NetEase Inc (NTES)vsSkillz Platform Inc (SKLZ)
NTES
NetEase Inc
$113.06
+0.82%
COMMUNICATION SERVICES · Cap: $74.82B
SKLZ
Skillz Platform Inc
$2.56
-6.57%
COMMUNICATION SERVICES · Cap: $41.94M
Smart Verdict
WallStSmart Research — data-driven comparison
NetEase Inc generates 121980% more annual revenue ($112.63B vs $92.26M). NTES leads profitability with a 30.0% profit margin vs -84.0%. NTES earns a higher WallStSmart Score of 65/100 (C+).
NTES
Buy65
out of 100
Grade: C+
SKLZ
Hold48
out of 100
Grade: D+
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 SKLZ.
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
Reasonable price relative to book value
Earnings expanding 30.5% YoY
Areas to Watch
Trading at 15.5x book value
3.0% revenue growth
Earnings declined 29.4%
Smaller company, higher risk/reward
ROE of -47.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
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 : SKLZ
The strongest argument for SKLZ centers on Price/Book, EPS Growth. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : NTES
The primary concerns for NTES are Price/Book, Revenue Growth, EPS Growth.
Bear Case : SKLZ
The primary concerns for SKLZ are Market Cap, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
NTES profiles as a value stock while SKLZ is a turnaround play — different risk/reward profiles.
SKLZ carries more volatility with a beta of 3.10 — expect wider price swings.
SKLZ is growing revenue faster at 11.4% — 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 48/100), 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.
Skillz Platform Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Skillz Inc. operates a mobile gaming platform that connects gamers globally. The company is headquartered in San Francisco, California.
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