Netease vs Take TWO Interactive Software
Netease is the larger business, with $15.67bn of revenue in fiscal 2025 against $6.66bn for Take TWO Interactive Software (2.4 times as much). Take TWO Interactive Software grew faster (18.2% against 7.1%). Netease kept more of each dollar of sales as profit: a net margin of 30.0% against -4.5%.
| Latest fiscal year | NeteaseNTES, 2025 | Take TWO Interactive SoftwareTTWO, 2026 |
|---|---|---|
| Revenue | $15.67bn | $6.66bn |
| Revenue growth | 7.1% | 18.2% |
| Net income | $4.70bn | −$298m |
| Operating margin | 31.8% | -1.6% |
| Net margin | 30.0% | -4.5% |
| Return on equity | 22.4% | -10.6% |
| Free cash flow | $6.91bn | $462m |
| Cash | $6.74bn | $1.55bn |
| Total debt | — | $2.53bn |
| Debt to equity | — | 72.1% |
| Dividend per share | — | — |
| Dividend yield | 2.6% | — |
| Share buybacks | — | — |
| Employees | — | 9,998 |
| Market value | $74.25bn | $36.40bn |
| Price vs our value range | Below our value range | — |
| Moat score | 86 (Strong) | 37 (Weak) |
| Insider trades, 12 months | 0 buys, 2 sales | 0 buys, 93 sales |