Bilibili Inc (BILI)vsAlphabet Inc Class C (GOOG)
BILI
Bilibili Inc
$15.54
+0.45%
COMMUNICATION SERVICES · Cap: $6.37B
GOOG
Alphabet Inc Class C
$335.45
+1.53%
COMMUNICATION SERVICES · Cap: $4.10T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 1319% more annual revenue ($445.87B vs $31.42B). GOOG leads profitability with a 54.8% profit margin vs 4.9%. BILI appears more attractively valued with a PEG of 0.33. GOOG earns a higher WallStSmart Score of 75/100 (B).
BILI
Buy59
out of 100
Grade: C
GOOG
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.5%
Fair Value
$50.13
Current Price
$15.54
$34.59 discount
Margin of Safety
+29.4%
Fair Value
$474.89
Current Price
$335.45
$139.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 52.9% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 38 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 34.0%
Earnings expanding 294.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Moderate valuation
4.9% margin — thin
Operating margin of 4.7%
Distress zone — elevated risk
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BILI
The strongest argument for BILI centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.33 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 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
Bear Case : BILI
The primary concerns for BILI are P/E Ratio, Profit Margin, Operating Margin. Thin 4.9% margins leave little buffer for downturns.
Bear Case : GOOG
The primary concerns for GOOG are Free Cash Flow.
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 1.23 — expect wider price swings.
GOOG is growing revenue faster at 24.2% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (75/100 vs 59/100), backed by strong 54.8% margins and 24.2% revenue growth. BILI offers better value entry with a 36.5% 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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