DAO — Stock Film
STOCK FILMSCENE 1/11DAO · $14.41
Stock Expert AI presents
DAO
Youdao, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Youdao, Inc. What it actually does.

Provides online learning content, applications, and solutions for various age groups in China. Now — the numbers.

on the stock market since 2019
3,595 employees
$1.7B market value
WHERE DOES THE MONEY COME FROM?
31%Learning Services
Learning ServicesOnline Marketing Services 30%Tutoring Services 24%Smart Devices 9%Fee Based Premium Services 6%
31% of all revenue comes from a single line: Learning Services.

Revenue is spread across several lines; no single product carries the company.

Revenue last year:
$882.3M
The net profit left over:
$16M
Out of every $100 in sales, $2 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 2%

This is an established company with proven profits.

THE SALES TREND
Sales are growing, year after year.

Average growth of 10% a year over the last 4 years. Red columns mark years that ended in a loss.

$599.6M
2021
2022
2023
2024
$882.3M
2025
THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
106.2×

The market pays 106.2× for every dollar this company earns in a year — a price that already assumes things go well.

Against companies in its own sector, it looks cheaper than 19% of them.

Analysts' average target sits 55% below today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
51
average

Profit indicators sit around the sector average.

FINANCIAL STRENGTH
61
average

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
19
very weak

Clearly below the class average.

GROWTH
79
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
96
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 22% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Sales keep climbing

Over the last 4 years, sales grew about 10% a year on average.

2
THE BRIGHT SIDE · 2/2
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
A rich price tag

The company’s market value is 106 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/2
The price sits above analysts’ target

The stock trades 55% above the average analyst price target.

FINALE · THE GRADE
C
48 / 100 · MoonshotScore

On our five-subject report card, DAO sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: DAO does earn real profits — but on our report card it still sits behind its class. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film