NetEase Inc - ADR

NetEase Inc - ADR

NTES

Market Cap$77.42B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
NetEase Inc - ADRNetEase Inc - ADR18.91.84%21%0.70.1

Earnings Call Q1 2025

May 15, 2025 - AI Summary

Strong Revenue Growth: NetEase reported total net revenue of RMB 28.8 billion ($4.0 billion) for Q1 2025, representing a 7.4% year-over-year increase. The revenue from gaming and value-added services was RMB 24.0 billion, growing 12% year-over-year, driven by both new titles and the sustained popularity of long-established games.
Game Performance and Updates: Newly launched games, including *Marvel Rivals* and *FragPunk*, have shown promising results, with *Marvel Rivals* reaching #1 on Steam's global top seller chart after a strong seasonal update. However, *FragPunk* experienced a faster decline in popularity post-launch, indicating the need for ongoing content and market strategies to maintain player engagement.
Future Plans and Pipeline: Management indicated a robust pipeline of upcoming titles, including *MARVEL Mystic Mayhem* and *Destiny: Rising*, and plans for continued investment in existing franchises to capture growth opportunities. The strategy involves shortening seasonal updates and introducing new heroes to bolster player engagement.

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$39.12

Current Fair Value

67.9% downside

Overvalued by 67.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$77.42 Billion
Enterprise Value$38.27 Billion
Dividend Yield$2.58025 (1.84060901170378%)
Earnings per Share$45.95
Beta0.82
Outstanding Shares642,232,893

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio18.93
PEG57.06
Price to Sales0.75
Price to Book Ratio0.55
Enterprise Value to Revenue0.36
Enterprise Value to EBIT1.3
Enterprise Value to Net Income1
Total Debt to Enterprise0.32
Debt to Equity0.09

Revenue Sources

No data

Insider Trades

ESG Score

No data

About NetEase Inc

CEO: Lei Ding