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JOYY Inc. (JOYY)

Valor Justo
Communication ServicesInternet Content & InformationSingapore

Fundamental

49

Precio

$79.61

Capitalización Bursátil

$3.93B

Parte 1 · Cuánto vale la empresa

Resumen

JOYY Inc., together with its subsidiaries, engages in the provision of social product matrix and communication technology. It operates through two segments, BIGO and All Other. The company operates Bigo Live, a social live streaming platform that provides an interactive online stage for users to host and watch live streaming sessions, share their life moments, showcase their talents, and interact with people; imo, an instant messenger platform that provides audio and video communication services; and Likee, a short video social platform, which enables users to discover, create, and share short videos, with video creation tools and personalized feeds. It also provides Hago, a social networking platform that offers casual games integrating social features, such as audio and video multi-user chatrooms and 3D virtual interactive party games; Bigo Ads, an AI-powered programmatic advertising platform, which provides one-stop marketing and monetization solutions; and Shopline, a smart commerce platform that provides solutions and services to enable merchants in creating and growing their brands online and reach customers through various sales channels, including e-commerce platforms, social commerce, and physical retail stores. The company operates in North America, Europe, the Middle East, Southeast Asia, and internationally. The company was formerly known as YY Inc. and changed its name to JOYY Inc. in December 2019. JOYY Inc. was founded in 2005 and is headquartered in Singapore.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Generated on 19 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

Hello Group Inc. (挚文集团)MOMO

Hello Group runs interactive social and live-streaming apps monetised through virtual gifts, and its overseas products such as SoulChill and Yaha Live chase the same paying audiences in the Middle East and Southeast Asia that Bigo Live depends on.

ByteDance Ltd. (字节跳动)Not tracked

ByteDance's TikTok competes head-on with Likee for short-video users and with Bigo Live for live-streaming gifting revenue, in almost every market where JOYY operates.

Kuaishou Technology (快手科技)1024.HK

Kuaishou's international apps Kwai and SnackVideo pair short video with gift-based live streaming in Brazil, Indonesia and the Middle East, the same combination and the same regions as Likee and Bigo Live.

Tango Me, Inc.Not tracked

Tango is a global gift-driven live-streaming app that recruits the same broadcasters and their audiences, and markets itself explicitly as the alternative to Bigo Live for creators.

Yalla Group Limited (يالا)YALA

Yalla's voice chat rooms and social games compete for the MENA users and the virtual-gift spending that make up a large share of Bigo Live's revenue.

HUYA Inc. (虎牙)HUYA

HUYA's international platform Nimo TV offers gift-monetised live streaming to viewers in Southeast Asia and Latin America, the same audiences and the same spending as Bigo Live's game and entertainment channels.

Balance y Liquidez

Ingresos

$2.27B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$219M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

-

Patrimonio Neto Total

$4.30B

Pasivo Total

$70M

Ratio de Liquidez

2.00

Cobertura de Intereses

-

Deuda/EBITDA

0.43

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalValoración Justa

Valor Justo

$104.84

Precio Actual

$79.61

Margen de Seguridad

+24.1%

Rango de Valor Justo

$68.15 - $141.54

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$89.48
Flujo de caja descontado (DCF):$189.91
Múltiplo sobre beneficios (P/E):$54.75
Fórmula de crecimiento de Graham:$165.85
Valor de la capacidad de generar beneficios (EPV):$0.38
P/B justificado:$0.33
Descuento de dividendos (Gordon):$3.20
P/FFO, fondos de operaciones:Datos insuficientes para calcularlo
Beneficios de mitad de ciclo:Datos insuficientes para calcularlo
Múltiplo sobre ingresos:$3.47
Consenso de Analistas:Compra Fuerte (18B / 3H / 0S)
Última Sorpresa de Resultados:-5.12%

Métricas de Valoración

Ratio P/E

19.02

ROE

-25.5%

Ratio P/B

0.61

P/FCF

-

Margen Bruto

34.8%

ROIC

1.0%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

1.0%

WACC

7.9%

ROIC − WACC

-6.9 pp

El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.

Criterios de Análisis Fundamental

Superado (10)

  • Price CAGR 7.39%
  • Gross Margin 34.8%
  • P/B Ratio 0.61
  • Debt/Equity ratio
  • Current Ratio
  • Debt/EBITDA
  • Analyst Consensus 86% Buy
  • Earnings Surprise avg 8.5%
  • PEG Ratio 1.00
  • Net Margin Trend 98.7% vs -6.6%

Fallido (5)

  • ROIC 1.0%
  • DCF valuation (Unknown)
  • ROE 3.3%
  • Revenue Growth 5Y 2.1%
  • Piotroski F-Score 0/9

No disponible (12)

  • EPS data insufficient
  • P/FCF NaN
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • Earnings Quality (OCF/Net Income)
  • Share Dilution (missing shares data)

Piotroski F-Score

0/9

Preocupaciones financieras graves

score
criteria

Calidad de los Beneficios

-

Baja calidad: investigue la contabilidad

Dilución de Acciones

-

Recomprando acciones. Favorable para el accionista

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Ms. Ting LiChairperson of the Board & CEO42
Mr. Xueling LiCo-Founder & Director52
Mr. Fuyong LiuVice President of Finance41
Ms. Tingzhen XieInvestor Relations Senior Manager-

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for JOYY, sourced from Markets Gazette.

No recent news for JOYY.