Youdao Inc
Research Youdao Inc (DAO) on Bullrun: valuation model: 78.1% overvalued, market cap USD 568.05M, P/E 90.2. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerDAO
- ExchangeNYSE
- CountryChina
- SectorConsumer Defensive
- IndustryEducation & Training Services
- CurrencyUSD
- Valuation signal78.1% overvalued
- Market capUSD 568.05M
- P/E90.2
- Financial periodQ2 2026
- RevenueCNY 1.47B
- Net incomeCNY 73.79M
- Gross margin48.9%
Valuation Snapshot
Bullrun's latest valuation model marks Youdao Inc as 78.1% overvalued; latest market cap is USD 568.05M; P/E is 90.2.
Peer valuation comparison
Latest P/E is 90.2x versus a Consumer Defensive sector median of 17.28x (421.9% above).
Latest P/E is 90.2x versus a China median of 13.93x (547.6% above).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | CNY 5.91B | CNY 107.35M | CNY 29.59M | 44.3% | 0.9 | CNY 439.73M | CNY 1.85B | -CNY 1.97B |
| FY2024 | CNY 5.63B | CNY 82.21M | -CNY 79.70M | 48.9% | 0.7 | CNY 592.72M | CNY 1.85B | -CNY 2.14B |
| FY2023 | CNY 5.39B | -CNY 549.94M | -CNY 456.00M | 51.4% | -4.53 | CNY 454.54M | CNY 1.60B | -CNY 2.19B |
| FY2022 | CNY 5.01B | -CNY 727.03M | -CNY 672.88M | 51.6% | -5.88 | CNY 783.61M | CNY 1.48B | -CNY 1.54B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-09 | USD 568.05M | 90.2 | n/a | n/a |
| 2025 | 2025-12-31 | USD 1.20B | 84.0 | n/a | n/a |
| 2024 | 2024-12-31 | USD 869.83M | 74.0 | n/a | n/a |
| 2023 | 2023-12-29 | USD 489.40M | n/a | n/a | n/a |
| 2022 | 2022-12-30 | USD 677.72M | n/a | n/a | n/a |
| 2021 | 2021-12-31 | USD 1.57B | n/a | n/a | n/a |
About Youdao Inc
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;
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Frequently asked questions
Is Youdao Inc overvalued or undervalued?
Bullrun's valuation model currently marks Youdao Inc as 78.1% overvalued.
What is Youdao Inc's market cap?
Youdao Inc's market capitalization is USD 568.05M.
What is Youdao Inc's P/E ratio?
Youdao Inc's price-to-earnings (P/E) ratio is 90.2.
What does Youdao Inc do?
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.