BILI vs IQ: Bilibili vs iQIYI Stock Comparison: AI Score, Valuation, Performance and Upside
Bilibili is a creator-driven Gen-Z video platform with anime, gaming, and knowledge content, while iQIYI is China's leading drama and movie streaming service targeting a broader subscription audience. Both are China video platforms but with entirely different content strategies, user demographics, and monetization approaches.
BILI vs IQ is Gen-Z creator platform with gaming upside versus China's largest subscription drama streamer — Bilibili wins if creator culture and Gen-Z engagement translate to sustainable monetization; iQIYI wins if subscription streaming profitability improves and drama content remains a durable viewer preference.
BILI holds the edge across 4 of 5 key metrics in this comparison. BILI has delivered stronger 1-year price return (-25.96% vs -63.35%), though IQ has the better forward P/E setup (1.66x vs 1.81x for BILI). BILI leads on both revenue growth (8.20%) and operating margin (4.70%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for BILI (+79.98%) than for IQ (+52.10%).
- want exposure to China's Gen-Z digital culture through anime, gaming, and creator content
- believe Bilibili's deeply engaged community creates premium monetization potential over time
- prefer a creator-economy platform with gaming upside over a pure subscription streamer
- are comfortable with Bilibili's slower path to profitability in exchange for community strength
- want China's largest long-form drama and movie streaming service at a low valuation
- believe iQIYI can sustain subscription revenue and manage content costs toward profitability
- prefer a larger, more established streaming platform vs Bilibili's younger demographic niche
- value Baidu's backing as a technology and distribution advantage
| Metric | BILI | IQ |
|---|---|---|
| AI score | 35.1 | 23.1 |
| AI rank | #1623 | #3738 |
| Latest close | $16.60 | $0.92 |
| 1M return | -10.42% | -25.20% |
| 6M return | -41.69% | -46.20% |
| 1Y return | -25.96% | -63.35% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BILI | IQ |
|---|---|---|
| 1Y ago | $7.4K (-26.0%) started 2025-08-28 | $3.67K (-63.3%) started 2025-08-28 |
| 5Y ago | $2.24K (-77.6%) started 2021-08-30 | $1.06K (-89.4%) started 2021-08-30 |
| 10Y ago | $14.77K (+47.7%) started 2018-03-28 | $591.64 (-94.1%) started 2018-03-29 |
Hypothetical — past performance does not guarantee future results.
| Metric | BILI | IQ |
|---|---|---|
| Market cap | $6.95B | $887.82M |
| Trailing P/E | 30.74 | N/A |
| Forward P/E | 1.81 | 1.66 |
| Price/Sales | 0.22 | 0.03 |
| EV/Revenue | -0.25 | 0.41 |
| Analyst target | $29.88 | $1.40 |
| Target upside | +79.98% | +52.10% |
| Metric | BILI | IQ |
|---|---|---|
| Revenue growth | 8.20% | -5.10% |
| Earnings growth | 52.90% | N/A |
| EPS growth | +52.90% | N/A |
| FCF margin | N/A | +48.82% |
| Operating margin | 4.70% | -1.67% |
| Profit margin | 4.89% | -3.22% |
| ROIC proxy | 10.14% | -6.73% |
| Return on equity | 10.14% | -6.73% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 0.72 | 0.22 |
| Debt/equity | 59.78 | 112.33 |
| Current ratio | 1.32 | 0.45 |
| Quick ratio | 1.22 | 0.32 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BILI | IQ |
|---|---|---|---|
| 1Y | Growth | -25.96% | -63.35% |
| CAGR | -25.97% | -63.37% | |
| Sharpe ratio | -0.47 | -1.95 | |
| Max drawdown | 55.57% | 67.03% | |
| Max daily drop | 9.37% | 8.85% | |
| Max wkly drop | 18.08% | 24.26% | |
| 5Y | Growth | -77.61% | -89.41% |
| CAGR | -25.89% | -36.22% | |
| Sharpe ratio | -0.06 | -0.23 | |
| Max drawdown | 90.21% | 90.96% | |
| Max daily drop | 17.17% | 24.10% | |
| Max wkly drop | 27.64% | 50.82% | |
| 10Y | Growth | +47.69% | -94.08% |
| CAGR | +4.74% | -28.53% | |
| Sharpe ratio | 0.36 | -0.17 | |
| Max drawdown | 94.30% | 97.92% | |
| Max daily drop | 17.17% | 24.10% | |
| Max wkly drop | 31.85% | 50.82% |
| Category | BILI | IQ |
|---|---|---|
| Company | Bilibili Inc. | iQIYI, Inc. |
| Sector | Communication Services | Communication Services |
| Industry | N/A | N/A |
| Core business | China's leading long-form video platform popular with Gen-Z users, focused on anime, gaming, knowledge, and creator-driven content. Bilibili monetizes through subscriptions, advertising, gaming, and live streaming tips. | China's leading online streaming platform for long-form dramas, movies, and variety shows — often called 'China's Netflix.' iQIYI is backed by Baidu and competes with Youku (Alibaba) and Tencent Video for subscription and advertising streaming revenue. |
| Investor focus | Monthly active users and engagement time, premium membership growth, gaming revenue diversification, advertising recovery, and path to operating profitability. | Subscriber count and retention, average revenue per member, content cost management, advertising recovery as China's ad market evolves, and path to sustained profitability. |
- Deeply engaged Gen-Z user community with strong brand loyalty through anime, gaming content, and creator culture
- Premium membership subscribers generate recurring revenue independent of advertising cycles
- Gaming investment gives Bilibili a content and monetization pillar beyond pure video advertising
- iQIYI has one of China's largest subscriber bases for premium video content, providing recurring subscription revenue
- Baidu relationship provides distribution, AI capabilities, and data partnerships
- Leading position in long-form drama and movie content — a large, well-established content segment in China
- Bilibili has historically prioritized user experience and content quality over monetization, making profitability elusive
- Competition from Douyin (TikTok), Kuaishou, and WeChat video for Gen-Z attention is intense
- Gaming revenue is lumpy and dependent on hit titles — franchise concentration risk
- Content acquisition costs are enormous and iQIYI has struggled to sustain profitability over multiple years
- Short-form video from Douyin competes for viewer time previously spent on long-form drama streaming
- Tencent Video's content budget and Youku's Alibaba backing create well-resourced competition
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