AMBO vs DAO

Ambow Education Holding Ltd. Am vs Youdao, Inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — DAO scores higher on quality with 8.3/10 vs AMBO's 2.8/10. AMBO trades at $2.43 while DAO trades at $11.57. Both analyzed daily using SEC EDGAR data across 13 institutional models.

AMBO

Education & Training Services
Ambow Education Holding Ltd. Am
Quality
2.8
out of 10
Value Trap
6
SAFE
Price
$2.43
Last close
Models
11/13
Active
VS

DAO

Education & Training Services
Youdao, Inc.
Quality
8.3
out of 10
Value Trap
5
SAFE
Price
$11.57
Last close
Models
11/13
Active
AMBO
2 models active
Quality 2.8/10 — below average
DAO
Quality Score 8.3/10 — top tier
Limited to 2/13 visible models

AMBO vs DAO — Fair Value Comparison

AMBO
$0$1$2$3 Price$2.43 Bayesian …$0.48 (-80.1%) Earnings …$0.18 (-92.2%)
DAO
$0$5$9$14 Price$11.57 Bayesian …$0.63 (-94.6%) Earnings …$3.53 (-69.5%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType AMBO Fair ValueAMBO Upside DAO Fair ValueDAO Upside
Bayesian DCF Intrinsic $0.48 -80.1% $0.63 -94.6%
Earnings Power Value Intrinsic $0.18 -92.2% $3.53 -69.5%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

AMBO vs DAO — Which Stock Is More Undervalued in 2026?

DAO scores higher with a 8.3/10 quality rating vs AMBO's 2.8/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do AMBO and DAO Valuations Compare?

At $2.43, AMBO trades +80.1% above its Bayesian DCF fair value of $0.48, while DAO at $11.57 trades +94.6% above its estimate of $0.63. DAO shows a wider gap between price and intrinsic value.

Quality of Company: AMBO vs DAO

AMBO earns a Quality of Company score of 2.8/10 compared to DAO's 8.3/10. This is a significant quality gap — the higher-scoring company demonstrates materially stronger fundamentals across profitability, growth consistency, and balance sheet health. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: AMBO vs DAO

AMBO carries a SAFE value trap risk (6/100) while DAO shows SAFE risk (5/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Education & Training Services

Both AMBO and DAO operate in Education & Training Services, which has 42 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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