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62.06 (1y: +2%)
Market Cap 7.99 B P/E(ttm) 17.10
Enterprise Value 5.5 B P/B 3.00
NTES- NAS (USA)
NetEase Inc
  • Currently 2.5/5
Business Predictability Rank: 2.5-Star (On Watch)
Back Testing Results:
Average gain of all 2.5-Star stocks: 7.3% per year.
% of Stocks that are in still loss if held for 10yrs: 18%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$62.06
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry		 vs
history
Cash to Debt No Debt
NTES's Cash to Debt is ranked higher than
96% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. NTES: No Debt )
NTES' s 10-Year Cash to Debt Range
Min: 2.04   Max: 28067
Current: No Debt
2.04
28067
Equity to Asset 0.813
NTES's Equity to Asset is ranked higher than
88% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.52 vs. NTES: 0.813 )
NTES' s 10-Year Equity to Asset Range
Min: 0.49   Max: 0.95
Current: 0.81
0.49
0.95
Interest Coverage No Debt
NTES's Interest Coverage is ranked higher than
88% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. NTES: No Debt )
NTES' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 5
Z-Score: 9.02
M-Score: -2.82
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry		 vs
history
Operating margin (%) 45.30
NTES's Operating margin (%) is ranked higher than
94% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 7.00 vs. NTES: 45.30 )
NTES' s 10-Year Operating margin (%) Range
Min: -819.4   Max: 62.1
Current: 45.3
-819.4
62.1
Net-margin (%) 44.4
NTES's Net-margin (%) is ranked higher than
96% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.00 vs. NTES: 44.4 )
NTES' s 10-Year Net-margin (%) Range
Min: -821.9   Max: 59.6
Current: 44.4
-821.9
59.6
ROE (%) 23.2
NTES's ROE (%) is ranked higher than
85% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.70 vs. NTES: 23.2 )
NTES' s 10-Year ROE (%) Range
Min: -41.9   Max: 42.8
Current: 23.2
-41.9
42.8
ROA (%) 18.9
NTES's ROA (%) is ranked higher than
92% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.10 vs. NTES: 18.9 )
NTES' s 10-Year ROA (%) Range
Min: -36.2   Max: 28.4
Current: 18.9
-36.2
28.4
ROC (Joel Greenblatt) (%) 29.60
NTES's ROC (Joel Greenblatt) (%) is ranked higher than
63% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. NTES: 29.60 )
NTES' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -45.6   Max: 42.6
Current: 29.6
-45.6
42.6
Revenue Growth (%) 21.2
NTES's Revenue Growth (%) is ranked higher than
95% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. NTES: 21.2 )
NTES' s 10-Year Revenue Growth (%) Range
Min: 11.5   Max: 125.8
Current: 21.2
11.5
125.8
EBITDA Growth (%) 15.8
NTES's EBITDA Growth (%) is ranked higher than
88% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. NTES: 15.8 )
NTES' s 10-Year EBITDA Growth (%) Range
Min: 14.4   Max: 132.1
Current: 15.8
14.4
132.1
EPS Growth (%) 18.1
NTES's EPS Growth (%) is ranked higher than
92% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. NTES: 18.1 )
NTES' s 10-Year EPS Growth (%) Range
Min: 12.2   Max: 125.4
Current: 18.1
12.2
125.4
» NTES's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

NTES Guru Trades in Q2 2012

Ken Heebner 115,000 sh (New)
Steven Cohen 17,082 sh (New)
Louis Moore Bacon 16,656 sh (New)
Jim Simons 2,774,600 sh (+16.05%)
John Hussman 8,000 sh (unchged)
Murray Stahl 11,320 sh (unchged)
Chuck Royce Sold Out
Bruce Kovner Sold Out
Steve Mandel 8,779,807 sh (-1.97%)
RS Investment Management 31,070 sh (-2.2%)
Chris Davis 139,200 sh (-5.29%)
Columbia Wanger 787,277 sh (-34.84%)
» More
Q3 2012

