JOYY Inc. (JOYY)
Valor JustoFundamental
49
Preço
$80.25
Capitalização de Mercado
$3.93B
Parte 1 · Quanto vale a empresa
Visão Geral
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 setembro de 2026 with claude-haiku-4-5 — shared with all users
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'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'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 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'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'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.
Balanço & Liquidez
Receita
$2.27B
Últimos 12 meses (até 30/06/2026)
Resultado Líquido
$219M
Últimos 12 meses (até 30/06/2026)
Fluxo de Caixa Livre
-
Capital Próprio Total
$4.30B
Passivo Total
$70M
Rácio de Liquidez
2.00
Cobertura de Juros
-
Dívida/EBITDA
0.43
Resultados Por Ação
Receita & Resultado Líquido
Fluxo de Caixa Livre
Decomposição dos Resultados
Demonstração histórica
Margens ao longo do tempo
A dívida ao longo do tempo
Quanto pesa a dívida
Grelha do crescimento
Crescimento — Receitas
Estimativa de Valor Justo
Valor Justo
$104.84
Preço Atual
$80.25
Margem de Segurança
+23.5%
Intervalo de Valor Justo
$68.15 - $141.54
Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.
Métodos de Estimativa
Métricas de Avaliação
Rácio P/E
19.02
ROE
-25.5%
Rácio P/B
0.61
P/FCF
-
Margem Bruta
34.8%
ROIC
1.0%
Radar de Rentabilidade
Criação de Valor (Vantagem Competitiva)
ROIC
1.0%
WACC
7.9%
ROIC − WACC
-6.9 pp
O ROIC está abaixo do custo do capital — a empresa está a destruir valor a cada dólar investido.
Critérios de Análise Fundamental
Aprovado (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%
Reprovado (5)
- ROIC 1.0%
- DCF valuation (Unknown)
- ROE 3.3%
- Revenue Growth 5Y 2.1%
- Piotroski F-Score 0/9
Indisponível (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
Preocupações financeiras graves
Qualidade dos Resultados
Baixa qualidade: investigar a contabilidade
Diluição de Ações
A recomprar ações. Favorável ao acionista
Participações institucionais
Governação
Equipa Executiva
| Nome | Cargo | Idade |
|---|---|---|
| Ms. Ting Li | Chairperson of the Board & CEO | 42 |
| Mr. Xueling Li | Co-Founder & Director | 52 |
| Mr. Fuyong Liu | Vice President of Finance | 41 |
| Ms. Tingzhen Xie | Investor Relations Senior Manager | - |
Parte 2 · O preço e o momento de entrar
Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.
Latest News
Recent headlines for JOYY, sourced from Markets Gazette.