COMPARE · Reviewed August 3, 2026
EA vs NTES
Verdict: Side-by-side breakdown using the Bull Rankings model. EA scored 40.7, NTES scored 54.5 — NTES leads.
Compare another set
Different reporting periods. EA's fundamentals are as of June 2026, but NTES's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
EA
Electronic Arts Inc.
40.7
$209.94 · $53.0B
fundamentals as of
Score gap
13.8
NTES leads
NTES
NetEase, Inc.
54.5
$130.21 · $83.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
EA
stronger →← stronger
NTES
78
Qualityreturns · margins · balance sheet
90
33
Growthrevenue & earnings expansion
76
26
Valuevaluation vs sector peers
43
NTES is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
EA
NTES
$2.3bB
FCF
$7.5bB+
+0.9%C
Rev
+7.0%C+
0.27A-
D/E
0.06A-
59.8xC
P/E
16.6xB+
1.30B
PEG
1.47B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EA
NTES
2% below
Price vs fair valuelower is cheaper
46% below
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
-5%
1-yr DCF upside
+68%
+2%
5-yr DCF upside
+86%
+14%
10-yr DCF upside
+115%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EA
Why this score
- Durable high returns
NTES
Why this score
- Raising its dividend
- Durable high returns
- Foreign reporter (CNY)
The companies
EAElectronic Arts Inc.
Why now
Electronic Gaming & Multimedia · market cap $53.0b. Trading near 52-week high of $209.95 — momentum setup, limited technical margin of safety. 14 sell-side analysts rate this a Hold with a mean 1-yr target of $205.79 (implying -2% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $53.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 59.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
NTESNetEase, Inc.
Why now
Electronic Gaming & Multimedia · market cap $83.4b. 18% off the 52-week high of $159.55. 32 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $161.76 (implying +24% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 148% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.