NSIT vs NTES
Insight Enterprises, Inc. vs NetEase, Inc. — AI-powered side-by-side comparison
NSIT
Insight Enterprises, Inc.
57
Watch
VS
NTES
NetEase, Inc.
68
Buy
| Metric | NSIT | NTES |
|---|
| AI Score |
57
|
68
|
| Price |
$150.89
|
$127.86
|
| P/E Ratio |
22.04×
|
16.36×
|
| ROE |
9.5%
|
21.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
22.1%
|
65.7%
|
| Debt / Equity |
1.09×
|
0.07×
|
| Dividend Yield |
0.0%
|
2.3%
|
| RSI (14) |
79.8
|
44.6
|
| Beta |
1.072
|
0.8
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for NSIT versus NTES.
NTES leads by 11 points.
NTES scores 68/100 (Buy) versus NSIT at 57/100 (Watch).
NSIT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 42.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 63.0% YoY — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- RSI at 80 is in overbought territory — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
- Weekly RSI at 85 -- overbought on the larger timeframe too — Technical
NTES Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.67 across 3 articles, 14d). Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 21.6% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical