Bilibili Inc. Sponsored ADR (BILI) vs Match Group Inc. (MTCH)

Bilibili Inc. Sponsored ADR and Match Group Inc. are both Internet Content & Information companies. Match Group Inc. is the larger, with a market value of $8.9B against $4.8B — 1.8× the size. Match Group Inc. trades at the lower P/E: 12.7× against 27.0×. Bilibili Inc. Sponsored ADR grew revenue faster over the last twelve months: 14.7% against 0.49%. Match Group Inc. has the higher net margin (20.7% vs 4.83%) and the lower return on invested capital (24.1% vs 76.5%). Across the 21 metrics below, Match Group Inc. leads on 11 and Bilibili Inc. Sponsored ADR on 10.

Valuation

Metric BILI MTCH Internet Content & Information median
P/E 26.98 12.67 12.38
P/S 1.30 2.58 0.93
P/B 2.69 n/m 1.24
Price to free cash flow 3.84 7.88 10.76
EV/EBITDA 18.78 10.66 10.74
EV/Sales 0.83 3.51 1.20
Earnings yield 3.71% 7.89% (1.71%)
Free cash flow yield 26.04% 12.69% 4.26%

Profitability

Metric BILI MTCH Internet Content & Information median
Gross margin 37.00% 75.79% 63.25%
Operating margin 4.40% 29.69% (1.87%)
Net margin 4.83% 20.69% (1.37%)
Free cash flow margin 0.00% 32.69% 3.47%
Return on equity 0.00% (397.14%) (1.19%)
Return on assets 3.83% 16.52% 0.00%
Return on invested capital 76.46% 24.10% 0.00%

Growth

Metric BILI MTCH Internet Content & Information median
Revenue growth (TTM) 14.66% 0.49% 6.92%
EPS growth (last fiscal year) 188.64% 17.82% 34.37%
Revenue growth, 5-year CAGR 18.73% 7.84% 10.46%
Net income growth, 5-year CAGR 0.00% 30.46% 0.00%

Health

Metric BILI MTCH Internet Content & Information median
Debt to equity 0.60 (25.48) 0.01
Current ratio 1.32 1.79 1.84
Net debt to EBITDA (4.39) 3.01 (0.53)

Dividend

Metric BILI MTCH Internet Content & Information median
Dividend yield — 2.02% 1.19%
Payout ratio — 0.27 0.27

Size

Metric BILI MTCH Internet Content & Information median
Market cap 4.83b 8.91b 693.23m

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