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Upturn AI SWOT - About
Youdao Inc (DAO)
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Upturn Advisory Summary
03/27/2025: DAO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 16.86% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.25B USD | Price to earnings Ratio 173.83 | 1Y Target Price 7.37 |
Price to earnings Ratio 173.83 | 1Y Target Price 7.37 | ||
Volume (30-day avg) 208243 | Beta 0.03 | 52 Weeks Range 2.86 - 11.82 | Updated Date 03/30/2025 |
52 Weeks Range 2.86 - 11.82 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.97% | Operating Margin (TTM) 6.82% |
Management Effectiveness
Return on Assets (TTM) 5.49% | Return on Equity (TTM) - |
Valuation
Trailing PE 173.83 | Forward PE - | Enterprise Value 1120970244 | Price to Sales(TTM) 0.17 |
Enterprise Value 1120970244 | Price to Sales(TTM) 0.17 | ||
Enterprise Value to Revenue 1.55 | Enterprise Value to EBITDA 56.48 | Shares Outstanding 31230600 | Shares Floating 26031771 |
Shares Outstanding 31230600 | Shares Floating 26031771 | ||
Percent Insiders 4.35 | Percent Institutions 44.9 |
Analyst Ratings
Rating 4.5 | Target Price 6.54 | Buy - | Strong Buy 6 |
Buy - | Strong Buy 6 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Youdao Inc
Company Overview
History and Background
Youdao Inc. was founded in 2006 as a key product of NetEase, a leading internet technology company in China. It started as a dictionary and translation service and has evolved into a comprehensive intelligent learning company.
Core Business Areas
- Learning Services: Offers online courses, interactive learning apps, and personalized learning solutions for various age groups and subjects.
- Learning Products: Develops and sells intelligent learning devices, such as Youdao Dictionary Pen, Youdao Smart Lamp, and other educational hardware.
- Online Marketing Services: Provides marketing solutions to third-party businesses, leveraging Youdao's platform and user base to reach target audiences.
Leadership and Structure
Youdao Inc. is led by CEO Zhou Feng. As a subsidiary of NetEase, it benefits from NetEase's established infrastructure and resources. The organizational structure includes departments for R&D, product development, marketing, and sales.
Top Products and Market Share
Key Offerings
- Youdao Dictionary Pen: An intelligent device that scans and translates text, providing real-time definitions and pronunciations. It's a leading product in the intelligent learning hardware market. Competitors include Baidu's similar scanning pens and Hanvon's E-dictionaries. While exact market share is not publicly released, industry reports suggest Youdao holds a significant portion of the Chinese market.
- Youdao Premium Courses: Offers a wide range of online courses, covering subjects from K-12 to professional skills. Revenue data is not released product by product, but represents a significant portion of their Learning Services revenue. Major competitors include TAL Education, New Oriental Education & Technology Group.
- Youdao Smart Lamp: Combines a desk lamp with AI-powered features for personalized learning and eye protection. Competitors include companies with similar smart lighting and educational devices like Xiaomi and other domestic brands.
Market Dynamics
Industry Overview
The intelligent learning market is experiencing rapid growth, driven by increased demand for personalized education, advancements in AI technology, and government support for online learning. The industry is characterized by intense competition and rapid innovation.
Positioning
Youdao Inc. is positioned as a leading player in the intelligent learning market in China, leveraging its technological expertise and large user base to offer innovative products and services. Its competitive advantages include its strong brand recognition, proprietary AI technology, and integrated ecosystem of learning tools.
Total Addressable Market (TAM)
The TAM for online education in China is estimated to be several hundred billion USD. Youdao is positioned to capture a portion of this TAM through its various learning products and services.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in China
- Proprietary AI technology
- Integrated ecosystem of learning products and services
- Backed by NetEase's resources and expertise
Weaknesses
- Heavily reliant on the Chinese market
- Intense competition from other online education providers
- Regulatory risks in the education sector in China
- Profitability concerns
Opportunities
- Expanding into new geographical markets
- Developing new and innovative learning products
- Leveraging AI to personalize learning experiences
- Forming strategic partnerships with other educational institutions
Threats
- Increased competition from domestic and international players
- Changes in government regulations regarding online education
- Economic slowdown in China
- Technological disruptions
Competitors and Market Share
Key Competitors
- TAL (TAL)
- EDU (EDU)
- GSX (GOTU)
Competitive Landscape
Youdao competes with other online education providers by offering a comprehensive suite of intelligent learning solutions. Youdao differentiates itself with its strong AI capabilities and focus on personalized learning. Key disadvantages include its reliance on the Chinese market and the rapidly evolving regulatory landscape.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical revenue data not available in a public and parsable form.
Future Projections: Analyst projections data not available in a public and parsable form.
Recent Initiatives: Youdao is focused on expanding its product offerings, improving its AI capabilities, and enhancing its user experience.
Summary
Youdao Inc. is a leading intelligent learning company in China, benefiting from strong brand recognition and proprietary AI technology. The company's growth is driven by the increasing demand for personalized education and the expanding online learning market. However, Youdao faces intense competition, regulatory risks, and profitability challenges that need to be carefully managed to sustain its growth trajectory.
Similar Companies
- TAL
- EDU
- K-12
Sources and Disclaimers
Data Sources:
- Company filings, Industry reports, Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Youdao Inc
Exchange NYSE | Headquaters - | ||
IPO Launch date 2019-10-25 | CEO & Director Mr. Feng Zhou | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees - | Website https://www.youdao.com |
Full time employees - | Website https://www.youdao.com | ||
Youdao, Inc., an internet technology company, provides online services in the fields of content, community, communication, and commerce in China. It operates through three segments: Learning Services, Smart Devices, and Online Marketing Services. The company provides various learning content, applications, and solutions, which cover topics and target people from various age groups for their learning needs through its websites and mobile applications. It also offers online knowledge tools, which include Youdao and other dictionaries and translation tools; learning services consisting of tutoring, fee-based premium, and other services; STEAM courses through Youdao Premium Courses; and adult, vocational courses through NetEase Cloud Classroom, such as foreign language, post-graduate school entrance exam prep, vocational education, and digital skills training courses; and other courses consisting of China University MOOC courses. In addition, the company provides smart devices comprising Youdao Dictionary Pen, and Youdao Listening Pod, and Youdao Smart Learning Pad; education digitalization solutions, such as technologies and solutions licensed to schools or enterprise customers, including Youdao Smart Learning Terminal, Youdao Sports, and Youdao Smart Cloud; and online marketing services consisting of performance-based and brand advertising services. Further, it offers technical support to the variable interest entities (VIEs). The company was founded in 2006 and is headquartered in Hangzhou, China. Youdao, Inc. is a subsidiary of NetEase, Inc.
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