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NTES vs. ROKU: NetEase vs. Roku Stock Comparison

How do NetEase (NTES) and Roku (ROKU) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

NetEase (NTES) and Roku (ROKU) both belong to the Entertainment industry, though NTES is classified under Interactive Home Entertainment while ROKU falls under Movies & Entertainment.

Roku (ROKU) trades as ordinary local shares, while NetEase (NTES) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for NetEase (NTES) and Roku (ROKU)
Profile ItemNTESROKU
NameNetEase, Inc. ADRRoku, Inc. Class A Common Stock
Country/RegionChinaUnited States
GICS SectorCommunication ServicesCommunication Services
GICS Industry GroupMedia & EntertainmentMedia & Entertainment
GICS IndustryEntertainmentEntertainment
GICS Sub-IndustryInteractive Home EntertainmentMovies & Entertainment
Market Capitalization82.89 billion USD23.93 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateJune 30, 2000September 28, 2017
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

NTES
ROKU
GSPC
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NetEase (NTES) vs. Roku (ROKU), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for NetEase (NTES) and Roku (ROKU). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for NetEase (NTES) and Roku (ROKU). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for NetEase (NTES) and Roku (ROKU)
MetricNTESROKU
Total Return (1Y)-4.51%53.14%
Total Return (3Y, Annualized)7.36%24.44%
Total Return (5Y, Annualized)7.47%-10.44%

Risk Profile

Drawdown History

NTES
ROKU
GSPC
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NetEase (NTES) vs. Roku (ROKU), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for NetEase (NTES) and Roku (ROKU). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Roku (ROKU) has a highly aggressive beta of 2.06, indicating much higher sensitivity to broad-market moves, while NetEase (NTES) is defensive at 0.61 and tends to be less market-sensitive — a wide gap in beta profiles.

Risk profile metrics for NetEase (NTES) and Roku (ROKU)
MetricNTESROKU
Volatility (1Y, Annualized)33.73%40.24%
Beta (5Y)0.612.06
Max Drawdown (5Y)-51.38%-86.13%
Avg. Volume (3M)738.35K2.44M

Risk-Adjusted Performance

Risk-Return Positioning

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NTES and ROKU are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for NetEase (NTES) and Roku (ROKU)
MetricNTESROKU
Sharpe Ratio (1Y)-0.261.21
Sortino Ratio (1Y)-0.392.08

Profitability

ROE (TTM)

Both NetEase (NTES) at 20.37% and Roku (ROKU) at 18.15% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

NTES

Media & Entertainment industry group

20.37%

Max
49.92%
NTES
20.37%
Q3
17.95%
Median
7.20%
Q1
-4.53%
Min
-26.31%

ROKU

Media & Entertainment industry group

18.15%

Max
49.92%
ROKU
18.15%
Q3
17.95%
Median
7.20%
Q1
-4.53%
Min
-26.31%
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NetEase (NTES) vs. Roku (ROKU): A comparison of their ROE against the Media & Entertainment industry group benchmark.

Net Margin (TTM)

NetEase (NTES) at 27.88% retains a top-quartile share of revenue as profit, ahead of Roku (ROKU) at 9.34%, which keeps about the industry-typical share.

NTES

Media & Entertainment industry group

27.88%

Max
32.91%
NTES
27.88%
Q3
11.75%
Median
5.04%
Q1
-4.17%
Min
-25.14%

ROKU

Media & Entertainment industry group

9.34%

Max
32.91%
Q3
11.75%
ROKU
9.34%
Median
5.04%
Q1
-4.17%
Min
-25.14%
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NetEase (NTES) vs. Roku (ROKU): A comparison of their net margin against the Media & Entertainment industry group benchmark.

Operating Margin (TTM)

NetEase (NTES) at 40.16% operates in the top operating margin quartile, ahead of Roku (ROKU) at 11.90%, which runs around its industry’s norm.

NTES

Media & Entertainment industry group

40.16%

NTES
40.16%
Max
40.16%
Q3
18.72%
Median
8.63%
Q1
1.90%
Min
-22.08%

ROKU

Media & Entertainment industry group

11.90%

Max
40.16%
Q3
18.72%
ROKU
11.90%
Median
8.63%
Q1
1.90%
Min
-22.08%
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NetEase (NTES) vs. Roku (ROKU): A comparison of their operating margin against the Media & Entertainment industry group benchmark.

Profitability Metrics

Profitability metrics for NetEase (NTES) and Roku (ROKU)
MetricNTESROKU
ROE (TTM)20.37%18.15%
ROA (TTM)11.65%6.32%
Net Margin (TTM)27.88%9.34%
Operating Margin (TTM)40.16%11.90%
Gross Margin (TTM)67.15%45.34%

Growth

Revenue Growth

Roku (ROKU) at 15.18% sits in the top revenue growth quartile, while NetEase (NTES) at 6.96% is closer to the peer norm — faster top-line expansion for ROKU.

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NetEase (NTES) vs. Roku (ROKU): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: NetEase (NTES) reports EPS growth of 14.04%, ranked against its industry; Roku (ROKU) has no EPS growth figure this period.

