Bilibili Inc.

NasdaqGS:BILI Stock Report

Market Cap: US$13.2b

Bilibili Valuation

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

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

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

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Fair Value: BILI ($31.78) is trading below our estimate of fair value ($37.31)

Significantly Below Fair Value: BILI is trading below fair value, but not by a significant amount.


Key Valuation Metric

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

Key metric: As BILI is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for BILI. This is calculated by dividing BILI's market cap by their current earnings.
What is BILI's PE Ratio?
PE Ratio119.4x
EarningsCN¥770.09m
Market CapCN¥91.94b

Price to Earnings Ratio vs Peers

How does BILI's PE Ratio compare to its peers?

The above table shows the PE ratio for BILI vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average15.3x
PINS Pinterest
9.1x-7.61%US$18.3b
MTCH Match Group
13.5x11.30%US$7.6b
FUBO FuboTV
7.3xn/aUS$3.3b
GTM ZoomInfo Technologies
31.3x16.53%US$3.3b
BILI Bilibili
119.4x37.05%US$13.2b

Price-To-Earnings vs Peers: BILI is expensive based on its Price-To-Earnings Ratio (119.4x) compared to the peer average (15.3x).


Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data


Price to Earnings Ratio vs Industry

How does BILI's PE Ratio compare vs other companies in the US Interactive Media and Services Industry?

4 CompaniesPrice / EarningsEstimated GrowthMarket Cap
JOYY JOYY
2x-82.24%US$3.53b
2.1xn/aUS$77.70m
CHR Cheer Holding
0.4xn/aUS$9.34m
REDF.Y Rediff.com India
0.06xn/aUS$36.20k
No more companies available in this PE range
BILI 119.4xIndustry Avg. 16.1xNo. of Companies5PE01224364860+
4 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BILI is expensive based on its Price-To-Earnings Ratio (119.4x) compared to the US Interactive Media and Services industry average (16.1x).


Price to Earnings Ratio vs Fair Ratio

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

BILI PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio119.4x
Fair PE Ratio35.1x

Price-To-Earnings vs Fair Ratio: BILI is expensive based on its Price-To-Earnings Ratio (119.4x) compared to the estimated Fair Price-To-Earnings Ratio (35.1x).


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 BILI forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$31.78
US$30.84
-2.95%
10.99%US$40.80US$23.41n/a30
Jan ’27US$24.59
US$30.74
+25.03%
11.03%US$40.61US$23.31n/a30
Dec ’26US$26.54
US$30.46
+14.76%
11.25%US$40.23US$23.09n/a30
Nov ’26US$30.25
US$28.69
-5.16%
13.41%US$37.87US$22.29n/a30
Oct ’26US$28.48
US$27.95
-1.87%
12.04%US$37.82US$22.27n/a29
Sep ’26US$23.26
US$27.69
+19.06%
12.21%US$37.64US$22.08n/a29
Aug ’26US$21.89
US$26.16
+19.51%
15.61%US$36.89US$19.87n/a29
Jul ’26US$21.34
US$25.26
+18.37%
15.99%US$36.03US$19.99n/a29
Jun ’26US$18.30
US$25.18
+37.59%
16.43%US$36.00US$18.06n/a29
May ’26US$17.56
US$25.52
+45.35%
15.77%US$35.82US$18.06n/a29
Apr ’26US$18.99
US$25.73
+35.49%
14.90%US$35.93US$18.00n/a30
Mar ’26US$20.34
US$25.67
+26.19%
14.90%US$35.84US$17.93n/a30
Feb ’26US$16.72
US$23.40
+39.98%
15.81%US$34.38US$16.40n/a30
Jan ’26US$18.11
US$23.62
+30.45%
15.29%US$33.76US$16.29US$24.5930
Dec ’25US$19.17
US$23.20
+21.03%
17.68%US$34.03US$11.96US$26.5431
Nov ’25US$21.90
US$21.21
-3.15%
21.97%US$33.66US$12.16US$30.2531
Oct ’25US$26.73
US$19.30
-27.80%
20.82%US$34.43US$12.32US$28.4831
Sep ’25US$14.38
US$18.62
+29.51%
21.46%US$33.98US$12.16US$23.2631
Aug ’25US$15.23
US$18.23
+19.69%
22.05%US$34.06US$11.96US$21.8931
Jul ’25US$15.29
US$17.22
+12.60%
24.91%US$33.95US$11.66US$21.3431
Jun ’25US$14.52
US$16.55
+13.96%
24.97%US$33.74US$11.70US$18.3031
May ’25US$12.73
US$15.02
+18.01%
30.22%US$33.75US$9.93US$17.5632
Apr ’25US$11.16
US$15.11
+35.41%
31.70%US$33.79US$9.94US$18.9932
Mar ’25US$10.05
US$16.68
+65.99%
33.37%US$33.71US$9.92US$20.3432
Feb ’25US$9.35
US$17.12
+83.07%
33.24%US$33.96US$9.99US$16.7233
Jan ’25US$12.17
US$17.63
+44.90%
30.74%US$33.82US$9.95US$18.1133
US$30.84
Fair Value
3.0% overvalued intrinsic discount
30
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/13 11:26
End of Day Share Price 2026/01/12 00:00
Earnings2025/09/30
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 59 analysts. 40 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tianli WenAletheia Analyst Network Limited
Jiong ShaoBarclays
Yanfang JiangBenchmark Company