Strategy (MSTR) vs NetEase (NTES)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
NetEase (NTES) has outperformed Strategy (MSTR) over the past year, losing 19.4% versus a loss of 53.3%. Over five years, MSTR leads with a +104.5% price change compared with +26.2% for NTES. NetEase is the larger company by market cap ($77.23 billion vs $61.16 billion), about 1.3 times the size.
On valuation, Strategy trades at a lower forward P/E (3.1x vs 11.2x for NetEase). NetEase pays a dividend yielding 3.32%, while Strategy does not currently pay one. NetEase converts more of its revenue into profit, with a net margin of 30.9% versus -806.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | MSTR | NTES |
|---|---|---|
| Share price | $153.37 | $120.61 |
| Market cap | $61.16B | $77.23B |
| 1-day change | -6.79% | +1.29% |
| YTD return | +0.93% | -12.36% |
| 1-year return | -53.30% | -19.37% |
| 5-year return | +104.53% | +26.21% |
| P/E ratio (TTM) | — | 16.75 |
| Forward P/E | 3.10 | 11.21 |
| EPS (TTM) | $-99.08 | $7.20 |
| Dividend yield | 0.00% | 3.32% |
| Annual dividend | $0.00 | $4.01 |
| Revenue (latest FY) | $477.23M | $16.11B |
| Revenue growth (YoY) | +2.97% | +11.65% |
| Net income (latest FY) | $-3.85B | $4.98B |
| Gross margin | 68.69% | 64.29% |
| Operating margin | -1140.82% | 31.82% |
| Net margin | -806.35% | 30.90% |
| 52-week high | $328.99 | $156.44 |
| 52-week low | $81.81 | $106.06 |
| Distance from 52-week high | -53.38% | -22.90% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +54.40% | +35.00% |
| Average volume | 21.60M | 788.42K |
| Shares outstanding | 379.11M | 640.33M |
| Employees | 1,539 | 25,382 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- NTES has outperformed MSTR by 33.9 percentage points over the past year.
- NetEase offers a meaningfully higher dividend yield (3.32% vs 0.00%).
- NetEase is more profitable, keeping 30.9 cents of every revenue dollar as net income versus -806.3 cents for Strategy.
- NetEase grew revenue faster in its latest fiscal year (+11.65% vs +2.97%).
About Strategy
MSTR stock →Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments.
Technology · Computer Software: Prepackaged Software · 1,539 employees
About NetEase
NTES stock →NetEase, Inc. engages in online games, music streaming, online intelligent learning services, and internet content services businesses in China and internationally.
Technology · Computer Software: Prepackaged Software · 25,382 employees
MSTR vs NTES FAQ
Which is bigger, Strategy or NetEase?
NetEase (NTES) is larger, with a market capitalization of $77.23B compared with $61.16B for Strategy (MSTR).
Which stock has performed better over the past year, MSTR or NTES?
NTES returned -19.37% over the past 12 months, compared with -53.30% for MSTR (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Strategy or NetEase?
NetEase pays a dividend yielding 3.32%, while Strategy does not currently pay a regular dividend.
Are Strategy and NetEase in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.