Consumer Defensive
Youdao Inc(DAO)
Live Price
Offline$12.05
+4.24% today
1Y Change
+39.07%
Window
Jun 26, 2025 โ Jun 16, 2026
- Market Cap
- $9.04B
- Revenue Growth
- +3.6%
- EPS Growth
- +30.0%
- Dividend Yield
- 0.0%
Coverage: 244 bars ยท Jun 26, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Youdao Inc (DAO) is a Consumer Defensive stock with a market cap of $9.04B and listed on NYSE. The stock last traded around $12.05 and up 39.1% across the available one-year price window (Jun 26, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of +3.6%, EPS growth of +30.0%, a dividend yield of 0.0%. What stands out right now is revenue +3.6%, EPS +30.0%, free cash flow +100.0% with operating margin 3.7% and ROIC -229.5%. Valuation already assumes a fairly strong business story at P/E 85.1 and price/sales 1.5. Stock Foundry combines DAO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+3.6% vs +1.7% peer median
Operating Margin
Below sector median
+3.7% vs +6.6% peer median
P/E
Above sector median
85.1 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 14, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +3.6% and EPS at +30.0%, with operating margin around 3.7%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.0% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 14, 2026 | โ | -3.0% | -6.7% | -7.8% |
2026 Feb 11, 2026 | +92.8% | -4.5% | -2.5% | +2.4% |
2025 Nov 20, 2025 | +14385.7% | +7.1% | +12.4% | +0.2% |
Benchmark Edge
DAO vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
DAO
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
DAO Max Drawdown
-29.35%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for DAO and SPY.
Company Overview
Youdao Inc
NYSE
Youdao Inc. American Depositary Receipt represents equity ownership in Youdao Inc., a leading Chinese technology company specializing in intelligent learning products and services. The primary function of this asset is to enable international investors to hold shares in Youdao Inc. through an American Depositary Receipt (ADR) structure, which facilitates access to overseas capital while denominating the security in U.S. dollars for ease of trading and settlement. Youdao Inc., originally established as a part of the internet technology landscape, focuses on online education platforms, language learning applications, educational hardware, and a broad array of artificial intelligence-driven tools tailored to students, professionals, and lifelong learners. The company plays a significant role in the expanding EdTech sector, serving educational institutions, individuals, and corporate clients seeking digital transformation in learning. Youdao Inc. American Depositary Receipts are structured to offer holders proportional economic interest and, in some cases, limited voting rights reflective of the underlying Class A ordinary shares. This instrument enhances the visibility and accessibility of Youdao Inc. on global financial markets, contributing to greater liquidity and diversified investor participation.
- Leadership
- Mr. Feng Zhou
- Employees
- 3.6k
- Street Address
- No. 399, Wangshang Road, Binjiang District
- Mailing
- Hangzhou, 310051
- Region
- Hangzhou, China
- Last Updated
- May 12, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 85.1
- EV/EBITDA
- 56.2
- Price/Sales
- 1.5
- Price/Book
- โ
Growth
- Revenue
- +3.6%
- EPS
- +30.0%
- Free Cash Flow
- +100.0%
Profitability
- Gross Margin
- 44.3%
- Operating Margin
- 3.7%
- Net Margin
- 1.8%
- ROE
- -5.3%
- ROIC
- -229.5%
Balance Sheet
- Debt/Equity
- โ
- Current Ratio
- 0.59
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.