Bilibili Inc. Sponsored ADR (BILI) vs Zillow Group, Inc. (ZG)

Bilibili Inc. Sponsored ADR and Zillow Group, Inc. are both Internet Content & Information companies. Zillow Group, Inc. is the larger, with a market value of $7.1B against $4.9B — 1.5× the size. Bilibili Inc. Sponsored ADR trades at the lower P/E: 26.5× against 144×. Zillow Group, Inc. grew revenue faster over the last twelve months: 17.7% against 14.7%. Bilibili Inc. Sponsored ADR has the higher net margin (4.83% vs 1.96%) and the higher return on invested capital (76.5% vs 0.18%). Across the 21 metrics below, Bilibili Inc. Sponsored ADR leads on 14 and Zillow Group, Inc. on 7.

Valuation

Metric BILI ZG Internet Content & Information median
P/E 26.55 144.45 11.54
P/S 1.28 2.58 0.86
P/B 2.65 1.68 1.20
Price to free cash flow 3.78 32.92 9.63
EV/EBITDA 18.31 24.56 8.68
EV/Sales 0.81 2.67 1.18
Earnings yield 3.77% 0.69% (2.42%)
Free cash flow yield 26.47% 3.04% 2.27%

Profitability

Metric BILI ZG Internet Content & Information median
Gross margin 37.00% 72.88% 66.84%
Operating margin 4.40% 0.43% (3.41%)
Net margin 4.83% 1.96% (3.02%)
Free cash flow margin 0.00% 7.83% 1.75%
Return on equity 0.00% 1.21% 0.00%
Return on assets 3.83% 1.03% (0.36%)
Return on invested capital 76.46% 0.18% 0.00%

Growth

Metric BILI ZG Internet Content & Information median
Revenue growth (TTM) 14.66% 17.67% 2.65%
EPS growth (last fiscal year) 188.64% 118.75% 34.45%
Revenue growth, 5-year CAGR 18.73% 9.73% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BILI ZG Internet Content & Information median
Debt to equity 0.60 0.11 0.01
Current ratio 1.32 1.92 1.82
Net debt to EBITDA (4.39) (3.61) (0.48)

Dividend

Metric BILI ZG Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric BILI ZG Internet Content & Information median
Market cap 4.89b 7.10b 318.52m

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