Youdao (DAO)

Consumer Defensive · Education & Training Services
$17.40 +6.68% on the day Market cap $2.0B 52-week range $8.38 to $18.94 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Youdao's free cash flow isn't comparable to its market value here, so a cash-flow reverse DCF doesn't give a meaningful answer. The Modeling tab works from revenue and margins instead.

Fundamental grade

D

Five factors scored 1 to 9 from DAO's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation3
Profitability5
Growth6
Financial health1
Cash efficiency4

Results from SEC filings

Fiscal years, from Youdao's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$4.0B$5.0B$5.4B$5.6B$5.9B
Net income-$996M-$727M-$550M$82M$107M
Free cash flow-$1.4B-$672M-$456M-$80M$30M
EPS (diluted)-$8.18-$5.88-$4.53$0.70$0.90
Operating margin-23.5%-15.5%-8.7%2.6%3.7%

Where the revenue comes from

Revenue by products, fiscal 2025. Every breakdown, year by year.

Online marketing services$2.5B43%
Tutoring services$2.1B35%
Smart devices$740M13%
Fee-based premium services$544M9%

Superinvestors who own DAO

From each investor's latest 13F filing (what a 13F shows).

None of the superinvestors we track held DAO in their latest 13F.

Insider buying

Open-market purchases by Youdao's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of DAO in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

Are Youdao insiders buying the stock?

No open-market insider purchases of DAO in the last 12 months, according to SEC Form 4 filings.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.