NTES Guru Trades in Q3 2012

Steven Cohen 75,300 sh (+340.81%)
Louis Moore Bacon 19,662 sh (+18.05%)
Jim Simons 2,794,300 sh (+0.71%)
Murray Stahl 11,320 sh (unchged)
John Hussman 8,000 sh (unchged)
Ken Heebner Sold Out
RS Investment Management Sold Out
Columbia Wanger 751,855 sh (-4.5%)
Chris Davis 122,420 sh (-12.05%)
Steve Mandel 6,209,650 sh (-29.27%)
» More
Q4 2012

NTES Guru Trades in Q4 2012

Jim Simons 2,935,900 sh (+5.07%)
John Hussman 8,000 sh (unchged)
Jeremy Grantham 309,600 sh (unchged)
Murray Stahl 11,320 sh (unchged)
Louis Moore Bacon Sold Out
Columbia Wanger Sold Out
Chris Davis 121,820 sh (-0.49%)
Steve Mandel 752,604 sh (-87.88%)
Steven Cohen 5,352 sh (-92.89%)
» More
Q1 2013

NTES Guru Trades in Q1 2013

Bruce Kovner 11,500 sh (New)
Chris Davis 123,050 sh (+1.01%)
Murray Stahl 11,320 sh (unchged)
John Hussman 8,000 sh (unchged)
Steven Cohen Sold Out
Steve Mandel Sold Out
Jeremy Grantham Sold Out
Jim Simons 2,721,000 sh (-7.32%)
» More
» Details

Insider Trades

Latest Guru Trades with NTES

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Steve Mandel 2013-03-31 Sold Out 0.2%$42.41 - $55.12 $ 62.0626%0
Steve Mandel 2012-12-31 Reduce -87.88%1.85%$37.15 - $56.02 $ 62.0630%752604
Steve Mandel 2012-09-30 Reduce -29.27%0.88%$48.16 - $60.32 $ 62.0616%6209650
Steve Mandel 2012-03-31 Add 20.01%0.53%$42.08 - $59.92 $ 62.0631%8956696
Steve Mandel 2011-12-31 Add 16.99%0.35%$36.35 - $49.59 $ 62.0638%7463540
Steve Mandel 2011-09-30 Add 29.91%0.46%$38.96 - $51.48 $ 62.0633%6379580
John Hussman 2011-09-30 New Buy$38.96 - $51.48 $ 62.0633%8000
Steve Mandel 2011-06-30 Add 139.44%0.97%$41.58 - $53.51 $ 62.0633%4910771
George Soros 2011-06-30 Sold Out $41.58 - $53.51 $ 62.0633%0
Steve Mandel 2011-03-31 New Buy0.81%$36.15 - $49.01 $ 62.0645%2050965
George Soros 2011-03-31 New Buy0.05%$36.15 - $49.01 $ 62.0645%88225
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 17.10
NTES's P/E(ttm) is ranked lower than
163% of the 150 Companies
in the Global Internet Content & Information industry.

( Industry Median: 27.80 vs. NTES: 17.10 )
NTES' s 10-Year P/E(ttm) Range
Min: 4.35   Max: 406.69
Current: 17.1
4.35
406.69
P/B 3.00
NTES's P/B is ranked lower than
111% of the 220 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.40 vs. NTES: 3.00 )
NTES' s 10-Year P/B Range
Min: 0.14   Max: 165.73
Current: 3
0.14
165.73
P/S 5.96
NTES's P/S is ranked lower than
77% of the 225 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.10 vs. NTES: 5.96 )
NTES' s 10-Year P/S Range
Min: 1.08   Max: 37.38
Current: 5.96
1.08
37.38
PFCF 11.50
NTES's PFCF is ranked lower than
163% of the 150 Companies
in the Global Internet Content & Information industry.

( Industry Median: 19.27 vs. NTES: 11.50 )
NTES' s 10-Year PFCF Range
Min: 6.28   Max: 1756.8
Current: 11.5
6.28
1756.8
EV-to-EBIT 11.6
NTES's EV-to-EBIT is ranked lower than
143% of the 171 Companies
in the Global Internet Content & Information industry.

