Take-Two Interactive Software vs NetEase: Fair Value & Quality
Both stocks run through our valuation models. Here is how Take-Two Interactive Software (TTWO) and NetEase (NTES) compare, as of Aug 14, 2026.
As of Aug 14, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Take-Two Interactive Software trades at $242 versus a fair value of $60.20 (-75%), while NetEase trades at $123 versus $172 (+40%).
Take-Two Interactive Software
TTWO · USD · Communication Services
-75%
upside to fair value
overvalued
Price$242
Fair Value$60.20
Quality54/100
NetEase
NTES · USD · Communication Services
+40%
upside to fair value
undervalued
Price$123
Fair Value$172
Quality81/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
Take-Two Interactive SoftwareNetEase
Valuation
—P/E (TTM)16.9×
6.78×P/S (TTM)4.99×
12.86×P/B3.56×
58.5×EV/EBITDA12.9×
3.40×PEG1.45×
—Dividend yield2.3%
—Dividend per share$4.18
Profitability
-4%Net margin30%
2%Operating margin41%
-11%Return on equity22%
-1%Return on assets11%
Growth
6%Revenue growth (YoY)6%
7.6%Avg. growth/yr (3Y)5.3%
14.6%Avg. growth/yr (5Y)8.9%
Balance & size
0.71×Debt / equity0.00×
$45BMarket cap$85B
mixedGrowth qualityhealthy
NetEase leads: 2 to 9 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
Take-Two Interactive Softwareof which business quality 55 · market factors 56NetEaseof which business quality 79 · market factors 48
ProfitabilityMargins and returns on capital today
25
71
Quality GrowthAre margins and returns improving?
85
53
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
99
63
Low VolatilityCalm price path (market factor)
64
69
MomentumPrice trend over the last 3–12 months (market factor)
53
44
52W MomentumDistance to the 52-week high (market factor)
54
31
Net IssuanceBuybacks instead of dilution
26
89
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
Take-Two Interactive Software
DCF Models$67.11
Dividend Discount$10.25
Multiples$45.11
Asset-Based$12.67
Growth DCF$51.89
13 of 13 models see the stock below the current price.
NetEase
DCF Models$1,935
Earnings-Based$1,296
Dividend Discount$370
Multiples$835
Asset-Based$168
Growth DCF$1,772
Economic Profit$689
Growth Earnings$1,703
0 of 26 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
Take-Two Interactive Software
Bear $28.96Fair Value $60.20Bull $77.46
$242 = current price (white tick)
NetEase
Bear $129Fair Value $172Bull $282
$123 = current price (white tick)
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
Take-Two Interactive Software · Communication Services
Quality score54 · above median
Fair value upside-75% · bottom 25%
NetEase · Communication Services
Quality score81 · Top 25%
Fair value upside+40% · above median
Bottom line
As of Aug 14, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Take-Two Interactive Software trades at $242 versus a fair value of $60.20 (-75%), while NetEase trades at $123 versus $172 (+40%).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
