NetEase, Inc. (NTES) stock score and earnings-call analysis

NetEase, Inc. (NTES) has a MarketKingdoms composite score of 62.7 (B-), an B-range rating. It ranks 1069th of 1,866 covered companies, 43rd of 89 in Communication Services (sector average 60.5) and 1st of 5 in Electronic Gaming & Multimedia. Scores as of 2026-10-26.

Its strongest lenses are Quality (profitability) at 81 (Communication Services average 49) and KPI momentum at 75 (Communication Services average 71). Its weakest lenses are Trend (momentum) at 49 (sector average 51) and Price (valuation) at 55 (sector average 49).

Lens scores

NTES lens scores (0–100) against its sector and industry
LensTypeNTESCommunication Services averageElectronic Gaming & Multimedia averagePercentile in sector
Industry opportunityResearch signal6570656th
Stock selectionResearch signal69746739th
KPI momentumResearch signal75716353rd
Catalyst watchResearch signal55676216th
Price (valuation)Fundamental lens55493858th
Expansion (growth)Fundamental lens59506070th
Quality (profitability)Fundamental lens81494698th
Trend (momentum)Fundamental lens49513946th

Latest earnings call

The most recent call analysed was held on 2026-08-20 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is -6.4%: its price is below the path its market, sector and industry moves explain (undervalued versus the model path). Factor sensitivity: market beta 0.62, sector beta 0.53, industry beta 0.03; the factor model explains 6% of its moves (R²).

Electronic Gaming & Multimedia peers

CompanyCompositeGradeValuation gap
Electronic Arts Inc. (EA)61.4B-—
Take-Two Interactive Software Inc. (TTWO)56.2C+-12.2%
Roblox Corp. (RBLX)52.9C+-17.2%
Playtika Holding Corp. (PLTK)48.9C-11.5%

Near NTES in the overall ranking

NetEase, Inc. financial statements · Communication Services sector ranking · Electronic Gaming & Multimedia industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.