NetEase Inc. (NTES) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$112.10 -0.31% NASDAQ • Public Delayed / 60s Snapshot

NetEase Inc. (NTES) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $71.53B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510067
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C+ · Rk C+
Cash (18)Whales (10)SEC (13)Macro (14)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4% Base Target
$157 Bull$117 Base$91 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:56% Call Buyers ($7.2M)
44% PutsMax Pain: $110.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How NTES Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$7.10B (44.1% FCF Margin)
Revenue$16.11BGross Profit $10.35B (64.3%)Cost of Sales $5.75BOp Profit $5.12B (31.8%)OpEx (R&D/SG&A) $5.23BNet Profit$0 (0%)Tax/Other $5.12B

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $14.57B
FY24
Rev $14.43B
FY25
Rev $16.11B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$16.11B64.3%31.8%$0$7.10B20.4%
FY 2024$14.43B62.5%28.1%$0$5.26B26.6%
FY 2023$14.57B44%26.8%$0$4.32B13%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring NTES)

  • ✓Live walkthrough of NTES's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
NTES // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -3.29%🛡️ HOLDING TREND SUPPORT
2026-10-30O $113.3H $114.3L $112.3C $113.6VOL 931.6K
RES: $125.9SUP: $111.5SMA50: $120.0SMA200: $121.1
$138.8$129.9$121.1$112.2$103.3RES $125.9SUP $111.5$113.62026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

NTES Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
11.0%/yr Implied 5Y Growth

vs. +11.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on NTES today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for NTES. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for NTES today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

NTES Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is NetEase Inc. (NTES)?

In FY 2025 (10-K), NTES converted $16.1B of revenue into a 64.3% gross margin, 31.8% operating margin, and $7.1B in free cash flow (44.1% FCF margin).