Investors interested in stocks from the Internet - Software and Services sector have probably already heard of NetEase (NTES) and Tyler Technologies (TYL). But which of these two companies is the best option for those looking for undervalued stocks?
Investors interested in stocks from the Internet - Software and Services sector have probably already heard of NetEase (NTES) and Tyler Technologies (TYL). But which of these two stocks presents investors with the better value opportunity right now?
NetEase (NTES) is deeply undervalued, trading at 10x free cash flow and offering a 24% upside to a $150/share target. International expansion, evidenced by hits like Marvel Rivals and Where Winds Meet, is accelerating, with overseas revenue now at 10.1%. NTES boasts a 38% free cash flow margin, $25.3B cash, low leverage, and expanding gross margins, supporting dividends and reinvestment.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dodge & Cox Dodge & Cox Funds | 2.8M | $244.05M | $365.14M | $121.09M | 49.62% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,149 | $250,087.13 | $279,594.57 | $29,507.44 | 11.8% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 4,559 | $620,735.4 | $593,753.67 | -$26,981.73 | -4.35% |
Farallon Capital Farallon Capital Management LLC | 291,219 | $32.6M | $37.92M | $5.32M | 16.33% |
Charles Brandes Brandes Investment Partners | 109,401 | $12.25M | $14.25M | $2M | 16.32% |
| Electronic Equipment, Instruments & Components Industry | Information Technology Sector | Lei Ding CEO | NASDAQ (NGS) Exchange | 64110W102 CUSIP |
| CN Country | 25,382 Employees | 5 Jun 2026 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.