Wall Street analyst estimates for Youdao, Inc. (DAO): consensus price target and buy/hold/sell recommendations.
Youdao, Inc. is a Chinese internet technology company that delivers online services focused on content, community engagement, communication platforms, and e-commerce. Its operations are structured into three core divisions: Learning Services, Smart Devices, and Online Marketing Services.
Analyst Consensus
| Strong Buy | 0 |
| Buy | 7 |
| Hold | 1 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 9 |
| Avg rating (−2 sell to +2 buy) | 0.67 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-12 | $0.05 | ||
| 2026-08-20 | $0.11 | $0.02 | +361.8% |
| 2026-05-21 | $0.05 | $0.05 | +7.3% |
| 2026-02-11 | $0.07 | $0.04 | +92.8% |
| 2025-11-20 | $0.01 | $-0.00 | +14385.7% |
| 2025-08-14 | $0.01 | $-0.00 | +674.7% |
| 2025-05-15 | $0.09 | $0.03 | +216.7% |
| 2025-02-20 | $0.11 | $0.07 | +51.6% |
Valuation Ratios
| P/E Ratio | 95.18 |
| Price / Book | -8.29 |
| EV / EBITDA | 69.68 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 455.7M CNY | 731.6M CNY | 1.21B CNY | 2.53B CNY | 4.02B CNY | 5.01B CNY | 5.39B CNY | 5.63B CNY | 5.91B CNY |
| Cost of Revenue | 293.8M CNY | 515.1M CNY | 872.4M CNY | 1.42B CNY | 2.03B CNY | 2.43B CNY | 2.62B CNY | 2.88B CNY | 3.29B CNY |
| Gross Profit | 161.9M CNY | 216.5M CNY | 335.0M CNY | 1.11B CNY | 1.99B CNY | 2.59B CNY | 2.77B CNY | 2.75B CNY | 2.62B CNY |
| Research & Development | 133.1M CNY | 184.0M CNY | 269.9M CNY | 372.2M CNY | 607.4M CNY | 803.8M CNY | 743.4M CNY | 540.0M CNY | 514.2M CNY |
| Selling, General & Admin | 158.9M CNY | 251.6M CNY | 525.0M CNY | 1.59B CNY | 2.27B CNY | 2.56B CNY | 2.49B CNY | 2.06B CNY | 1.88B CNY |
| Operating Expenses | 292.0M CNY | 435.6M CNY | 794.9M CNY | 1.96B CNY | 2.84B CNY | 3.27B CNY | 3.20B CNY | 2.59B CNY | 2.39B CNY |
| Operating Income | -130.0M CNY | -219.1M CNY | -459.8M CNY | -851.5M CNY | -849.6M CNY | -687.2M CNY | -433.5M CNY | 160.9M CNY | 227.8M CNY |
| EBITDA | -126.7M CNY | -159.8M CNY | -417.2M CNY | -749.4M CNY | -857.7M CNY | -638.1M CNY | -439.9M CNY | 183.3M CNY | 200.0M CNY |
| Interest Expense | 28.8M CNY | 38.0M CNY | 30.2M CNY | 29.5M CNY | 31.2M CNY | 46.4M CNY | 69.5M CNY | 74.1M CNY | 61.3M CNY |
| Pre-tax Income | -158.8M CNY | -198.0M CNY | -457.9M CNY | -796.1M CNY | -919.4M CNY | -725.9M CNY | -539.0M CNY | 81.2M CNY | 113.6M CNY |
| Income Tax | 5.2M CNY | 11.3M CNY | 2.4M CNY | 2.9M CNY | 6.6M CNY | 13.8M CNY | 11.1M CNY | 6.0M CNY | 16.6M CNY |
| Net Income | -133.6M CNY | -208.9M CNY | -601.5M CNY | -1.75B CNY | -995.7M CNY | -727.0M CNY | -549.9M CNY | 82.2M CNY | 107.3M CNY |
| EPS | $-1.35 | $-2.12 | $-6.30 | $-15.54 | $-7.36 | $-6.55 | $-4.53 | $0.70 | $0.91 |
| EPS (Diluted) | $-1.35 | $-2.12 | $-6.30 | $-15.54 | $-7.36 | $-6.55 | $-4.53 | $0.70 | $0.90 |
| Shares Outstanding (Diluted) | 98.8 M | 98.8 M | 95.4 M | 112.9 M | 121.7 M | 112.9 M | 121.4 M | 118.2 M | 119.9 M |
Price
| Price | $19.30 (closing price, October 29, 2026) |
| Market Cap | $2.3B |
| Exchange | NYSE |
| Country | CN |
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Explore sector: Consumer Defensive · Education & Training Services
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