NetEase Inc (NTES)vsRoblox Corp (RBLX)
NTES
NetEase Inc
$113.06
+0.82%
COMMUNICATION SERVICES · Cap: $74.82B
RBLX
Roblox Corp
$56.65
+3.00%
COMMUNICATION SERVICES · Cap: $38.98B
Smart Verdict
WallStSmart Research — data-driven comparison
NetEase Inc generates 2203% more annual revenue ($112.63B vs $4.89B). NTES leads profitability with a 30.0% profit margin vs -21.8%. NTES appears more attractively valued with a PEG of 1.27. NTES earns a higher WallStSmart Score of 65/100 (C+).
NTES
Buy65
out of 100
Grade: C+
RBLX
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-129.0%
Fair Value
$51.75
Current Price
$113.06
$61.31 premium
Intrinsic value data unavailable for RBLX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 30.2%
Generating 14.3B in free cash flow
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Attractively priced relative to earnings
Revenue surging 43.2% year-over-year
Areas to Watch
Trading at 15.5x book value
3.0% revenue growth
Earnings declined 29.4%
0.0% earnings growth
Expensive relative to growth rate
Trading at 101.2x book value
ROE of -3.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : RBLX
The strongest argument for RBLX centers on Revenue Growth. Revenue growth of 43.2% demonstrates continued momentum.
Bear Case : NTES
The primary concerns for NTES are Price/Book, Revenue Growth, EPS Growth.
Bear Case : RBLX
The primary concerns for RBLX are EPS Growth, PEG Ratio, Price/Book. Debt-to-equity of 4.15 is elevated, increasing financial risk.
Key Dynamics to Monitor
NTES profiles as a value stock while RBLX is a hypergrowth play — different risk/reward profiles.
RBLX carries more volatility with a beta of 1.63 — expect wider price swings.
RBLX is growing revenue faster at 43.2% — sustainability is the question.
NTES generates stronger free cash flow (14.3B), providing more financial flexibility.
Bottom Line
NTES scores higher overall (65/100 vs 36/100), backed by strong 30.0% margins. 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.
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.
Roblox Corp
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Roblox Corporation develops and operates an online entertainment platform. The company is headquartered in San Mateo, California.
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