BILI
Bilibili Inc.
BILI's outlook is improving, though it still trails on the overall score.
MSFT
Microsoft Corporation
MSFT has the edge over BILI overall, supported by stronger valuation and stronger modeled upside.
BILI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Under pressure | |
| Under pressure |
BILI's profitability is currently healthy, and its revenue is stable, but its cash flow and balance sheet are under pressure.
MSFT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Strong |
MSFT's revenue, profitability, cash flow and balance sheet are all currently healthy.
BILI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 27x | $13.50 | — |
| Cheap | 35x | $17.64 | +31% |
| Fair | 90x | $45.86 | +240% |
| Expensive | 316x | $161 | +1094% |
Historical ranges are pointers, not guarantees.
BILI has the edge over MSFT in the historical PE scenario, which offers more potential upside but is not a forecast.
MSFT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 25x | $523 | — |
| Cheap | 27x | $525 | +0.4% |
| Current | 27x | $523 | — |
| Fair | 34x | $652 | +25% |
| Expensive | 37x | $711 | +36% |
Historical ranges are pointers, not guarantees.
MSFT's PE is in its cheap range at 27x. If earnings grow as analysts expect, today's price would be 25x next year's earnings.
BILI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
BILI has the edge over MSFT on the outlook, with more favorable profitability expectations.
MSFT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for MSFT, with profitability holding steady.
BILI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $0.51 | +538% |
| Q1 2026 | $0.47 | +$0.69 |
| Q4 2025 | $0.40 | +$0.89 |
| Q3 2025 | $0.26 | +$1.25 |
| Q2 2025 | $0.08 | +$1.53 |
| Q1 2025 | -$0.22 | +$1.57 |
| Q4 2024 | -$0.49 | +$1.26 |
| Q3 2024 | -$0.99 | +$0.86 |
BILI's earnings per share have climbed steadily: $0.51 over the past year, about six times what it earned the year before, and higher year over year for 14 quarters in a row.
MSFT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $20.79 | +8.6% |
| Q3 2026 | $19.15 | +36% |
| Q2 2026 | $17.95 | +32% |
| Q1 2026 | $16.80 | +30% |
| Q4 2025 | $15.99 | +29% |
| Q3 2025 | $14.06 | +16% |
| Q2 2025 | $13.64 | +16% |
| Q1 2025 | $12.93 | +12% |
| Q4 2024 | $12.41 | +12% |
MSFT's earnings per share have climbed steadily: $19.15 over the past year, up 36% from the year before, and higher year over year for 14 quarters in a row.
BILI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.2B | +7.9% |
| Q1 2026 | $1.1B | +6% |
| Q4 2025 | $1.2B | +7.6% |
| Q3 2025 | $1.2B | +5.2% |
| Q2 2025 | $1.1B | +20% |
| Q1 2025 | $1.1B | +24% |
| Q4 2024 | $1.2B | +22% |
| Q3 2024 | $1.1B | +26% |
BILI's revenue has grown year over year every quarter since late 2020: $1.2B last quarter, up 7.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 4.7% | +1.3 points |
| Q1 2026 | 2.2% | +2 points |
| Q4 2025 | 6.1% | +4.4 points |
| Q3 2025 | 4.6% | +5.5 points |
| Q2 2025 | 3.4% | +13 points |
| Q1 2025 | 0.2% | +15 points |
| Q4 2024 | 1.6% | +22 points |
| Q3 2024 | -0.9% | +18 points |
BILI's operating margin was 4.7% last quarter, up 1.3 points from the same quarter a year ago, near the top of its range since 2019.
MSFT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $92.3B | +19% |
| Q2 2026 | $90B | +18% |
| Q1 2026 | $82.9B | +18% |
| Q4 2025 | $81.3B | +17% |
| Q3 2025 | $77.7B | +18% |
| Q2 2025 | $76.4B | +18% |
| Q1 2025 | $70.1B | +13% |
| Q4 2024 | $69.6B | +12% |
MSFT has the edge over BILI on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 50% | +0.9 points |
| Q2 2026 | 45% | +0.2 points |
| Q1 2026 | 46% | +0.7 points |
| Q4 2025 | 47% | +1.6 points |
| Q3 2025 | 49% | +2.3 points |
| Q2 2025 | 45% | +1.8 points |
| Q1 2025 | 46% | +1.1 points |
| Q4 2024 | 45% | +1.9 points |
MSFT has the edge over BILI on profitability, with a higher operating margin.