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NetEase (NTES) vs. Roku (ROKU): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for NetEase (NTES) and Roku (ROKU)
MetricNTESROKU
Revenue Growth (YoY)6.96%15.18%
Revenue Growth (3Y CAGR)5.29%14.86%
EPS Growth (YoY)14.04%--
EPS Growth (3Y CAGR)19.31%--

Financial Strength

Current Ratio (MRQ)

Both NetEase (NTES) at 3.45 and Roku (ROKU) at 2.70 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

NTES

Media & Entertainment industry group

3.45

Max
4.69
NTES
3.45
Q3
2.53
Median
1.52
Q1
0.95
Min
0.28

ROKU

Media & Entertainment industry group

2.70

Max
4.69
ROKU
2.70
Q3
2.53
Median
1.52
Q1
0.95
Min
0.28
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NetEase (NTES) vs. Roku (ROKU): A comparison of their current ratio against the Media & Entertainment industry group benchmark.

Debt / Equity (MRQ)

Both NetEase (NTES) at 0.07 and Roku (ROKU) at 0.13 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.

NTES

Media & Entertainment industry group

0.07

Max
3.65
Q3
1.69
Median
0.46
Q1
0.17
NTES
0.07
Min
0.00

ROKU

Media & Entertainment industry group

0.13

Max
3.65
Q3
1.69
Median
0.46
Q1
0.17
ROKU
0.13
Min
0.00
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NetEase (NTES) vs. Roku (ROKU): A comparison of their debt-to-equity ratio against the Media & Entertainment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for NetEase (NTES) and Roku (ROKU)
MetricNTESROKU
Current Ratio (MRQ)3.452.70
Debt / Equity (MRQ)0.070.13
Net Debt / EBITDA-3.76-3.05

Dividends

Dividend Yield (TTM)

Roku (ROKU) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile NetEase (NTES) reports a yield of 3.17%, ranking against industry peers normally.

NTES

Media & Entertainment industry group

3.17%

NTES
3.17%
Max
1.33%
Q3
0.65%
Median
0.00%
Q1
0.00%
Min
0.00%

ROKU

Media & Entertainment industry group

0.00%

Max
1.33%
Q3
0.65%
ROKU
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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NetEase (NTES) vs. Roku (ROKU): A comparison of their dividend yield against the Media & Entertainment industry group benchmark.

Dividend Payout Ratio (TTM)

Roku (ROKU) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile NetEase (NTES) reports a payout of 41.85%, ranking against industry peers normally.

NTES

Media & Entertainment industry group

41.85%

Max
71.43%
NTES
41.85%
Q3
28.98%
Median
0.00%
Q1
0.00%
Min
0.00%

ROKU

Media & Entertainment industry group

0.00%

Max
71.43%
Q3
28.98%
ROKU
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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NetEase (NTES) vs. Roku (ROKU): A comparison of their payout ratio against the Media & Entertainment industry group benchmark.

Dividend Metrics

Dividend metrics for NetEase (NTES) and Roku (ROKU)
MetricNTESROKU
Dividend Yield (TTM)3.17%0.00%
Dividend Payout Ratio (TTM)41.85%0.00%

Valuation

P/E Ratio (TTM)

NetEase (NTES) at 17.98 is near its industry’s usual P/E ratio, while Roku (ROKU) at 46.26 sits in the richer quartile — ROKU needs stronger growth or earnings quality to justify the premium.

NTES

Media & Entertainment industry group

17.98

Max
51.21
Q3
28.90
NTES
17.98
Median
17.98
Q1
11.53
Min
1.64

ROKU

Media & Entertainment industry group

46.26

Max
51.21
ROKU
46.26
Q3
28.90
Median
17.98
Q1
11.53
Min
1.64
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NetEase (NTES) vs. Roku (ROKU): A comparison of their P/E ratio against the Media & Entertainment industry group benchmark.

P/S Ratio (TTM)

NetEase (NTES) at 0.71 is priced about in line with its industry on P/S ratio, while Roku (ROKU) at 4.35 sits in the pricier quartile — ROKU costs more per dollar of sales.

NTES

Media & Entertainment industry group

0.71

Max
7.43
Q3
3.82
Median
1.40
NTES
0.71
Q1
0.70
Min
0.00

ROKU

Media & Entertainment industry group

4.35

Max
7.43
ROKU
4.35
Q3
3.82
Median
1.40
Q1
0.70
Min
0.00
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NetEase (NTES) vs. Roku (ROKU): A comparison of their P/S ratio against the Media & Entertainment industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Roku (ROKU) at 7.89 sits in the upper P/B ratio quartile, and NetEase (NTES) at 16.57 prices even higher, above its industry range.

NTES

Media & Entertainment industry group

16.57

NTES
16.57
Max
11.45
Q3
5.30
Median
1.84
Q1
0.77
Min
-2.61

ROKU

Media & Entertainment industry group

7.89

Max
11.45
ROKU
7.89
Q3
5.30
Median
1.84
Q1
0.77
Min
-2.61
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NetEase (NTES) vs. Roku (ROKU): A comparison of their P/B ratio against the Media & Entertainment industry group benchmark.

Valuation Metrics

Valuation metrics for NetEase (NTES) and Roku (ROKU)
MetricNTESROKU
P/E Ratio (TTM)17.9846.26
P/S Ratio (TTM)0.714.35
P/B Ratio (MRQ)16.577.89
Free Cash Flow Yield (TTM)39.54%3.95%