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Technology - Electronic Gaming & Multimedia - NASDAQ - CN
$ 92.35
-6.59 %
$ 59.5 B
Market Cap
14.61
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one NTES stock under the worst case scenario is HIDDEN Compared to the current market price of 92.3 USD, NetEase, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one NTES stock under the base case scenario is HIDDEN Compared to the current market price of 92.3 USD, NetEase, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one NTES stock under the best case scenario is HIDDEN Compared to the current market price of 92.3 USD, NetEase, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart NTES

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$110.0$110.0$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
105 B REVENUE
1.77%
29.6 B OPERATING INCOME
6.77%
29.7 B NET INCOME
1.16%
39.7 B OPERATING CASH FLOW
12.30%
17.9 B INVESTING CASH FLOW
205.12%
-27.3 B FINANCING CASH FLOW
-27.34%
26.7 B REVENUE
2.05%
7.82 B OPERATING INCOME
9.44%
8.77 B NET INCOME
30.72%
13 B OPERATING CASH FLOW
23.04%
20.6 B INVESTING CASH FLOW
2961.65%
-2.46 B FINANCING CASH FLOW
70.88%
Balance Sheet NetEase, Inc.
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Current Assets 153 B
Cash & Short-Term Investments 138 B
Receivables 5.67 B
Other Current Assets 10.1 B
Non-Current Assets 42.7 B
Long-Term Investments 3.02 B
PP&E 8.52 B
Other Non-Current Assets 31.1 B
70.20 %2.89 %5.14 %4.35 %15.88 %Total Assets$196.0b
Current Liabilities 49.7 B
Accounts Payable 721 M
Short-Term Debt 11.8 B
Other Current Liabilities 37.1 B
Non-Current Liabilities 3.83 B
Long-Term Debt 428 M
Other Non-Current Liabilities 3.4 B
22.07 %69.43 %6.36 %Total Liabilities$53.5b
EFFICIENCY
Earnings Waterfall NetEase, Inc.
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Revenue 105 B
Cost Of Revenue 39.5 B
Gross Profit 65.8 B
Operating Expenses 36.2 B
Operating Income 29.6 B
Other Expenses -114 M
Net Income 29.7 B
120b120b100b100b80b80b60b60b40b40b20b20b00105b(39b)66b(36b)30b114m30bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
62.50% GROSS MARGIN
62.50%
28.10% OPERATING MARGIN
28.10%
28.20% NET MARGIN
28.20%
21.41% ROE
21.41%
15.15% ROA
15.15%
15.85% ROIC
15.85%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis NetEase, Inc.
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40b40b35b35b30b30b25b25b20b20b15b15b10b10b5b5b0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 29.7 B
Depreciation & Amortization 2.42 B
Capital Expenditures -1.28 B
Stock-Based Compensation 3.88 B
Change in Working Capital 1.35 B
Others 2.84 B
Free Cash Flow 38.4 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets NetEase, Inc.
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Wall Street analysts predict an average 1-year price target for NTES of $124 , with forecasts ranging from a low of $82 to a high of $216 .
NTES Lowest Price Target Wall Street Target
82 USD -11.21%
NTES Average Price Target Wall Street Target
124 USD 34.43%
NTES Highest Price Target Wall Street Target
216 USD 133.89%
Price
Max Price Target
Min Price Target
Average Price Target
22022020020018018016016014014012012010010080806060May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.47% DIVIDEND YIELD
1.22 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
2.500002.500002.000002.000001.500001.500001.000001.000000.500000.500000.000000.000000.0780.1280.20150.09550.20350.4050.26751.077351.217750.0780.1460.21550.13750.23150.29750.3220.4650.4950.0880.1560.16550.12150.20750.29650.23750.35750.5250.4350.11160.360.1560.590.14350.730.08950.331.51751.960.1950.930.2250.820.4351.520.4951.750.43252.441.222015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 7
6. Ownership
Insider Ownership NetEase, Inc.
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Sold
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Bought
0 USD 0
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7. News
3 Rock-Solid Dividend Stocks That Will Grow Passive Income This Year Dividend stocks have been a reliable cornerstone for those who want to anchor their portfolios when markets get shaky. 247wallst.com - 2 weeks ago
Forget the Mag 7. The ‘Terrific 10' Are the Tech Bet for 2025. Nvidia NVDA-5.74%, Tesla TSLA-5.58%, and the rest of Big Tech are having a rough go of it, while China's Terrific 10— Alibaba 9988+0.46%, Tencent 700+0.49%, Meituan 3690+1.81%, Xiaomi 1810-4.17%, JD.com JD+0.75%, NetEase NTES+1.05%, Baidu BIDU+2.22%, BYD 002594+2.79%, Geely 175-1.05%, and SMIC 981+4.24%—are not. That raises the question: Are the Mag Seven yesterday's news and is it time to focus on their Chinese counterparts instead? marketwatch.com - 3 weeks ago
NetEase: Undervalued Gaming Giant With Global Potential NetEase: Undervalued Gaming Giant With Global Potential seekingalpha.com - 1 month ago
NetEase, Inc. (NTES) Q4 2024 Earnings Call Transcript NetEase, Inc. (NASDAQ:NTES ) Q4 2024 Earnings Conference Call February 20, 2025 7:00 AM ET Company Participants Brandi Piacente - Investor Relations Bill Pang - Vice President, Corporate Development William Ding - Chief Executive Officer Conference Call Participants Yang Bai - CICC Yang Liu - Morgan Stanley Ritchie Sun - HSBC Alicia Yap - Citigroup. Lincoln Kong - Goldman Sachs Felix Liu - UBS Operator Good day and welcome to the NetEase 2024 Fourth Quarter and Fiscal Year 2024 Earnings Conference Call. seekingalpha.com - 1 month ago
NetEase Cloud Music Inc. Reports Fiscal Year 2024 Financial Results HANGZHOU, China , Feb. 20, 2025 /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 fiscal year 2024 ended December 31, 2024. Summary of Key Financial Metrics  (RMB in thousands, unless otherwise stated) Year ended 31 December 2024 2023 (Unaudited) (Unaudited) Revenue 7,950,146 7,866,992 Gross profit 2,681,512 2,102,670 Profit before income tax 1,570,255 767,679 Profit for the period 1,565,369 734,182 Non-IFRS measure: Adjusted net profit (1) 1,700,078 818,500 Fiscal Year 2024 K ey Financial Highlights Revenue was RMB8.0 billion, an increase of 1.1% compared with RMB7.9 billion in 2023. prnewswire.com - 1 month ago
Youdao Reports Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results HANGZHOU, China , Feb. 20, 2025 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2024. Fourth Quarter 2024 Financial Highlights Total net revenues were RMB1.3 billion (US$183.6 million), representing a 9.5% decrease from the same period in 2023. prnewswire.com - 1 month ago
NetEase Announces Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results HANGZHOU, China , Feb. 20, 2025 /PRNewswire/ -- NetEase, Inc. (NASDAQ: NTES and HKEX: 9999, "NetEase" or the "Company"), a leading internet and game services provider, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2024. Fourth Quarter  202 4  Financial Highlights Net revenues were RMB26.7 billion (US$3.7 billion), a decrease of 1.4% compared with the same quarter of 2023. prnewswire.com - 1 month ago
NetEase raises fears it is unloading its overseas game properties, hurting U.S. gaming Chinese game companies may be forced to sell off their overseas holdings in U.S. game companies. That could cause an earthquake in gaming. venturebeat.com - 2 months ago
Report: Netease lays off Seattle team working on hit video game ‘Marvel Rivals' A Seattle-based team that contributed to development on the popular online action game Marvel Rivals has reportedly been dismissed by its parent company. geekwire.com - 2 months ago
Beyond DeepSeek: 4 Chinese ETFs for AI & Tech Exposure As Chinese artificial intelligence company DeepSeek continues to challenge American chip manufacturer NVIDIA for chip dominance, investors are looking to China for their next tech investments. Billionaire investor and founder of Appaloosa Management recently increased his firm's holdings in companies like Alibaba Group NYSE: BABA while drastically decreasing holdings in American companies like Meta Platforms NASDAQ: META. marketbeat.com - 2 months ago
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now. zacks.com - 2 months ago
NetEase Cloud Music Inc. to Report Fiscal Year 2024 Financial Results on February 20, 2025 HANGZHOU, China , Feb. 6, 2025 /PRNewswire/ -- NetEase Cloud Music Inc. (HKEX: 9899 or the "Company"), a leading interactive music streaming service provider in China, today announced that it will report its financial results for the fiscal year of 2024 ended December 31, 2024 on Thursday, February 20, 2025, after the Hong Kong market closes. The Company's management will host an earnings conference call at 7:00 p.m. prnewswire.com - 2 months ago
8. Profile Summary

