Head to Head Review: Roku (NASDAQ:ROKU) vs. Bilibili (NASDAQ:BILI)

Roku (NASDAQ:ROKU) and Bilibili (NASDAQ:BILI) are both large-cap consumer discretionary companies, but which is the better stock? We will compare the two companies based on the strength of their earnings, risk, institutional ownership, profitability, dividends, analyst recommendations and valuation.

Valuation and Earnings

This table compares Roku and Bilibili”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Roku	$4.39 billion	3.23	-$129.39 million	($0.42)	-229.26
Bilibili	$29.38 billion	0.42	-$184.51 million	$0.07	420.86

Roku has higher earnings, but lower revenue than Bilibili. Roku is trading at a lower price-to-earnings ratio than Bilibili, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Roku and Bilibili, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Roku	2	7	17	2	2.68
Bilibili	0	3	8	2	2.92

Roku currently has a consensus price target of $101.33, suggesting a potential upside of 5.24%. Bilibili has a consensus price target of $27.39, suggesting a potential downside of 7.02%. Given Roku’s higher probable upside, research analysts plainly believe Roku is more favorable than Bilibili.

Risk & Volatility

Roku has a beta of 2.13, meaning that its share price is 113% more volatile than the S&P 500. Comparatively, Bilibili has a beta of 0.93, meaning that its share price is 7% less volatile than the S&P 500.

Profitability

This table compares Roku and Bilibili’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Roku	-1.40%	-2.44%	-1.44%
Bilibili	0.75%	3.19%	1.31%

Institutional and Insider Ownership

86.3% of Roku shares are held by institutional investors. Comparatively, 16.1% of Bilibili shares are held by institutional investors. 14.0% of Roku shares are held by company insiders. Comparatively, 22.2% of Bilibili shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Bilibili beats Roku on 8 of the 14 factors compared between the two stocks.

About Roku

Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United states and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others. The Platform segment offers digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services; and streaming services distribution, such as subscription and transaction revenue shares, and sale of premium subscriptions and branded app buttons on remote controls. The Devices segment provides sale of streaming players, Roku-branded TVs, smart home products and services, audio products, and related accessories as well as licensing arrangements with service operators. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.

About Bilibili

Bilibili Inc. provides online entertainment services for the young generations in the People's Republic of China. It offers a range of digital content, including professional user generated videos, mobile games, and value-added services, such as live broadcasting, occupationally generated videos, audio drama on Maoer, and comics on Bilibili Comic. The company also provides advertising services; and IP derivatives and other services. In addition, it engages in the business and technology development activities; e-commerce business; and video, comics, and game distribution activities. Bilibili Inc. was founded in 2009 and is headquartered in Shanghai, the People's Republic of China.