Company context

Bilibili Inc. Class Z

HKEX:9626

Packaged Software · benchmarked against Packaged Software inside the KWEB constituent company universe.

Active tabPeers

Current readWeak

Last close139.40

1M return+2.50%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries900 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

HKEX:9626 1W +0.14%, 1M +2.50%, 3M -28.03%, 6M -35.64%, 1Y -21.55%, 3Y -2.38%; HKEX:1357 1W -1.74%, 1M -14.29%, 3M -11.21%, 6M -48.24%, 1Y -54.90%, 3Y +92.23%; HKEX:3690 1W -5.28%, 1M +10.21%, 3M -1.84%, 6M -11.37%, 1Y -32.41%, 3Y -35.11%; NYSE:YMM 1W +6.65%, 1M +13.82%, 3M +3.75%, 6M -7.49%, 1Y -27.11%, 3Y +30.57%; HKEX:3888 1W -1.58%, 1M +2.07%, 3M +0.59%, 6M -21.30%, 1Y -30.64%, 3Y -27.46%; HKEX:9999 1W -5.72%, 1M -7.44%, 3M +3.77%, 6M -2.82%, 1Y -4.22%, 3Y +22.79%; HKEX:700 1W -8.76%, 1M -2.30%, 3M -3.41%, 6M -23.99%, 1Y -17.46%, 3Y +29.88%; HKEX:2400 1W -5.04%, 1M -9.51%, 3M -32.17%, 6M -41.54%, 1Y -15.44%, 3Y +90.26%; HKEX:9888 1W -5.62%, 1M -5.79%, 3M -25.48%, 6M -26.38%, 1Y +21.75%, 3Y -26.69%; HKEX:241 1W -2.59%, 1M +0.90%, 3M -24.89%, 6M -46.26%, 1Y -29.88%, 3Y -30.60%; NASDAQ:JOYY 1W -0.67%, 1M +4.04%, 3M +11.29%, 6M +0.21%, 1Y +28.83%, 3Y +103.57%

Company1W1M

3M

6M

1Y

3Y

HKEX:9626+0.14%+2.50%-28.03%-35.64%-21.55%-2.38%

HKEX:1357-1.74%-14.29%-11.21%-48.24%-54.90%+92.23%

HKEX:3690-5.28%+10.21%-1.84%-11.37%-32.41%-35.11%

NYSE:YMM+6.65%+13.82%+3.75%-7.49%-27.11%+30.57%

HKEX:3888-1.58%+2.07%+0.59%-21.30%-30.64%-27.46%

HKEX:9999-5.72%-7.44%+3.77%-2.82%-4.22%+22.79%

HKEX:700-8.76%-2.30%-3.41%-23.99%-17.46%+29.88%

HKEX:2400-5.04%-9.51%-32.17%-41.54%-15.44%+90.26%

HKEX:9888-5.62%-5.79%-25.48%-26.38%+21.75%-26.69%

HKEX:241-2.59%+0.90%-24.89%-46.26%-29.88%-30.60%

NASDAQ:JOYY-0.67%+4.04%+11.29%+0.21%+28.83%+103.57%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:JOYY+28.83% 1Y · +103.57% 3Y

HKEX:9888+21.75% 1Y · -26.69% 3Y

HKEX:9999-4.22% 1Y · +22.79% 3Y

HKEX:2400-15.44% 1Y · +90.26% 3Y

Risk and quality spread

HKEX:2400GM +73.82% · ROE +48.13%

HKEX:3888GM +80.67% · ROE +11.34%

HKEX:9999GM +65.72% · ROE +22.03%

HKEX:1357GM +73.57% · ROE +12.96%

Valuation screen

HKEX:3888P/E 10.95 · FCF yield n/a

HKEX:2400P/E 12.24 · FCF yield +8.78%

HKEX:700P/E 15.80 · FCF yield n/a

NYSE:YMMP/E 16.54 · FCF yield n/a

Valuation versus growth

P/E against 1Y return

HKEX:9626 P/E 40.61 1Y -21.55%, HKEX:1357 P/E 29.63 1Y -54.90%, HKEX:3690 P/E n/a 1Y -32.41%, NYSE:YMM P/E 16.54 1Y -27.11%, HKEX:3888 P/E 10.95 1Y -30.64%, HKEX:9999 P/E 16.55 1Y -4.22%, HKEX:700 P/E 15.80 1Y -17.46%, HKEX:2400 P/E 12.24 1Y -15.44%, HKEX:9888 P/E n/a 1Y +21.75%, HKEX:241 P/E 25.97 1Y -29.88%, NASDAQ:JOYY P/E 16.63 1Y +28.83%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

HKEX:9626Bilibili Inc. Class Z

40.6114th pctile1.9888th pctilen/an/a+36.83%25th pctile+9.34%25th pctile0.6125th pctile

HKEX:1357Meitu, Inc

29.6317th pctile4.6043rd pctile+7.73%0th pctile+73.57%71st pctile+12.96%57th pctile0.2943rd pctile

HKEX:3690Meituan Class B

n/an/a1.30100th pctilen/an/a+28.30%0th pctile-24.08%0th pctile0.750th pctile

NYSE:YMMFull Truck Alliance Co. Ltd.

16.5450th pctile5.430th pctilen/an/a+62.91%43rd pctile+10.52%29th pctile0.00100th pctile

HKEX:3888Kingsoft Corporation Ltd

10.95100th pctile3.2471st pctilen/an/a+80.67%100th pctile+11.34%43rd pctile0.0186th pctile

HKEX:9999Netease Inc

16.5533rd pctile5.3514th pctile+8.60%50th pctile+65.72%57th pctile+22.03%86th pctile0.0757th pctile

HKEX:700Tencent Holdings Ltd

15.8067th pctile5.1529th pctilen/an/a+54.78%29th pctile+21.57%71st pctile0.3629th pctile

HKEX:2400XD, Inc.

12.2483rd pctile3.4257th pctile+8.78%100th pctile+73.82%86th pctile+48.13%100th pctile0.0371st pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.