NetEase, Inc. NTES

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COUNTRY CN
INDUSTRY Electronic Gaming & Multimedia
MARKET CAP $ 59.5 B
Dividend Yield 0.47%
Description NetEase, Inc. engages in online games, music streaming, online intelligent learning services, and internet content services businesses in China and internationally. The company operates through Games and Related Value-Added Services; Youdao; Cloud Music; and Innovative Businesses and Others segments. It develops and operates PC and mobile games, as well as offers games licensed from other game developers. The company's products and services include Youdao Dictionary, an online knowledge tool; Youdao Translation, a tool specifically designed to support translation needs of business and leisure travelers; U-Dictionary, an online dictionary and translation app; Youdao Kids' Dictionary, a smart and fun tool; smart devices, such as Youdao Dictionary Pen, Youdao Smart Learning Pad, and Youdao Listening Pod; online courses; interactive learning apps; and education digitalization solutions, such as Youdao Smart Learning Terminal, a device that automates paper-based homework processing; Youdao Smart Cloud, a cloud-based platform that allows third-party app developers, smart device brands, and manufacturers to the company's OCR capabilities; and Youdao Sports, a sports-centric educational system. Its products and services include NetEase Cloud Music, a music streaming platform; Yanxuan, an e-commerce platform, which sells private label products; www.163.com portal and related mobile app, Wangyi Xinwen, which deliver information such as news, sports events, technology, fashion trends, and online entertainment; NetEase Mail, an email service; NetEase CC Live streaming, a live streaming platform with a focus on game broadcasting; and NetEase Pay, a payment platform. The company was formerly known as NetEase.com, Inc. and changed its name to NetEase, Inc. in March 2012. NetEase, Inc. was founded in 1997 and is headquartered in Hangzhou, the People's Republic of China.
Contact NetEase Building, Hangzhou, 310052 https://netease.gcs-web.com
IPO Date June 30, 2000
Employees 29128
Officers Ms. Margaret Shi IR Director Ryutaro Ichimura President & Representative Director of PinCool Inc. Ms. Ying Li Head of Financial Reporting Mr. Yingfeng Ding Executive Vice President Mr. Paul W. Boltz Jr. General Counsel Mr. Bill Pang Vice President of Corporate Development Mr. Lei Ding Founder, Chief Executive Officer & Director