NetEase (NTES) Competitors

$112.82 -4.00 (-3.42%)

As of 01:46 PM Eastern

NTES vs. SAP, APP, SHOP, CRWD, and DDOG

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), Shopify (SHOP), CrowdStrike (CRWD), and Datadog (DDOG). These companies are all part of the "computer software" industry.

How does NetEase compare to SAP?

NetEase (NASDAQ:NTES) and SAP (NYSE:SAP) 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, risk, profitability, dividends, earnings, valuation, institutional ownership and media sentiment.

NetEase has a beta of 0.72, meaning that its stock price is 28% less volatile than the broader market. Comparatively, SAP has a beta of 1.11, meaning that its stock price is 11% more volatile than the broader market.

In the previous week, NetEase had 1 more articles in the media than SAP. MarketBeat recorded 12 mentions for NetEase and 11 mentions for SAP. SAP's average media sentiment score of 0.44 beat NetEase's score of -0.16 indicating that SAP 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)	3 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral
SAP	2 Very Positive mention(s)	1 Positive mention(s)	5 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
NetEase	$16.11B	4.44	$4.83B	$7.34	15.37
SAP	$37.34B	5.81	$8.10B	$7.40	23.86

NetEase has a net margin of 29.91% compared to SAP's net margin of 20.08%. NetEase's return on equity of 21.45% beat SAP's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
NetEase	29.91%	21.45%	15.93%
SAP	20.08%	17.31%	10.80%

NetEase pays an annual dividend of $4.63 per share and has a dividend yield of 4.1%. SAP pays an annual dividend of $2.13 per share and has a dividend yield of 1.2%. NetEase pays out 63.1% of its earnings in the form of a dividend. SAP pays out 28.8% 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. 54.7% of NetEase shares are held by insiders. Comparatively, 7.4% of SAP shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

NetEase presently has a consensus price target of $156.88, indicating a potential upside of 39.05%. SAP has a consensus price target of $288.00, indicating a potential upside of 63.13%. Given SAP's stronger consensus rating and higher probable upside, analysts clearly believe SAP is more favorable than NetEase.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
NetEase	0 Sell rating(s)	3 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.70
SAP	0 Sell rating(s)	7 Hold rating(s)	11 Buy rating(s)	2 Strong Buy rating(s)	2.75

Summary

SAP beats NetEase on 12 of the 19 factors compared between the two stocks.

How does NetEase compare to AppLovin?

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

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

NetEase has a beta of 0.72, meaning that its stock price is 28% less volatile than the broader market. Comparatively, AppLovin has a beta of 2.37, meaning that its stock price is 137% more volatile than the broader market.

NetEase presently has a consensus target price of $156.88, indicating a potential upside of 39.05%. AppLovin has a consensus target price of $664.35, indicating a potential upside of 36.20%. Given NetEase's higher probable upside, research analysts plainly believe NetEase is more favorable than AppLovin.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
NetEase	0 Sell rating(s)	3 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.70
AppLovin	0 Sell rating(s)	5 Hold rating(s)	17 Buy rating(s)	1 Strong Buy rating(s)	2.83

AppLovin has a net margin of 64.29% compared to NetEase's net margin of 29.91%. AppLovin's return on equity of 219.37% beat NetEase's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
NetEase	29.91%	21.45%	15.93%
AppLovin	64.29%	219.37%	57.43%

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
NetEase	$16.11B	4.44	$4.83B	$7.34	15.37
AppLovin	$6.16B	26.58	$3.33B	$11.64	41.91

In the previous week, AppLovin had 25 more articles in the media than NetEase. MarketBeat recorded 37 mentions for AppLovin and 12 mentions for NetEase. AppLovin's average media sentiment score of 1.50 beat NetEase's score of -0.16 indicating that AppLovin 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)	3 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral
AppLovin	33 Very Positive mention(s)	0 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

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 companies based on the strength of their profitability, analyst recommendations, valuation, institutional ownership, media sentiment, dividends, earnings and risk.

NetEase currently has a consensus price target of $156.88, indicating a potential upside of 39.05%. Shopify has a consensus price target of $158.42, indicating a potential upside of 50.57%. Given Shopify's stronger consensus rating and 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)	3 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.70
Shopify	0 Sell rating(s)	10 Hold rating(s)	31 Buy rating(s)	2 Strong Buy rating(s)	2.81

11.1% of NetEase shares are held by institutional investors. Comparatively, 69.3% of Shopify shares are held by institutional investors. 54.7% of NetEase shares are held by 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 net margin of 29.91% compared to Shopify's net margin of 10.77%. NetEase's return on equity of 21.45% beat Shopify's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
NetEase	29.91%	21.45%	15.93%
Shopify	10.77%	12.07%	10.37%

NetEase has a beta of 0.72, meaning that its share price is 28% less volatile than the broader market. Comparatively, Shopify has a beta of 2.64, meaning that its share price is 164% more volatile than the broader market.

In the previous week, Shopify had 19 more articles in the media than NetEase. MarketBeat recorded 31 mentions for Shopify and 12 mentions for NetEase. Shopify's average media sentiment score of 1.10 beat NetEase's score of -0.16 indicating that Shopify 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)	3 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral
Shopify	21 Very Positive mention(s)	5 Positive mention(s)	3 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
NetEase	$16.11B	4.44	$4.83B	$7.34	15.37
Shopify	$11.56B	11.81	$1.23B	$1.01	104.17

Summary

Shopify beats NetEase on 10 of the 17 factors compared between the two stocks.

