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NetEase (NTES) Competitors

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$137.57 +1.45 (+1.07%)
As of 11:53 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

NTES vs. SHOP, APP, CRWD, RBLX, INFY, SNOW, CRWV, NET, 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), American Noble Gas (INFY), Snowflake (SNOW), CoreWeave (CRWV), Cloudflare (NET), Atlassian (TEAM), and Datadog (DDOG). These companies are all part of the "computer software" industry.

NetEase vs. Its Competitors

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

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
NetEase30.12% 23.08% 16.90%
Shopify 22.74%12.00%9.79%

NetEase presently has a consensus target price of $119.38, suggesting a potential downside of 13.26%. Shopify has a consensus target price of $117.58, suggesting a potential downside of 8.39%. Given Shopify's higher possible upside, analysts clearly believe Shopify is more favorable than NetEase.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NetEase
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88
Shopify
1 Sell rating(s)
15 Hold rating(s)
23 Buy rating(s)
2 Strong Buy rating(s)
2.63

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

NetEase has a beta of 0.69, meaning that its share price is 31% less volatile than the S&P 500. Comparatively, Shopify has a beta of 2.61, meaning that its share price is 161% more volatile than the S&P 500.

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
NetEase$14.43B6.04$4.07B$6.9519.80
Shopify$9.38B17.75$2.02B$1.23104.35

In the previous week, Shopify had 55 more articles in the media than NetEase. MarketBeat recorded 63 mentions for Shopify and 8 mentions for NetEase. NetEase's average media sentiment score of 0.98 beat Shopify's score of 0.91 indicating that NetEase is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Shopify
38 Very Positive mention(s)
7 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
2 Very Negative mention(s)
Positive

Summary

NetEase beats Shopify on 9 of the 17 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$87.19B$11.66B$28.81B$9.47B
Dividend Yield1.98%19.99%3.06%4.04%
P/E Ratio19.8038.5433.9219.90
Price / Sales6.0434.891,872.2192.15
Price / Cash19.6018.9634.3128.17
Price / Book4.473.257.645.77
Net Income$4.07B$321.47M$779.61M$257.79M
7 Day Performance5.94%4.08%3.41%2.77%
1 Month Performance6.99%3.81%11.81%14.17%
1 Year Performance50.65%3.18%53,003.90%20.71%

NetEase Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NTES
NetEase
4.1614 of 5 stars
$137.57
+1.1%
$119.38
-13.2%
+49.0%$87.17B$14.43B19.8026,028
SHOP
Shopify
4.1243 of 5 stars
$116.74
+4.1%
$115.77
-0.8%
+101.2%$151.46B$9.38B75.3211,600Analyst Forecast
APP
AppLovin
3.9303 of 5 stars
$355.90
+6.2%
$438.43
+23.2%
+345.6%$120.43B$5.14B64.241,710Analyst Downgrade
CRWD
CrowdStrike
4.4496 of 5 stars
$476.18
-0.5%
$456.40
-4.2%
+56.1%$118.69B$3.95B-690.1210,118Positive News
RBLX
Roblox
2.5796 of 5 stars
$111.92
+5.9%
$86.45
-22.8%
+206.9%$75.91B$3.60B-83.522,474
INFY
American Noble Gas
2.4339 of 5 stars
$18.01
-1.0%
$17.48
-3.0%
-16.1%$74.62B$19.28B23.70323,578Positive News
Analyst Forecast
SNOW
Snowflake
3.8198 of 5 stars
$213.22
+1.1%
$225.36
+5.7%
+66.9%$71.19B$3.63B-50.657,834Positive News
Analyst Forecast
CRWV
CoreWeave
N/A$132.38
+5.2%
$81.56
-38.4%
N/A$63.54BN/A0.00881Analyst Forecast
Gap Up
NET
Cloudflare
3.9124 of 5 stars
$182.73
+0.7%
$148.92
-18.5%
+150.2%$63.34B$1.67B-794.494,263Analyst Forecast
TEAM
Atlassian
4.7232 of 5 stars
$191.61
+2.5%
$285.75
+49.1%
+10.4%$50.30B$4.36B-115.4312,157Analyst Forecast
Analyst Revision
DDOG
Datadog
4.2463 of 5 stars
$138.80
+1.0%
$144.27
+3.9%
+21.8%$47.93B$2.68B301.756,500Analyst Forecast

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This page (NASDAQ:NTES) was last updated on 7/21/2025 by MarketBeat.com Staff
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