WallStSmart

Gamehaus Holdings Inc. Class A Ordinary Shares (GMHS)vsNetEase Inc (NTES)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NetEase Inc generates 97171% more annual revenue ($112.63B vs $115.79M). NTES leads profitability with a 30.0% profit margin vs 3.7%. GMHS trades at a lower P/E of 13.6x. NTES earns a higher WallStSmart Score of 65/100 (C+).

GMHS

Hold

40

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 8.3Quality: 5.0

NTES

Buy

65

out of 100

Grade: C+

Growth: 4.0Profit: 9.0Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GMHSUndervalued (+56.8%)

Margin of Safety

+56.8%

Fair Value

$2.36

Current Price

$1.03

$1.33 discount

UndervaluedFair: $2.36Overvalued
NTESSignificantly Overvalued (-129.0%)

Margin of Safety

-129.0%

Fair Value

$51.75

Current Price

$113.06

$61.31 premium

UndervaluedFair: $51.75Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GMHS2 strengths · Avg: 8.0/10
P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

NTES6 strengths · Avg: 9.3/10
Profit MarginProfitability
30.0%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
30.2%10/10

Strong operational efficiency at 30.2%

Free Cash FlowQuality
$14.34B10/10

Generating 14.3B in free cash flow

Market CapQuality
$74.82B9/10

Large-cap with strong market position

Return on EquityProfitability
22.6%9/10

Every $100 of equity generates 23 in profit

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Areas to Watch

GMHS4 concerns · Avg: 2.8/10
Market CapQuality
$58.12M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Revenue GrowthGrowth
-7.5%2/10

Revenue declined 7.5%

NTES3 concerns · Avg: 3.3/10
Price/BookValuation
15.5x4/10

Trading at 15.5x book value

Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

EPS GrowthGrowth
-29.4%2/10

Earnings declined 29.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : GMHS

The strongest argument for GMHS centers on P/E Ratio, Price/Book.

Bull Case : NTES

The strongest argument for NTES centers on Profit Margin, Operating Margin, Free Cash Flow. Profitability is solid with margins at 30.0% and operating margin at 30.2%. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bear Case : GMHS

The primary concerns for GMHS are Market Cap, Profit Margin, Operating Margin. Thin 3.7% margins leave little buffer for downturns.

Bear Case : NTES

The primary concerns for NTES are Price/Book, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

NTES carries more volatility with a beta of 0.86 — expect wider price swings.

NTES is growing revenue faster at 3.0% — sustainability is the question.

Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NTES scores higher overall (65/100 vs 40/100), backed by strong 30.0% margins. GMHS offers better value entry with a 56.8% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Gamehaus Holdings Inc. Class A Ordinary Shares

COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA

Gamehaus Holdings Inc., a technology-driven mobile game publishing company, distributes mobile games created by its developer partners across gaming markets globally. The company is headquartered in Shanghai, China.

NetEase Inc

COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · China

NetEase, Inc. offers online services that focus on gaming, communication, and commerce in the People's Republic of China and internationally. The company is headquartered in Hangzhou, the People's Republic of China.

Want to dig deeper into these stocks?