Doubledown Interactive Co Ltd (DDI)vsNetEase Inc (NTES)
DDI
Doubledown Interactive Co Ltd
$11.49
-0.60%
COMMUNICATION SERVICES · Cap: $567.63M
NTES
NetEase Inc
$127.24
-2.65%
COMMUNICATION SERVICES · Cap: $81.52B
Smart Verdict
WallStSmart Research — data-driven comparison
NetEase Inc generates 30768% more annual revenue ($114.39B vs $370.57M). DDI leads profitability with a 30.8% profit margin vs 29.8%. DDI trades at a lower P/E of 5.0x. DDI earns a higher WallStSmart Score of 70/100 (B).
DDI
Strong Buy70
out of 100
Grade: B
NTES
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$7.88
Current Price
$11.49
$3.61 premium
Margin of Safety
+82.1%
Fair Value
$662.59
Current Price
$127.24
$535.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 37.6%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 41.4%
Conservative balance sheet, low leverage
Generating 13.1B in free cash flow
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Trading at 16.8x book value
3.1% earnings growth
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 30.8% and operating margin at 37.6%. Revenue growth of 12.7% demonstrates continued momentum.
Bull Case : NTES
The strongest argument for NTES centers on Operating Margin, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 29.8% and operating margin at 41.4%. PEG of 1.35 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 12.7% — sustainability is the question.
NTES generates stronger free cash flow (13.1B), providing more financial flexibility.
Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DDI scores higher overall (70/100 vs 69/100), backed by strong 30.8% margins and 12.7% revenue growth. NTES offers better value entry with a 82.1% 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?