Technology - Electronic Gaming & Multimedia - NASDAQ - CN
$ 85.49
1.51 %
$ 48.2 B
Market Cap
13.95
P/E
NetEase, Inc. provides online services focusing on diverse content, community, communication, and commerce in the Peoples' Republic of China and internationally. The company operates in three segments: Online Game Services, Youdao, Cloud Music, and Innovative Businesses and Others. 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 Listening Pod, Youdao Smart Lamp, Youdao Pocket Translator, and Youdao Super Dictionary; online courses; interactive learning apps; enterprise services, such as Youdao Smart Learning Terminal, a device that automates paper-based homework processing and provides learning diagnosis through artificial intelligence technology at schools; and Youdao Smart Cloud, a cloud-based platform that allows third-party app developers, smart device brands and manufacturers to access advanced optical character recognition capabilities and neural machine translation engine.[ Read More ]
The intrinsic value of one NTES stock under the base case scenario is HIDDEN Compared to the current market price of 85.5 USD, NetEase, Inc. is HIDDEN
2. FUNDAMENTAL
ANALYSIS
Price Chart NTES
FINANCIALS
103 B
REVENUE
27.7 B
OPERATING INCOME
29.4 B
NET INCOME
35.3 B
OPERATING CASH FLOW
-17 B
INVESTING CASH FLOW
-21.5 B
FINANCING CASH FLOW
25.5 B
REVENUE
6.99 B
OPERATING INCOME
6.83 B
NET INCOME
6.53 B
OPERATING CASH FLOW
-14.9 B
INVESTING CASH FLOW
-15.9 B
FINANCING CASH FLOW
Balance Sheet Decomposition
NetEase, Inc.
| Current Assets | 143 B |
| Cash & Short-Term Investments | 127 B |
| Receivables | 6.42 B |
| Other Current Assets | 9.55 B |
| Non-Current Assets | 43.2 B |
| Long-Term Investments | 22.8 B |
| PP&E | 8.82 B |
| Other Non-Current Assets | 11.6 B |
| Current Liabilities | 53.8 B |
| Accounts Payable | 881 M |
| Short-Term Debt | 19.5 B |
| Other Current Liabilities | 33.5 B |
| Non-Current Liabilities | 4 B |
| Long-Term Debt | 984 M |
| Other Non-Current Liabilities | 3.01 B |
EFFICIENCY
Earnings Waterfall
NetEase, Inc.
| Revenue | 103 B |
| Cost Of Revenue | 40.4 B |
| Gross Profit | 63.1 B |
| Operating Expenses | 35.4 B |
| Operating Income | 27.7 B |
| Other Expenses | -1.65 B |
| Net Income | 29.4 B |
RATIOS
60.95%
GROSS MARGIN
26.78%
OPERATING MARGIN
28.43%
NET MARGIN
23.67%
ROE
15.82%
ROA
16.59%
ROIC
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
NetEase, Inc.
| Net Income | 29.4 B |
| Depreciation & Amortization | 3.06 B |
| Capital Expenditures | -4.28 B |
| Stock-Based Compensation | 3.24 B |
| Change in Working Capital | 376 M |
| Others | 1.28 B |
| Free Cash Flow | 31.1 B |
Wall Street Analysts Price Targets
NetEase, Inc.
Wall Street analysts predict an average 1-year price target for NTES of $128 , with forecasts ranging from a low of $82 to a high of $216 .
NTES Lowest Price Target
Wall Street Target
82 USD
-4.08%
NTES Average Price Target
Wall Street Target
128 USD
49.73%
NTES Highest Price Target
Wall Street Target
216 USD
152.66%
4. DIVIDEND ANALYSIS
0.50%
DIVIDEND YIELD
0.435 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
NetEase, Inc.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|
7. News
NetEase, Inc. (NTES) Q3 2024 Earnings Call Transcript
NetEase, Inc. (NASDAQ:NTES ) Q3 2024 Earnings Conference Call November 14, 2024 7:00 AM ET Company Participants Brandi Piacente - Investor Relations William Ding - Founder, Director and Chief Executive Officer Bill Pang - Vice President of Corporate Development Conference Call Participants Lincoln Kong - Goldman Sachs Xueqing Zhang - CICC Ritchie Sun - HSBC Felix Liu - UBS Alicia Yap - Citigroup Operator Good day, and welcome to the NetEase 2024 Third Quarter Earnings Conference Call. Today's conference is being recorded.
seekingalpha.com
- 2 days ago
Youdao Reports Third Quarter 2024 Unaudited Financial Results
HANGZHOU, China , Nov. 14, 2024 /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 third quarter ended September 30, 2024. Third Quarter 2024 Financial Highlights Total net revenues were RMB1.6 billion (US$224.1 million), representing a 2.2% increase from the same period in 2023.
prnewswire.com
- 3 days ago
Youdao, Inc. to Hold Annual General Meeting on December 12, 2024
BEIJING , Nov. 14, 2024 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced that it will hold its annual general meeting of shareholders (the "AGM") at its offices at Building No.7, West Zone, Zhongguancun Software Park (Phase II), No.10 Xibeiwang East Road, Haidian District, Beijing, People's Republic of China on December 12, 2024 at 3:00 p.m. – 5:00 p.m.
