Morningstar

Bilibili Inc ADR BILI

Morningstar Rating
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Stock XNAS Rating as of
Today’s Gainers
$21.09 +2.82 (15.44%)
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As of Delayed Price Closed

Company Report

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Bilibili: New Game a Win, but Advertising Holds the Key to Long-Term Success; Shares Undervalued

Ivan Su

Bilibili’s second-quarter earnings exceeded our expectations, and management provided upbeat guidance for the third quarter following the successful launch of its new mobile game. We lifted our near-term estimates but leave the bulk of our long-term assumptions intact, as the success of one game doesn’t change our long-term outlook for Bilibili’s game business. As a result, we maintain our USD 34 (HKD 266) per share fair value estimate and view shares as undervalued.

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Price vs Fair Value

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BILI is trading at a 451% premium.
Price
$21.08
Fair Value
$26.00
Uncertainty
Very High
1-Star Price
$34.20
5-Star Price
$95.00
Economic Moat
Ffs
Capital Allocation
Flspsqgc

Bulls Say, Bears Say

Bulls

Bilibili’s video sharing platform is in early stage of monetization with significant runway for growth

Bears

Chinese regulators have become more assertive in recent years. The government may want more control over internet businesses by curbing monetization, limiting collection of user data, or restricting acquisitions.

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News

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Trading Information

Previous Close Price
$18.27
Day Range
$20.18–21.62
52-Week Range
$8.80–21.62
Bid/Ask
$21.11 / $21.17
Market Cap
$8.74 Bil
Volume/Avg
20.4 Mil / 5.7 Mil

Key Statistics

Price/Earnings (Normalized)
—
Price/Sales
2.63
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield
—

Company Profile

Bilibili is a Chinese online entertainment platform that is best known for its video-sharing site that resembles YouTube. The site was founded in 2009 and started as a long-form video platform for anime, comics, and gaming, or ACG, content that appealed to Gen Z users. Since then, it has expanded its content on the platform to include a broader range of interests that have attracted Chinese users outside of the Gen Z cohort. The firm generates revenue through five main areas: advertising, games, live streaming, value-added services, and e-commerce.
Sector
Communication Services
Industry
Electronic Gaming & Multimedia
Stock Style Box
Large Core
Total Number of Employees
8,801
Website
https://www.bilibili.com

Competitors

Valuation

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Metric
BILI
BIDU
GOOGL
Price/Earnings (Normalized)
 —8.8723.18
Price/Book Value
 4.671.036.67
Price/Sales
 2.631.936.24
Price/Cash Flow
 83.687.5016.93
Price/Earnings
BILI
BIDU
GOOGL

Financial Strength

Metric
BILI
BIDU
GOOGL
Quick Ratio
 0.962.021.90
Current Ratio
 1.022.322.08
Interest Coverage
 −39.376.19281.77
Quick Ratio
BILI
BIDU
GOOGL

Profitability

Metric
BILI
BIDU
GOOGL
Return on Assets (Normalized)
 −6.56%5.18%26.65%
Return on Equity (Normalized)
 −14.51%8.71%37.68%
Return on Invested Capital (Normalized)
 −11.73%4.81%33.14%
Return on Assets
BILI
BIDU
GOOGL

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