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JOYY Inc. (JOYY)

NEUTRAL
Communication ServicesInternet Content & InformationSingapore

基本面

54

价格

$74.59

市值

$3.71B

第一部分 · 这家公司值多少

概览

JOYY Inc., together with its subsidiaries, engages in the provision of social product matrix and communication technology. It operates through two segments, BIGO and All Other. The company operates Bigo Live, a social live streaming platform that provides an interactive online stage for users to host and watch live streaming sessions, share their life moments, showcase their talents, and interact with people; imo, an instant messenger platform that provides audio and video communication services; and Likee, a short video social platform, which enables users to discover, create, and share short videos, with video creation tools and personalized feeds. It also provides Hago, a social networking platform that offers casual games integrating social features, such as audio and video multi-user chatrooms and 3D virtual interactive party games; Bigo Ads, an AI-powered programmatic advertising platform, which provides one-stop marketing and monetization solutions; and Shopline, a smart commerce platform that provides solutions and services to enable merchants in creating and growing their brands online and reach customers through various sales channels, including e-commerce platforms, social commerce, and physical retail stores. The company operates in North America, Europe, the Middle East, Southeast Asia, and internationally. The company was formerly known as YY Inc. and changed its name to JOYY Inc. in December 2019. JOYY Inc. was founded in 2005 and is headquartered in Singapore.

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Who this company fights with for the same customers

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资产负债表与流动性

营收

$2.19B

最近12个月(截至2026/3/31)

净利润

$228M

最近12个月(截至2026/3/31)

自由现金流

-

股东权益合计

$4.41B

负债合计

$51M

流动比率

1.76

利息覆盖率

-

债务/EBITDA

0.34

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

General case合理估值

公允价值

$94.78

当前价格

$74.59

安全边际

+21.3%

公允价值区间

$61.61 - $127.95

估算方法

Analyst price target:$81.08
Discounted cash flow (DCF):$196.21
Earnings multiple (P/E):$52.83
Graham growth formula:$171.35
Earnings power value (EPV):$0.25
Justified P/B:$0.35
Dividend discount (Gordon):$3.28
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:Not enough data to compute it
分析师共识:强力买入 (17B / 3H / 0S)
最近财报超预期:+6.69%

估值指标

市盈率(P/E)

16.89

ROE

3.3%

市净率(P/B)

0.57

P/FCF

-

毛利率

35.4%

ROIC

0.5%

盈利能力雷达图

Value Creation (Economic Moat)

ROIC

0.5%

WACC

7.9%

ROIC − WACC

-7.4 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

基本面分析标准

通过(10)

  • Price CAGR 6.45%
  • Gross Margin 35.4%
  • P/B Ratio 0.57
  • Debt/Equity ratio
  • Current Ratio
  • Debt/EBITDA
  • Analyst Consensus 85% Buy
  • Earnings Surprise avg 21.7%
  • PEG Ratio 0.90
  • Net Margin Trend 98.7% vs -6.6%

未通过(5)

  • ROIC 0.5%
  • DCF valuation (Unknown)
  • ROE 3.5%
  • Revenue Growth 5Y 2.1%
  • Piotroski F-Score 0/9

不可用(12)

  • 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
  • Earnings Quality (OCF/Net Income)
  • Share Dilution (missing shares data)

Piotroski F-评分

0/9

存在严重财务隐患

score
criteria

盈利质量

-

低质量:需深入审查会计处理

股权稀释

-

正在回购股份,对股东友好

公司治理

管理团队

姓名职位年龄
Ms. Ting LiChairperson of the Board & CEO42
Mr. Xueling LiCo-Founder & Director52
Mr. Fuyong LiuVice President of Finance41
Ms. Tingzhen XieInvestor Relations Senior Manager-

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

Recent headlines for JOYY, sourced from Markets Gazette.

No recent news for JOYY.