
30 Sep 223,1432281,567459
30 Jun 223,652-7552,158688
31 Mar 225,346-1,6243,7061,011
31 Dec 216,562-3,1035,8501,253
30 Sep 217,499-4,0167,3971,403
30 Jun 218,349-3,9048,6391,287
31 Mar 217,768-2,9678,0661,000
31 Dec 207,125-1,3936,383734
30 Sep 205,849-6094,855543
30 Jun 204,4403252,975380
31 Mar 203,1433181,860281
31 Dec 192,1151881,151212
30 Sep 191,36245737155
30 Jun 1990433425118
31 Mar 196201225793
31 Dec 18397-1916174
31 Dec 1798-12611352

양질의 수익: GOTU 은(는) 현재 수익성이 없습니다.

이익 마진 증가: GOTU는 현재 수익성이 없습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: GOTU는 수익성이 없지만 지난 5년 동안 연평균 44.5%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 GOTU의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: GOTU은 수익성이 없어 지난 해 수익 성장률을 Consumer Services 업계(9.1%)와 비교하기 어렵습니다.

자기자본이익률

높은 ROE: GOTU는 현재 수익성이 없으므로 자본 수익률이 음수(-25.79%)입니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 22:49
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Gaotu Techedu Inc.는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Paul Robert DewberryBofA Global Research
Yishan LiChina Merchants Securities (HK) Co., Ltd
Ya JiangCitic Securities Co., Ltd.