Both stocks run through our valuation models. Here is how Playway (PLW) and NetEase (NTES) compare, as of Aug 10, 2026.
As of Aug 10, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Playway trades at PLN 250 versus a fair value of PLN 53.32 (-79%), while NetEase trades at $132 versus $171 (+29%).
Playway
PLW.WAR · PLN · Communication Services
-79%
upside to fair value
overvalued
PricePLN 250
Fair ValuePLN 53.32
Quality80/100
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).
PlaywayNetEase
Valuation
21.1×P/E (TTM)16.1×
1.41×P/S (TTM)4.75×
1.22×P/B3.39×
2.0×EV/EBITDA12.2×
—PEG1.33×
7.3%Dividend yield2.4%
PLN 17.39Dividend per share$4.18
Profitability
25%Net margin30%
58%Operating margin41%
21%Return on equity22%
18%Return on assets11%
Growth
6%Revenue growth (YoY)6%
5.0%Avg. growth/yr (3Y)5.3%
12.7%Avg. growth/yr (5Y)8.9%
Balance & size
—Debt / equity0.00×
$430MMarket cap$81B
expensiveGrowth qualityhealthy
Playway leads: 8 to 4 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.
Playwayof which business quality 79 · market factors 56NetEaseof which business quality 79 · market factors 53
ProfitabilityMargins and returns on capital today
79
71
Quality GrowthAre margins and returns improving?
60
53
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
68
63
Low VolatilityCalm price path (market factor)
88
69
MomentumPrice trend over the last 3–12 months (market factor)
42
47
52W MomentumDistance to the 52-week high (market factor)
43
45
Net IssuanceBuybacks instead of dilution
70
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.
Playway
DCF ModelsPLN 406
Earnings-BasedPLN 247
Dividend DiscountPLN 355
MultiplesPLN 204
Asset-BasedPLN 35.51
Growth DCFPLN 353
Economic ProfitPLN 163
Growth EarningsPLN 329
10 of 26 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.
Playway
Bear PLN 39.99Fair Value PLN 53.32Bull PLN 66.65
PLN 250 = 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.
Playway · Communication Services
Quality score80 · Top 25%
Fair value upside-79% · bottom 25%
NetEase · Communication Services
Quality score81 · Top 25%
Fair value upside+29% · above median
Bottom line
As of Aug 10, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Playway trades at PLN 250 versus a fair value of PLN 53.32 (-79%), 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.
