NetEase, Inc.

NTES • Electronic Gaming & Multimedia

$119.29

▲ +2.24 (+1.91%)

Precio actual

ResultadosÚltimo reporte: 31 mar 2026

PERFIL MUY FAVORABLEExcelenteConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$77.00B

Crecimiento

46.3%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 30.0%Crecimiento positivo de ingresos · 7.6%Flujo de caja libre positivo · 75.7Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 18.19

Datos financieros hasta: 31 mar 2026, 12:00 a.m. UTCÚltima actualización de earnings: 21 may 2026, 12:00 a.m. UTCÚltima actualización del perfil: 21 ago 2026, 12:05 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$119.29

Change1.91%

Shares Out645.47M

Market Cap$77.00B

52W Range106.06 - 159.55

Beta0.80

P/E11.51

P/S16.07

P/B2.99

P/FCF37.45

EV/Sales14.84

EV/EBITDA32.90

Price$119.29

Change1.91%

Shares Out645.47M

Market Cap$77.00B

52W Range106.06 - 159.55

Beta0.80

P/E11.51

P/S16.07

P/B2.99

P/FCF37.45

EV/Sales14.84

EV/EBITDA32.90

EV/FCF34.57

Earnings Yield8.69%

FCF Yield2.67%

Dividend Yield1.05%

Gross Margin64.29%

Oper. Margin31.82%

Profit Margin29.98%

Debt/Eq0.04

Current Ratio3.45

Quick Ratio3.44

Revenue 5Y46.33%

Target$162.33

Target Upside36.08%

Target Median$160.00

Target Range158.00 - 169.00

Volume1.50M

Avg Volume954.14K

EPS Surprise0.34

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

90/100

Fortaleza financiera

Deuda, caja, estabilidad

76/100

Potencial de crecimiento

Ingresos y expansión

89/100

Atractivo del precio

Barata o cara hoy

72/100

Por qué este puntaje▼

Márgenes estables o en mejora · 30.0%Crecimiento positivo de ingresos · 7.6%Flujo de caja libre positivo · 75.7Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 18.19Nivel de deuda manejable · 0.04

Analyst view

Analyst sentiment and price target

NTES

Analyst sentiment

Based on 33 analyst votes · 2026-09-05

89/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-21

Bajo

$158.00

Promedio

$163.50

Mediana

$163.50

Alto

$169.00

Resumen de la compañía

IPO: 6/30/2000

Industria: Electronic Gaming & Multimedia

P/B i: 2.99

Deuda / Patrimonio i: 0.04

Margen operativo: 31.82%

Margen neto: 29.98%

ROE i: -

ROIC: -

Salud financiera

Puntaje15 / 20

Deuda / Patrimonio: 0.04

Ratio corriente: 3.45

Ratio rápido: 3.44

Estado: Good

Transacciones internas

Actividad reciente de ejecutivos e insiders

Mo Bin

Transacción: 08/11/2026

COMPRA

Cambio

+716

Precio

Not reported

Presentación

08/13/2026

Tipo

COMPRA

Boltz Paul William JR

Transacción: 06/29/2026

VENTA

Cambio

-10,000

Precio

$128.30

Presentación

06/30/2026

Tipo

VENTA

DING WILLIAM LEI

Transacción: 03/17/2026

OTRO

Cambio

Precio

Not reported

Presentación

03/17/2026

Tipo

OTRO

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Mo Bin	COMPRA	+716	Not reported	08/11/2026	08/13/2026
Boltz Paul William JR	VENTA	-10,000	$128.30	06/29/2026	06/30/2026
DING WILLIAM LEI	OTRO	0	Not reported	03/17/2026	03/17/2026
DING WILLIAM LEI	OTRO	0	Not reported	03/17/2026	03/17/2026
Cheng YU FEN	OTRO	0	Not reported	03/17/2026	03/17/2026
Tang Grace Hui	OTRO	0	Not reported	03/17/2026	03/17/2026
Tong Joseph Tze Kay	OTRO	0	Not reported	03/17/2026	03/17/2026
Leung Michael Man Kit	OTRO	0	Not reported	03/17/2026	03/17/2026
Chan Kok Chung Johnny	OTRO	0	Not reported	03/17/2026	03/17/2026
Mo Bin	OTRO	0	Not reported	03/17/2026	03/17/2026
Boltz Paul William JR	OTRO	0	Not reported	03/17/2026	03/17/2026

Sobre la compañía

NetEase, Inc.

