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Side-by-side financial comparison of ARKO Corp. (ARKO) and Bilibili Inc. (BILI). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.3B, roughly 1.4× Bilibili Inc.). Bilibili Inc. runs the higher net margin — 6.0% vs 0.1%, a 5.9% gap on every dollar of revenue. On growth, Bilibili Inc. posted the faster year-over-year revenue change (26.2% vs -9.9%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
Bilibili, nicknamed B Site, is a Chinese online video sharing website based in Shanghai where users can submit, view, and add overlaid commentary on videos.
ARKO vs BILI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.3B |
| Net Profit | $1.9M | $75.7M |
| Gross Margin | — | 37.0% |
| Operating Margin | 1.2% | 5.8% |
| Net Margin | 0.1% | 6.0% |
| Revenue YoY | -9.9% | 26.2% |
| Net Profit YoY | 180.9% | 143.0% |
| EPS (diluted) | $0.01 | $1.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $2.0B | $1.0B | ||
| Q1 25 | $1.8B | $965.1M | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.3B | $1.0B | ||
| Q2 24 | $2.4B | $843.1M | ||
| Q1 24 | $2.1B | $784.5M |
| Q4 25 | $1.9M | $75.7M | ||
| Q3 25 | $13.5M | $65.9M | ||
| Q2 25 | $20.1M | $30.5M | ||
| Q1 25 | $-12.7M | $-1.5M | ||
| Q4 24 | $-2.3M | $-176.0M | ||
| Q3 24 | $9.7M | $11.4M | ||
| Q2 24 | $14.1M | $83.7M | ||
| Q1 24 | $-594.0K | $-105.9M |
| Q4 25 | — | 37.0% | ||
| Q3 25 | — | 36.7% | ||
| Q2 25 | — | 36.5% | ||
| Q1 25 | — | 36.3% | ||
| Q4 24 | — | 36.2% | ||
| Q3 24 | — | 34.9% | ||
| Q2 24 | — | 29.9% | ||
| Q1 24 | — | 28.3% |
| Q4 25 | 1.2% | 5.8% | ||
| Q3 25 | 1.8% | 4.6% | ||
| Q2 25 | 2.8% | 3.4% | ||
| Q1 25 | -0.6% | 0.2% | ||
| Q4 24 | 0.7% | -16.0% | ||
| Q3 24 | 1.8% | 0.9% | ||
| Q2 24 | 1.8% | 9.5% | ||
| Q1 24 | -0.2% | -14.5% |
| Q4 25 | 0.1% | 6.0% | ||
| Q3 25 | 0.7% | 6.1% | ||
| Q2 25 | 1.0% | 3.0% | ||
| Q1 25 | -0.7% | -0.2% | ||
| Q4 24 | -0.1% | -17.5% | ||
| Q3 24 | 0.4% | 1.1% | ||
| Q2 24 | 0.6% | 9.9% | ||
| Q1 24 | -0.0% | -13.5% |
| Q4 25 | $0.01 | $1.14 | ||
| Q3 25 | $0.10 | $1.05 | ||
| Q2 25 | $0.16 | $0.51 | ||
| Q1 25 | $-0.12 | $0.00 | ||
| Q4 24 | $-0.03 | $0.21 | ||
| Q3 24 | $0.07 | $-0.03 | ||
| Q2 24 | $0.11 | $-0.20 | ||
| Q1 24 | $-0.02 | $-1.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $2.7B |
| Total DebtLower is stronger | $912.1M | $1.4B |
| Stockholders' EquityBook value | $267.2M | $2.2B |
| Total Assets | $3.5B | $5.9B |
| Debt / EquityLower = less leverage | 3.41× | 0.62× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $2.7B | ||
| Q3 25 | $313.2M | $2.4B | ||
| Q2 25 | $299.7M | — | ||
| Q1 25 | $271.1M | $1.9B | ||
| Q4 24 | $267.1M | $1.8B | ||
| Q3 24 | $296.8M | $11.7B | ||
| Q2 24 | $236.5M | — | ||
| Q1 24 | $189.1M | $1.1B |
| Q4 25 | $912.1M | $1.4B | ||
| Q3 25 | $911.6M | $1.4B | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | $700.3M | ||
| Q4 24 | $881.0M | $662.5M | ||
| Q3 24 | $884.7M | $4.3B | ||
| Q2 24 | $889.9M | — | ||
| Q1 24 | $885.0M | $684.5M |
| Q4 25 | $267.2M | $2.2B | ||
| Q3 25 | $273.1M | $2.1B | ||
| Q2 25 | $264.8M | — | ||
| Q1 25 | $255.2M | $2.0B | ||
| Q4 24 | $276.9M | $1.9B | ||
| Q3 24 | $280.0M | $13.7B | ||
| Q2 24 | $273.1M | — | ||
| Q1 24 | $261.2M | $1.9B |
| Q4 25 | $3.5B | $5.9B | ||
| Q3 25 | $3.6B | $5.6B | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.6B | $4.6B | ||
| Q4 24 | $3.6B | $4.5B | ||
| Q3 24 | $3.7B | $32.0B | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.6B | $4.2B |
| Q4 25 | 3.41× | 0.62× | ||
| Q3 25 | 3.34× | 0.65× | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | 0.35× | ||
| Q4 24 | 3.18× | 0.34× | ||
| Q3 24 | 3.16× | 0.31× | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | 0.36× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $44.6M | $263.1M |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 23.98× | 3.47× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $263.1M | ||
| Q3 25 | $49.4M | $283.2M | ||
| Q2 25 | $55.2M | $277.7M | ||
| Q1 25 | $43.4M | $179.4M | ||
| Q4 24 | $22.7M | $191.9M | ||
| Q3 24 | $109.2M | $2.2B | ||
| Q2 24 | $77.2M | — | ||
| Q1 24 | $12.8M | $88.3M |
| Q4 25 | $14.9M | — | ||
| Q3 25 | $24.5M | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $16.0M | $174.5M | ||
| Q4 24 | $-13.4M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $57.9M | — | ||
| Q1 24 | $-16.5M | — |
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.9% | 18.1% | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | -0.8% | — |
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 1.5% | 0.5% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 23.98× | 3.47× | ||
| Q3 25 | 3.67× | 4.30× | ||
| Q2 25 | 2.75× | 9.11× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 195.23× | ||
| Q2 24 | 5.49× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
BILI
| Value-added services (VAS) | $466.4M | 37% |
| Advertising | $435.0M | 34% |
| Mobile games | $220.3M | 17% |
| Other | $80.8M | 6% |
| IP derivatives and others | $68.2M | 5% |
