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NetEase (NTES) Competitors

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$119.55 -0.63 (-0.52%)
Closing price 04:00 PM Eastern
Extended Trading
$119.28 -0.27 (-0.23%)
As of 05:17 PM Eastern
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NTES vs. PLTR, CRWD, SAP, SHOP, and APP

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

How does NetEase compare to Palantir Technologies?

Palantir Technologies (NASDAQ:PLTR) and NetEase (NASDAQ:NTES) 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 risk, institutional ownership, media sentiment, earnings, dividends, analyst recommendations, valuation and profitability.

In the previous week, Palantir Technologies had 102 more articles in the media than NetEase. MarketBeat recorded 115 mentions for Palantir Technologies and 13 mentions for NetEase. NetEase's average media sentiment score of 1.20 beat Palantir Technologies' score of 0.82 indicating that NetEase is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Palantir Technologies
69 Very Positive mention(s)
12 Positive mention(s)
21 Neutral mention(s)
7 Negative mention(s)
5 Very Negative mention(s)
Positive
NetEase
11 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Palantir Technologies$4.48B65.84$1.63B$0.89138.11
NetEase$16.11B4.74$4.83B$7.5315.88

Palantir Technologies has a beta of 1.56, suggesting that its share price is 56% 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.

45.7% of Palantir Technologies shares are held by institutional investors. Comparatively, 11.1% of NetEase shares are held by institutional investors. 9.5% of Palantir Technologies shares are held by insiders. Comparatively, 54.7% of NetEase shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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
Palantir Technologies43.67% 28.34% 23.57%
NetEase 29.85%21.04%15.59%

Palantir Technologies currently has a consensus price target of $189.88, suggesting a potential upside of 54.48%. NetEase has a consensus price target of $158.38, suggesting a potential upside of 32.48%. Given Palantir Technologies' higher probable upside, equities analysts plainly believe Palantir Technologies is more favorable than NetEase.

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

Summary

Palantir Technologies beats NetEase on 11 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 superior stock? We will compare the two businesses based on the strength of their earnings, risk, valuation, profitability, dividends, analyst recommendations, media sentiment and institutional ownership.

In the previous week, CrowdStrike had 13 more articles in the media than NetEase. MarketBeat recorded 26 mentions for CrowdStrike and 13 mentions for NetEase. NetEase's average media sentiment score of 1.20 beat CrowdStrike's score of 0.56 indicating that NetEase is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
11 Very Positive mention(s)
8 Positive mention(s)
1 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
NetEase
11 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CrowdStrike has a beta of 1.24, suggesting that its share price is 24% 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.

CrowdStrike currently has a consensus target price of $183.85, suggesting a potential upside of 0.32%. NetEase has a consensus target price of $158.38, suggesting a potential upside of 32.48%. Given NetEase's stronger consensus rating and higher possible upside, analysts clearly 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)
35 Buy rating(s)
0 Strong Buy rating(s)
2.66
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 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
CrowdStrike$4.81B38.78-$162.50M-$0.05N/A
NetEase$16.11B4.74$4.83B$7.5315.88

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

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
CrowdStrike-0.89% 2.29% 0.94%
NetEase 29.85%21.04%15.59%

Summary

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

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

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
NetEase29.85% 21.04% 15.59%
SAP 20.08%17.31%10.80%

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

NetEase presently has a consensus price target of $158.38, suggesting a potential upside of 32.48%. SAP has a consensus price target of $267.00, suggesting a potential upside of 66.91%. Given SAP's higher possible upside, analysts plainly believe SAP 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
SAP
0 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.67

In the previous week, SAP had 23 more articles in the media than NetEase. MarketBeat recorded 36 mentions for SAP and 13 mentions for NetEase. NetEase's average media sentiment score of 1.20 beat SAP's score of 0.50 indicating that NetEase is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
11 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SAP
15 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

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
NetEase$16.11B4.74$4.83B$7.5315.88
SAP$41.63B4.72$8.10B$7.4021.62

NetEase pays an annual dividend of $2.87 per share and has a dividend yield of 2.4%. SAP pays an annual dividend of $2.14 per share and has a dividend yield of 1.3%. NetEase pays out 38.1% of its earnings in the form of a dividend. SAP pays out 28.9% 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 Shopify?

