NetEase (NTES) Competitors $152.05 -0.85 (-0.56%) Closing price 09/19/2025 04:00 PM EasternExtended Trading$151.01 -1.04 (-0.68%) As of 09/19/2025 07:56 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock NTES vs. SAP, APP, SHOP, CRWD, RBLX, NET, SNOW, INFY, CRWV, and DDOGShould you be buying NetEase stock or one of its competitors? The main competitors of NetEase include SAP (SAP), AppLovin (APP), Shopify (SHOP), CrowdStrike (CRWD), Roblox (RBLX), Cloudflare (NET), Snowflake (SNOW), American Noble Gas (INFY), CoreWeave (CRWV), and Datadog (DDOG). These companies are all part of the "computer software" industry. NetEase vs. Its Competitors SAP AppLovin Shopify CrowdStrike Roblox Cloudflare Snowflake American Noble Gas CoreWeave Datadog SAP (NYSE:SAP) and NetEase (NASDAQ:NTES) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, media sentiment, earnings, institutional ownership, profitability, valuation, dividends and risk. Which has more volatility and risk, SAP or NTES? SAP has a beta of 1.29, suggesting that its stock price is 29% more volatile than the S&P 500. Comparatively, NetEase has a beta of 0.67, suggesting that its stock price is 33% less volatile than the S&P 500. Do analysts rate SAP or NTES? SAP currently has a consensus target price of $281.67, indicating a potential upside of 5.44%. NetEase has a consensus target price of $132.00, indicating a potential downside of 13.19%. Given SAP's stronger consensus rating and higher probable upside, equities research analysts plainly believe SAP is more favorable than NetEase.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score SAP 0 Sell rating(s) 1 Hold rating(s) 11 Buy rating(s) 1 Strong Buy rating(s) 3.00NetEase 0 Sell rating(s) 3 Hold rating(s) 7 Buy rating(s) 1 Strong Buy rating(s) 2.82 Which has higher earnings and valuation, SAP or NTES? NetEase has higher revenue and earnings 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 RatioSAP$36.99B8.87$3.38B$6.0444.23NetEase$109.68B0.88$4.07B$7.3920.58 Does the media favor SAP or NTES? In the previous week, SAP had 16 more articles in the media than NetEase. MarketBeat recorded 31 mentions for SAP and 15 mentions for NetEase. NetEase's average media sentiment score of 1.16 beat SAP's score of 0.91 indicating that NetEase is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment SAP 18 Very Positive mention(s) 3 Positive mention(s) 9 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Positive NetEase 10 Very Positive mention(s) 2 Positive mention(s) 1 Neutral mention(s) 2 Negative mention(s) 0 Very Negative mention(s) Positive Is SAP or NTES more profitable? 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 SAP18.26% 14.84% 9.01% NetEase 31.14%23.56%17.29% Is SAP or NTES a better dividend stock? SAP pays an annual dividend of $1.84 per share and has a dividend yield of 0.7%. NetEase pays an annual dividend of $2.27 per share and has a dividend yield of 1.5%. SAP pays out 30.5% of its earnings in the form of a dividend. NetEase pays out 30.7% 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. Do institutionals & insiders believe in SAP or NTES? 11.1% of NetEase shares are held by institutional investors. 7.4% of SAP shares are held by insiders. Comparatively, 54.7% of NetEase shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term. SummaryNetEase beats SAP on 10 of the 18 factors compared between the two stocks. Get NetEase News Delivered to You Automatically Sign up to receive the latest news and ratings for NTES and its competitors with MarketBeat's FREE daily newsletter. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart NTES vs. The Competition Export to ExcelMetricNetEaseInternet Software/Services IndustryComputer SectorNASDAQ ExchangeMarket Cap$96.34B$12.83B$32.49B$10.45BDividend Yield1.48%22.92%3.15%4.57%P/E Ratio20.5838.42451.8326.82Price / Sales0.8842.931,992.2691.97Price / Cash21.9018.5738.1061.43Price / Book4.943.827.596.39Net Income$4.07B$321.47M$809.77M$271.80M7 Day Performance-0.49%0.34%4.20%3.51%1 Month Performance15.30%10.43%9.40%9.58%1 Year Performance92.71%40.72%24,303.98%28.53% NetEase Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NTESNetEase4.5179 of 5 stars$152.05-0.6%$132.00-13.2%+92.7%$96.34B$109.68B20.5826,028News CoveragePositive NewsAnalyst DowngradeShort Interest ↓SAPSAP3.916 of 5 stars$252.17-1.9%$281.67+11.7%+16.7%$309.79B$36.99B41.75109,973Analyst ForecastShort Interest ↓High Trading VolumeAPPAppLovin2.8894 of 5 stars$593.14+1.9%$501.95-15.4%+415.2%$200.63B$4.71B84.251,710Positive NewsSHOPShopify3.5626 of 5 stars$147.89+3.1%$150.27+1.6%+94.8%$192.21B$8.88B82.628,100Trending NewsCRWDCrowdStrike4.0319 of 5 stars$444.77+2.0%$460.10+3.4%+67.6%$111.62B$3.95B-373.7510,118Trending NewsAnalyst ForecastAnalyst RevisionRBLXRoblox2.8366 of 5 stars$137.34+3.0%$123.16-10.3%+193.8%$88.59B$3.60B-96.042,474Positive NewsNETCloudflare3.9305 of 5 stars$226.32+2.3%$191.28-15.5%+174.6%$78.87B$1.67B-665.654,263News CoveragePositive NewsSNOWSnowflake4.2108 of 5 stars$225.51+2.0%$255.53+13.3%+109.0%$76.40B$3.63B-54.347,834Trending NewsInsider TradeShort Interest ↑INFYAmerican Noble Gas3.1805 of 5 stars$16.93-0.2%$17.18+1.5%-25.5%$70.16B$19.50B21.98323,578Positive NewsCRWVCoreWeave1.5939 of 5 stars$120.47+7.6%$107.45-10.8%N/A$58.86B$3.53B0.00881Trending NewsAnalyst UpgradeInsider TradeLockup ExpirationDDOGDatadog4.4215 of 5 stars$138.65+1.6%$153.10+10.4%+21.0%$48.35B$2.68B396.156,500Positive NewsInsider TradeShort Interest ↑ Related Companies and Tools Related Companies SAP Alternatives AppLovin Alternatives Shopify Alternatives CrowdStrike Alternatives Roblox Alternatives Cloudflare Alternatives Snowflake Alternatives American Noble Gas Alternatives CoreWeave Alternatives Datadog Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:NTES) was last updated on 9/21/2025 by MarketBeat.com Staff From Our PartnersTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredHe Called Nvidia at $1.10. 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