Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BILI
SellBilibili Inc. · Communication Services · China · $6.9B · Avg Vol: $41M/d
COMPANY DESCRIPTION
Bilibili Inc. operates a leading online entertainment platform in China, primarily targeting younger generations with a diverse array of content including anime, comics, games, and user-generated video. The company commands a strong market position due to its highly engaged community and unique ecosystem of ACG (Anime, Comics, Games) content, fostering high user stickiness and a vibrant creator economy. This niche leadership in a rapidly growing demographic segment provides a distinctive competitive moat.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 19.4B | 3.3B | 3.4B | 4.0B | 4.5B | -30.5% | 4.6B | 4.9B | 5.4B | 9.5% |
| EPS | -17.87 | -2.83 | -1.74 | -0.48 | 0.42 | — | 0.50 | 0.51 | 0.66 | 24.7% |
| Shares | 390.6M | 394.6M | 412.2M | 416.6M | 414.7M | +6.2% | 338.8M | — | — | — |
| Debt | 19.2B | 2.3B | 1.1B | 751.5M | 1.5B | -47.5% | 1.4B | — | — | — |
| Equity | 21.7B | 2.3B | 2.1B | 2.1B | 2.3B | -42.8% | — | — | — | — |
| Op CF | -2.6B | -582.0M | 39.7M | 895.0M | 1.1B | 417.7% | 1.1B | — | — | — |
| Inv CF | -24.6B | 1.6B | 262.2M | -20.5M | -1.4B | — | — | — | — | — |
| Fin CF | 30.4B | -648.0M | -755.1M | -420.4M | 608.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of BILI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BILI | Bilibili Inc.(you) | $6.9B | 30 | Sell |
| 1357.HK | Meitu, Inc. | $2.5B | 34 | Sell |
| 1698.HK | Tencent Music Entertainment Group | $14.0B | 42 | Hold |
| 600633.SS | Zhejiang Daily Digital Culture Group Co.,Ltd | $1.9B | 24 | Sell |
| 603888.SS | Xinhuanet Co., Ltd. | $1.8B | 25 | Sell |
| 2518.HK | Autohome Inc. | $2.5B | 46 | Hold |
| 0772.HK | China Literature Limited | $2.6B | 10 | Strong Sell |
| 9888.HK | Baidu, Inc. | $31.1B | 20 | Strong Sell |
| 9899.HK | NetEase Cloud Music Inc. | $2.4B | 54 | Hold |
| BZ | Kanzhun Limited | $6.9B | 76 | Buy |
Peer medians: ROE 4.0% · P/E 18.5x · Gross margin 36.1%