Youdao, Inc.

NYSE:DAO Stock Report

Market Cap: US$1.1b

Youdao Past Earnings Performance

Past criteria checks 3/6

Youdao has been growing earnings at an average annual rate of 32.9%, while the Consumer Services industry saw earnings growing at 24.5% annually. Revenues have been growing at an average rate of 18.6% per year.

Key information

32.90%

Earnings growth rate

35.31%

EPS growth rate

Consumer Services Industry Growth20.27%
Revenue growth rate18.56%
Return on equityn/a
Net Margin2.65%
Last Earnings Update31 Mar 2025

Recent past performance updates

Recent updates

Youdao: Learning Services Decline And AI Monetization Uncertain

May 20

Youdao, Inc.'s (NYSE:DAO) P/S Is Still On The Mark Following 30% Share Price Bounce

May 16
Youdao, Inc.'s (NYSE:DAO) P/S Is Still On The Mark Following 30% Share Price Bounce

Youdao: The Correction Could Have Further To Go

Mar 27

Youdao, Inc.'s (NYSE:DAO) 26% Cheaper Price Remains In Tune With Revenues

Mar 26
Youdao, Inc.'s (NYSE:DAO) 26% Cheaper Price Remains In Tune With Revenues
author-image

Future AI Integration Will Revolutionize Learning And Marketing Services

The company's AI technology integration is enhancing user experiences, boosting customer retention, and improving profitability in learning services.

Youdao, Inc.'s (NYSE:DAO) 29% Price Boost Is Out Of Tune With Revenues

Feb 06
Youdao, Inc.'s (NYSE:DAO) 29% Price Boost Is Out Of Tune With Revenues

Investors Appear Satisfied With Youdao, Inc.'s (NYSE:DAO) Prospects As Shares Rocket 27%

Nov 27
Investors Appear Satisfied With Youdao, Inc.'s (NYSE:DAO) Prospects As Shares Rocket 27%

Youdao, Inc. (NYSE:DAO) Stock Catapults 26% Though Its Price And Business Still Lag The Industry

Oct 01
Youdao, Inc. (NYSE:DAO) Stock Catapults 26% Though Its Price And Business Still Lag The Industry

Earnings Release: Here's Why Analysts Cut Their Youdao, Inc. (NYSE:DAO) Price Target To US$5.55

Aug 25
Earnings Release: Here's Why Analysts Cut Their Youdao, Inc. (NYSE:DAO) Price Target To US$5.55

Youdao: Operating Profitability Inflection Point Is In Sight

Aug 24

Results Beat Validates My Positive View Of Youdao

May 27

Youdao, Inc.'s (NYSE:DAO) Share Price Boosted 34% But Its Business Prospects Need A Lift Too

Feb 28
Youdao, Inc.'s (NYSE:DAO) Share Price Boosted 34% But Its Business Prospects Need A Lift Too

Youdao: Q3 2023 Results Beat Validates My Bullish View

Nov 17

Youdao Gets Boosts From AI, Patient Parent

Aug 28

Youdao: Staying Bullish On AI Growth Opportunities And Valuations

Jul 25

It's Down 28% But Youdao, Inc. (NYSE:DAO) Could Be Riskier Than It Looks

Apr 17
It's Down 28% But Youdao, Inc. (NYSE:DAO) Could Be Riskier Than It Looks

Youdao Q4 2022 Earnings Preview

Feb 22

Youdao: Don't Ignore Smart Devices Business' Growth Potential

Feb 06

Youdao, Inc.'s (NYSE:DAO) Intrinsic Value Is Potentially 71% Above Its Share Price

Nov 16
Youdao, Inc.'s (NYSE:DAO) Intrinsic Value Is Potentially 71% Above Its Share Price

Youdao Q3 2022 Earnings Preview

Nov 16

Youdao Non-GAAP EPS of -$0.53, revenue of $142.8M

Aug 18

A Look At The Intrinsic Value Of Youdao, Inc. (NYSE:DAO)

Jun 25
A Look At The Intrinsic Value Of Youdao, Inc. (NYSE:DAO)

Youdao: Visibility For A Turnaround

Jun 03

Youdao Offers Diversification Lesson As Education Crackdown Climaxes

Sep 07

Youdao: A Forced Transformation May Establish A Stronger Market Leader

Aug 16

Breakeven On The Horizon For Youdao, Inc. (NYSE:DAO)

Mar 16
Breakeven On The Horizon For Youdao, Inc. (NYSE:DAO)

Youdao (NYSE:DAO) Shareholders Booked A 37% Gain In The Last Year

Feb 18
Youdao (NYSE:DAO) Shareholders Booked A 37% Gain In The Last Year

Revenue & Expenses Breakdown

How Youdao makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:DAO Revenue, expenses and earnings (CNY Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 255,5321471,950509
31 Dec 245,626822,060540
30 Sep 245,767562,118587
30 Jun 245,733-1332,286655
31 Mar 245,618-3332,380707
31 Dec 235,389-5502,490743
30 Sep 235,363-5942,567755
30 Jun 235,226-6752,603780
31 Mar 234,976-8302,608784
31 Dec 225,013-7212,557804
30 Sep 224,608-9492,453795
30 Jun 224,245-9912,296745
31 Mar 224,268-7722,249683
31 Dec 214,016-8952,268607
30 Sep 213,433-1731,403513
30 Jun 214,636-2,1764,009584
31 Mar 212,933-8481,842416
31 Dec 202,527-7981,587372
30 Sep 202,471-1,5112,223386
30 Jun 201,921-8751,287340
31 Mar 201,621-705947305
31 Dec 191,207-496525270
30 Sep 191,125-502527237
30 Jun 19953-337351215
31 Mar 19794-295274199
31 Dec 18732-239252184
31 Dec 17456-134159133

Quality Earnings: DAO has high quality earnings.

Growing Profit Margin: DAO became profitable in the past.

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: DAO has become profitable over the past 5 years, growing earnings by 32.9% per year.

Accelerating Growth: DAO has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: DAO has become profitable in the last year, making it difficult to compare its past year earnings growth to the Consumer Services industry (27.3%).

Return on Equity

High ROE: DAO's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/23 18:24
End of Day Share Price 2025/05/23 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Youdao, Inc. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Liping ZhaoChina International Capital Corporation Limited
Yishan LiChina Merchants Securities (HK) Co., Ltd
Tommy WongChina Merchants Securities (HK) Co., Ltd