Investors interested in stocks from the Internet - Software and Services sector have probably already heard of NetEase (NTES) and Tyler Technologies (TYL). But which of these two stocks presents investors with the better value opportunity right now?

NetEase, Inc. (NTES) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the company's robust financial health is underscored by a 42.9% FCF margin and a forward P/E of 1.91, suggesting significant value relative to its cash-generative gaming operations.
NetEase, Inc. (NTES) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
NetEase, Inc. (NTES) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 21, 2026 | $2.53vs $2.19+15.5% | $4.4Bvs $4.3B+4.3% |
| Q1 2026 | Feb 11, 2026 | $1.57vs $2.03-22.7% | $3.9Bvs $4.1B-4.1% |
| Q4 2025 | Nov 20, 2025 | $2.07vs $2.08-0.5% | $4.0Bvs $4.0B-1.3% |
| Q3 2025 | Aug 14, 2025 | $2.07vs $2.04+1.5% | $3.9Bvs $4.0B-2.2% |
Recent stock market news and headlines for NetEase, Inc. (NTES)
Investors interested in stocks from the Internet - Software and Services sector have probably already heard of NetEase (NTES) and Tyler Technologies (TYL). But which of these two stocks presents investors with the better value opportunity right now?

On June 24, 2026, we delve into the discounted cash flow (DCF) analysis for NetEase Inc (NTES), a company currently facing a challenging market environment with

NetEase (NTES) is deeply undervalued, trading at 10x free cash flow and offering a 24% upside to a $150/share target. International expansion, evidenced by hits like Marvel Rivals and Where Winds Meet, is accelerating, with overseas revenue now at 10.1%. NTES boasts a 38% free cash flow margin, $25.3B cash, low leverage, and expanding gross margins, supporting dividends and reinvestment.

The global video games industry is entering a period of consolidation that is likely to favour the biggest publishers and developers, according to analysts...

NetEase (NTES) could produce exceptional returns because of its solid growth attributes.

Key metrics vs top competitors for NetEase, Inc. (NTES)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $130.82 | $83.52B | 17.01 | 6.96% | 29.98% | 21.94% | 2.34% | |
| $112.09 | $38.12B | 64.76 | -3.04% | 3.48% | 0.21% | — | |
| $17.60 | $7.38B | 46.17 | 13.1% | 0.75% | 1.56% | — | |
| $2.35 | $537.92M | -33.26 | 6.96% | -2.51% | -2.41% | — | |
| $4.79 | $144.56M | -35.76 | -10.58% | -4.81% | -6.48% | — | |
| $205.44 | $51.41B | 58.53 | 0.91% | 11.78% | 14.19% | — |
NetEase, Inc. (NTES) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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NetEase, Inc. (NTES) stock FAQ — growth, dividends, profitability & financials explained
NetEase, Inc. (NTES) reported $114.39B in revenue for fiscal year 2025. This represents a 732307% increase from $15.6M in 1999.
NetEase, Inc. (NTES) grew revenue by 7.0% over the past year. This is steady growth.
Yes, NetEase, Inc. (NTES) is profitable, generating $34.13B in net income for fiscal year 2025 (30.0% net margin).
Yes, NetEase, Inc. (NTES) pays a dividend with a yield of 2.34%. This makes it attractive for income-focused investors.
NetEase, Inc. (NTES) has a return on equity (ROE) of 21.9%. This is excellent, indicating efficient use of shareholder capital.
NetEase, Inc. (NTES) generated $50.30B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.