Both stocks run through our valuation models. Here is how Devsisters (194480) and NetEase (NTES) compare, as of Aug 11, 2026.
As of Aug 11, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Devsisters trades at KRW 22,450 versus a fair value of KRW 16,268 (-28%), while NetEase trades at $132 versus $171 (+29%).
Devsisters
194480.KQ · KRW · Communication Services
-28%
upside to fair value
overvalued
PriceKRW 22,450
Fair ValueKRW 16,268
Quality55/100
NetEase
NTES · USD · Communication Services
+29%
upside to fair value
undervalued
Price$132
Fair Value$171
Quality81/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
DevsistersNetEase
Valuation
—P/E (TTM)16.1×
—P/S (TTM)4.75×
—P/B3.39×
—EV/EBITDA12.2×
—PEG1.33×
—Dividend yield2.4%
—Dividend per share$4.18
Profitability
-5%Net margin30%
-30%Operating margin41%
-9%Return on equity22%
-5%Return on assets11%
Growth
-34%Revenue growth (YoY)6%
11.3%Avg. growth/yr (3Y)5.3%
33.2%Avg. growth/yr (5Y)8.9%
Balance & size
0.22×Debt / equity0.00×
$123MMarket cap$81B
mixedGrowth qualityhealthy
NetEase leads: 2 to 6 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
Devsistersof which business quality 55 · market factors 25NetEaseof which business quality 79 · market factors 53
ProfitabilityMargins and returns on capital today
53
71
Quality GrowthAre margins and returns improving?
57
53
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
100
63
Low VolatilityCalm price path (market factor)
50
69
MomentumPrice trend over the last 3–12 months (market factor)
17
47
52W MomentumDistance to the 52-week high (market factor)
10
45
Net IssuanceBuybacks instead of dilution
68
89
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
Devsisters
DCF ModelsKRW 22,312
Earnings-BasedKRW 33,492
MultiplesKRW 15,889
Asset-BasedKRW 10,158
Growth DCFKRW 10,261
Economic ProfitKRW 8,016
Growth EarningsKRW 44,459
16 of 24 models see the stock below the current price.
NetEase
DCF Models$1,933
Earnings-Based$1,295
Dividend Discount$369
Multiples$834
Asset-Based$168
Growth DCF$1,771
Economic Profit$689
Growth Earnings$1,701
0 of 26 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
Devsisters
Bear KRW 12,057Fair Value KRW 16,268Bull KRW 20,335
KRW 22,450 = current price (white tick)
NetEase
Bear $128Fair Value $171Bull $295
$132 = current price (white tick)
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
Devsisters · Communication Services
Quality score55 · above median
Fair value upside-28% · below median
NetEase · Communication Services
Quality score81 · Top 25%
Fair value upside+29% · above median
Bottom line
As of Aug 11, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Devsisters trades at KRW 22,450 versus a fair value of KRW 16,268 (-28%), while NetEase trades at $132 versus $171 (+29%).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
