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NetEase (NTES) Competitors

NetEase logo
$127.24 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$127.26 +0.02 (+0.01%)
As of 07/2/2026 07:39 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 Massive. Learn more.
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NTES vs. PLTR, SAP, CRWD, APP, and SHOP

Should you buy NetEase stock or one of its competitors? MarketBeat compares NetEase with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with NetEase include Palantir Technologies (PLTR), SAP (SAP), CrowdStrike (CRWD), AppLovin (APP), and Shopify (SHOP). These companies are all part of the "computer software" industry.

How does NetEase compare to Palantir Technologies?

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

11.1% of NetEase shares are held by institutional investors. Comparatively, 45.7% of Palantir Technologies shares are held by institutional investors. 54.7% of NetEase shares are held by company insiders. Comparatively, 9.5% of Palantir Technologies shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Palantir Technologies has a net margin of 43.67% compared to NetEase's net margin of 29.85%. Palantir Technologies' return on equity of 28.34% beat NetEase's return on equity.

Company Net Margins Return on Equity Return on Assets
NetEase29.85% 21.04% 15.59%
Palantir Technologies 43.67%28.34%23.57%

NetEase currently has a consensus price target of $158.38, suggesting a potential upside of 24.47%. Palantir Technologies has a consensus price target of $190.85, suggesting a potential upside of 47.60%. Given Palantir Technologies' higher probable upside, analysts clearly believe Palantir Technologies is more favorable than NetEase.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NetEase
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90
Palantir Technologies
3 Sell rating(s)
11 Hold rating(s)
19 Buy rating(s)
2 Strong Buy rating(s)
2.57

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NetEase$114.39B0.71$4.83B$7.5316.90
Palantir Technologies$4.48B69.26$1.63B$0.89145.28

NetEase has a beta of 0.72, meaning that its share price is 28% less volatile than the broader market. Comparatively, Palantir Technologies has a beta of 1.56, meaning that its share price is 56% more volatile than the broader market.

In the previous week, Palantir Technologies had 176 more articles in the media than NetEase. MarketBeat recorded 188 mentions for Palantir Technologies and 12 mentions for NetEase. Palantir Technologies' average media sentiment score of 0.60 beat NetEase's score of 0.33 indicating that Palantir Technologies is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
2 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Palantir Technologies
82 Very Positive mention(s)
33 Positive mention(s)
39 Neutral mention(s)
25 Negative mention(s)
7 Very Negative mention(s)
Positive

Summary

Palantir Technologies beats NetEase on 12 of the 17 factors compared between the two stocks.

How does NetEase compare to SAP?

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

SAP has higher earnings, but lower revenue than NetEase. 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$37.34B5.35$8.10B$7.4021.97
NetEase$114.39B0.71$4.83B$7.5316.90

In the previous week, SAP had 1 more articles in the media than NetEase. MarketBeat recorded 13 mentions for SAP and 12 mentions for NetEase. NetEase's average media sentiment score of 0.33 beat SAP's score of 0.18 indicating that NetEase is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SAP
3 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
NetEase
2 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

SAP has a beta of 1.14, indicating that its stock price is 14% more volatile than the broader market. Comparatively, NetEase has a beta of 0.72, indicating that its stock price is 28% less volatile than the broader market.

SAP presently has a consensus price target of $283.40, suggesting a potential upside of 74.36%. NetEase has a consensus price target of $158.38, suggesting a potential upside of 24.47%. Given SAP's higher probable upside, 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)
7 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.70
NetEase
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90

NetEase has a net margin of 29.85% compared to SAP's net margin of 20.08%. NetEase's return on equity of 21.04% beat SAP's return on equity.

Company Net Margins Return on Equity Return on Assets
SAP20.08% 17.31% 10.80%
NetEase 29.85%21.04%15.59%

SAP pays an annual dividend of $2.13 per share and has a dividend yield of 1.3%. NetEase pays an annual dividend of $2.87 per share and has a dividend yield of 2.3%. SAP pays out 28.8% of its earnings in the form of a dividend. NetEase pays out 38.1% 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 owned by institutional investors. 7.4% of SAP shares are owned by company insiders. Comparatively, 54.7% of NetEase shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

NetEase beats SAP on 10 of the 18 factors compared between the two stocks.

How does NetEase compare to CrowdStrike?

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

NetEase currently has a consensus price target of $158.38, indicating a potential upside of 24.47%. CrowdStrike has a consensus price target of $174.76, indicating a potential downside of 9.91%. Given NetEase's stronger consensus rating and higher possible upside, equities research analysts plainly believe NetEase is more favorable than CrowdStrike.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NetEase
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90
CrowdStrike
2 Sell rating(s)
14 Hold rating(s)
35 Buy rating(s)
0 Strong Buy rating(s)
2.65

NetEase has a net margin of 29.85% compared to CrowdStrike's net margin of -0.89%. NetEase's return on equity of 21.04% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
NetEase29.85% 21.04% 15.59%
CrowdStrike -0.89%2.29%0.94%

In the previous week, CrowdStrike had 24 more articles in the media than NetEase. MarketBeat recorded 36 mentions for CrowdStrike and 12 mentions for NetEase. NetEase's average media sentiment score of 0.33 beat CrowdStrike's score of 0.27 indicating that NetEase is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
2 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
CrowdStrike
15 Very Positive mention(s)
4 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

NetEase has a beta of 0.72, suggesting that its stock price is 28% less volatile than the broader market. Comparatively, CrowdStrike has a beta of 1.24, suggesting that its stock price is 24% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NetEase$114.39B0.71$4.83B$7.5316.90
CrowdStrike$4.81B10.26-$162.50M-$0.19N/A

11.1% of NetEase shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 54.7% of NetEase shares are owned by company insiders. Comparatively, 1.7% of CrowdStrike shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

NetEase beats CrowdStrike on 12 of the 17 factors compared between the two stocks.

