NetEase (NTES) Competitors

NetEase (NASDAQ:NTES) and AppLovin (NASDAQ:APP) are both large-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their community ranking, dividends, institutional ownership, earnings, media sentiment, profitability, analyst recommendations, risk and valuation.

Do institutionals & insiders hold more shares of NTES or APP?

11.1% of NetEase shares are held by institutional investors. Comparatively, 41.8% of AppLovin shares are held by institutional investors. 54.7% of NetEase shares are held by insiders. Comparatively, 14.7% of AppLovin shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Does the MarketBeat Community believe in NTES or APP?

NetEase received 555 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 69.18% of users gave NetEase an outperform vote while only 57.87% of users gave AppLovin an outperform vote.

Company	Underperform	Outperform
NetEase	Outperform Votes 680 69.18%	Underperform Votes 303 30.82%
AppLovin	Outperform Votes 125 57.87%	Underperform Votes 91 42.13%

Does the media prefer NTES or APP?

In the previous week, AppLovin had 50 more articles in the media than NetEase. MarketBeat recorded 79 mentions for AppLovin and 29 mentions for NetEase. AppLovin's average media sentiment score of 1.00 beat NetEase's score of 0.60 indicating that AppLovin is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
NetEase	8 Very Positive mention(s)	9 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	2 Very Negative mention(s)	Positive
AppLovin	45 Very Positive mention(s)	6 Positive mention(s)	16 Neutral mention(s)	1 Negative mention(s)	3 Very Negative mention(s)	Positive

Do analysts rate NTES or APP?

NetEase presently has a consensus price target of $111.43, indicating a potential upside of 7.95%. AppLovin has a consensus price target of $442.18, indicating a potential upside of 6.47%. Given NetEase's stronger consensus rating and higher probable upside, research analysts clearly believe NetEase is more favorable than AppLovin.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
NetEase	0 Sell rating(s)	1 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.86
AppLovin	0 Sell rating(s)	4 Hold rating(s)	14 Buy rating(s)	1 Strong Buy rating(s)	2.84

Which has more volatility and risk, NTES or APP?

NetEase has a beta of 0.58, indicating that its share price is 42% less volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.3, indicating that its share price is 130% more volatile than the S&P 500.

Is NTES or APP more profitable?

AppLovin has a net margin of 33.54% compared to NetEase's net margin of 28.17%. AppLovin's return on equity of 188.55% beat NetEase's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
NetEase	28.17%	22.12%	15.73%
AppLovin	33.54%	188.55%	29.66%

Which has stronger earnings & valuation, NTES or APP?

NetEase has higher revenue and earnings than AppLovin. NetEase is trading at a lower price-to-earnings ratio than AppLovin, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
NetEase	$14.43B	4.59	$4.14B	$6.37	16.20
AppLovin	$4.71B	29.60	$1.58B	$4.54	91.48

Summary

AppLovin beats NetEase on 11 of the 19 factors compared between the two stocks.