Bilibili (NasdaqGS:BILI) Valuation Check As Profitability, AI Ads And Buybacks Reshape Its Turnaround Story

Simply Wall St.01-10

Bilibili (BILI) has captured investor attention after shifting from losses to consistent profitability, with margins improving and advertising revenues accelerating, helped by e-commerce and AI-driven...

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See our latest analysis for Bilibili. That profitability shift appears to be feeding into sentiment, with the share price at US$29.17 and recent momentum firming, including a 15.11% 30 day share price return and an 82.66% 1 year total shareholder return, even though the 5 year total shareholder return remains deeply negative at 76.21%. If Bilibili’s turnaround has you rethinking growth stories in tech and media, it could be a good moment to widen your search and check out high growth tech and AI stocks. With Bilibili now profitable, trading at US$29.17 and sitting close to some analyst targets while one model suggests intrinsic value is higher, the key question is straightforward: is there still a buying opportunity here or has the market already priced in future growth? AdvertisementMost Popular Narrative: 2.9% Undervalued With Bilibili last closing at US$29.17 against a narrative fair value of US$30.04, the story here is about modest upside grounded in detailed earnings and margin assumptions. The company's strengthening of its proprietary IP ecosystem through the success of in-house animation and gaming, particularly with long-life cycle titles like San Mou (with international expansion planned), is likely to support higher content-driven revenues and reduced content cost pressures, positively impacting gross and operating margins. Read the complete narrative. Curious what sits behind that fair value gap? The narrative leans on faster earnings growth, wider margins, and a richer multiple than the sector usually commands. Result: Fair Value of $30.04 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story can change quickly if new games underwhelm or if China’s content and gaming regulations tighten, putting pressure on both user growth and margins. Find out about the key risks to this Bilibili narrative. Another View on Bilibili’s Valuation The fair value narrative points to a small 2.9% gap, but the current P/E of 109.4x tells a different story. It is far above the US Interactive Media and Services average of 17x and the 34.7x fair ratio our work suggests the market could move toward, which raises clear valuation risk. If earnings stumble or sentiment cools, how much compression are you comfortable with? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:BILI P/E Ratio as at Jan 2026 Build Your Own Bilibili Narrative If you look at these numbers and come to a different conclusion, or just prefer to test your own assumptions, you can build a complete story yourself in just a few minutes with Do it your way. A great starting point for your Bilibili research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Bilibili has sharpened your focus on where growth and value might still be hiding, do not stop here. Broaden your watchlist before the next move happens.  Spot potential turnaround candidates early by scanning these 3538 penny stocks with strong financials that combine lower share prices with stronger balance sheets and fundamentals than you might expect. Get ahead of the next wave of automation and productivity gains by checking out these 28 AI penny stocks shaping AI driven products and services across multiple industries. Focus your research time on pricing gaps that stand out with these 879 undervalued stocks based on cash flows, where cash flow based valuations highlight companies the market may be overlooking.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Bilibili might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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