Bilibili Inc (BILI)vsAlphabet Inc Class C (GOOG)
BILI
Bilibili Inc
$17.46
-3.05%
COMMUNICATION SERVICES · Cap: $7.34B
GOOG
Alphabet Inc Class C
$365.76
+0.45%
COMMUNICATION SERVICES · Cap: $4.34T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 1271% more annual revenue ($422.50B vs $30.82B). GOOG leads profitability with a 37.9% profit margin vs 4.6%. BILI appears more attractively valued with a PEG of 0.41. GOOG earns a higher WallStSmart Score of 75/100 (B).
BILI
Buy54
out of 100
Grade: C-
GOOG
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.6%
Fair Value
$51.86
Current Price
$17.46
$34.40 discount
Margin of Safety
+0.9%
Fair Value
$369.04
Current Price
$365.76
$3.28 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 435.8% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
4.6% margin — thin
Operating margin of 2.2%
Distress zone — elevated risk
Moderate valuation
Trading at 9.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BILI
The strongest argument for BILI centers on PEG Ratio, EPS Growth. PEG of 0.41 suggests the stock is reasonably priced for its growth.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : BILI
The primary concerns for BILI are P/E Ratio, Profit Margin, Operating Margin. Thin 4.6% margins leave little buffer for downturns.
Bear Case : GOOG
The primary concerns for GOOG are P/E Ratio, Price/Book.
Key Dynamics to Monitor
BILI profiles as a value stock while GOOG is a growth play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.27 — expect wider price swings.
GOOG is growing revenue faster at 21.8% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (75/100 vs 54/100), backed by strong 37.9% margins and 21.8% revenue growth. BILI offers better value entry with a 38.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bilibili Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Bilibili Inc. provides online entertainment services for the younger generation in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
Visit Website →Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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