Doubledown Interactive Co Ltd (DDI)vsNetEase Inc (NTES)
DDI
Doubledown Interactive Co Ltd
$12.75
-0.16%
COMMUNICATION SERVICES · Cap: $633.29M
NTES
NetEase Inc
$122.69
-0.60%
COMMUNICATION SERVICES · Cap: $82.06B
Smart Verdict
WallStSmart Research — data-driven comparison
NetEase Inc generates 30582% more annual revenue ($116.60B vs $380.04M). DDI leads profitability with a 32.9% profit margin vs 27.9%. DDI trades at a lower P/E of 5.1x. DDI earns a higher WallStSmart Score of 70/100 (B).
DDI
Strong Buy70
out of 100
Grade: B
NTES
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.5%
Fair Value
$8.09
Current Price
$12.75
$4.66 premium
Margin of Safety
+82.2%
Fair Value
$664.76
Current Price
$122.69
$542.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 38.7%
Earnings expanding 50.5% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 40.2%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Trading at 15.8x book value
Earnings declined 18.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : DDI
The strongest argument for DDI centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 32.9% and operating margin at 38.7%. Revenue growth of 11.2% demonstrates continued momentum.
Bull Case : NTES
The strongest argument for NTES centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 27.9% and operating margin at 40.2%. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bear Case : DDI
The primary concerns for DDI are Market Cap, Piotroski F-Score.
Bear Case : NTES
The primary concerns for NTES are Price/Book, EPS Growth.
Key Dynamics to Monitor
DDI carries more volatility with a beta of 1.02 — expect wider price swings.
DDI is growing revenue faster at 11.2% — sustainability is the question.
NTES generates stronger free cash flow (10.0B), providing more financial flexibility.
Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DDI scores higher overall (70/100 vs 67/100), backed by strong 32.9% margins and 11.2% revenue growth. NTES offers better value entry with a 82.2% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Doubledown Interactive Co Ltd
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
DoubleDown Interactive Co., Ltd. is engaged in the development and publication of digital games on mobile and web-based platforms for casual gamers in South Korea. The company is headquartered in Seoul, South Korea.
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.
Compare with Other ELECTRONIC GAMING & MULTIMEDIA Stocks
Want to dig deeper into these stocks?