prnewswire.com
- 3 days ago
NetEase Announces Third Quarter 2024 Unaudited Financial Results
HANGZHOU, China , Nov. 14, 2024 /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 third quarter ended September 30, 2024. Third Quarter 202 4 Financial Highlights Net revenues were RMB26.2 billion (US$3.7 billion), a decrease of 3.9% compared with the same quarter of 2023.
prnewswire.com
- 3 days ago
NetEase: Robust IP, Strong R&D, And An Attractive Price
NetEase has a strong history of developing successful games and maintaining profitability, with a focus on mobile-first gaming and robust intellectual property. The company demonstrates impressive net profit growth and competitive advantage through significant R&D investment and high insider ownership. Despite regulatory challenges in China, NetEase remains undervalued compared to competitors, with a forward PE of 11.56.
seekingalpha.com
- 4 days ago
Youdao to Report Third Quarter 2024 Financial Results on November 14
HANGZHOU, China , Oct. 31, 2024 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced that it will report its third quarter 2024 financial results on Thursday, November 14, 2024, before the open of the U.S. markets. The earnings teleconference call with simultaneous webcast will take place at 5:00 a.m.
prnewswire.com
- 2 weeks ago
NetEase to Report Third Quarter 2024 Financial Results on November 14
HANGZHOU, China , Oct. 31, 2024 /PRNewswire/ -- NetEase, Inc. (NASDAQ: NTES and HKEX: 9999, "NetEase" or the "Company"), a leading internet and game services provider, today announced that it will report financial results for the 2024 third quarter on Thursday, November 14, 2024, before the open of the U.S. markets. The earnings teleconference call with simultaneous webcast will take place at 7:00 a.m.
prnewswire.com
- 2 weeks ago
NetEase Cloud Music Acquires Exclusive 30-Day Premiere for Kakao Entertainment's Latest K-POP Hits in China
HANGZHOU, China , Oct. 23, 2024 /PRNewswire/ -- NetEase Cloud Music, a leading online music platform in China, has joined forces with Kakao Entertainment, a prominent South Korean entertainment company, to premiere new K-POP songs in China. Starting October 24, 2024, NetEase Cloud Music will exclusively feature Kakao Entertainment's latest music releases for the first 30 days concurrent with their global launch.
prnewswire.com
- 3 weeks ago
Delek Logistics Partners, Futu Holdings, NetEase And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling around 50 points on Wednesday.
benzinga.com
- 1 month ago
Chinese Tech Stocks Slump as Nasdaq's Golden Dragon Index Dips
On Tuesday, major Chinese stocks experienced significant declines, leading to a 6.85% drop in the Nasdaq Golden Dragon China Index (HXC). Among those showing gains, Taiwan Semiconductor Manufacturing (TSM) rose by 0.86%, WSP Global (WSP) increased by 1.08%, and RLX Technology (RLX) edged up by 0.53%.
gurufocus.com
- 1 month ago
NetEase (NTES) Stock Dips Amid Game Launch Issues in China
NetEase (NTES, Financial) shares experienced a significant decline in pre-market trading, dropping over 8.8% to $90.7. On the Hong Kong Stock Exchange, its shares closed with a decline of over 10.8%, settling at 141 HKD.
gurufocus.com
- 1 month ago
Mixed Performance for Chinese Stocks with HXC Index Down 2.37%
Major Chinese stocks listed in the U.S. showed mixed results in recent trading, with the Nasdaq Golden Dragon China Index (HXC) closing down 2.37%. Notable gainers included Taiwan Semiconductor Manufacturing Company (TSM), which rose 2.09%, and Futu Holdings (FUTU, Financial), which saw an impressive increase of 8.81%.
gurufocus.com
- 1 month ago
8. Profile Summary
NetEase, Inc. NTES
COUNTRY
CN
INDUSTRY
Electronic Gaming & Multimedia
MARKET CAP
$ 48.2 B
Dividend Yield
0.50%
Description
NetEase, Inc. provides online services focusing on diverse content, community, communication, and commerce in the Peoples' Republic of China and internationally. The company operates in three segments: Online Game Services, Youdao, Cloud Music, and Innovative Businesses and Others. 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 Listening Pod, Youdao Smart Lamp, Youdao Pocket Translator, and Youdao Super Dictionary; online courses; interactive learning apps; enterprise services, such as Youdao Smart Learning Terminal, a device that automates paper-based homework processing and provides learning diagnosis through artificial intelligence technology at schools; and Youdao Smart Cloud, a cloud-based platform that allows third-party app developers, smart device brands and manufacturers to access advanced optical character recognition capabilities and neural machine translation engine. Its products and services also include NetEase Cloud Music, a music streaming platform; Yanxuan, an e-commerce platform, which sells private label products, including consumer electronics, food, apparel, homeware, kitchenware, and other general merchandise; NetEase Media, an internet media platform; 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
Mr. Yingfeng Ding
Executive Vice President
Ryutaro Ichimura
President & Representative Director of PinCool Inc.
Mr. Lei Ding
Founder, Chief Executive Officer & Director
Mr. Paul W. Boltz Jr.
General Counsel
Mr. Bill Pang
Vice President of Corporate Development
Ms. Ying Li
Head of Financial Reporting
Ms. Margaret Shi
IR Director