How does NetEase compare to CrowdStrike?

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

CrowdStrike presently has a consensus price target of $543.80, suggesting a potential downside of 16.05%. NetEase has a consensus price target of $156.88, suggesting a potential upside of 39.05%. Given NetEase's stronger consensus rating and higher possible upside, analysts plainly believe NetEase is more favorable than CrowdStrike.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CrowdStrike	2 Sell rating(s)	13 Hold rating(s)	36 Buy rating(s)	0 Strong Buy rating(s)	2.67
NetEase	0 Sell rating(s)	3 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.70

CrowdStrike has a beta of 1.06, indicating that its share price is 6% more volatile than the broader market. Comparatively, NetEase has a beta of 0.72, indicating that its share price is 28% less 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CrowdStrike	$4.81B	34.14	-$162.50M	-$0.74	N/A
NetEase	$16.11B	4.44	$4.83B	$7.34	15.37

In the previous week, CrowdStrike had 33 more articles in the media than NetEase. MarketBeat recorded 45 mentions for CrowdStrike and 12 mentions for NetEase. CrowdStrike's average media sentiment score of 0.15 beat NetEase's score of -0.16 indicating that CrowdStrike is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
CrowdStrike	15 Very Positive mention(s)	5 Positive mention(s)	14 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Neutral
NetEase	1 Very Positive mention(s)	3 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

NetEase has a net margin of 29.91% compared to CrowdStrike's net margin of -3.81%. NetEase's return on equity of 21.45% beat CrowdStrike's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
CrowdStrike	-3.81%	-0.14%	-0.06%
NetEase	29.91%	21.45%	15.93%

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 11.1% of NetEase shares are owned by institutional investors. 1.7% of CrowdStrike 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 stock will outperform the market over the long term.

Summary

NetEase beats CrowdStrike on 10 of the 16 factors compared between the two stocks.

How does NetEase compare to Datadog?

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

78.3% of Datadog shares are held by institutional investors. Comparatively, 11.1% of NetEase shares are held by institutional investors. 6.5% of Datadog 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, large money managers and endowments believe a company is poised for long-term growth.

Datadog has a beta of 1.3, suggesting that its share price is 30% 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.

In the previous week, Datadog had 17 more articles in the media than NetEase. MarketBeat recorded 29 mentions for Datadog and 12 mentions for NetEase. Datadog's average media sentiment score of 1.01 beat NetEase's score of -0.16 indicating that Datadog is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Datadog	16 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive
NetEase	1 Very Positive mention(s)	3 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

Datadog presently has a consensus target price of $213.38, suggesting a potential downside of 2.17%. NetEase has a consensus target price of $156.88, suggesting a potential upside of 39.05%. Given NetEase's higher possible upside, analysts clearly believe NetEase is more favorable than Datadog.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Datadog	2 Sell rating(s)	1 Hold rating(s)	40 Buy rating(s)	1 Strong Buy rating(s)	2.91
NetEase	0 Sell rating(s)	3 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.70

NetEase has a net margin of 29.91% compared to Datadog's net margin of 3.69%. NetEase's return on equity of 21.45% beat Datadog's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Datadog	3.69%	4.83%	2.72%
NetEase	29.91%	21.45%	15.93%

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Datadog	$3.43B	22.65	$107.74M	$0.38	573.99
NetEase	$16.11B	4.44	$4.83B	$7.34	15.37

Summary

Datadog beats NetEase 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.

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.

NTES vs. The Competition

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Metric	NetEase	Internet Software/Services Industry	Computer Sector	NASDAQ Exchange
Market Cap	$71.41B	$11.80B	$38.56B	$12.21B
Dividend Yield	4.04%	23.17%	3.22%	5.36%
P/E Ratio	15.35	28.48	168.56	25.32
Price / Sales	4.44	23.64	626.55	71.95
Price / Cash	14.09	16.99	46.59	55.00
Price / Book	3.03	2.62	10.28	6.97
Net Income	$4.83B	$492.46M	$1.06B	$334.92M
7 Day Performance	-2.97%	1.90%	-0.04%	-0.98%
1 Month Performance	-1.73%	-3.46%	4.39%	0.43%
1 Year Performance	-6.40%	15.29%	167.06%	33.61%

NetEase Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
NTES NetEase	4.2545 of 5 stars	$112.82 -3.4%	$156.88 +39.0%	-3.4%	$71.41B	$16.11B	15.35	25,382	News Coverage Gap Down High Trading Volume
SAP SAP	4.84 of 5 stars	$169.90 -2.2%	$288.00 +69.5%	-40.0%	$213.39B	$41.63B	22.96	110,650	Analyst Revision Gap Down
APP AppLovin	4.9729 of 5 stars	$478.42 +2.1%	$664.35 +38.9%	+32.8%	$158.03B	$5.48B	41.10	1,710	Positive News
SHOP Shopify	4.8291 of 5 stars	$102.54 -7.1%	$158.42 +54.5%	-1.3%	$143.99B	$11.56B	101.53	7,600	Trending News
CRWD CrowdStrike	2.7281 of 5 stars	$542.26 +2.7%	$506.82 -6.5%	+47.0%	$133.85B	$4.81B	N/A	10,698	Trending News Analyst Forecast Insider Trade

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This page (NASDAQ:NTES) was last updated on 5/21/2026 by MarketBeat.com Staff.

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NetEase (NTES) Competitors