JOYY vs IQ vs BIDU vs BILI

For growth investors, Bilibili Inc.

(BILI) is the stronger pick with 19. 1% revenue growth year-over-year, versus -8. 3% for iQIYI, Inc. (IQ). iQIYI, Inc. (IQ) offers the better valuation at 10. 7x trailing P/E (4. 8x forward), making it the more compelling value choice. Analysts rate JOYY, Inc. Sponsored ADR Class A (JOYY) a "Buy" — based on 5 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, iQIYI, Inc.

(IQ) is the cheapest at 10. 7x versus Baidu, Inc. at 14. 4x. On forward P/E, JOYY, Inc. Sponsored ADR Class A is actually cheaper at 1. 6x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, JOYY, Inc.

Sponsored ADR Class A (JOYY) delivered a total return of -19. 9%, compared to -91. 2% for iQIYI, Inc. (IQ). Over 10 years, the gap is even starker: BILI returned +95. 6% versus IQ's -92. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), JOYY, Inc.

Sponsored ADR Class A (JOYY) is the lower-risk stock at 0. 64β versus Bilibili Inc. 's 1. 77β — meaning BILI is approximately 175% more volatile than JOYY relative to the S&P 500. On balance sheet safety, JOYY, Inc. Sponsored ADR Class A (JOYY) carries a lower debt/equity ratio of 1% versus 106% for iQIYI, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Bilibili Inc.

(BILI) is pulling ahead at 19. 1% versus -8. 3% for iQIYI, Inc. (IQ). On earnings-per-share growth, the picture is similar: Bilibili Inc. grew EPS 72. 3% year-over-year, compared to -154. 2% for JOYY, Inc. Sponsored ADR Class A. Over a 3-year CAGR, BILI leads at 11. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Baidu, Inc.

(BIDU) is the more profitable company, earning 17. 8% net margin versus -6. 5% for JOYY, Inc. Sponsored ADR Class A — meaning it keeps 17. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BIDU leads at 16. 0% versus -18. 1% for JOYY. At the gross margin level — before operating expenses — BIDU leads at 50. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, JOYY, Inc.

Sponsored ADR Class A (JOYY) trades at 1. 6x forward P/E versus 4. 8x for iQIYI, Inc. — 3. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IQ: 78. 5% to $2. 16.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, JOYY, Inc.

Sponsored ADR Class A (JOYY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 64)). Bilibili Inc. (BILI) carries a higher beta of 1. 77 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JOYY: +46. 8%, BILI: +95. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (JOYY (Communication Services) and IQ (Communication Services) and BIDU (Communication Services) and BILI (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: JOYY is a small-cap quality compounder stock; IQ is a small-cap deep-value stock; BIDU is a mid-cap deep-value stock; BILI is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.