BILI vs NTES
Bilibili Inc. vs NetEase, Inc. — AI-powered side-by-side comparison
BILI
Bilibili Inc.
61
Insufficient Data
VS
NTES
NetEase, Inc.
68
Buy
| Metric | BILI | NTES |
|---|
| AI Score |
61
|
68
|
| Price |
$17.98
|
$127.86
|
| P/E Ratio |
36.87×
|
16.36×
|
| ROE |
7.7%
|
21.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
36.9%
|
65.7%
|
| Debt / Equity |
0.61×
|
0.07×
|
| Dividend Yield |
0.0%
|
2.3%
|
| RSI (14) |
40.0
|
44.6
|
| Beta |
0.725
|
0.8
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for BILI versus NTES.
NTES leads by 7 points.
NTES scores 68/100 (Buy) versus BILI at 61/100 (Insufficient Data).
BILI Committee View
67% agreement
3 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
NTES Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.67 across 3 articles, 14d). Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 21.6% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical