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NetEase (NTES) Competitors

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$125.52 +4.79 (+3.97%)
Closing price 04:00 PM Eastern
Extended Trading
$125.69 +0.17 (+0.14%)
As of 07:55 PM Eastern
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NTES vs. SAP, APP, CRWD, SHOP, and SNOW

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 SAP (SAP), AppLovin (APP), CrowdStrike (CRWD), Shopify (SHOP), and Snowflake (SNOW). These companies are all part of the "computer software" industry.

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 superior business? We will compare the two businesses based on the strength of their dividends, institutional ownership, profitability, valuation, analyst recommendations, media sentiment, risk and earnings.

SAP has a beta of 1.12, meaning that its stock price is 12% more volatile than the broader market. Comparatively, NetEase has a beta of 0.72, meaning that its stock price is 28% less volatile than the broader market.

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 currently has a consensus price target of $283.40, suggesting a potential upside of 66.01%. NetEase has a consensus price target of $157.38, suggesting a potential upside of 25.38%. Given SAP's higher probable upside, equities research analysts clearly 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

SAP has higher revenue and earnings 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$41.63B5.04$8.10B$7.4023.07
NetEase$16.11B4.98$4.83B$7.5316.67

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

In the previous week, NetEase had 1 more articles in the media than SAP. MarketBeat recorded 10 mentions for NetEase and 9 mentions for SAP. NetEase's average media sentiment score of 0.66 beat SAP's score of 0.13 indicating that NetEase is being referred to more favorably in the news media.

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

SAP pays an annual dividend of $2.14 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 28.9% 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.

Summary

NetEase beats SAP on 10 of the 18 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 better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, valuation, earnings, profitability and media sentiment.

41.9% of AppLovin shares are owned by institutional investors. Comparatively, 11.1% of NetEase shares are owned by institutional investors. 13.7% of AppLovin shares are owned by insiders. Comparatively, 54.7% of NetEase shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

AppLovin currently has a consensus target price of $669.62, suggesting a potential upside of 35.83%. NetEase has a consensus target price of $157.38, suggesting a potential upside of 25.38%. Given AppLovin's higher probable upside, equities analysts clearly 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)
1 Strong Buy rating(s)
2.83
NetEase
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90

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$5.48B30.22$3.33B$11.6442.35
NetEase$16.11B4.98$4.83B$7.5316.67

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%

AppLovin has a beta of 2.45, meaning that its stock price is 145% more volatile than the broader market. Comparatively, NetEase has a beta of 0.72, meaning that its stock price is 28% less volatile than the broader market.

In the previous week, AppLovin had 37 more articles in the media than NetEase. MarketBeat recorded 47 mentions for AppLovin and 10 mentions for NetEase. AppLovin's average media sentiment score of 1.23 beat NetEase's score of 0.66 indicating that AppLovin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
35 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
NetEase
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

AppLovin beats NetEase on 12 of the 16 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 superior stock? We will compare the two businesses based on the strength of their analyst recommendations, earnings, dividends, institutional ownership, valuation, risk, media sentiment and profitability.

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$16.11B4.98$4.83B$7.5316.67
CrowdStrike$4.81B34.14-$162.50M-$0.19N/A

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%

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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

NetEase has a beta of 0.72, indicating that its share price is 28% less volatile than the broader market. Comparatively, CrowdStrike has a beta of 1.25, indicating that its share price is 25% more volatile than the broader market.

NetEase presently has a consensus price target of $157.38, suggesting a potential upside of 25.38%. CrowdStrike has a consensus price target of $692.71, suggesting a potential upside of 6.94%. Given NetEase's stronger consensus rating and higher possible upside, equities analysts clearly 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)
13 Hold rating(s)
36 Buy rating(s)
0 Strong Buy rating(s)
2.67

In the previous week, CrowdStrike had 78 more articles in the media than NetEase. MarketBeat recorded 88 mentions for CrowdStrike and 10 mentions for NetEase. NetEase's average media sentiment score of 0.66 beat CrowdStrike's score of 0.12 indicating that NetEase is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CrowdStrike
21 Very Positive mention(s)
16 Positive mention(s)
19 Neutral mention(s)
15 Negative mention(s)
7 Very Negative mention(s)
Neutral

Summary

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

How does NetEase compare to Shopify?

Shopify (NASDAQ:SHOP) 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 institutional ownership, valuation, earnings, profitability, risk, analyst recommendations, dividends and media sentiment.

