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NetEase (NTES) Competitors

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$152.05 -0.85 (-0.56%)
Closing price 09/19/2025 04:00 PM Eastern
Extended Trading
$151.01 -1.04 (-0.68%)
As of 09/19/2025 07:56 PM Eastern
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NTES vs. SAP, APP, SHOP, CRWD, RBLX, NET, SNOW, INFY, CRWV, and DDOG

Should 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 (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.

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.

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)
3.00
NetEase
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.82

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 Ratio
SAP$36.99B8.87$3.38B$6.0444.23
NetEase$109.68B0.88$4.07B$7.3920.58

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

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%

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.

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.

Summary

NetEase beats SAP on 10 of the 18 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$96.34B$12.83B$32.49B$10.45B
Dividend Yield1.48%22.92%3.15%4.57%
P/E Ratio20.5838.42451.8326.82
Price / Sales0.8842.931,992.2691.97
Price / Cash21.9018.5738.1061.43
Price / Book4.943.827.596.39
Net Income$4.07B$321.47M$809.77M$271.80M
7 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

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NTES
NetEase
4.5179 of 5 stars
$152.05
-0.6%
$132.00
-13.2%
+92.7%$96.34B$109.68B20.5826,028News Coverage
Positive News
Analyst Downgrade
Short Interest ↓
SAP
SAP
3.916 of 5 stars
$252.17
-1.9%
$281.67
+11.7%
+16.7%$309.79B$36.99B41.75109,973Analyst Forecast
Short Interest ↓
High Trading Volume
APP
AppLovin
2.8894 of 5 stars
$593.14
+1.9%
$501.95
-15.4%
+415.2%$200.63B$4.71B84.251,710Positive News
SHOP
Shopify
3.5626 of 5 stars
$147.89
+3.1%
$150.27
+1.6%
+94.8%$192.21B$8.88B82.628,100Trending News
CRWD
CrowdStrike
4.0319 of 5 stars
$444.77
+2.0%
$460.10
+3.4%
+67.6%$111.62B$3.95B-373.7510,118Trending News
Analyst Forecast
Analyst Revision
RBLX
Roblox
2.8366 of 5 stars
$137.34
+3.0%
$123.16
-10.3%
+193.8%$88.59B$3.60B-96.042,474Positive News
NET
Cloudflare
3.9305 of 5 stars
$226.32
+2.3%
$191.28
-15.5%
+174.6%$78.87B$1.67B-665.654,263News Coverage
Positive News
SNOW
Snowflake
4.2108 of 5 stars
$225.51
+2.0%
$255.53
+13.3%
+109.0%$76.40B$3.63B-54.347,834Trending News
Insider Trade
Short Interest ↑
INFY
American Noble Gas
3.1805 of 5 stars
$16.93
-0.2%
$17.18
+1.5%
-25.5%$70.16B$19.50B21.98323,578Positive News
CRWV
CoreWeave
1.5939 of 5 stars
$120.47
+7.6%
$107.45
-10.8%
N/A$58.86B$3.53B0.00881Trending News
Analyst Upgrade
Insider Trade
Lockup Expiration
DDOG
Datadog
4.4215 of 5 stars
$138.65
+1.6%
$153.10
+10.4%
+21.0%$48.35B$2.68B396.156,500Positive News
Insider Trade
Short Interest ↑

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This page (NASDAQ:NTES) was last updated on 9/21/2025 by MarketBeat.com Staff
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