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NTES Unclassified Latest YouTube: Q1 2026

NTES

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

NTES Stock: BUY Call - Gaming Giant Trades At 15x Q1 2026

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
Podcast available
Yes
Current price
$127.63
+5.99 (+4.92%)
Trailing / Forward P/E
15.80x
Forward: 12.07x
Market cap / Volume
Volume:
Revenue / Earnings Growth
6.1%
Earnings: 3.1%
Margins
41.4% op
Gross: 65.7% · Net: 29.8%
Balance sheet
3.29x current
Debt / Equity: 6.5
52-week range / Beta
$106.06 - $159.55
Beta: 0.79
Analyst target
$161.46
Upside: 26.5%
Cash / shareholder return
41.79% FCF yield
Dividend yield: 3.37%

Company context

Industry: Electronic Gaming & Multimedia
Country: China
Employees:
Price to book: 16.78x
Return on equity: 22.1%
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. NetEase, Inc. was formerly known as NetEase.com, Inc. and changed its name to NetEase, Inc. in March 2012. The company was founded in 1997 and is headquartered in Hangzhou, the People's Republic of China.

Price chart

Market context for NTES

Competitive view

NTES vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

NTES latest YouTube video thumbnail YouTube
NTES
NTES
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
NTES
$81.72B
NTES
DHR
$141.00B
Danaher Corporation
ADBE
$99.01B
ADBE
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
NTES
15.8x
NTES
DHR
35.8x
Danaher Corporation
ADBE
14.3x
ADBE
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
NTES
12.1x
NTES
DHR
21.7x
Danaher Corporation
ADBE
9.1x
ADBE
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
NTES
6.1%
NTES
DHR
5.5%
Danaher Corporation
ADBE
12.7%
ADBE
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
NTES
3.1%
NTES
DHR
59.7%
Danaher Corporation
ADBE
7.9%
ADBE
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
NTES
41.4%
NTES
DHR
19.8%
Danaher Corporation
ADBE
35.3%
ADBE
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
NTES
65.7%
NTES
DHR
58.8%
Danaher Corporation
ADBE
89.4%
ADBE
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
NTES
29.8%
NTES
DHR
15.9%
Danaher Corporation
ADBE
28.7%
ADBE
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
NTES
22.1%
NTES
DHR
7.6%
Danaher Corporation
ADBE
63.0%
ADBE
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
NTES
41.8%
NTES
DHR
3.1%
Danaher Corporation
ADBE
9.3%
ADBE
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
NTES
6.47x
NTES
DHR
52.97x
Danaher Corporation
ADBE
61.44x
ADBE
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
NTES
3.29x
NTES
DHR
1.65x
Danaher Corporation
ADBE
0.75x
ADBE
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
NTES
0.79
NTES
DHR
0.82
Danaher Corporation
ADBE
1.43
ADBE
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
NTES
3.4%
NTES
DHR
0.7%
Danaher Corporation
ADBE
ADBE
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
NTES
26.5%
NTES
DHR
13.5%
Danaher Corporation
ADBE
8.2%
ADBE

Episode timeline

Episode archive for NTES

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube podcast complete
NTES Stock: BUY Call - Gaming Giant Trades At 15x Q1 2026
Quarterly earnings-analysis entry for NTES. Use the links on the right to open the video or podcast episode.