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 $9.5B against $5.0B — 1.9× the size. Match Group Inc. trades at the lower P/E: 13.5× against 28.1×. Bilibili Inc. Sponsored ADR grew revenue faster over the last twelve months: 14.7% against 1.70%. Match Group Inc. has the higher net margin (20.2% vs 4.83%) and the lower return on invested capital (22.6% 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 28.11 13.52 10.24
P/S 1.35 2.69 0.87
P/B 2.80 n/m 1.32
Price to free cash flow 4.00 8.26 8.85
EV/EBITDA 20.02 11.61 8.86
EV/Sales 0.88 3.65 1.15
Earnings yield 3.56% 7.40% (1.58%)
Free cash flow yield 24.99% 12.11% 2.32%

Profitability

Metric BILI MTCH Internet Content & Information median
Gross margin 37.00% 74.80% 66.84%
Operating margin 4.40% 28.15% (3.41%)
Net margin 4.83% 20.17% (3.02%)
Free cash flow margin 0.00% 32.53% 1.75%
Return on equity 0.00% (302.58%) 0.00%
Return on assets 3.83% 17.91% (0.36%)
Return on invested capital 76.46% 22.61% 0.00%

Growth

Metric BILI MTCH Internet Content & Information median
Revenue growth (TTM) 14.66% 1.70% 2.65%
EPS growth (last fiscal year) 188.64% 17.82% —
Revenue growth, 5-year CAGR 18.73% 7.84% 9.73%
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 (14.98) 0.01
Current ratio 1.32 1.72 1.82
Net debt to EBITDA (4.39) 3.01 (0.48)

Dividend

Metric BILI MTCH Internet Content & Information median
Dividend yield — — 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric BILI MTCH Internet Content & Information median
Market cap 5.03b 9.46b 283.68m

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