Youdao Inc

DAO.US
Consumer Defensive · Education & Training Services
15.98
+0.12 (+0.76%)
USD · NYSE

Company Information

Company Name
Youdao Inc
Sector
Consumer Defensive
Industry
Education & Training Services
Exchange
NYSE
ISIN: US98741T1043
CIK: 0001781753
CUSIP: 98741T104
Currency: USD
Full Time Employees: 3,595
Phone: 86 57 1898 52163
Fiscal Year End: December
IPO Date: Oct 25, 2019
Description:

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. The Smart Devices segment develops and offers smart devices, such as Youdao Dictionary Pen, Youdao Tutoring Pen, and Youdao Smart Learning Terminal. The Online Marketing Services Segment provides performance-based advertising, and global marketing and promotion services. It also offers Youdao Dictionary, a language app; other dictionary and translation tools; and AI-based learning tools, including Hi Echo, Mr. P AI Tutor and Scholar AI by Confucius LLM. In addition, the company licenses technologies and services through Youdao Smart Cloud. It provides learning content, applications, and solutions, which cover topics and target people from age groups through its websites and mobile applications. Youdao, Inc. was founded in 2006 and is headquartered in Hangzhou, China. Youdao, Inc. operates as a subsidiary of NetEase, Inc.

Address:

No. 399, Wangshang Road, Hangzhou, China, 310051

People

Directors & Officers

Name Title Year Born
Mr. Feng Zhou CEO & Director 1979
Mr. Lei Jin President 1978
Mr. Yongwei Li VP of Finance & Senior Financial Controller 1981
Jeffrey Wang Investor Relations Director NA
Mr. Renlei Liu Vice President of Marketing 1982
Mr. Yinghui Wu Senior Vice President 1980
Mr. Peng Su Senior Vice President 1981

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Orbis Allan Gray Ltd 6.74M Mar 31, 2026 5.59% $0.28 -2.95%
NetEase, Inc. 2.90M Mar 31, 2026 2.40% $3.05 0.00%
Vanguard Group Inc 1.04M Dec 31, 2025 0.86% $0.00 2.71%
Vanguard Capital Management, LLC 832.43K Mar 31, 2026 0.69% $0.00 0.00%
Acadian Asset Management LLC 295.62K Mar 31, 2026 0.25% $0.00 0.00%
Connor Clark & Lunn Inv Mgmt Ltd 226.01K Mar 31, 2026 0.19% $0.01 -7.16%
Vanguard Fiduciary Trust Co 211.67K Mar 31, 2026 0.18% $0.00 0.00%
GSA Capital Partners LLP 68.94K Mar 31, 2026 0.06% $0.04 -5.70%
Renaissance Technologies Corp 63.50K Mar 31, 2026 0.05% $0.00 2.42%
Qube Research & Technologies 60.51K Mar 31, 2026 0.05% $0.00 4.62%
UBS Group AG 54.93K Mar 31, 2026 0.05% $0.00 269.25%
Citadel Advisors Llc 50.64K Mar 31, 2026 0.04% $0.00 0.00%
Marshall Wace Asset Management Ltd 46.34K Mar 31, 2026 0.04% $0.00 20.70%
California Public Employees Retrmnt Sys 36.99K Mar 31, 2026 0.03% $0.00 -0.27%
Public Employees Retirement System Of Ohio 28.34K Mar 31, 2026 0.02% $0.00 -3.23%
Amvescap Plc. 27.05K Mar 31, 2026 0.02% $0.00 -2.71%
Morgan Stanley - Brokerage Accounts 22.17K Mar 31, 2026 0.02% $0.00 -5.83%
Vident Advisory, LLC 10.07K Mar 31, 2026 0.01% $0.00 -6.72%
VANGUARD ASSET MANAGEMENT Ltd 3.84K Mar 31, 2026 0.00% $0.00 0.00%
Group One Trading, LLC 3.16K Mar 31, 2026 0.00% $0.00 2,470.73%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Orbis SICAV Em Mkt Eq Inv 6.77M 5.61% ▼ 1.14% Dec 31, 2025
2 FS Greater China Select Fund(QDII) CNY 500.03K 0.41% ▲ 42.85% Dec 31, 2025
3 Vanguard Total Intl Stock Index Inv 369.83K 0.31% ▲ 0.00% Jun 30, 2026
4 Vanguard Emerging Mkts Stock Idx Inv 345.76K 0.29% ▲ 0.00% Jun 30, 2026
5 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 185.29K 0.15% ▲ 0.00% Jun 30, 2026
6 Orbis Optimal (US$) Fund 121.60K 0.10% ▲ 9.73% Dec 31, 2025
7 Vanguard FTSE All-Wld ex-US SmCp Idx Ins 98.16K 0.08% ▲ 0.00% Jun 30, 2026
8 Vanguard Instl Ttl Intl Stck Mkt Idx Tr 26.38K 0.02% ▲ 0.00% Jun 30, 2026
9 Invesco Golden Dragon China ETF 23.74K 0.02% ▲ 1.30% Jun 30, 2026
10 Vanguard Total World Stock ETF 22.06K 0.02% ▲ 0.00% Jun 30, 2026

Financial Highlights

Market Cap: $1.91B
EBITDA: $196.79M
P/E Ratio: $176.22
Book Value: $-2.41
Earnings/Share: $0.09
Profit Margin: 1.16%
Operating Margin: 4.27%
ROA (TTM): 6.80%
ROE (TTM): 0.00%
Revenue (TTM): $5.96B
Revenue/Share (TTM): $50.46
Earnings Growth (YOY): -50.00%
Revenue Growth (YOY): 3.80%

Valuation Metrics

Enterprise Value: $2.03B
Trailing P/E: 176.22
Forward P/E: 0.00

Shares Statistics

Shares Outstanding: 32.65M
Shares Float: 26.77M
% Insiders: 1,342.70%
% Institutions: 2,881.80%
Short % Float: 3.89%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$5.91B
Cost of Goods Sold
adjust
$-3.29B
Gross Profit
subtotal
$2.62B
SG&A
adjust
$-196.96M
R&D
adjust
$-514.23M
Other Operating Expense
adjust
$-1.68B
Operating Income
subtotal
$227.82M
Other / Non-Operating Items
adjust
$-120.47M
Net Income
subtotal
$107.35M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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