Added to YB: 2025-04-03
Pitch date: 2025-03-27
BILI [bullish]
Bilibili Inc.
+25.51%
current return
Author Info
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Company Info
Bilibili Inc. provides online entertainment services for the young generations in the People’s Republic of China.
Market Cap
$76.9B
Pitch Price
$19.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.28
P/E
102.55
EV/Sales
2.12
Sector
Interactive Media and Services
Category
growth
Show full summary:
Bilibili (BILI): Diversified Platform with Gaming, E-Commerce, & Ad Spend Catalysts Ahead
BILI: YouTube+Twitch of China. 340M MAUs, 100min daily use. $11 ARPU vs peers $75-100. Low teens EBITDA/FCF multiple. GMs to expand 35% to 40-45%. Dominant among young users. Huge ad potential. Gaming, live-streaming, e-commerce segments. Minimal macro risk. China consumption/ad spend recovery catalyst.
Read full article (1 min)