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FORTY vs. NTES
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FORTY vs. NTES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Formula Systems (1985) Ltd. (FORTY) and NetEase, Inc. (NTES). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FORTY achieves a -9.01% return, which is significantly higher than NTES's -10.00% return. Over the past 10 years, FORTY has outperformed NTES with an annualized return of 18.49%, while NTES has yielded a comparatively lower 15.33% annualized return.


FORTY

1D
3.95%
1M
14.71%
YTD
-9.01%
6M
-9.75%
1Y
39.50%
3Y*
32.47%
5Y*
13.20%
10Y*
18.49%

NTES

1D
-1.69%
1M
5.50%
YTD
-10.00%
6M
-11.75%
1Y
-0.92%
3Y*
15.18%
5Y*
3.48%
10Y*
15.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FORTY vs. NTES - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FORTY
Formula Systems (1985) Ltd.
-9.01%91.50%38.51%-7.03%-41.93%46.89%26.00%93.93%-10.73%2.72%
NTES
NetEase, Inc.
-10.00%58.28%-1.73%30.59%-27.35%7.11%57.88%34.66%-31.31%62.21%

Correlation

The correlation between FORTY and NTES is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.13

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Jul 3, 2000

0.12

Fundamentals

EPS

FORTY:

$52.85

NTES:

$52.95

PE Ratio

FORTY:

2.62

NTES:

2.32

PEG Ratio

FORTY:

0.01

NTES:

0.11

PS Ratio

FORTY:

0.57

NTES:

0.69

Total Revenue (TTM)

FORTY:

$2.89B

NTES:

$114.39B

Gross Profit (TTM)

FORTY:

$608.23M

NTES:

$75.14B

EBITDA (TTM)

FORTY:

$248.41M

NTES:

$40.24B

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Return for Risk

FORTY vs. NTES — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FORTY
FORTY Risk / Return Rank: 6464
Overall Rank
FORTY Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FORTY Sortino Ratio Rank: 6060
Sortino Ratio Rank
FORTY Omega Ratio Rank: 7272
Omega Ratio Rank
FORTY Calmar Ratio Rank: 6161
Calmar Ratio Rank
FORTY Martin Ratio Rank: 6161
Martin Ratio Rank

NTES
NTES Risk / Return Rank: 3636
Overall Rank
NTES Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
NTES Sortino Ratio Rank: 3333
Sortino Ratio Rank
NTES Omega Ratio Rank: 3333
Omega Ratio Rank
NTES Calmar Ratio Rank: 3939
Calmar Ratio Rank
NTES Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FORTY vs. NTES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Formula Systems (1985) Ltd. (FORTY) and NetEase, Inc. (NTES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FORTYNTESDifference

Sharpe ratio

Return per unit of total volatility

0.71

-0.03

+0.74

Sortino ratio

Return per unit of downside risk

1.25

0.17

+1.08

Omega ratio

Gain probability vs. loss probability

1.24

1.02

+0.22

Calmar ratio

Return relative to maximum drawdown

0.95

-0.03

+0.98

Martin ratio

Return relative to average drawdown

2.08

-0.06

+2.13

FORTY vs. NTES - Sharpe Ratio Comparison

The current FORTY Sharpe Ratio is 0.71, which is higher than the NTES Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of FORTY and NTES, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FORTYNTESDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

-0.03

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.08

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.37

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.43

-0.25

Drawdowns

FORTY vs. NTES - Drawdown Comparison

The maximum FORTY drawdown since its inception was -92.82%, roughly equal to the maximum NTES drawdown of -96.41%. Use the drawdown chart below to compare losses from any high point for FORTY and NTES.


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Drawdown Indicators


FORTYNTESDifference

Max Drawdown

Largest peak-to-trough decline

-92.82%

-96.41%

+3.59%

Max Drawdown (1Y)

Largest decline over 1 year

-41.95%

-30.46%

-11.49%

Max Drawdown (3Y)

Largest decline over 3 years

-41.95%

-33.97%

-7.98%

Max Drawdown (5Y)

Largest decline over 5 years

-54.40%

-51.38%

-3.02%

Max Drawdown (10Y)

Largest decline over 10 years

-54.40%

-57.34%

+2.94%

Current Drawdown

Current decline from peak

-20.01%

-21.95%

+1.94%

Average Drawdown

Average peak-to-trough decline

-48.06%

-24.59%

-23.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.05%

16.80%

+2.25%

Volatility

FORTY vs. NTES - Volatility Comparison

Formula Systems (1985) Ltd. (FORTY) has a higher volatility of 14.11% compared to NetEase, Inc. (NTES) at 9.29%. This indicates that FORTY's price experiences larger fluctuations and is considered to be riskier than NTES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FORTYNTESDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.11%

9.29%

+4.82%

Volatility (6M)

Calculated over the trailing 6-month period

42.39%

20.57%

+21.82%

Volatility (1Y)

Calculated over the trailing 1-year period

55.81%

29.21%

+26.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.56%

43.67%

-0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.92%

41.83%

+4.09%

Dividends

FORTY vs. NTES - Dividend Comparison

FORTY's dividend yield for the trailing twelve months is around 10.49%, more than NTES's 1.88% yield.


PositionTTM20252024202320222021202020192018201720162015
FORTY
Formula Systems (1985) Ltd.
10.49%1.43%1.42%0.95%2.00%1.02%0.61%1.22%1.61%0.58%2.04%2.34%
NTES
NetEase, Inc.
1.88%2.21%2.74%1.88%2.10%0.80%0.97%3.19%0.71%1.05%1.36%0.98%

Financials

FORTY vs. NTES - Financials Comparison

This section allows you to compare key financial metrics between Formula Systems (1985) Ltd. and NetEase, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B20222023202420252026
738.29M
30.59B
(FORTY) Total Revenue
(NTES) Total Revenue
Values in USD except per share items

FORTY vs. NTES - Profitability Comparison

The chart below illustrates the profitability comparison between Formula Systems (1985) Ltd. and NetEase, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
19.8%
69.4%
Portfolio components
FORTY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Formula Systems (1985) Ltd. reported a gross profit of 146.04M and revenue of 738.29M. Therefore, the gross margin over that period was 19.8%.

NTES - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NetEase, Inc. reported a gross profit of 21.22B and revenue of 30.59B. Therefore, the gross margin over that period was 69.4%.

FORTY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Formula Systems (1985) Ltd. reported an operating income of 82.01M and revenue of 738.29M, resulting in an operating margin of 11.1%.

NTES - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NetEase, Inc. reported an operating income of 12.66B and revenue of 30.59B, resulting in an operating margin of 41.4%.

FORTY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Formula Systems (1985) Ltd. reported a net income of 35.64M and revenue of 738.29M, resulting in a net margin of 4.8%.

NTES - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NetEase, Inc. reported a net income of 10.67B and revenue of 30.59B, resulting in a net margin of 34.9%.


Frequently Asked Questions


FORTY and NTES have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FORTY has higher volatility (14.11%) compared to NTES (9.29%). In terms of maximum drawdown, FORTY dropped -92.82% vs NTES's -96.41%.

FORTY currently has the higher Sharpe Ratio (0.71 vs -0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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