NTES vs TOST
NetEase, Inc. vs Toast, Inc. — AI-powered side-by-side comparison
NTES
NetEase, Inc.
68
Buy
VS
| Metric | NTES | TOST |
|---|
| AI Score |
68
|
63
|
| Price |
$127.86
|
$34.89
|
| P/E Ratio |
16.36×
|
42.02×
|
| ROE |
21.0%
|
16.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
65.7%
|
26.7%
|
| Debt / Equity |
0.07×
|
0.00×
|
| Dividend Yield |
2.3%
|
0.0%
|
| RSI (14) |
44.6
|
68.2
|
| Beta |
0.8
|
1.725
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for NTES versus TOST.
NTES leads by 5 points.
NTES scores 68/100 (Buy) versus TOST at 63/100 (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
TOST Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 23.8% shows genuine earnings power backing the valuation — Value
- EPS growing 120.8% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 42.7 is expensive by classic value standards — Value
- Price-to-book of 13.4x prices in significant intangible value — Value
- Weekly RSI at 77 -- overbought on the larger timeframe too — Technical