JOYY Inc. (JOYY)
合理估值基本面
49
价格
$79.61
市值
$3.93B
第一部分 · 这家公司值多少
概览
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 2026年9月19日 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.
资产负债表与流动性
营收
$2.27B
最近12个月(截至2026/6/30)
净利润
$219M
最近12个月(截至2026/6/30)
自由现金流
-
股东权益合计
$4.30B
负债合计
$70M
流动比率
2.00
利息覆盖率
-
债务/EBITDA
0.43
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$104.84
当前价格
$79.61
安全边际
+24.1%
公允价值区间
$68.15 - $141.54
所用估值方法之间的离散区间,并非经过统计校准的置信区间。
估算方法
估值指标
市盈率(P/E)
19.02
ROE
-25.5%
市净率(P/B)
0.61
P/FCF
-
毛利率
34.8%
ROIC
1.0%
盈利能力雷达图
价值创造(经济护城河)
ROIC
1.0%
WACC
7.9%
ROIC − WACC
-6.9 pp
ROIC 低于资本成本:公司每投入一美元都在毁灭价值。
基本面分析标准
通过(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%
未通过(5)
- ROIC 1.0%
- DCF valuation (Unknown)
- ROE 3.3%
- Revenue Growth 5Y 2.1%
- Piotroski F-Score 0/9
不可用(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-评分
存在严重财务隐患
盈利质量
低质量:需深入审查会计处理
股权稀释
正在回购股份,对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 | - |
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。
Latest News
Recent headlines for JOYY, sourced from Markets Gazette.