NTES vs. CRM, SAP, ADBE, INTU, NOW, SNPS, CDNS, SHOP, CRWD, and PLTR
Should you be buying NetEase stock or one of its competitors? The main competitors of NetEase include Salesforce (CRM), SAP (SAP), Adobe (ADBE), Intuit (INTU), ServiceNow (NOW), Synopsys (SNPS), Cadence Design Systems (CDNS), Shopify (SHOP), CrowdStrike (CRWD), and Palantir Technologies (PLTR). These companies are all part of the "prepackaged software" industry.
Salesforce (NYSE:CRM) and NetEase (NASDAQ:NTES) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their community ranking, analyst recommendations, valuation, dividends, media sentiment, risk, profitability, earnings and institutional ownership.
80.4% of Salesforce shares are held by institutional investors. Comparatively, 11.1% of NetEase shares are held by institutional investors. 3.2% of Salesforce shares are held by company insiders. Comparatively, 54.7% of NetEase shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Salesforce pays an annual dividend of $0.40 per share and has a dividend yield of 0.2%. NetEase pays an annual dividend of $1.97 per share and has a dividend yield of 2.2%. Salesforce pays out 7.2% of its earnings in the form of a dividend. NetEase pays out 30.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. NetEase has increased its dividend for 1 consecutive years. NetEase is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
In the previous week, Salesforce had 146 more articles in the media than NetEase. MarketBeat recorded 157 mentions for Salesforce and 11 mentions for NetEase. Salesforce's average media sentiment score of 0.93 beat NetEase's score of 0.01 indicating that NetEase is being referred to more favorably in the news media.
Salesforce has a beta of 1.3, suggesting that its share price is 30% more volatile than the S&P 500. Comparatively, NetEase has a beta of 0.58, suggesting that its share price is 42% less volatile than the S&P 500.
Salesforce received 2509 more outperform votes than NetEase when rated by MarketBeat users. Likewise, 82.68% of users gave Salesforce an outperform vote while only 69.02% of users gave NetEase an outperform vote.
NetEase has a net margin of 28.75% compared to NetEase's net margin of 15.30%. Salesforce's return on equity of 24.19% beat NetEase's return on equity.
NetEase has higher revenue and earnings than Salesforce. NetEase is trading at a lower price-to-earnings ratio than Salesforce, indicating that it is currently the more affordable of the two stocks.
Salesforce presently has a consensus target price of $292.79, indicating a potential upside of 24.89%. NetEase has a consensus target price of $125.71, indicating a potential upside of 41.20%. Given Salesforce's stronger consensus rating and higher probable upside, analysts clearly believe NetEase is more favorable than Salesforce.
Summary
NetEase beats Salesforce on 12 of the 22 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding NTES and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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