NTES vs PLTK vs FIRY Stock Comparison

NetEase, Playtika Holding and Firy Prices as of Oct 23, 2026 Peers: Industry group
NTES NetEase, Inc.
$118.61 +1.4% 1M -19.4% 1Y
Market cap
$75.39B
P/E
16.9x
Revenue (TTM)
$16.70B
Div. yield
–
Video Games Technology
7 wins
FIRY Firy Inc.
$11.42 -13.2% 1M +50.3% 1Y
Market cap
$183.17M
P/E
–
Revenue (TTM)
$117.48M
Div. yield
–
Video Games Technology
2 wins

Head to Head

10 decided of 12

NetEase leads on 7 of the 12 questions below (NetEase 7, Firy 2, Playtika Holding 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionNTESPLTKFIRYLeader
Larger companyMarket capitalisation $75.39B $780.23M $183.17M NTES
Cheaper on earningsLower P/E, profitable companies only 16.9x -2.8x -2.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 12.4x 7.1x — PLTK
Faster revenue growthRevenue growth, trailing twelve months +9.8% +5.8% +31.3% FIRY
More profitableNet margin, trailing twelve months 26.6% -9.9% -60.2% NTES
Better return on capitalReturn on invested capital 22.7% -5.0% -28.3% NTES
Less leveragedLower net debt / EBITDA -1.4x 18.2x 0.6x NTES
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -19.4% -42.8% +50.3% FIRY
Better 5-year returnAnnualised price return, 5 years +3.0%/yr -40.6%/yr -43.7%/yr NTES
Less volatileAnnualised volatility, 1 year 33.0% 60.2% 163.9% NTES
Higher overall scoreMean of the five percentile scores vs peers 64/100 45/100 27/100 NTES

Percentile Scorecard

NTESPLTKFIRY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisNTESPLTKFIRY
Valuation 59 #69 of 167 82 #31 of 167 14 #144 of 167
Growth 45 #85 of 153 14 #132 of 153 46 #83 of 153
Profitability 95 #8 of 153 49 #79 of 153 13 #133 of 153
Financial Health 85 #27 of 179 19 #146 of 179 25 #135 of 179
Shareholder Returns 33 #63 of 94 60 #38 of 94 39 #58 of 94
Overall 64 45 27
  • NTES ranked among 185 companies in Internet Platforms
  • PLTK ranked among 185 companies in Internet Platforms
  • FIRY ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodNTESPLTKFIRYSPY
1 month +1.4%-5.9%-13.2% -1.0%
3 months -0.8%-43.8%+40.0% +2.9%
6 months +7.3%-39.1%+44.4% +6.4%
Year to date -13.8%-47.6%+165.0% +11.4%
1 year -19.4%-42.8%+50.3% +13.1%
3 years +11.9%-76.7%+139.9% +79.4%
3 years, per year +3.8%-38.5%+33.9% +21.5%
5 years +16.0%-92.6%-94.4% +67.7%
5 years, per year +3.0%-40.6%-43.7% +10.9%
10 years +125.0%—— +255.2%
10 years, per year +8.4%—— +13.5%

Risk

MeasureNTESPLTKFIRYSPY
Volatility, 1Y 33.0%60.2%163.9% 12.7%
Downside volatility, 1Y 32.5%66.7%99.6% 12.7%
Beta vs S&P 500, 1Y 0.500.971.68 1.00
Return / volatility, 1Y -0.59-0.710.31 1.03
Max drawdown, 5Y -52.0%-93.1%-99.1% -25.4%
From 52-week high -19.6%-52.6%-13.2% -2.5%
52-week high $147.56$4.37$13.16 $779.14
52-week low $109.26$2.05$2.28 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleNTESPLTKFIRY
P/E now vs peer median 17.0xmedian 17.5x -2.8xmedian 17.5x -2.6xmedian 17.5x
P/S now vs peer median 4.5xmedian 1.4x 0.3xmedian 1.4x 1.6xmedian 1.4x
EV/EBITDA now vs peer median 10.7xmedian 14.9x 25.5xmedian 14.9x -2.6xmedian 14.9x
P/FCF now vs peer median 10.2xmedian 11.2x 1.9xmedian 11.2x -3.1xmedian 11.2x
P/B now vs peer median 3.1xmedian 1.7x -2.0xmedian 1.7x 2.2xmedian 1.7x
PEG now vs peer median 2.36median 0.42 0.07median 0.42 -0.08median 0.42

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsNTESPLTKFIRY
Revenue $16.70B $2.83B $117.48M
Gross profit $11.22B $2.08B $103.11M
Operating income $5.90B -$97.60M -$62.78M
Net income $4.75B -$279.70M -$70.76M
Free cash flow $7.46B $419.10M -$61.48M
R&D $2.59B $402.80M $22.91M
EPS (diluted) $6.91 $-0.73 $-4.40
Cash & equivalents $3.36B $438.50M $163.99M
Total debt $5.39B $2.38B $128.65M
Shares (diluted) 643.63M 382.20M 16.07M
Enterprise value $33.63B -$1.90B -$572.54M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricNTESPLTKFIRY
P/E 17.0x -2.8x -2.6x
P/FCF 10.2x 1.9x -3.1x
P/Operating cash flow 10.3x 1.7x -3.0x
P/S 4.5x 0.3x 1.6x
P/B 3.1x -2.0x 2.2x
P/Tangible book 3.1x -1.0x 2.2x
EV/EBITDA 10.7x 25.5x -2.6x
EV/EBIT 11.3x -28.0x -2.4x
EV/Revenue 4.0x 1.0x 1.3x
EV/FCF 9.0x 6.5x -2.5x
EV/Operating cash flow 9.1x 6.0x -2.5x
PEG (3Y EPS CAGR) 2.36 0.07 -0.08

