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NetEase (NTES) Competitors

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$128.57 -0.05 (-0.04%)
As of 03:03 PM Eastern
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NTES vs. SHOP, APP, CRWD, RBLX, NET, SNOW, INFY, CRWV, TEAM, and DDOG

Should you be buying NetEase stock or one of its competitors? The main competitors of NetEase include Shopify (SHOP), AppLovin (APP), CrowdStrike (CRWD), Roblox (RBLX), Cloudflare (NET), Snowflake (SNOW), American Noble Gas (INFY), CoreWeave (CRWV), Atlassian (TEAM), and Datadog (DDOG). These companies are all part of the "computer software" industry.

NetEase vs. Its Competitors

Shopify (NYSE:SHOP) and NetEase (NASDAQ:NTES) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, profitability, dividends, valuation, institutional ownership, analyst recommendations, earnings and risk.

Shopify has a beta of 2.63, meaning that its stock price is 163% more volatile than the S&P 500. Comparatively, NetEase has a beta of 0.67, meaning that its stock price is 33% less volatile than the S&P 500.

NetEase has a net margin of 30.12% compared to Shopify's net margin of 22.74%. NetEase's return on equity of 23.08% beat Shopify's return on equity.

Company Net Margins Return on Equity Return on Assets
Shopify22.74% 12.00% 9.79%
NetEase 30.12%23.08%16.90%

NetEase has higher revenue and earnings than Shopify. NetEase is trading at a lower price-to-earnings ratio than Shopify, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shopify$10.01B19.22$2.02B$1.7982.90
NetEase$107.27B0.76$4.07B$6.9518.50

Shopify currently has a consensus price target of $148.51, indicating a potential upside of 0.08%. NetEase has a consensus price target of $120.00, indicating a potential downside of 6.67%. Given Shopify's higher possible upside, equities analysts clearly believe Shopify is more favorable than NetEase.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shopify
1 Sell rating(s)
18 Hold rating(s)
24 Buy rating(s)
0 Strong Buy rating(s)
2.53
NetEase
0 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.75

69.3% of Shopify shares are owned by institutional investors. Comparatively, 11.1% of NetEase shares are owned by institutional investors. 54.7% of NetEase shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Shopify had 120 more articles in the media than NetEase. MarketBeat recorded 125 mentions for Shopify and 5 mentions for NetEase. NetEase's average media sentiment score of 1.17 beat Shopify's score of 1.02 indicating that NetEase is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Shopify
67 Very Positive mention(s)
14 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Positive
NetEase
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

NetEase beats Shopify on 9 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding NTES and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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NTES vs. The Competition

MetricNetEaseInternet Software/Services IndustryComputer SectorNASDAQ Exchange
Market Cap$81.49B$11.38B$29.74B$9.68B
Dividend Yield2.05%20.63%3.11%4.13%
P/E Ratio18.5136.2650.0324.66
Price / Sales0.7631.101,485.0680.37
Price / Cash18.5217.8933.5728.01
Price / Book4.183.227.205.76
Net Income$4.07B$321.47M$803.97M$266.86M
7 Day Performance-1.31%-1.26%-0.29%0.40%
1 Month Performance0.23%0.97%-0.47%0.22%
1 Year Performance42.29%-7.70%24,183.44%23.03%

NetEase Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NTES
NetEase
3.8253 of 5 stars
$128.57
0.0%
$120.00
-6.7%
+42.3%$81.49B$107.27B18.5126,028Upcoming Earnings
Gap Up
SHOP
Shopify
3.9484 of 5 stars
$125.21
+5.6%
$120.34
-3.9%
+115.9%$162.45B$9.38B80.7811,600Trending News
Analyst Forecast
Analyst Revision
APP
AppLovin
3.3328 of 5 stars
$395.01
+4.2%
$447.57
+13.3%
+489.3%$133.67B$4.71B71.301,710Trending News
Earnings Report
Analyst Downgrade
Options Volume
Analyst Revision
CRWD
CrowdStrike
4.3738 of 5 stars
$454.86
+1.8%
$461.17
+1.4%
+76.2%$113.37B$4.14B-659.2210,118
RBLX
Roblox
3.1514 of 5 stars
$130.65
+4.5%
$117.59
-10.0%
+247.8%$88.62B$4.02B-91.362,474Insider Trade
Analyst Revision
NET
Cloudflare
4.297 of 5 stars
$208.45
+4.2%
$186.88
-10.3%
+163.2%$72.25B$1.88B-613.094,263Gap Up
SNOW
Snowflake
4.5616 of 5 stars
$208.39
+1.6%
$226.73
+8.8%
+54.3%$69.57B$3.84B-49.507,834Positive News
INFY
American Noble Gas
3.2125 of 5 stars
$16.48
+0.4%
$18.48
+12.1%
-24.9%$68.30B$19.28B21.41323,578Positive News
CRWV
CoreWeave
N/A$106.01
+1.8%
$90.20
-14.9%
N/A$50.88BN/A0.00881Gap Up
TEAM
Atlassian
4.7943 of 5 stars
$185.69
+1.5%
$274.05
+47.6%
+18.8%$48.75B$4.36B-111.8612,157News Coverage
Earnings Report
Analyst Forecast
DDOG
Datadog
4.4903 of 5 stars
$139.13
+2.6%
$147.66
+6.1%
+16.6%$48.05B$2.83B302.466,500Earnings Report
Analyst Forecast
Analyst Revision

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This page (NASDAQ:NTES) was last updated on 8/11/2025 by MarketBeat.com Staff
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