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Side-by-side financial comparison of Bilibili Inc. (BILI) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Bilibili Inc. is the larger business by last-quarter revenue ($1.3B vs $747.5M, roughly 1.7× Installed Building Products, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 6.0%, a 4.3% gap on every dollar of revenue. On growth, Bilibili Inc. posted the faster year-over-year revenue change (26.2% vs -0.4%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs 3.9%).
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.
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
BILI vs IBP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $747.5M |
| Net Profit | $75.7M | $76.6M |
| Gross Margin | 37.0% | 35.0% |
| Operating Margin | 5.8% | 14.6% |
| Net Margin | 6.0% | 10.2% |
| Revenue YoY | 26.2% | -0.4% |
| Net Profit YoY | 143.0% | 14.5% |
| EPS (diluted) | $1.14 | $2.81 |
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 | $1.3B | $747.5M | ||
| Q3 25 | $1.1B | $778.2M | ||
| Q2 25 | $1.0B | $760.3M | ||
| Q1 25 | $965.1M | $684.8M | ||
| Q4 24 | $1.0B | $750.2M | ||
| Q3 24 | $1.0B | $760.6M | ||
| Q2 24 | $843.1M | $737.6M | ||
| Q1 24 | $784.5M | $692.9M |
| Q4 25 | $75.7M | $76.6M | ||
| Q3 25 | $65.9M | $74.4M | ||
| Q2 25 | $30.5M | $69.0M | ||
| Q1 25 | $-1.5M | $45.4M | ||
| Q4 24 | $-176.0M | $66.9M | ||
| Q3 24 | $11.4M | $68.6M | ||
| Q2 24 | $83.7M | $65.2M | ||
| Q1 24 | $-105.9M | $55.9M |
| Q4 25 | 37.0% | 35.0% | ||
| Q3 25 | 36.7% | 34.0% | ||
| Q2 25 | 36.5% | 34.2% | ||
| Q1 25 | 36.3% | 32.7% | ||
| Q4 24 | 36.2% | 33.6% | ||
| Q3 24 | 34.9% | 33.8% | ||
| Q2 24 | 29.9% | 34.1% | ||
| Q1 24 | 28.3% | 33.8% |
| Q4 25 | 5.8% | 14.6% | ||
| Q3 25 | 4.6% | 13.7% | ||
| Q2 25 | 3.4% | 13.3% | ||
| Q1 25 | 0.2% | 10.2% | ||
| Q4 24 | -16.0% | 13.1% | ||
| Q3 24 | 0.9% | 13.3% | ||
| Q2 24 | 9.5% | 12.9% | ||
| Q1 24 | -14.5% | 12.7% |
| Q4 25 | 6.0% | 10.2% | ||
| Q3 25 | 6.1% | 9.6% | ||
| Q2 25 | 3.0% | 9.1% | ||
| Q1 25 | -0.2% | 6.6% | ||
| Q4 24 | -17.5% | 8.9% | ||
| Q3 24 | 1.1% | 9.0% | ||
| Q2 24 | 9.9% | 8.8% | ||
| Q1 24 | -13.5% | 8.1% |
| Q4 25 | $1.14 | $2.81 | ||
| Q3 25 | $1.05 | $2.74 | ||
| Q2 25 | $0.51 | $2.52 | ||
| Q1 25 | $0.00 | $1.64 | ||
| Q4 24 | $0.21 | $2.39 | ||
| Q3 24 | $-0.03 | $2.44 | ||
| Q2 24 | $-0.20 | $2.30 | ||
| Q1 24 | $-1.80 | $1.97 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.7B | $321.9M |
| Total DebtLower is stronger | $1.4B | $886.6M |
| Stockholders' EquityBook value | $2.2B | $709.9M |
| Total Assets | $5.9B | $2.1B |
| Debt / EquityLower = less leverage | 0.62× | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.7B | $321.9M | ||
| Q3 25 | $2.4B | $333.3M | ||
| Q2 25 | — | $305.2M | ||
| Q1 25 | $1.9B | $298.7M | ||
| Q4 24 | $1.8B | $327.6M | ||
| Q3 24 | $11.7B | $406.2M | ||
| Q2 24 | — | $380.3M | ||
| Q1 24 | $1.1B | $399.9M |
| Q4 25 | $1.4B | $886.6M | ||
| Q3 25 | $1.4B | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | $700.3M | $872.4M | ||
| Q4 24 | $662.5M | $874.8M | ||
| Q3 24 | $4.3B | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | $684.5M | $875.0M |
| Q4 25 | $2.2B | $709.9M | ||
| Q3 25 | $2.1B | $678.6M | ||
| Q2 25 | — | $664.5M | ||
| Q1 25 | $2.0B | $660.9M | ||
| Q4 24 | $1.9B | $705.3M | ||
| Q3 24 | $13.7B | $716.4M | ||
| Q2 24 | — | $685.3M | ||
| Q1 24 | $1.9B | $679.2M |
| Q4 25 | $5.9B | $2.1B | ||
| Q3 25 | $5.6B | $2.1B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | $4.6B | $2.0B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $32.0B | $2.1B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | $4.2B | $2.0B |
| Q4 25 | 0.62× | 1.25× | ||
| Q3 25 | 0.65× | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | 0.35× | 1.32× | ||
| Q4 24 | 0.34× | 1.24× | ||
| Q3 24 | 0.31× | 1.22× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | 0.36× | 1.29× |
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 | $263.1M | $64.9M |
| Free Cash FlowOCF − Capex | — | $49.3M |
| FCF MarginFCF / Revenue | — | 6.6% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 3.47× | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | — | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $263.1M | $64.9M | ||
| Q3 25 | $283.2M | $124.0M | ||
| Q2 25 | $277.7M | $90.4M | ||
| Q1 25 | $179.4M | $92.1M | ||
| Q4 24 | $191.9M | $74.8M | ||
| Q3 24 | $2.2B | $101.4M | ||
| Q2 24 | — | $79.0M | ||
| Q1 24 | $88.3M | $84.8M |
| Q4 25 | — | $49.3M | ||
| Q3 25 | — | $104.8M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | $174.5M | $71.9M | ||
| Q4 24 | — | $52.9M | ||
| Q3 24 | — | $77.3M | ||
| Q2 24 | — | $58.2M | ||
| Q1 24 | — | $63.0M |
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | 18.1% | 10.5% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 7.9% | ||
| Q1 24 | — | 9.1% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 0.5% | 2.9% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | 3.47× | 0.85× | ||
| Q3 25 | 4.30× | 1.67× | ||
| Q2 25 | 9.11× | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 195.23× | 1.48× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | — | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
