NTES vs SANM
NetEase, Inc. vs Sanmina Corporation — AI-powered side-by-side comparison
NTES
NetEase, Inc.
68
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | NTES | SANM |
|---|
| AI Score |
68
|
65
|
| Price |
$127.86
|
$202.55
|
| P/E Ratio |
16.36×
|
35.57×
|
| ROE |
21.0%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
65.7%
|
9.0%
|
| Debt / Equity |
0.07×
|
0.95×
|
| Dividend Yield |
2.3%
|
0.0%
|
| RSI (14) |
44.6
|
49.4
|
| Beta |
0.8
|
1.601
|
| Expected Upside |
—
|
+44.9%
|
AI Committee View
Current Innellis committee reasoning for NTES versus SANM.
NTES leads by 3 points.
NTES scores 68/100 (Buy) versus SANM at 65/100 (Buy).
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
SANM Committee View
60% agreement
5 analysts
Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 29.1% signals elevated volatility — Risk