JOYY (YY) Competitors

Bilibili (NASDAQ:BILI) and JOYY (NASDAQ:YY) are both business services companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, earnings, media sentiment, valuation, institutional ownership, profitability, risk and analyst recommendations.

Do insiders & institutionals hold more shares of BILI or YY?

16.1% of Bilibili shares are held by institutional investors. Comparatively, 36.8% of JOYY shares are held by institutional investors. 22.2% of Bilibili shares are held by insiders. Comparatively, 43.0% of JOYY shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Do analysts rate BILI or YY?

Bilibili currently has a consensus price target of $23.81, indicating a potential downside of 4.17%. JOYY has a consensus price target of $35.00, indicating a potential downside of 30.51%. Given Bilibili's stronger consensus rating and higher probable upside, analysts plainly believe Bilibili is more favorable than JOYY.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Bilibili	0 Sell rating(s)	3 Hold rating(s)	9 Buy rating(s)	2 Strong Buy rating(s)	2.93
JOYY	0 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.50

Does the media prefer BILI or YY?

In the previous week, Bilibili had 10 more articles in the media than JOYY. MarketBeat recorded 14 mentions for Bilibili and 4 mentions for JOYY. JOYY's average media sentiment score of 1.74 beat Bilibili's score of 1.07 indicating that JOYY is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Bilibili	10 Very Positive mention(s)	0 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
JOYY	4 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Very Positive

Is BILI or YY more profitable?

JOYY has a net margin of 9.02% compared to Bilibili's net margin of -2.15%. JOYY's return on equity of 4.64% beat Bilibili's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Bilibili	-2.15%	-2.59%	-1.12%
JOYY	9.02%	4.64%	2.96%

Which has stronger valuation and earnings, BILI or YY?

JOYY has lower revenue, but higher earnings than Bilibili. Bilibili is trading at a lower price-to-earnings ratio than JOYY, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Bilibili	$3.68B	2.83	-$184.51M	-$0.20	-124.23
JOYY	$2.24B	1.21	$301.82M	-$3.10	-16.25

Which has more volatility & risk, BILI or YY?

Bilibili has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500. Comparatively, JOYY has a beta of 0.21, suggesting that its share price is 79% less volatile than the S&P 500.

Summary

Bilibili beats JOYY on 9 of the 17 factors compared between the two stocks.