Youdao, Inc. (DAO) has a MoatMap StockRank of 59/100 based on Quality (34/100), Value (39/100), and Momentum (72/100) factor scores. The current signal is HOLD. Youdao operates in the highly regulated Chinese EdTech and consumer smart hardware space. Despite a decent momentum score, the business lacks a clear structural tailwind from our core macro themes, and the regulatory overhang on Chinese education-related services limits its long-term quality compounding potential.
Youdao, Inc., a subsidiary of NetEase, is a leading online education company in China, offering a range of learning content, applications, and interactive courses. Its product portfolio includes online dictionaries, translation tools, K-12 tutoring, and adult learning platforms, leveraging AI and technology to personalize education. As a key player in China's digital education market, Youdao benefits from strong brand recognition and a diversified product ecosystem.
| Price | $11.84 |
| Market Cap | $1.4B |
| P/E (TTM) | 128.22 |
| P/E (Forward) | 28.82 |
| Price/Book | -4.79 |
| Gross Margin | 43.7% |
| Operating Margin | 4.3% |
| Revenue Growth | 3.8% |
Youdao, Inc. operates in the Education & Training Services industry, part of the Consumer Defensive sector (China).