تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
NetEase, Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $73.4B | |
|---|---|---|
| Revenue (ttm) | 17.2B | |
| Net income (ttm) | 4.8B | |
| EPS (ttm) | $7.42 | |
| Shares out | 3.2B | |
| P/E (trailing) | 15.2x | |
| P/E (forward) | 11.2x | |
| Dividend | $2.92 (2.60%) | |
| Volume | 670,087 | |
| Beta | 0.77 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $96.50B | $103.47B | $105.30B | $112.63B | +5.3% |
| Gross profit | $52.77B | $63.06B | $65.81B | $72.40B | +11.1% |
| Operating income | $19.63B | $27.71B | $29.58B | $35.83B | +22.2% |
| Net income | $20.34B | $29.42B | $29.70B | $33.76B | +18.4% |
| EPS (diluted) | $30.85 | $45.25 | $45.95 | $52.40 | +19.3% |
| EBITDA | $22.49B | $30.76B | $32.00B | $38.08B | +19.2% |
| R&D | $15.04B | $16.48B | $17.52B | $17.72B | +5.6% |
| SG&A | $18.10B | $18.87B | $18.70B | $18.85B | +1.4% |
Recent company headlines from major financial publishers.
A Bull case assumes NetEase successfully diversifies its revenue away from China with global hits, leading to a valuation re-rating toward international peer multiples (18x+).
The Base case reflects continued domestic dominance and modest international progress, valued using a 15-year moat-fade model and conservative terminal growth.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 6.7% | $216 | $241 | $274 | $311 | $311 |
| 7.7% | $178 | $195 | $216 | $241 | $274 |
| 8.7% | $151 | $163 | $178 | $195 | $216 |
| 9.7% | $132 | $141 | $151 | $163 | $178 |
| 10.7% | $116 | $124 | $132 | $141 | $151 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
