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NetEase (NTES) Competitors

NetEase logo
$136.19 -1.47 (-1.07%)
Closing price 08/29/2025 04:00 PM Eastern
Extended Trading
$135.17 -1.02 (-0.75%)
As of 08/29/2025 07:59 PM Eastern
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NTES vs. SAP, SHOP, APP, CRWD, RBLX, INFY, NET, SNOW, XYZ, and VEEV

Should you be buying NetEase stock or one of its competitors? The main competitors of NetEase include SAP (SAP), Shopify (SHOP), AppLovin (APP), CrowdStrike (CRWD), Roblox (RBLX), American Noble Gas (INFY), Cloudflare (NET), Snowflake (SNOW), Block (XYZ), and Veeva Systems (VEEV). These companies are all part of the "computer software" industry.

NetEase vs. Its Competitors

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

NetEase pays an annual dividend of $2.27 per share and has a dividend yield of 1.7%. SAP pays an annual dividend of $1.84 per share and has a dividend yield of 0.7%. NetEase pays out 30.7% of its earnings in the form of a dividend. SAP pays out 30.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

In the previous week, SAP had 16 more articles in the media than NetEase. MarketBeat recorded 27 mentions for SAP and 11 mentions for NetEase. NetEase's average media sentiment score of 1.53 beat SAP's score of 1.25 indicating that NetEase is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
10 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
SAP
19 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

NetEase has a net margin of 31.14% compared to SAP's net margin of 18.26%. NetEase's return on equity of 23.56% beat SAP's return on equity.

Company Net Margins Return on Equity Return on Assets
NetEase31.14% 23.56% 17.29%
SAP 18.26%14.84%9.01%

11.1% of NetEase shares are held by institutional investors. 54.7% of NetEase shares are held by insiders. Comparatively, 7.4% of SAP shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NetEase$14.43B5.98$4.07B$7.3918.43
SAP$36.99B9.04$3.38B$6.0445.04

NetEase has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500. Comparatively, SAP has a beta of 1.27, suggesting that its share price is 27% more volatile than the S&P 500.

NetEase presently has a consensus target price of $122.71, suggesting a potential downside of 9.89%. SAP has a consensus target price of $281.67, suggesting a potential upside of 3.55%. Given SAP's stronger consensus rating and higher possible upside, analysts plainly believe SAP is more favorable than NetEase.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NetEase
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63
SAP
0 Sell rating(s)
1 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
3.00

Summary

SAP beats NetEase on 10 of the 19 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$86.29B$11.67B$29.91B$9.76B
Dividend Yield1.67%22.35%3.17%4.04%
P/E Ratio18.4338.98418.8526.59
Price / Sales5.9837.741,536.75111.31
Price / Cash19.6118.6036.0059.26
Price / Book4.014.059.406.58
Net Income$4.07B$321.47M$807.00M$265.95M
7 Day Performance3.26%4.61%0.47%0.17%
1 Month Performance4.52%11.11%3.00%3.90%
1 Year Performance69.31%4.93%24,184.33%19.67%

NetEase Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NTES
NetEase
3.8353 of 5 stars
$136.19
-1.1%
$122.71
-9.9%
+69.3%$86.29B$14.43B18.4326,028Positive News
Analyst Upgrade
SAP
SAP
3.2891 of 5 stars
$270.45
-0.2%
$281.67
+4.1%
+23.9%$332.25B$36.99B44.78109,973Positive News
Analyst Downgrade
SHOP
Shopify
4.3099 of 5 stars
$140.53
-1.1%
$148.51
+5.7%
+90.8%$182.64B$10.01B90.6711,600Positive News
Analyst Forecast
APP
AppLovin
3.1314 of 5 stars
$450.68
+2.0%
$472.86
+4.9%
+415.3%$152.44B$4.71B64.021,710Trending News
Analyst Forecast
Insider Trade
CRWD
CrowdStrike
4.3942 of 5 stars
$418.83
-0.4%
$459.86
+9.8%
+52.8%$104.39B$3.95B-607.0010,118Trending News
Earnings Report
Analyst Forecast
Analyst Revision
RBLX
Roblox
2.645 of 5 stars
$124.81
+6.2%
$119.00
-4.7%
+183.4%$80.51B$3.60B-87.282,474Positive News
Gap Up
INFY
American Noble Gas
2.2088 of 5 stars
$17.34
flat
$18.48
+6.5%
-27.8%$71.85B$19.28B22.52323,578News Coverage
Positive News
NET
Cloudflare
3.7856 of 5 stars
$195.85
-0.2%
$191.28
-2.3%
+154.4%$68.25B$1.67B-576.034,263Positive News
Insider Trade
SNOW
Snowflake
3.8393 of 5 stars
$194.80
-1.0%
$230.22
+18.2%
+109.0%$65.04B$3.63B-46.277,834Trending News
Analyst Forecast
Insider Trade
Options Volume
XYZ
Block
2.8997 of 5 stars
$79.16
+0.1%
$79.97
+1.0%
+20.6%$48.68B$23.83B16.9511,372News Coverage
VEEV
Veeva Systems
4.4666 of 5 stars
$285.54
-1.8%
$274.17
-4.0%
+24.2%$46.66B$2.75B60.507,291Trending News
Analyst Forecast

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This page (NASDAQ:NTES) was last updated on 8/31/2025 by MarketBeat.com Staff
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