Growth

14 metrics
MetricNTESPLTKFIRY
Revenue growth (1Y) 9.8% 5.8% 31.3%
Revenue CAGR (3Y) 5.5% 3.1% -14.9%
Gross profit growth (1Y) 16.9% 7.5% 34.5%
Gross profit CAGR (3Y) 11.5% 3.9% -15.3%
Operating income growth (1Y) 23.6% -129.5% 18.1%
Operating income CAGR (3Y) 22.2% -29.6% 39.4%
Net income growth (1Y) -2.8% -423.7% 12.8%
Net income CAGR (3Y) 9.2% -42.4% 36.7%
EPS growth (1Y) -4.7% -418.1% 16.0%
EPS CAGR (3Y) 7.2% -41.8% 30.8%
Operating cash flow growth (1Y) 13.9% -4.3% 0.6%
Operating cash flow CAGR (3Y) 19.3% -1.8% 6.5%
Free cash flow growth (1Y) 12.3% -5.2% 3.7%
Free cash flow CAGR (3Y) 17.2% -1.0% 11.5%

Profitability

14 metrics
MetricNTESPLTKFIRY
Gross margin 67.2% 73.5% 87.8%
EBITDA margin 37.2% 3.8% -49.3%
Operating margin 35.3% -3.4% -53.4%
Pretax margin 34.9% -9.3% -60.0%
Net margin 26.6% -9.9% -60.2%
FCF margin 44.7% 14.8% -52.3%
Operating cash flow margin 44.0% 16.1% -52.6%
Return on equity 19.6% – -75.8%
Return on assets 14.0% -8.0% -25.3%
Return on invested capital 22.7% -5.0% -28.3%
Return on capital employed 23.0% -3.4% -65.6%
Asset turnover 0.5x 0.8x 0.4x
Cash conversion (OCF / net income) 1.5x -1.6x 0.9x
Stock comp / revenue 2.7% 2.3% 16.5%

Financial Health

11 metrics
MetricNTESPLTKFIRY
Debt / assets 5.4% 72.4% 47.3%
Debt / equity 0.1x -6.0x 1.5x
Net debt / EBITDA -1.4x 18.2x 0.6x
Debt / FCF 0.2x 5.7x -2.1x
Liabilities / assets 28.0% 112.1% 68.9%
Equity / assets 72.0% -12.1% 31.1%
Interest coverage – -0.6x –
Current ratio 3.5x 1.1x 1.0x
Quick ratio 1.4x 1.0x 1.0x
Cash ratio 1.3x 0.7x 0.9x
Altman Z-score 7.46 0.38 -5.51

Shareholder Returns

7 metrics
MetricNTESPLTKFIRY
Dividend yield 2.5% 4.8% –
Net buyback yield 0.0% – 0.8%
Shareholder yield 2.5% 4.8% 0.8%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusNTESPLTKFIRY
Forward P/E 12.4xFY2026 7.1xFY2026 –
EPS, next fiscal year $9.57FY2026 $0.29FY2026 $-4.45FY2026
EPS growth, next FY +15.4%FY2026 – –
EPS growth, the year after +7.4% +134.5% –
Revenue, next fiscal year $17.08BFY2026 $2.94BFY2026 $135.35MFY2026
Revenue growth, next FY +6.1%FY2026 +6.7%FY2026 +29.5%FY2026
Revenue growth, the year after +7.4% -1.2% +2.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersNTESPLTKFIRY
Held by institutions 9.2% 15.6% 18.4%
Institutions holding 458 172 73
Change in shares held, QoQ +1.9% -0.9% +49.4%
Institutions buying 261 92 31
Institutions selling 121 59 10
Buyers to sellers 2.16 1.56 3.10

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

NTESPLTKFIRY
NTES 1.00 0.20 0.04
PLTK 0.20 1.00 -0.01
FIRY 0.04 -0.01 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, NTES, PLTK and FIRY?

NetEase (NTES) is the largest by market capitalisation: NetEase (NTES) $75.39B, Playtika Holding (PLTK) $780.23M, Firy (FIRY) $183.17M.

Which company is growing faster?

Firy (FIRY) grew revenue fastest over the trailing twelve months: NetEase (NTES) +9.8%, Playtika Holding (PLTK) +5.8%, Firy (FIRY) +31.3%.

Which company is more profitable?

NetEase (NTES) has the highest net margin (NetEase (NTES) 26.6%, Playtika Holding (PLTK) -9.9%, Firy (FIRY) -60.2%). On return on invested capital, NetEase (NTES) leads (NetEase (NTES) 22.7%, Playtika Holding (PLTK) -5.0%, Firy (FIRY) -28.3%).

Which stock has performed better?

Over the past year Firy (FIRY) returned the most: NetEase (NTES) -19.4%, Playtika Holding (PLTK) -42.8%, Firy (FIRY) +50.3%. Over five years, NetEase (NTES) compounded fastest (NetEase (NTES) +3.0%/yr, Playtika Holding (PLTK) -40.6%/yr, Firy (FIRY) -43.7%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, NetEase (NTES) has been the steadiest (NetEase (NTES) 33.0%, Playtika Holding (PLTK) 60.2%, Firy (FIRY) 163.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, NTES, PLTK and FIRY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, NetEase (NTES) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.