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

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$12.37B11.94$1.23B$1.01112.62
NetEase$16.11B4.74$4.83B$7.5315.88

Shopify has a beta of 2.58, indicating that its share price is 158% 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.

Shopify presently has a consensus target price of $157.69, suggesting a potential upside of 38.63%. NetEase has a consensus target price of $158.38, suggesting a potential upside of 32.48%. Given Shopify's higher probable upside, research 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)
9 Hold rating(s)
33 Buy rating(s)
3 Strong Buy rating(s)
2.87
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%

In the previous week, Shopify had 29 more articles in the media than NetEase. MarketBeat recorded 42 mentions for Shopify and 13 mentions for NetEase. NetEase's average media sentiment score of 1.20 beat Shopify's score of 0.97 indicating that NetEase is being referred to more favorably in the news media.

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

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

Summary

NetEase beats Shopify on 9 of the 17 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 business? We will contrast the two companies based on the strength of their valuation, earnings, profitability, media sentiment, dividends, analyst recommendations, risk and institutional ownership.

11.1% of NetEase shares are owned by institutional investors. Comparatively, 41.9% of AppLovin shares are owned by institutional investors. 54.7% of NetEase shares are owned by company insiders. Comparatively, 12.8% 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 will outperform the market over the long term.

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

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
NetEase$16.11B4.74$4.83B$7.5315.88
AppLovin$5.48B24.03$3.33B$11.6433.68

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
NetEase29.85% 21.04% 15.59%
AppLovin 64.29%219.37%57.43%

In the previous week, AppLovin had 25 more articles in the media than NetEase. MarketBeat recorded 38 mentions for AppLovin and 13 mentions for NetEase. AppLovin's average media sentiment score of 1.26 beat NetEase's score of 1.20 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
11 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AppLovin
29 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

NetEase presently has a consensus price target of $158.38, suggesting a potential upside of 32.48%. AppLovin has a consensus price target of $668.45, suggesting a potential upside of 70.53%. Given AppLovin's higher possible upside, analysts plainly believe AppLovin 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
AppLovin
0 Sell rating(s)
5 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.88

Summary

AppLovin beats NetEase on 13 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$76.32B$11.44B$36.82B$12.19B
Dividend Yield2.37%3.20%3.16%9.43%
P/E Ratio15.8829.50167.7823.71
Price / Sales4.7426.76594.2490.71
Price / Cash15.0316.5945.0459.93
Price / Book3.233.049.116.08
Net Income$4.83B$492.46M$1.07B$331.84M
7 Day Performance-8.94%-1.93%-1.84%-1.50%
1 Month Performance1.62%1.59%-3.02%-2.99%
1 Year Performance-12.29%0.18%133.50%13.53%

NetEase Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NTES
NetEase
4.9654 of 5 stars
$119.55
-0.5%
$158.38
+32.5%
-14.5%$76.32B$16.11B15.8825,382
PLTR
Palantir Technologies
4.5934 of 5 stars
$134.85
+1.9%
$190.85
+41.5%
-20.2%$317.36B$4.48B151.524,429
CRWD
CrowdStrike
3.2391 of 5 stars
$198.49
-2.3%
$180.63
-9.0%
+59.0%$206.79B$4.81BN/A10,698
SAP
SAP
4.7417 of 5 stars
$158.63
-0.3%
$271.17
+70.9%
-49.7%$195.38B$41.63B21.44110,650
SHOP
Shopify
4.546 of 5 stars
$124.48
+0.7%
$157.58
+26.6%
-8.4%$160.34B$11.56B123.257,600

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This page (NASDAQ:NTES) was last updated on 7/24/2026 by MarketBeat.com Staff.
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