DAO Share Price Performance
US$9.10
2.65 (41.09%)
29.8% undervalued intrinsic discount
US$12.97
Fair Value
Price US$9.10
AnalystConsensusTarget US$12.97
AnalystLowTarget US$9.59
AnalystHighTarget US$18.50
Fair ValueUS$13.04
Share Pricen/a
Youdao, Inc. Stock Price
- 3 Narratives written by author
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DAO Community Narratives
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Fair Value US$13.04 30.2% undervalued intrinsic discount
AI Driven Digital Education Will Expand Global Markets
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Fair Value US$9.63 5.6% undervalued intrinsic discount
China Demographics And Regulatory Hurdles Will Limit Expansion
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Fair Value US$18.05 49.6% undervalued intrinsic discount
Digital Transformation And AI Will Expand Lifelong Learning Markets
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Digital Transformation And AI Will Expand Lifelong Learning Markets
Key Takeaways AI-driven product innovation and high retention rates are driving superior margin expansion and recurring revenue growth beyond sector expectations. Dominance in digital learning devices and interactive apps, combined with expanding AI services, positions Youdao to capture rising demand and achieve sustained market share gains.Read more
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AN
US$18.05
49.6% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
13% p.a.
Profit Margin
7.98%
Future PE
30.05x
Price in 2028
US$22.94
AI Driven Digital Education Will Expand Global Markets
Key Takeaways Proprietary AI and operational efficiencies are boosting user retention, lowering costs, and positioning Youdao for expanding digital education margins and growth. Diversification into digital content, smart devices, and international markets supports recurring revenue streams and strengthens Youdao's leadership in online education and marketing.Read more
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AN
US$13.04
30.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
12% p.a.
Profit Margin
4.9%
Future PE
37.02x
Price in 2028
US$16.69
China Demographics And Regulatory Hurdles Will Limit Expansion
Key Takeaways Long-term growth is challenged by demographic shifts, regulatory pressures, and heavy dependence on parent company support. Rapid hardware expansion and commoditization of AI services raise risks to margins, competitive positioning, and revenue stability.Read more
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AN
US$9.63
5.6% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
12% p.a.
Profit Margin
4.29%
Future PE
31.43x
Price in 2028
US$12.27
Trending Discussion
Recently Updated Narratives
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China Demographics And Regulatory Hurdles Will Limit Expansion
Fair Value: US$9.63 5.6% undervalued intrinsic discount
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Digital Transformation And AI Will Expand Lifelong Learning Markets
Fair Value: US$18.05 49.6% undervalued intrinsic discount
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AI Driven Digital Education Will Expand Global Markets
Fair Value: US$13.04 30.2% undervalued intrinsic discount
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Snowflake Analysis
Youdao, Inc. Key Details
About DAO
- Founded
- 2006
- Employees
- 3750
- CEO
- WebsiteView website
Youdao, Inc., an internet technology company, provides online services in the fields of content, community, communication, and commerce in China. It operates through three segments: Learning Services, Smart Devices, and Online Marketing Services. The learning services mainly include tutoring services and fee-based premium services. The company provides various learning content, applications, and solutions, which cover topics and target people from various age groups for their learning needs through its websites and mobile applications. It also offers online knowledge tools, which include Youdao and other dictionaries and translation tools, as well as AI-based learning tools; STEAM courses through Youdao Premium Courses; adult courses through NetEase Cloud Classroom, such as foreign language, preparing for an exam, and picking up a new skill; and other courses consisting of China University MOOC courses. In addition, the company provides smart devices comprising Youdao Dictionary Pen, and Youdao Listening Pod, and Youdao Smart Learning Pad; education digitalization solutions, such as technologies and solutions licensed to schools or enterprise customers, including Youdao Smart Learning Terminal, Youdao Sports, and Youdao Smart Cloud; and online marketing services consisting of performance-based and brand advertising services. Further, it offers technical support to the variable interest entities (VIEs). The company was founded in 2006 and is headquartered in Hangzhou, China. Youdao, Inc. is a subsidiary of NetEase, Inc.
