Youdao, Inc. (DAO) stock: insider buying, earnings and risk | BrightDollar

Youdao, Inc. · Educational Services

DAO

Low riskNext report: Not enough history

The short version

A profitable company with steady sales. Institutions are trimming.

Going well

Profitable
Brings in more cash than it spends
Buying back shares: share count down 3.0% in 3 years

Money moves

No insider buying or selling in the last 30 days
Institutions cut 2.7% from their holdings in the quarter ending June 2026 (12 bought, 15 sold)

Facts from SEC filings, not a recommendation.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/5Mixed

MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.6%
MissProfitable every yearSteady profits, not one good year.2 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$4.2M
PassShare count not growingNot diluting owners. Falling means buybacks.-3.0% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.44.3%

Revenue: $845.0M; +9.6% vs prior year
5-year growth: +11.7%/yr; revenue, per year
Current ratio: 0.59x; short-term assets / bills due
Free cash flow: $4.2M; 0.5% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, debt under half of equity. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Dec 31, 2020

Revenue: $181.9M
EPS: -$0.67
Op. margin: -42.6%
Gross margin: 47.3%
Free cash flow: $14.5M

Some values are worked out from year-to-date totals in the annual report.

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.9
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Distributing-2.7%

Institutions cut 2.7% from their holdings. 12 bought, 15 sold. 7 quarters of net selling in a row.

Shares held by institutions11.4M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-1.1%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

Owes more than it owns

Shares outstandingLatest reported

119M

Earnings reports

Last 0

Next reportNot enough history

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 14 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

SoldSu PengSenior Vice President

6,750 shares

-36% of holdings
Now owns 12,000 shares
Not a pre-planned sale
Filed 2 days after trade

Sep 9Form 4 ↗

SoldYinghui WuSenior Vice President

6,750 shares

-36% of holdings
Now owns 12,000 shares
Not a pre-planned sale
Filed 2 days after trade

Sep 9Form 4 ↗

SoldLei Jinpresident

70,047 shares

-33% of holdings
Now owns 143,598 shares
Not a pre-planned sale
Filed 2 days after trade

Sep 9Form 4 ↗

SoldHeung Yeung ShumDirector

21,198 shares

-26% of holdings
Now owns 60,773 shares
Not a pre-planned sale
4 transactions
Filed 1 day after trade
Also: Option exercise

Sep 1Form 4 ↗

Planned insider saleSep 1 · Form 144 ↗Planned insider saleSep 1 · Form 144 ↗Planned insider saleSep 1 · Form 144 ↗Planned insider saleAug 31 · Form 144 ↗New insiderAug 24 · Form 3 ↗6-KAug 20 · Form 6-K ↗5%+ holder update (passive)Aug 14 · Form SCHEDULE 13G/A ↗

SoldYongwei LiVice President

6,300 shares

-65% of holdings
Now owns 3,420 shares
Not a pre-planned sale
2 transactions
Filed 1 day after trade
Also: Option exercise

Jun 30Form 4 ↗

Planned insider saleJun 22 · Form 144 ↗

Stock awardYongwei LiVice President

3,420 shares

Now owns 3,420 shares
Filed same day

Jun 1Form 4 ↗

Insider tradeJun 1 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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