NTES vs SNX
NetEase, Inc. vs TD Synnex — AI-powered side-by-side comparison
NTES
NetEase, Inc.
68
Buy
VS
| Metric | NTES | SNX |
|---|
| AI Score |
68
|
70
|
| Price |
$127.86
|
$253.78
|
| P/E Ratio |
16.36×
|
18.04×
|
| ROE |
21.0%
|
9.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
65.7%
|
6.8%
|
| Debt / Equity |
0.07×
|
0.53×
|
| Dividend Yield |
2.3%
|
0.7%
|
| RSI (14) |
44.6
|
49.5
|
| Beta |
0.8
|
1.436
|
| Expected Upside |
—
|
+16.8%
|
AI Committee View
Current Innellis committee reasoning for NTES versus SNX.
SNX leads by 2 points.
SNX scores 70/100 (Buy) versus NTES at 68/100 (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
SNX Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth