Roku (NASDAQ:ROKU – Get Free Report) and Bilibili (NASDAQ:BILI – Get Free Report) are both large-cap consumer discretionary companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, risk, dividends, institutional ownership, earnings, profitability and valuation.
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 insiders. Comparatively, 22.2% of Bilibili shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Volatility & Risk
Roku has a beta of 2.05, suggesting that its share price is 105% more volatile than the S&P 500. Comparatively, Bilibili has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500.
Analyst Recommendations
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Roku | 1 | 7 | 17 | 2 | 2.74 |
| Bilibili | 0 | 2 | 7 | 2 | 3.00 |
Roku presently has a consensus target price of $101.33, suggesting a potential upside of 1.25%. Bilibili has a consensus target price of $25.81, suggesting a potential downside of 5.55%. Given Roku’s higher probable upside, equities analysts clearly believe Roku is more favorable than Bilibili.
Valuation & Earnings
This table compares Roku and Bilibili”s gross revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Roku | $4.11 billion | 3.59 | -$129.39 million | ($0.42) | -238.29 |
| Bilibili | $3.68 billion | 3.11 | -$184.51 million | $0.07 | 390.43 |
Roku has higher revenue and earnings 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.
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% |
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.
Receive News & Ratings for Roku Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Roku and related companies with MarketBeat.com's FREE daily email newsletter.
