Bilibili Inc. (BILI): one to watch?

Interesting turnaround story (finally profitable, margins rising) but recent drop is dilution fear from a new $700M bond deal, not proof of trouble.

👀 WATCH Fundamentals62/100

Down 90% from its all-time high of $153.12 — now $14.89

Why BILI dropped

The long-term collapse from 2021 highs was China's tech/regulatory crackdown and years of losses; the more recent 30-day slide (-14.6%, from ~$18 to ~$15) followed Bilibili's announcement of a $700 million convertible notes offering alongside a concurrent Tencent share placement, raising dilution and share-overhang concerns rather than any operating problem.

Fwd P/E 11.6Op margin 4.7%Rev growth 8.2%Debt/equity 59.8%Analyst upside 79.6%

How this scored 62/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 4.9%

✅ Generates cash Free cash flow unknown

✅ Not drowning in debt Debt/equity 59.8% (limit 200%)

✅ Can pay its bills Current ratio 1.3 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 6/25

Operating margin 4.7% 2/9

Net profit margin 4.9% 2/8

Return on equity 10.1% 2/8

Growth Is it getting bigger, or dying? 20/25

Revenue growth 8.2% 4/9

Earnings growth 52.9% 8/8

Expected profit change 138.3% 8/8

Value Is it cheap right now? 24/25

Forward P/E 11.6 9/10

PEG ratio 0.3 8/8

Analyst target upside 79.6% 7/7

Balance sheet Will it survive? 12/25

Debt / equity 59.8% 8/10

Current ratio 1.3 2/8

Free cash flow unknown 2/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-09-28. Research only — not financial advice.