Shopify presently has a consensus target price of $157.17, indicating a potential upside of 45.26%. NetEase has a consensus target price of $157.38, indicating a potential upside of 25.38%. Given Shopify's higher probable upside, analysts clearly believe Shopify is more favorable than NetEase.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shopify
0 Sell rating(s)
10 Hold rating(s)
31 Buy rating(s)
2 Strong Buy rating(s)
2.81
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 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
Shopify10.77% 12.07% 10.37%
NetEase 29.85%21.04%15.59%

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

In the previous week, Shopify had 18 more articles in the media than NetEase. MarketBeat recorded 28 mentions for Shopify and 10 mentions for NetEase. Shopify's average media sentiment score of 0.90 beat NetEase's score of 0.66 indicating that Shopify is being referred to more favorably in the media.

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

Shopify has a beta of 2.6, suggesting that its share price is 160% more volatile than the broader market. Comparatively, NetEase has a beta of 0.72, suggesting that its share price is 28% less 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
Shopify$11.56B12.15$1.23B$1.01107.13
NetEase$16.11B4.98$4.83B$7.5316.67

Summary

Shopify beats NetEase on 9 of the 17 factors compared between the two stocks.

How does NetEase compare to Snowflake?

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

NetEase has a beta of 0.72, suggesting that its share price is 28% less volatile than the broader market. Comparatively, Snowflake has a beta of 1.35, suggesting that its share price is 35% more volatile than the broader market.

NetEase has higher revenue and earnings than Snowflake. Snowflake 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$16.11B4.98$4.83B$7.5316.67
Snowflake$4.68B17.73-$1.33B-$3.52N/A

NetEase has a net margin of 29.85% compared to Snowflake's net margin of -23.79%. NetEase's return on equity of 21.04% beat Snowflake's return on equity.

Company Net Margins Return on Equity Return on Assets
NetEase29.85% 21.04% 15.59%
Snowflake -23.79%-50.50%-12.40%

11.1% of NetEase shares are owned by institutional investors. Comparatively, 65.1% of Snowflake shares are owned by institutional investors. 54.7% of NetEase shares are owned by insiders. Comparatively, 4.8% of Snowflake shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

NetEase presently has a consensus price target of $157.38, indicating a potential upside of 25.38%. Snowflake has a consensus price target of $291.77, indicating a potential upside of 21.75%. Given NetEase's stronger consensus rating and higher probable upside, equities research analysts plainly believe NetEase is more favorable than Snowflake.

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
Snowflake
1 Sell rating(s)
5 Hold rating(s)
35 Buy rating(s)
1 Strong Buy rating(s)
2.86

In the previous week, Snowflake had 40 more articles in the media than NetEase. MarketBeat recorded 50 mentions for Snowflake and 10 mentions for NetEase. Snowflake's average media sentiment score of 0.82 beat NetEase's score of 0.66 indicating that Snowflake is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Snowflake
32 Very Positive mention(s)
4 Positive mention(s)
7 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

NetEase beats Snowflake on 10 of the 16 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$77.08B$12.02B$38.79B$11.95B
Dividend Yield2.38%25.20%3.15%5.61%
P/E Ratio16.6728.16169.6723.63
Price / Sales4.9826.40629.28105.21
Price / Cash14.9716.4447.7254.72
Price / Book3.403.069.466.70
Net Income$4.83B$492.46M$1.07B$337.26M
7 Day Performance2.35%-3.57%-3.27%-1.41%
1 Month Performance8.29%-1.66%2.87%1.15%
1 Year Performance-4.43%2.33%153.02%22.61%

NetEase Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NTES
NetEase
4.5734 of 5 stars
$125.52
+4.0%
$157.38
+25.4%
-7.3%$77.08B$16.11B16.6725,382
SAP
SAP
4.8573 of 5 stars
$196.18
+7.9%
$288.00
+46.8%
-41.4%$223.33B$41.63B26.51110,650
APP
AppLovin
4.8207 of 5 stars
$613.70
+0.1%
$664.35
+8.3%
+35.8%$205.96B$5.48B52.721,710
CRWD
CrowdStrike
3.5647 of 5 stars
$782.17
+7.0%
$571.41
-26.9%
+38.9%$185.39B$4.81BN/A10,698
SHOP
Shopify
4.52 of 5 stars
$124.12
+4.6%
$157.17
+26.6%
+2.4%$154.04B$11.56B122.897,600

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This page (NASDAQ:NTES) was last updated on 6/10/2026 by MarketBeat.com Staff.
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