Botfet / Company detail
NTES
approvedNetEase, Inc.
AI/compute
Moat score72out of 100
The numbers
Financial metrics
Roic17.4%
Gross Margin64.3%
Revenue Cagr6.5%
Fcf Conversion143.1%
Fcf YieldNot available: currency mismatch
Interest Coverage0.0x
Market Cap B$75.6B
Pe15.3
Quality PassPass
Founder LedNo
Thesis AlignedYes
Moat Quant72
Why it may endure
Moat breakdown
Market Share Stability18
Network Effects16
Pricing Power20
Regulatory Moat6
Switching Costs12
Conviction0/10
Leadership0/10
Vision0/10