BILI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | -100% |
| Q1 2026 | $0 | -100% |
| Q4 2025 | $0 | $0 |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $303.9M | +9.8% |
| Q1 2025 | $190M | +133% |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
BILI's free cash flow was $0 over the past year, against $494M the year before.
MSFT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $18.6B | -27% |
| Q2 2026 | $19.6B | -23% |
| Q1 2026 | $15.8B | -22% |
| Q4 2025 | $5.9B | -9.3% |
| Q3 2025 | $25.7B | +33% |
| Q2 2025 | $25.6B | +9.6% |
| Q1 2025 | $20.3B | -3.2% |
| Q4 2024 | $6.5B | -29% |
MSFT's free cash flow has been positive every quarter for seven years: $60B over the past year, down 23% from the year before.
BILI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.3% | -5.9M shares |
| 1 year | +3.7% | +16.2M shares |
| 3 years | +9.7% | +40.1M shares |
| 5 years | +18% | +69M shares |
| Available history | +39% | +126M shares |
BILI has 454M diluted shares, up 3.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $338,861 |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
BILI hasn't bought back shares in the past year.
MSFT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -7M shares |
| 1 year | -0.3% | -20M shares |
| 3 years | -0.2% | -16M shares |
| 5 years | -1.6% | -121M shares |
| Available history | -3.2% | -245M shares |
MSFT has the edge over BILI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.4B |
| Q2 2026 | $4.6B |
| Q1 2026 | $4.6B |
| Q4 2025 | $7.4B |
| Q3 2025 | $5.7B |
| Q2 2025 | $4.5B |
| Q1 2025 | $4.8B |
| Q4 2024 | $5B |
MSFT spent $21B buying back its own shares over the past year, up 5.2% from the year before.
BILI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.5x | Moderate |
| Q1 2026 | 1.8x | Healthy |
| Q4 2025 | -1.4x | Net Cash |
| Q3 2025 | -1.6x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -7.0x | Net Cash |
BILI's net debt is about 2.5 years of its operating earnings (EBITDA), after holding more cash than debt a year ago.
MSFT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.1x | Very low |
MSFT has the edge over BILI on leverage, with a lower net debt burden relative to earnings.
BILI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.7 | Neutral |
| Stochastic | 14.5 | Oversold |
BILI's weekly RSI is 37 (neutral) and its Stochastic is 15 (oversold).
MSFT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.1 | Neutral |
| Stochastic | 68.0 | Neutral |
MSFT's weekly RSI is 62 (neutral) and its Stochastic is 68 (neutral).
BILI PE vs Technology Sector
| Metric | BILI | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 4.2% below |
| PE % | 3 | 35 | 32 pts below |
BILI has the edge over MSFT on valuation relative to its sector.
MSFT PE vs Technology Sector
| Metric | MSFT | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2% below |
| PE % | 16 | 35 | 19 pts below |
MSFT is trading at 27x earnings, in line with the Technology sector's median of 28x.
BILI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $14.2 | 4.6% below |
| 20 week MA | $15.9 | 15% below |
| 50 week MA | $21.0 | 36% below |
| 100 week MA | $21.4 | 37% below |
| 200 week MA | $18.7 | 28% below |
BILI is in a downtrend: it's below all five of its weekly moving averages, and 28% below its 200-week average.
MSFT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $524.7 | 0.3% below |
| 20 week MA | $484.8 | 7.9% above |
| 50 week MA | $446.9 | 17% above |
| 100 week MA | $453.8 | 15% above |
| 200 week MA | $411.5 | 27% above |
MSFT has the edge over BILI on trend strength, trading above more of its moving averages.
BILI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.2 | $82.0 | +350% |
| 2021 | $82.0 | $45.9 | -44% |
| 2022 | $45.9 | $23.2 | -50% |
| 2023 | $23.2 | $12.2 | -47% |
| 2024 | $12.2 | $18.8 | +55% |
| 2025 | $18.8 | $25.0 | +32% |
| 2026 YTD | $25.0 | $13.5 | -46% |
BILI's yearly returns have swung widely, from +350% in 2020 to −50% in 2022. It's down 46% so far in 2026.
MSFT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $159.0 | $222.8 | +40% |
| 2021 | $222.8 | $334.7 | +50% |
| 2022 | $334.7 | $238.7 | -29% |
| 2023 | $238.7 | $376.0 | +58% |
| 2024 | $376.0 | $430.5 | +14% |
| 2025 | $430.5 | $487.7 | +13% |
| 2026 YTD | $487.7 | $523.0 | +7.2% |
MSFT has the edge over BILI on returns for 2026, with the stronger performance.