Investors with an interest in Internet - Software and Services stocks have likely encountered both NetEase (NTES) and Tyler Technologies (TYL). But which of these two stocks presents investors with the better value opportunity right now?
I maintain a "Buy" rating for NetEase, even though its Q3 top-line and operating income were below expectations. Looking beyond the recent quarter, an increase in deferred revenue and a stronger emphasis on its existing titles bodes well for the company's near-term prospects. NTES plans to prioritize evergreen games and expand internationally, which will enhance its income predictability and growth potential.
Here is how NetEase (NTES) and Evolv Technologies Holdings, Inc. (EVLV) have performed compared to their sector so far this year.
| Electronic Equipment, Instruments & Components Industry | Information Technology Sector | Lei Ding CEO | LSE Exchange | US64110W1027 ISIN |
| CN Country | 26,028 Employees | 5 Dec 2025 Last Dividend | 2 Oct 2020 Last Split | 30 Jun 2000 IPO Date |
NetEase, Inc. is a prominent force in the digital world, focusing on a wide array of internet and online services, including gaming, music streaming, intelligent online learning, and other internet content services. This multifaceted company has a vast reach, operating not only in its home country, China but also on an international scale. The operations of NetEase are categorized into several segments: Games and Related Value-Added Services, Youdao, Cloud Music, and Innovative Businesses and Others. Established in 1997 and having undergone a name change from NetEase.com, Inc. to NetEase, Inc. in March 2012, the company's headquarters are located in Hangzhou, the People's Republic of China. NetEase is well-regarded for its innovation in the development and operation of both PC and mobile games, alongside its comprehensive range of products and services that span various segments of the digital and internet content industry.