How does NetEase compare to AppLovin?

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

AppLovin presently has a consensus price target of $668.27, indicating a potential upside of 26.79%. NetEase has a consensus price target of $158.38, indicating a potential upside of 24.47%. Given AppLovin's higher possible upside, equities analysts plainly believe AppLovin is more favorable than NetEase.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppLovin
0 Sell rating(s)
5 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.88
NetEase
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90

AppLovin has a net margin of 64.29% compared to NetEase's net margin of 29.85%. AppLovin's return on equity of 219.37% beat NetEase's return on equity.

Company Net Margins Return on Equity Return on Assets
AppLovin64.29% 219.37% 57.43%
NetEase 29.85%21.04%15.59%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AppLovin$6.16B28.72$3.33B$11.6445.28
NetEase$114.39B0.71$4.83B$7.5316.90

In the previous week, AppLovin had 29 more articles in the media than NetEase. MarketBeat recorded 41 mentions for AppLovin and 12 mentions for NetEase. AppLovin's average media sentiment score of 1.09 beat NetEase's score of 0.33 indicating that AppLovin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
25 Very Positive mention(s)
6 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
NetEase
2 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

AppLovin has a beta of 2.49, indicating that its stock price is 149% more volatile than the broader market. Comparatively, NetEase has a beta of 0.72, indicating that its stock price is 28% less volatile than the broader market.

41.8% of AppLovin shares are held by institutional investors. Comparatively, 11.1% of NetEase shares are held by institutional investors. 13.7% of AppLovin shares are held by company insiders. Comparatively, 54.7% of NetEase shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

AppLovin beats NetEase on 13 of the 17 factors compared between the two stocks.

How does NetEase compare to Shopify?

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

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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

NetEase has a beta of 0.72, suggesting that its share price is 28% less volatile than the broader market. Comparatively, Shopify has a beta of 2.58, suggesting that its share price is 158% more volatile than the broader market.

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$114.39B0.71$4.83B$7.5316.90
Shopify$11.56B13.41$1.23B$1.01118.28

NetEase presently has a consensus target price of $158.38, suggesting a potential upside of 24.47%. Shopify has a consensus target price of $157.17, suggesting a potential upside of 31.56%. 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)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90
Shopify
0 Sell rating(s)
10 Hold rating(s)
31 Buy rating(s)
2 Strong Buy rating(s)
2.81

NetEase has a net margin of 29.85% compared to Shopify's net margin of 10.77%. NetEase's return on equity of 21.04% beat Shopify's return on equity.

Company Net Margins Return on Equity Return on Assets
NetEase29.85% 21.04% 15.59%
Shopify 10.77%12.07%10.37%

In the previous week, NetEase had 2 more articles in the media than Shopify. MarketBeat recorded 12 mentions for NetEase and 10 mentions for Shopify. Shopify's average media sentiment score of 0.61 beat NetEase's score of 0.33 indicating that Shopify is being referred to more favorably in the news media.

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

Export
MetricNetEaseInternet Software/Services IndustryComputer SectorNASDAQ Exchange
Market Cap$81.23B$12.45B$38.78B$12.59B
Dividend Yield2.24%3.24%3.17%6.63%
P/E Ratio16.9029.9578.4424.71
Price / Sales0.7123.66616.8896.70
Price / Cash16.0817.0647.6358.15
Price / Book3.443.299.566.45
Net Income$4.83B$492.46M$1.07B$336.71M
7 Day Performance2.85%3.87%1.15%1.37%
1 Month Performance3.75%0.02%-2.38%1.67%
1 Year Performance-4.80%7.38%143.66%24.05%

NetEase Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NTES
NetEase
4.7647 of 5 stars		$127.24
flat		$158.38
+24.5%		-4.3%$81.23B$114.39B16.9025,382
PLTR
Palantir Technologies
4.4191 of 5 stars		$115.67
+2.4%		$190.46
+64.7%		-2.1%$270.73B$4.48B129.974,429
SAP
SAP
4.9434 of 5 stars		$155.18
+0.1%		$283.40
+82.6%		-45.5%$190.53B$41.63B20.97110,650
CRWD
CrowdStrike
2.788 of 5 stars		$742.91
+6.0%		$699.02
-5.9%		+56.4%$178.47B$4.81BN/A10,698
APP
AppLovin
4.8603 of 5 stars		$498.76
+4.5%		$669.62
+34.3%		+56.9%$160.27B$5.48B42.851,710

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This page (NASDAQ:NTES) was last updated on 7/3/2026 by MarketBeat.com Staff.
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