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Upturn AI SWOT - About
NTES 
NetEase Inc (NTES)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/17/2025: NTES (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
31 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $154.57
1 Year Target Price $154.57
| 22 | Strong Buy |
| 7 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.7% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 99.46B USD | Price to earnings Ratio 21.06 | 1Y Target Price 154.57 |
Price to earnings Ratio 21.06 | 1Y Target Price 154.57 | ||
Volume (30-day avg) 31 | Beta 0.84 | 52 Weeks Range 73.89 - 159.55 | Updated Date 09/17/2025 |
52 Weeks Range 73.89 - 159.55 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 1.85% | Basic EPS (TTM) 7.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 31.19% | Operating Margin (TTM) 32.49% |
Management Effectiveness
Return on Assets (TTM) 11% | Return on Equity (TTM) 24.45% |
Valuation
Trailing PE 21.06 | Forward PE 16.78 | Enterprise Value 80100637250 | Price to Sales(TTM) 0.91 |
Enterprise Value 80100637250 | Price to Sales(TTM) 0.91 | ||
Enterprise Value to Revenue 5.2 | Enterprise Value to EBITDA 15.58 | Shares Outstanding 633198016 | Shares Floating 1706939553 |
Shares Outstanding 633198016 | Shares Floating 1706939553 | ||
Percent Insiders 1.4 | Percent Institutions 9.59 |
Upturn AI SWOT
NetEase Inc
Company Overview
History and Background
NetEase Inc was founded in 1997 by William Ding in Guangzhou, China. Initially a provider of internet infrastructure services, it quickly transitioned to online gaming and has become a leading technology company in China, known for its game development and educational platforms.
Core Business Areas
- Online Games: Develops and operates online games for PC and mobile platforms. This is their primary revenue driver. Includes popular titles like 'Fantasy Westward Journey' and collaborations with Blizzard Entertainment.
- Education: Provides online education services through Youdao, offering courses and learning tools.
- Music Streaming: Operates NetEase Cloud Music, a popular music streaming platform in China.
- E-commerce: Operates Yanxuan, an e-commerce platform featuring private label products.
Leadership and Structure
William Ding is the founder and CEO. The company has a typical corporate structure with various departments overseeing different business units.
Top Products and Market Share
Key Offerings
- Fantasy Westward Journey: A highly successful MMORPG in China, generating substantial revenue. Competitors include Tencent's Honor of Kings and Peacekeeper Elite.
- NetEase Cloud Music: A popular music streaming platform with a significant user base in China. Competitors include Tencent Music (TME).
- Onmyoji: A popular mobile game. Competitors include Tencent's Onmyoji Arena and other mobile RPGs.
- Youdao: Offers online education platforms and services, including dictionary apps and online courses. Competitors include TAL Education Group and New Oriental Education & Technology Group.
Market Dynamics
Industry Overview
The online gaming and education industries are highly competitive and rapidly evolving, with increasing demand for mobile gaming and online learning solutions.
Positioning
NetEase Inc is a leading player in the Chinese technology market, known for its game development capabilities and online education platforms. It faces strong competition from other tech giants like Tencent.
Total Addressable Market (TAM)
The TAM for online gaming, music streaming, and online education in China is substantial, potentially reaching hundreds of billions of USD. NetEase is well-positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong game development capabilities
- Popular online education platform (Youdao)
- Well-established brand in China
- Significant user base
- Successful partnerships (e.g., Blizzard)
Weaknesses
- Reliance on the Chinese market
- Regulatory risks in China
- Competition from Tencent
- Dependence on a few key game titles
- Volatility in the gaming market
Opportunities
- Expansion into international markets
- Growth in mobile gaming
- Increasing demand for online education
- Strategic acquisitions
- Development of new game genres
Threats
- Increased competition
- Changing user preferences
- Regulatory changes in China
- Economic slowdown in China
- Intellectual property risks
Competitors and Market Share
Key Competitors
- TCEHY
- BIDU
- BILI
Competitive Landscape
NetEase Inc has a strong position in gaming and education but faces intense competition from Tencent, which has a larger user base and greater financial resources. NetEase differentiates itself through its game development capabilities and the quality of its online education platforms.
Major Acquisitions
Quantic Dream
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: To strengthen its game development capabilities and expand its global presence.
Growth Trajectory and Initiatives
Historical Growth: Need actual data to populate this part.
Future Projections: Analysts project continued growth in revenue and earnings, driven by the growth of the gaming and education markets.
Recent Initiatives: Expanding into international markets, investing in new game development studios, and developing new online education products.
Summary
NetEase is a strong player in the Chinese gaming and education markets, demonstrating consistent growth. Their focus on high-quality content and strategic partnerships has helped them maintain a competitive edge. However, they must navigate regulatory challenges and fierce competition, particularly from Tencent, while expanding internationally for sustainable growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and analyst estimates. Actual results may vary. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About NetEase Inc
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2000-06-30 | Founder, CEO & Director Mr. Lei Ding | ||
Sector Communication Services | Industry Electronic Gaming & Multimedia | Full time employees 26028 | Website https://ir.netease.com |
Full time employees 26028 | Website https://ir.netease.com | ||
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; NetEase Cloud Music; and Innovative Businesses and Others segments. It develops and operates mobile and PC games; and offers games licensed from other developers. The company also provides live streaming service, and other related or ancillary value-added services related to games, such as the sale of game-themed merchandise. In addition, it offers digital content services with interactive learning features, including Youdao Lingshi and Youdao Literature; STEAM courses consisting computer coding courses and other STEAM courses; and adult courses, such as China University massive open online course. Further, the company provides Youdao Dictionary, an online language tool; Confucius, a large language model for the education sector; Hi Echo, an AI-driven virtual English-speaking tutor; Mr. P AI Tutor, a conversation-based tool; Youdao Desktop Translation, a desktop dictionary tool; U-Dictionary, an online dictionary and translation app; iRecord, an audio transcription tool; LectMate, an interpretation software for study-abroad lecture scenarios; iArch, an AI home design software; Baby Genius, an AI baby generator; and One Translate Translator, a translation tool for travelers. It also offers online marketing services consisting of performance-based advertising services, and global marketing and promotion services through banners, text links, videos, logos, buttons, and rich media. Additionally, the company develops and offers smart devices, including Youdao Dictionary Pen, Youdao Listening Pod, and Youdao Smart Learning Pad. 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.
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