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Bilibili Inc. (BILI)

NEUTRAL
Communication ServicesInternet Content & InformationChina

Fundamental

56

Preço

$16.58

Capitalização de Mercado

$6.90B

Parte 1 · Quanto vale a empresa

Visão Geral

Bilibili Inc. provides online entertainment services for the young generations in the People's Republic of China. It offers a range of digital content, including professional user generated videos (PUGV), mobile games, and value-added services, such as live broadcasting, occupationally generated videos, audio drama on Maoer, comics on Bilibili Comic, PUGV content in fan charging program and premium courses, and Bilibili premium courses and community-based avatar decoration. The company also provides advertising services; and IP derivatives and other services. In addition, it engages in the business and technology development activities; e-commerce business; and video, comics, and game distribution activities. Bilibili Inc. was founded in 2009 and is headquartered in Shanghai, the People's Republic of China.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balanço & Liquidez

Receita

$30.82B

Últimos 12 meses (até 31/03/2026)

Resultado Líquido

$1.41B

Últimos 12 meses (até 31/03/2026)

Fluxo de Caixa Livre

-

Capital Próprio Total

$1.88B

Passivo Total

$9.57B

Rácio de Liquidez

1.35

Cobertura de Juros

-

Dívida/EBITDA

2.89

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Justamente Valorizada

Valor Justo

$18.69

Preço Atual

$16.58

Margem de Segurança

+11.3%

Intervalo de Valor Justo

$12.15 - $25.23

Métodos de Estimativa

Analyst Target:$29.88
DCF:$12.80
PE-based:$7.75
Graham Growth:$8.14
EPV:$27.42
Consenso dos Analistas:Compra Forte (33B / 2H / 0S)
Última Surpresa de Resultados:+13.53%

Métricas de Avaliação

Rácio P/E

32.97

ROE

9.4%

Rácio P/B

2.97

P/FCF

-

Margem Bruta

36.8%

ROIC

4.8%

Radar de Rentabilidade

Value Creation (Economic Moat)

ROIC

4.8%

WACC

3.4%

ROIC − WACC

+1.3 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Critérios de Análise Fundamental

Aprovado (9)

  • Gross Margin 36.8%
  • P/B Ratio 2.97
  • Current Ratio
  • Debt/EBITDA
  • ROE 9.4%
  • Revenue Growth 5Y 20.4%
  • Analyst Consensus 94% Buy
  • Earnings Surprise avg 12.0%
  • Net Margin Trend 3.9% vs -5.0%

Reprovado (5)

  • Price CAGR 1.97%
  • ROIC 4.7%
  • Debt/Equity ratio
  • DCF valuation (Unknown)
  • Piotroski F-Score 0/9

Indisponível (13)

  • EPS data insufficient
  • P/FCF NaN
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)
  • Share Dilution (missing shares data)

Piotroski F-Score

0/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

-

Baixa qualidade: investigar a contabilidade

Diluição de Ações

-

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
Mr. Rui ChenChairman of the Board & CEO47
Ms. Ni LiVice Chairman of the Board of Directors & COO39
Mr. Yi XuFounder, President & Director35
Mr. Xin Fan CPACFO & Joint Company Secretary46
Ms. Juliet YangExecutive Director of Investor Relations-
Ms. Ying Tung LaiJoint Company Secretary-

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

Recent headlines for BILI, sourced from Markets Gazette.

  • 5/26/2026POSITIVE
    Why Bilibili's Investment Story Looks More Attractive Now Vs. Traditional Peers

    Bilibili Inc. presents a compelling investment narrative compared to traditional peers, suggesting a potential upside for investors. While specific financial figures or growth metrics are not detailed in this summary, the article implies that Bilibili's unique positioning within its market segment offers a more attractive risk-reward profile. Investors should consider Bilibili's distinct business model and growth drivers as potential catalysts for outperformance, especially if its competitive advantages are sustainable and its market penetration continues to expand. This outlook may lead to increased analyst coverage and potential price target upgrades.

via Markets Gazette