Bilibili hosted its 2026 investor day in Shanghai on July 10, detailing its advertising growth drivers, a six-title game pipeline with two launches slated for the fourth quarter, and a roughly CNY 1 billion artificial intelligence budget for 2026.
Bilibili's ad revenue remains a fraction of peers like Douyin and Kuaishou, suggesting the platform is still in the early innings of monetization.
If AI lowers the barrier to content creation dramatically, Bilibili could get flooded with low-quality AI-generated content, diluting the quality of the feed and degrading the community culture that makes Bilibili distinctive.
|
Metric
|
BILI
|
IQ
|
PSKY
|
|---|---|---|---|
Price/Earnings (Normalized) | 26.37 | 356.98 | 8.07 |
Price/Book Value | 3.22 | 0.59 | 0.87 |
Price/Sales | 1.83 | 0.30 | 0.21 |
Price/Cash Flow | 14.47 | — | 0.41 |
|
Metric
|
BILI
|
IQ
|
PSKY
|
|---|---|---|---|
Quick Ratio | 1.24 | 0.30 | 0.84 |
Current Ratio | 1.35 | 0.45 | 1.10 |
Interest Coverage | 7.25 | 0.01 | 1.44 |
|
Metric
|
BILI
|
IQ
|
PSKY
|
|---|---|---|---|
Return on Assets (Normalized) | 7.25% | −0.56% | — |
Return on Equity (Normalized) | 18.89% | −1.93% | — |
Return on Invested Capital (Normalized) | 10.66% | 1.05% | — |
|
1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Alphabet Inc Class C
GOOG
| LOCK|>wJ>DNQB | LOCK|%!? | $4T | |||
| Alphabet Inc Class A
GOOGL
| LOCK|Vx#H>v$ | LOCK|#m# | $4T | |||
| Meta Platforms Inc Class A
META
| LOCK|ZYh!p> | LOCK|gg | $2T | |||
| Tencent Holdings Ltd ADR
TCEHY
| LOCK|xQHZ?w^> | LOCK|Q<& | $524B | |||
| Spotify Technology SA
SPOT
| LOCK|s&$<nR! | LOCK|vlZ?q | $99B | |||
| Nebius Group NV Shs Class-A-
NBIS
| LOCK|J?Lj?$P | LOCK|N% | $49B | |||
| Reddit Inc Class A Shares
RDDT
| LOCK|^#M@%? | LOCK|v@jn? | $39B | |||
| Baidu Inc ADR
BIDU
| LOCK|qz%!<?< | LOCK|?& | $37B | |||
| Tencent Music Entertainment Group ADR
TME
| LOCK|qKD>nJ | LOCK|<w&?> | $15B | |||
| Pinterest Inc Class A
PINS
| LOCK|M<!KYB> | LOCK|@c!kr | $13B |
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United States