( Industry Median: 16.01 vs. NTES: 11.6 )
NTES' s 10-Year EV-to-EBIT Range
Min: 4.1   Max: 421.5
Current: 11.6
4.1
421.5
PEG 0.8
NTES's PEG is ranked lower than
613% of the 40 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.52 vs. NTES: 0.8 )
NTES' s 10-Year PEG Range
Min: 0.16   Max: 1.05
Current: 0.8
0.16
1.05
Shiller P/E 21.7
NTES's Shiller P/E is ranked lower than
100% of the Companies
in the Global Internet Content & Information industry.

( Industry Median: vs. NTES: 21.7 )
NTES' s 10-Year Shiller P/E Range
Min: 14.51   Max: 306.75
Current: 21.7
14.51
306.75

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 3.3
NTES's Price/Net Cash is ranked lower than
208% of the 118 Companies
in the Global Internet Content & Information industry.

( Industry Median: 11.20 vs. NTES: 3.3 )
NTES' s 10-Year Price/Net Cash Range
Min: 0.7   Max: 21.7
Current: 3.3
0.7
21.7
Price/Net Current Asset Value 159.1
NTES's Price/Net Current Asset Value is ranked lower than
160% of the 153 Companies
in the Global Internet Content & Information industry.

( Industry Median: 22.20 vs. NTES: 159.1 )
NTES' s 10-Year Price/Net Current Asset Value Range
Min: 76.6   Max: 1323
Current: 159.1
76.6
1323
Price/Tangible Book 3.2
NTES's Price/Tangible Book is ranked lower than
126% of the 195 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.40 vs. NTES: 3.2 )
NTES' s 10-Year Price/Tangible Book Range
Min: 0.6   Max: 34.2
Current: 3.2
0.6
34.2
Price/DCF (Projected) 1
NTES's Price/DCF (Projected) is ranked lower than
613% of the 40 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.70 vs. NTES: 1 )
NTES' s 10-Year Price/DCF (Projected) Range
Min: 0.7   Max: 36
Current: 1
0.7
36
Price/Median PS Value 1
NTES's Price/Median PS Value is ranked lower than
118% of the 207 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.20 vs. NTES: 1 )
NTES' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 2.4
Current: 1
0.6
2.4
Price/Peter Lynch Fair Value 0.7
NTES's Price/Peter Lynch Fair Value is ranked lower than
845% of the 29 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.60 vs. NTES: 0.7 )
NTES' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.4   Max: 0.7
Current: 0.7
0.4
0.7
Price/Graham Number 0.6
NTES's Price/Graham Number is ranked lower than
173% of the 142 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.00 vs. NTES: 0.6 )
NTES' s 10-Year Price/Graham Number Range
Min: 0.4   Max: 7.7
Current: 0.6
0.4
7.7
Earnings Yield (Greenblatt) 8.60
NTES's Earnings Yield (Greenblatt) is ranked higher than
77% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.30 vs. NTES: 8.60 )
NTES' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.2   Max: 24.3
Current: 8.6
0.2
24.3
Forward Rate of Return (Yacktman) 26.45
NTES's Forward Rate of Return (Yacktman) is ranked higher than
95% of the 226 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. NTES: 26.45 )
NTES' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -0.4   Max: 75.8
Current: 26.45
-0.4
75.8

Business Description

NetEase, Inc. is an Internet technology company engaged in the development of applications, services and other technologies for the Internet in China. It provides online gaming services that include in-house developed massively multi-player online role-playing games and licensed titles. NetEase also provides online advertising, community services, entertainment content, free e-mail services and micro-blogging services. The Company also offers wireless value-added services such as news and information content, matchmaking services, music and photos from the web that are sent over SMS, MMS, WAP, IVR and Color Ring-back Tone technologies. NetEase, Inc., formerly known as NetEase.com, Inc., is based in Beijing, the People's Republic of China.
Company Website
Industry: Internet Content & Information
Compare:GOOG, FB, TCEHY, BIDU, YHOO
Traded in other countries:NEH.Germany
» More Articles for NAS:NTES

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