Company Profile · Consumer Defensive

Youdao Inc

DAO · US
Industry
EdTech
Exchange
US
Country
USA
IPO date
Oct 25, 2019
Employees
3,595
Current Price
$12.05
Live · Jun 19, 2026
Fair Buy
≤ $8.5
Margin-of-safety entry
Baillie Growth Score
39/100
Weak
Intrinsic Value · Three-Tier Range Current price $12.05 Live · Between the fair and optimistic ranges

Composite valuation range · conservative $8–$8.5 / fair $10–$12 / optimistic $14–$16. At $12.05, Between the fair and optimistic ranges.

At publication $11.64 (Jun 17, 2026)

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.

Market cap$1.39B
Revenue (TTM)$5.96B
EBITDA$196.79M
Profit margin1.16%
ROE0%
P/E (TTM)128.44
Forward P/E0
EPS$0.09
52-week range$8.00 – $13.10
Analyst target$12.50
Analyst rating4.4 / 5

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

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Industry position

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