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JOYY Inc. (JOYY)

Valor Justo
Communication ServicesInternet Content & InformationSingapore

Fundamental

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.

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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 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.

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

Caso geralJustamente Valorizada

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

Preço-alvo dos analistas:$89.48
Fluxo de caixa descontado (DCF):$189.91
Multiplicador de lucros (P/E):$54.75
Fórmula de crescimento de Graham:$165.85
Valor da capacidade de gerar lucro (EPV):$0.38
P/B justificado:$0.33
Desconto de dividendos (Gordon):$3.20
P/FFO, fundos de operações:Dados insuficientes para o calcular
Lucros de meio de ciclo:Dados insuficientes para o calcular
Multiplicador sobre as receitas:$3.47
Consenso dos Analistas:Compra Forte (18B / 3H / 0S)
Última Surpresa de Resultados:-5.12%

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

0/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

-

Baixa qualidade: investigar a contabilidade

Diluição de Ações

-

A recomprar ações. Favorável ao acionista

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
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 · 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.

No recent news for JOYY.