NTES NetEase, Inc.
Nasdaq · Information Technology · Services-Prepackaged Software · Market cap $75.4B · $117.21 on 2026-10-02
Buy (Payback/Ten Cap)Tier ADetailed (TTM)
reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 5 shares EPS from yahoo TTM to 2026-06-30
Price moves
1 week2%
1 month-2%
3 months-8%
6 months4%
YTD-16%
1 year-23%
Off 52w high-25%
52w range$106–$156
Price and total return
PriceTotal return (dividends reinvested)
Show year-end values
| Year | Price | Dividend-adjusted |
|---|---|---|
| 2016 | $43.07 | $36.03 |
| 2017 | $69.01 | $58.44 |
| 2018 | $47.07 | $40.15 |
| 2019 | $61.33 | $54.06 |
| 2020 | $95.77 | $85.36 |
| 2021 | $101.78 | $91.43 |
| 2022 | $72.63 | $66.43 |
| 2023 | $93.16 | $86.75 |
| 2024 | $89.21 | $85.24 |
| 2025 | $137.62 | $134.92 |
| 2026-10-02 (latest) | $117.21 | $117.21 |
Dividend-adjusted values are back-adjusted to today's price: the gap to the price column is the value of dividends reinvested since then.
Buy (MOS)
$74
$74
Ten Cap
$115
$115
Sticker
$148
$148
Payback Time
$182
$182
Price
$117
$117
Valuation
| Buy (MOS) 50% of Sticker | $73.77 | -37% |
|---|---|---|
| Ten Cap 10× owner earnings | $115.12 | -2% |
| Payback Time 8-year FCF payback | $181.73 | 55% |
| Sticker Rule #1 intrinsic value | $147.54 | 26% |
| Windage growth g | 15.0% | |
| Future P/E (min 2g, 10y median) | 19.6× | |
| P/E · 10y median | 15.6× | 19.6× |
| EPS TTM 2025-12-31 | $7.51 | |
| FCF yield | 9.8% | |
| Dividend (TTM) · yield | $2.93 | 2.5% |
| Dividend growth 5y, per year | 29.8% | |
| Total return per year, dividends reinvested · 5y · 10y | 8.7% | 12.2% |
| Revenue · net income last FY | $16.1B | $4.8B |
Big Five 13/15 tests ≥10%
| 10y | 5y | 1y | |
|---|---|---|---|
| ROIC | 19% | 17% | 19% |
| Sales growth | 17% | 9% | 7% |
| EPS growth | 18% | 24% | 14% |
| BVPS growth | 19% | 15% | 16% |
| OCF growth | 20% | 15% | 28% |
| Debt payoff (yrs of FCF) | 0.0 |
Events
-25% off 52w high; next report ~2026-12-23
Next report ≈ 2026-12-23 · SEC filings ·Yahoo Finance
Research
- Rule #1 weekly scout, 4 Oct 2026 2026-10-04