Bilibili (NASDAQ:BILI) & Phoenix New Media (NYSE:FENG) Head to Head Analysis

Phoenix New Media (NYSE:FENG) and Bilibili (NASDAQ:BILI) are both consumer discretionary companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, earnings, risk, profitability and valuation.

Earnings & Valuation

This table compares Phoenix New Media and Bilibili”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Phoenix New Media	$96.40 million	0.25	-$7.45 million	($0.56)	-3.61
Bilibili	$3.68 billion	2.83	-$184.51 million	$0.25	99.42

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

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Phoenix New Media and Bilibili, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Phoenix New Media	1	0	0	0	1.00
Bilibili	0	4	6	1	2.73

Bilibili has a consensus target price of $29.61, indicating a potential upside of 19.15%. Given Bilibili’s stronger consensus rating and higher possible upside, analysts plainly believe Bilibili is more favorable than Phoenix New Media.

Institutional and Insider Ownership

6.3% of Phoenix New Media shares are owned by institutional investors. Comparatively, 16.1% of Bilibili shares are owned by institutional investors. 10.9% of Phoenix New Media shares are owned by company insiders. Comparatively, 22.2% of Bilibili shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Risk and Volatility

Phoenix New Media has a beta of -0.26, meaning that its stock price is 126% less volatile than the S&P 500. Comparatively, Bilibili has a beta of 0.73, meaning that its stock price is 27% less volatile than the S&P 500.

Profitability

This table compares Phoenix New Media and Bilibili’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Phoenix New Media	-6.35%	-4.45%	-2.94%
Bilibili	2.60%	6.99%	2.78%

Summary

Bilibili beats Phoenix New Media on 14 of the 15 factors compared between the two stocks.

About Phoenix New Media

Phoenix New Media Limited provides content on an integrated Internet platform in the People's Republic of China. The company operates through two segments, Net Advertising Services and Paid Services. It offers content and services through PC channel, mobile channel, and telecom operators, as well as transmits content to TV viewers, primarily through Phoenix TV. The company, through its website, ifeng.com, provides various interest-based content verticals, such as news, finance, video, automobiles, technology, entertainment, military, real estate, fashion, and sport; and offers interactive services, including comments posting and user surveys. Its mobile channel consists of ifeng News, a news application that provides newsfeeds and other contents in the form of text, image, live streaming, and video; ifeng Video, a video application, which offers video news, live broadcasting, Phoenix TV programs content, etc.; i.ifeng.com mobile Internet website; and digital reading applications. In addition, Phoenix New Media Limited offers mobile newspaper, mobile video, and mobile game services, as well as wireless value-added services. The company was incorporated in 1998 and is headquartered in Beijing, the People's Republic of China. Phoenix New Media Limited is a subsidiary of Phoenix Satellite Television (B.V.I.) Holding Limited.

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.