NetEase, Inc., a prominent technology firm founded in 1997 and headquartered in Hangzhou, People's Republic of China, delivers a broad spectrum of online services both within China and across international markets. Its core operations encompass online gaming, music streaming, intelligent online learning solutions, and diverse internet content services. The company organizes its activities into several key divisions: Games and Related Value-Added Services; Youdao, focusing on educational technology; Cloud Music for its audio streaming offerings; and a segment for Innovative Businesses and Others. Within its gaming division, NetEase is responsible for creating and managing both PC and mobile games, and it also publishes titles licensed from external game developers. The Youdao segment provides a comprehensive suite of online learning and translation tools, including Youdao Dictionary, Youdao Translation, U-Dictionary, and Youdao Kids' Dictionary. It also manufactures smart devices like the Youdao Dictionary Pen, Smart Learning Pad, and Listening Pod. Furthermore, Youdao offers online courses, interactive educational applications, and advanced digitalization solutions for education, such as the Youdao Smart Learning Terminal for automated homework processing, Youdao Smart Cloud (a platform offering OCR capabilities to third parties), and Youdao Sports, a sports-focused educational system. Beyond these, NetEase manages an array of other popular internet services. These include NetEase Cloud Music, a significant music streaming platform; Yanxuan, an e-commerce platform specializing in private label products; the www.163.com portal and its companion mobile app, Wangyi Xinwen, which deliver news, sports, technology, fashion, and entertainment content; NetEase Mail, an email service; NetEase CC Live, a live streaming platform primarily dedicated to game broadcasting; and NetEase Pay, a secure payment system. The company, originally known as NetEase.com, Inc., officially adopted its current name, NetEase, Inc., in March 2012.

Fuente - Link

Competidores

CDNS DELL GLW INFY MSTR NET RBLX SNOW SNPS TEL

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

NetEase: An Interesting Idea For Long-Term Dividend Growth Investors

Founded in 2007, NetEase is now an $80 billion (by market cap) gaming and content ecosystem employing more than 25,000 people. The company has increased its dividend for five consecutive years. That's in USD terms on the ordinary shares, although the actual ADR dividends can vary quite a bit from quarter to quarter. NetEase has a stellar financial position. The company has essentially no long-term debt. Moreover, it ended FY 2025 with $23.4 billion in net cash.

Seeking Alpha

NetEase Q2 Review: The Company Needs Another Big Hit Post-Marvel Rivals Slump

NetEase, Inc. reported Q2 revenues of $4.4B, up 8% y/y, but non-GAAP EPADS missed by $0.53 due to $435M in investment losses. Gross margins improved 550bps y/y and operating expenses declined 35% over six months, enhancing operating leverage and cash flow. NTES maintains a strong balance sheet with $3.3B in cash, $15B in time deposits, minimal debt, and robust free cash flow generation.

Seeking Alpha

NetEase, Inc. (NTES) Q2 2026 Earnings Call Transcript

Seeking Alpha

NetEase Q2 Earnings Call Highlights

NetEase NASDAQ: NTES reported second-quarter revenue of RMB 30.1 billion ($4.4 billion), supported by continued growth in its games business, while management highlighted live-service updates, global expansion and artificial intelligence investments as key parts of its operating strategy.

MarketBeat

NetEase Cloud Music Inc. Reports First Half 2026 Financial Results

HANGZHOU, China, Aug. 20, 2026 /PRNewswire/ -- NetEase Cloud Music Inc. (HKEX: 9899 or the "Company"), a leading interactive music streaming service provider in China, today announced its financial results for the first half of 2026 ended June 30, 2026. Summary of Key Financial Metrics (RMB in thousands, unless otherwise stated) Six months ended 30 June 2026 2025 (Unaudited) (Unaudited) Revenue 3,958,706 3,827,117 Gross profit 1,474,409 1,392,485 Operating profit 746,232 844,506 Profit before income tax 930,894 1,068,060 Profit for the period 809,236 1,882,142(1 ) Non-IFRS Measure (2 ): Adjusted operating profit 796,652 905,360 Adjusted net profit 859,656 1,946,353(1 ) Note: (1) During the period ended 30 June 2025, the Group recognised a deferred income tax credit of RMB849.4 million which primarily arose from the recognition of deferred tax assets in respect of cumulative tax losses incurred by a wholly-owned subsidiary.

PRNewsWire

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-21	2.19	2.53	0.34
2026-02-11	2.03	1.57	-0.46
2025-11-20	2.08	2.07	-0.01
2025-08-14	2.04	2.07	0.03
2025-05-15	2.01	2.41	0.4
2025-03-06	1.73	1.42	-0.31
2024-11-14	1.74	1.44	-0.3
2024-08-22	1.79	1.66	-0.13
2024-05-23	1.85	1.81	-0.04
2024-02-29	1.8	1.6	-0.2
2023-11-16	1.65	1.82	0.17
2023-08-24	1.33	1.91	0.58