Nama Insights

Youdao (DAO)

Consumer Defensive · Education Training Services · NYSE

Youdao (DAO) is a Consumer Defensive company in the Education Training Services industry. It has a market capitalization of $2.38B, a trailing price-to-earnings ratio of 109.5 and a free-cash-flow yield of 0.2%. Over the most recent reported fiscal year, revenue grew 5.0%. Nama's AI scorecard rates it Sell, 2.1 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Sell · 2.1/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Rising · +51.8% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-6.1%
How far the last close sits under the highest price of the past five years.
Market cap$2.38B
Trailing P/E109.5
Price / book—
Price / sales2.6
FCF yield0.2%
Dividend yield—
Gross margin45.4%
Operating margin4.6%
Net margin2.5%
Revenue growth (YoY)+5.0%
Revenue growth (3-yr annual)+5.6%
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta0.5
ExchangeNYSE
SectorConsumer Defensive
IndustryEducation Training Services

DAO earnings

Next report: Nov 19, 2026 (Q3 2026, EPS estimate $0.03). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 20, 2026 $0.09 $0.02 +281.2% $221.01M
Q1 2026 May 21, 2026 $0.05 $0.05 +0.0% $203.10M
Q4 2025 Feb 11, 2026 $0.06 $0.04 +60.0% $235.75M
Q2 2025 Aug 14, 2025 -$0.02 $0.00 -1400.0% $213.58M

DAO analyst price target

Median target $20.97 from 6 analysts, ranging $12.49 – $24.35.

Education Training Services peers

TickerCompanyMarket capP/E
EDU New Oriental Education & Technology Group $8.53B 14.2
TAL TAL Education Group $5.64B 7.3
LAUR Laureate Education $4.56B 13.3
CVSA Covista $3.67B 12.7
LRN Stride $3.15B 9.1
LOPE Grand Canyon Education $3.00B 12.2
MH McGraw Hill $2.08B 5.6
PRDO Perdoceo Education $1.68B 8.8
Explore live DAO data on Nama Insights →

DAO FAQ

Is DAO a buy?
Nama's AI scorecard currently rates Youdao Sell (2.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is DAO's P/E ratio?
Youdao trades at a trailing price-to-earnings ratio of 109.5.
When does DAO report earnings?
Youdao's next scheduled report is on Nov 19, 2026. Analysts expect EPS of $0.03.
What is the DAO price target?
The median analyst price target from 6 analysts is $20.97, with a range of $12.49 – $24.35.
Is DAO Shariah compliant?
Nama's AAOIFI-style screen reads Youdao as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.