Análisis Argos
BILI
BILISin veredicto
Bilibili Inc. · Technology
US$ 17.14
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
75/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO6/6PASADO3/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR6/6FUTURO6/6PASADO3/6SALUD4/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos75de 100Sin veredicto
Ingresos13%
US$ 30.4 B
Margen operativo174%
3.7%
Flujo de caja libre25%
US$ 5.3 B
Deuda neta
US$ -2.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 7.2B
P/E6x
EV/EBITDA1.4x
FCF yield74%
ROIC8.5%
Margen operativo3.7%
Crecim. ingresos+13.1%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 30 jun
Bilibili Inc. Provides Update on Share Repurchase Program
SHANGHAI, June 30, 2026 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today provided an update on its two-year US$300 million share repurchase program adopted in June 2026 (the “2026 Share Repurchase Program”).
globenewswire.com · 24 jun
Bilibili Inc. Announces New $300 Million Share Repurchase Program
SHANGHAI, June 24, 2026 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced that its board of directors has authorized a new share repurchase program, under which the Company may repurchase up to US$300 million of its shares (including its Class Z ordinary shares and/or ADSs) for the next 24 months, effective as of the date hereof.
globenewswire.com · 17 jun
Bilibili Inc. Announces Results of Annual General Meeting
SHANGHAI, June 17, 2026 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced that each of the proposed resolutions (the “Proposed Resolutions”) set out in the notice of the annual general meeting dated April 16, 2026 (the “AGM Notice”) has been adopted at its annual general meeting of shareholders held in Shanghai, China today. After the adoption of the Proposed Resolutions, all corporate authorizations and actions contemplated thereunder are approved, including, among other things, that (i) Mr.
globenewswire.com · 11 jun
BILI Social Strengthens Corporate Governance with Appointment of Independent Directors and Formation of Board Committees
NEWARK, N.J. and TORONTO, June 11, 2026 (GLOBE NEWSWIRE) -- BILI Social International, Inc., (OTCID: AGGI) today announced the appointment of three independent directors to its Board of Directors and the formation of key board committees, advancing the company's governance infrastructure as part of its planned Nasdaq uplisting strategy.
benzinga.com · 26 may
Why Bilibili's Investment Story Looks More Attractive Now Vs. Traditional Peers
The video platform is using AI and a maturing user base to post strong advertising growth in a weak market, but that higher monetization push is also testing its signature community culture
seekingalpha.com · 21 may
Bilibili Q1 Earnings: Reflecting On The 'Sell' Quant Rating
Bilibili fell below $20 from its $35 peak in January. The sell-off is a continuous process since 3Q26, recognizing that the exceptional growth since 2H24 does not continue. Advertising revenue continues to impress, reaching CNY2.6 billion in the latest quarter, but overall revenue growth remains subdued at 7% YoY. Betting on gaming success is very risky in addition to the current sluggishness of big Chinese techs. Negative momentum will likely prevail.
seekingalpha.com · 21 may
Bilibili: Focus On User Additions And Margin Expansion
Bilibili remains a compelling international diversification play despite a ~30% YTD share price decline. I reiterate my buy rating on BILI, citing substantial upside drivers and a resilient user growth flywheel. BILI's moat is anchored in content, with a rapidly expanding base of creators—those with over 1 million followers grew 20%+ y/y.
seekingalpha.com · 19 may
Bilibili Inc. (BILI) Q1 2026 Earnings Call Transcript
Bilibili Inc. (BILI) Q1 2026 Earnings Call Transcript

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.