NetEase Inc vs PubMatic Inc — how do they compare? NetEase Inc trades at $122.31 (market cap $76.90B), while PubMatic Inc trades at $18.56 (market cap $845.86M). The key difference: NetEase Inc is far larger — about 90.9× PubMatic Inc's market cap, and NetEase Inc pays a 2.43% dividend while PubMatic Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold NetEase Inc for 74 Days and PubMatic Inc for 40 Days on average.
| NTES | PUBM | |
|---|---|---|
Market Cap | $76.90B | $845.86M |
Volume | 494,839 | 519,667 |
Sector | Technology | Technology |
52-Week High | $152.85 | $19.18 |
52-Week Low | $109.26 | $6.28 |
Typical Hold Time | 74 Days | 40 Days |
Enterprise Value | $52.62B | $748.99M |
Dividend Yield | 2.43% | — |
Signals from Pluang's Aura AI — not financial advice
NTES trades at $119.60, up 0.45% today, with a neutral technical signal. The company reported Q2 2026 revenue of $4.4 billion, up 8% year-over-year, though EPS missed estimates due to investment losses. Gross margins improved significantly, and the balance sheet remains strong with $137.58 billion in cash. Revenue growth has been steady, with 2025 revenue reaching $112.63 billion and net income at $33.76 billion.
The outlook is positive given strong profitability, a robust balance sheet, and analyst consensus favoring a buy rating with a $168 price target. Risks include earnings volatility, competitive pressures in gaming, and macroeconomic headwinds affecting Chinese tech stocks. The stock presents a value opportunity with a P/E of 16.06, below industry averages.
PubMatic (PUBM) trades at $18.68, up 1.8% with bullish technical signals and strong analyst support. The stock shows positive momentum with recent earnings beats and double-digit revenue growth in Q2 2026. Despite negative net margins, the company maintains robust gross margins of 64.43% and positive operating cash flow of $81.06M in 2025. Recent leadership appointments and AI product launches signal strategic growth initiatives.
The outlook remains cautiously optimistic with Wall Street consensus at Buy (64.7%) and $19.89 price target. Key risks include persistent profitability challenges and competitive pressures in digital advertising. The stock's elevated P/E of 132 reflects growth expectations but requires sustained execution to justify valuation.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
NetEase, which started on an internet portal service in 1997, is a leading online services provider in China. Its key services include online/mobile games, cloud music, media, advertising, email, live streaming, online education, and e-commerce. The company develops and operates some of the China's most popular PC client and mobile games, and it partners with global leading game developers, such as Blizzard Entertainment and Mojang (a Microsoft subsidiary).
Read more on NTES →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →