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Upturn AI SWOT - About
NTES 
NetEase Inc (NTES)
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Upturn Advisory Summary
10/24/2025: 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 $160.8
1 Year Target Price $160.8
| 22 | Strong Buy |
| 7 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -22.39% | Avg. Invested days 34 | 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 10/24/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 93.94B USD | Price to earnings Ratio 19.64 | 1Y Target Price 160.8 |
Price to earnings Ratio 19.64 | 1Y Target Price 160.8 | ||
Volume (30-day avg) 31 | Beta 0.82 | 52 Weeks Range 73.89 - 159.55 | Updated Date 10/25/2025 |
52 Weeks Range 73.89 - 159.55 | Updated Date 10/25/2025 | ||
Dividends yield (FY) 1.98% | Basic EPS (TTM) 7.47 |
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 19.64 | Forward PE 16 | Enterprise Value 78793450419 | Price to Sales(TTM) 0.86 |
Enterprise Value 78793450419 | Price to Sales(TTM) 0.86 | ||
Enterprise Value to Revenue 5.12 | Enterprise Value to EBITDA 15.33 | Shares Outstanding 633198284 | Shares Floating 1706939553 |
Shares Outstanding 633198284 | Shares Floating 1706939553 | ||
Percent Insiders 1.4 | Percent Institutions 9.37 |
Upturn AI SWOT
NetEase Inc
Company Overview
History and Background
NetEase Inc. was founded in 1997 by William Ding. Initially a provider of internet infrastructure, it evolved into a leading online and mobile games developer, advertising services provider, and e-commerce business. Significant milestones include the launch of its first self-developed game and its listing on NASDAQ.
Core Business Areas
- Online Game Services: NetEase develops and operates online games for PC and mobile platforms. Key games include Fantasy Westward Journey, Onmyoji, and Diablo Immortal (co-developed with Blizzard Entertainment).
- Youdao: Youdao focuses on intelligent learning, offering online courses, learning tools, and smart devices. It aims to provide educational content and services to students and professionals.
- Cloud Music: NetEase Cloud Music is a music streaming platform that offers a wide range of music content, social features, and personalized recommendations.
- Innovative Businesses and Others: Includes NetEase Media (news portal), Yanxuan (e-commerce platform focused on private label goods), and other emerging businesses like CC Live (live streaming platform).
Leadership and Structure
William Ding is the CEO and Director. The company has a structured organizational hierarchy with dedicated teams for each business segment, overseen by senior management.
Top Products and Market Share
Key Offerings
- Fantasy Westward Journey: A popular massively multiplayer online role-playing game (MMORPG) in China. Estimated to contribute significantly to NetEase's gaming revenue. Competitors include Tencent's Honor of Kings and Peacekeeper Elite.
- Onmyoji: A mobile role-playing game with a strong emphasis on storytelling and strategic gameplay. Competitors include Genshin Impact and Arknights.
- NetEase Cloud Music: A music streaming platform competing with Tencent Music Entertainment (TME) in China. Market share fluctuates, but NetEase Cloud Music maintains a significant user base. TME is the largest competitor.
- Diablo Immortal: Co-developed with Blizzard Entertainment. Mobile and PC action MMORPG title. Competitors include other mobile action RPGs such as Lineage.
Market Dynamics
Industry Overview
The online gaming industry is experiencing continued growth, driven by mobile gaming and esports. The online education market is also expanding, fueled by demand for personalized learning. The music streaming market is competitive, with players vying for subscribers and content rights.
Positioning
NetEase is a leading player in the Chinese online gaming market, with a strong focus on self-developed games. It is also a significant competitor in online education and music streaming, leveraging its technological capabilities and user base.
Total Addressable Market (TAM)
The global gaming market is estimated to be over $200 billion. The online education and music streaming markets are also substantial. NetEase is positioned to capture a significant share of these markets.
Upturn SWOT Analysis
Strengths
- Strong self-developed game portfolio
- Established brand reputation in China
- Diversified revenue streams
- Solid financial position
- Innovative R&D capabilities
Weaknesses
- Reliance on the Chinese market
- Regulatory risks in China
- Competition from Tencent
- Dependence on a few key game titles
- Relatively smaller presence in international markets
Opportunities
- Expansion into international markets
- Growth in mobile gaming and esports
- Development of new game genres
- Strategic partnerships and acquisitions
- Further penetration of online education and music streaming markets
Threats
- Intensifying competition in the gaming industry
- Changes in government regulations in China
- Economic slowdown in China
- Piracy and intellectual property infringement
- Geopolitical risks
Competitors and Market Share
Key Competitors
- TCEHY
- BILI
- HUYA
Competitive Landscape
NetEase competes with Tencent in gaming and other sectors. Tencent has a larger overall market share, but NetEase differentiates itself through self-developed games and a focus on quality content.
Major Acquisitions
Quantic Dream
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Strengthen NetEaseu2019s game development capabilities and expand its presence in the global gaming market.
Growth Trajectory and Initiatives
Historical Growth: Driven by the success of its online games and expansion into other business segments.
Future Projections: Analyst estimates suggest continued growth, driven by new game launches, expansion into international markets, and growth in online education and music streaming.
Recent Initiatives: Focus on developing innovative games, expanding its presence in overseas markets, and investing in new technologies.
Summary
NetEase is a strong player in the Chinese gaming market, with diversified revenue streams. It is successfully expanding its global presence but faces regulatory risks in China and intense competition from Tencent. They are successfully launching new titles and acquiring studios to bolster the development pipeline. The company needs to watch out for shifts in Chinese regulations to be able to continue to grow.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry News
- Company Investor Relations
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market information are subject to change. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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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