vs
Side-by-side financial comparison of Bilibili Inc. (BILI) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Bilibili Inc. is the larger business by last-quarter revenue ($1.3B vs $766.5M, roughly 1.7× SCANSOURCE, INC.). Bilibili Inc. runs the higher net margin — 6.0% vs 2.2%, a 3.8% gap on every dollar of revenue. On growth, Bilibili Inc. posted the faster year-over-year revenue change (26.2% vs 2.5%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
BILI vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $766.5M |
| Net Profit | $75.7M | $16.5M |
| Gross Margin | 37.0% | 13.4% |
| Operating Margin | 5.8% | 2.3% |
| Net Margin | 6.0% | 2.2% |
| Revenue YoY | 26.2% | 2.5% |
| Net Profit YoY | 143.0% | -3.3% |
| EPS (diluted) | $1.14 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $1.1B | $739.6M | ||
| Q2 25 | $1.0B | $812.9M | ||
| Q1 25 | $965.1M | $704.8M | ||
| Q4 24 | $1.0B | $747.5M | ||
| Q3 24 | $1.0B | $775.6M | ||
| Q2 24 | $843.1M | $746.1M | ||
| Q1 24 | $784.5M | $752.6M |
| Q4 25 | $75.7M | $16.5M | ||
| Q3 25 | $65.9M | $19.9M | ||
| Q2 25 | $30.5M | $20.1M | ||
| Q1 25 | $-1.5M | $17.4M | ||
| Q4 24 | $-176.0M | $17.1M | ||
| Q3 24 | $11.4M | $17.0M | ||
| Q2 24 | $83.7M | $16.1M | ||
| Q1 24 | $-105.9M | $12.8M |
| Q4 25 | 37.0% | 13.4% | ||
| Q3 25 | 36.7% | 14.5% | ||
| Q2 25 | 36.5% | 12.9% | ||
| Q1 25 | 36.3% | 14.2% | ||
| Q4 24 | 36.2% | 13.6% | ||
| Q3 24 | 34.9% | 13.1% | ||
| Q2 24 | 29.9% | 13.0% | ||
| Q1 24 | 28.3% | 12.6% |
| Q4 25 | 5.8% | 2.3% | ||
| Q3 25 | 4.6% | 3.5% | ||
| Q2 25 | 3.4% | 3.3% | ||
| Q1 25 | 0.2% | 3.2% | ||
| Q4 24 | -16.0% | 2.5% | ||
| Q3 24 | 0.9% | 2.3% | ||
| Q2 24 | 9.5% | 2.9% | ||
| Q1 24 | -14.5% | 2.3% |
| Q4 25 | 6.0% | 2.2% | ||
| Q3 25 | 6.1% | 2.7% | ||
| Q2 25 | 3.0% | 2.5% | ||
| Q1 25 | -0.2% | 2.5% | ||
| Q4 24 | -17.5% | 2.3% | ||
| Q3 24 | 1.1% | 2.2% | ||
| Q2 24 | 9.9% | 2.2% | ||
| Q1 24 | -13.5% | 1.7% |
| Q4 25 | $1.14 | $0.75 | ||
| Q3 25 | $1.05 | $0.89 | ||
| Q2 25 | $0.51 | $0.87 | ||
| Q1 25 | $0.00 | $0.74 | ||
| Q4 24 | $0.21 | $0.70 | ||
| Q3 24 | $-0.03 | $0.69 | ||
| Q2 24 | $-0.20 | $0.66 | ||
| Q1 24 | $-1.80 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.2B | $910.9M |
| Total Assets | $5.9B | $1.7B |
| Debt / EquityLower = less leverage | 0.62× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.7B | $83.5M | ||
| Q3 25 | $2.4B | $124.9M | ||
| Q2 25 | — | $126.2M | ||
| Q1 25 | $1.9B | $146.3M | ||
| Q4 24 | $1.8B | $110.5M | ||
| Q3 24 | $11.7B | $145.0M | ||
| Q2 24 | — | $185.5M | ||
| Q1 24 | $1.1B | $159.1M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $700.3M | — | ||
| Q4 24 | $662.5M | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $684.5M | — |
| Q4 25 | $2.2B | $910.9M | ||
| Q3 25 | $2.1B | $914.0M | ||
| Q2 25 | — | $906.4M | ||
| Q1 25 | $2.0B | $901.7M | ||
| Q4 24 | $1.9B | $900.7M | ||
| Q3 24 | $13.7B | $920.9M | ||
| Q2 24 | — | $924.3M | ||
| Q1 24 | $1.9B | $944.1M |
| Q4 25 | $5.9B | $1.7B | ||
| Q3 25 | $5.6B | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | $4.6B | $1.7B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $32.0B | $1.8B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | $4.2B | $1.8B |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.31× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 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 | $263.1M | $30.8M |
| Free Cash FlowOCF − Capex | — | $28.9M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | 3.47× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $263.1M | $30.8M | ||
| Q3 25 | $283.2M | $23.2M | ||
| Q2 25 | $277.7M | — | ||
| Q1 25 | $179.4M | $66.1M | ||
| Q4 24 | $191.9M | $-6.2M | ||
| Q3 24 | $2.2B | $44.8M | ||
| Q2 24 | — | — | ||
| Q1 24 | $88.3M | $160.2M |
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | $174.5M | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $157.7M |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | 18.1% | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 21.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.3% |
| Q4 25 | 3.47× | 1.87× | ||
| Q3 25 | 4.30× | 1.17× | ||
| Q2 25 | 9.11× | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | 195.23× | 2.64× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
