Bilibili Inc.

LSE:0T3W Stock Report

Market Cap: US$7.5b

Bilibili Valuation

Is 0T3W undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0T3W when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$31.30
Fair Value
44.1% undervalued intrinsic discount
29
Number of Analysts

Below Fair Value: 0T3W ($17.49) is trading below our estimate of fair value ($31.3)

Significantly Below Fair Value: 0T3W is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0T3W?

Key metric: As 0T3W is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 0T3W. This is calculated by dividing 0T3W's market cap by their current revenue.
What is 0T3W's PS Ratio?
PS Ratio2x
SalesCN¥26.83b
Market CapCN¥54.12b

Price to Sales Ratio vs Peers

How does 0T3W's PS Ratio compare to its peers?

The above table shows the PS ratio for 0T3W vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average13.7x
RMV Rightmove
14.6x9.0%UK£5.7b
AUTO Auto Trader Group
12.7x6.5%UK£7.5b
BCG Baltic Classifieds Group
25x13.6%UK£1.7b
MONY MONY Group
2.5x4.0%UK£1.1b
0T3W Bilibili
2x9.2%US$7.5b

Price-To-Sales vs Peers: 0T3W is good value based on its Price-To-Sales Ratio (2x) compared to the peer average (13.7x).

Price to Sales Ratio vs Industry

How does 0T3W's PS Ratio compare vs other companies in the European Interactive Media and Services Industry?

10 CompaniesPrice / SalesEstimated GrowthMarket Cap
0T3W 2.0xIndustry Avg. 1.5xNo. of Companies11PS0246810+
10 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 0T3W is expensive based on its Price-To-Sales Ratio (2x) compared to the European Interactive Media and Services industry average (1.5x).

Price to Sales Ratio vs Fair Ratio

What is 0T3W's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0T3W PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio2x
Fair PS Ratio3.4x

Price-To-Sales vs Fair Ratio: 0T3W is good value based on its Price-To-Sales Ratio (2x) compared to the estimated Fair Price-To-Sales Ratio (3.4x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0T3W forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$17.49
US$25.53
+46.0%
15.8%US$35.82US$18.06n/a29
May ’26US$17.62
US$25.53
+44.9%
15.8%US$35.82US$18.06n/a29
Apr ’26US$18.91
US$25.74
+36.1%
14.9%US$35.93US$18.00n/a30
Mar ’26US$20.19
US$25.67
+27.2%
14.9%US$35.84US$17.93n/a30
Feb ’26US$16.65
US$23.40
+40.6%
15.8%US$34.38US$16.40n/a30
Jan ’26US$18.15
US$23.62
+30.2%
15.3%US$33.76US$16.29n/a30
Dec ’25US$19.17
US$23.20
+21.0%
17.7%US$34.03US$11.96n/a31
Nov ’25US$21.91
US$21.23
-3.1%
22.0%US$33.69US$12.17n/a31
Oct ’25US$25.79
US$19.30
-25.2%
20.8%US$34.43US$12.32n/a31
Sep ’25US$14.30
US$18.62
+30.2%
21.5%US$33.98US$12.16n/a31
Aug ’25US$15.19
US$18.23
+20.0%
22.1%US$34.06US$11.96n/a31
Jul ’25US$15.31
US$17.22
+12.5%
24.9%US$33.95US$11.66n/a31
Jun ’25US$14.42
US$16.55
+14.8%
25.0%US$33.74US$11.70n/a31
May ’25US$12.81
US$15.02
+17.3%
30.2%US$33.75US$9.93US$17.6232
Apr ’25US$11.29
US$15.11
+33.9%
31.7%US$33.79US$9.94US$18.9132
Mar ’25US$10.10
US$16.68
+65.3%
33.4%US$33.71US$9.92US$20.1932
Feb ’25US$9.36
US$17.12
+82.9%
33.2%US$33.96US$9.99US$16.6533
Jan ’25US$12.27
US$17.63
+43.7%
30.7%US$33.82US$9.95US$18.1533
Dec ’24US$11.48
US$17.83
+55.4%
29.8%US$33.99US$10.00US$19.1734
Nov ’24US$13.14
US$20.72
+57.7%
27.9%US$37.99US$11.00US$21.9134
Oct ’24US$13.83
US$21.57
+56.0%
25.6%US$38.10US$12.78US$25.7934
Sep ’24US$15.64
US$21.87
+39.9%
25.5%US$38.30US$12.85US$14.3035
Aug ’24US$17.77
US$22.60
+27.2%
24.2%US$38.25US$12.87US$15.1935
Jul ’24US$15.09
US$22.81
+51.2%
22.6%US$37.90US$12.75US$15.3135
Jun ’24US$15.53
US$24.73
+59.3%
22.3%US$38.91US$15.57US$14.4235
May ’24US$20.31
US$26.73
+31.6%
19.3%US$39.96US$15.98US$12.8135
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
US$25.46
Fair Value
31.3% undervalued intrinsic discount
29
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/09 01:05
End of Day Share Price 2025/05/09 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bilibili Inc. is covered by 57 analysts. 36 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jiong ShaoBarclays
Yanfang JiangBenchmark Company
Yiqun ChenBOCI Research Ltd.