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Side-by-side financial comparison of Bilibili Inc. (BILI) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Tapestry, Inc. is the larger business by last-quarter revenue ($2.5B vs $1.3B, roughly 2.0× Bilibili Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 6.0%, a 16.5% gap on every dollar of revenue. On growth, Bilibili Inc. posted the faster year-over-year revenue change (26.2% vs 14.0%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 27.3%).
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.
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
BILI vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.5B |
| Net Profit | $75.7M | $561.3M |
| Gross Margin | 37.0% | 75.5% |
| Operating Margin | 5.8% | 28.6% |
| Net Margin | 6.0% | 22.4% |
| Revenue YoY | 26.2% | 14.0% |
| Net Profit YoY | 143.0% | 80.8% |
| EPS (diluted) | $1.14 | $2.68 |
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 | $2.5B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $965.1M | $1.6B | ||
| Q4 24 | $1.0B | $2.2B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $843.1M | $1.6B | ||
| Q1 24 | $784.5M | $1.5B |
| Q4 25 | $75.7M | $561.3M | ||
| Q3 25 | $65.9M | $274.8M | ||
| Q2 25 | $30.5M | $-517.1M | ||
| Q1 25 | $-1.5M | $203.3M | ||
| Q4 24 | $-176.0M | $310.4M | ||
| Q3 24 | $11.4M | $186.6M | ||
| Q2 24 | $83.7M | $159.3M | ||
| Q1 24 | $-105.9M | $139.4M |
| Q4 25 | 37.0% | 75.5% | ||
| Q3 25 | 36.7% | 76.3% | ||
| Q2 25 | 36.5% | 76.3% | ||
| Q1 25 | 36.3% | 76.1% | ||
| Q4 24 | 36.2% | 74.4% | ||
| Q3 24 | 34.9% | 75.3% | ||
| Q2 24 | 29.9% | 74.9% | ||
| Q1 24 | 28.3% | 74.7% |
| Q4 25 | 5.8% | 28.6% | ||
| Q3 25 | 4.6% | 19.3% | ||
| Q2 25 | 3.4% | -33.9% | ||
| Q1 25 | 0.2% | 16.0% | ||
| Q4 24 | -16.0% | 22.4% | ||
| Q3 24 | 0.9% | 16.7% | ||
| Q2 24 | 9.5% | 14.8% | ||
| Q1 24 | -14.5% | 13.8% |
| Q4 25 | 6.0% | 22.4% | ||
| Q3 25 | 6.1% | 16.1% | ||
| Q2 25 | 3.0% | -30.0% | ||
| Q1 25 | -0.2% | 12.8% | ||
| Q4 24 | -17.5% | 14.1% | ||
| Q3 24 | 1.1% | 12.4% | ||
| Q2 24 | 9.9% | 10.0% | ||
| Q1 24 | -13.5% | 9.4% |
| Q4 25 | $1.14 | $2.68 | ||
| Q3 25 | $1.05 | $1.28 | ||
| Q2 25 | $0.51 | $-2.30 | ||
| Q1 25 | $0.00 | $0.95 | ||
| Q4 24 | $0.21 | $1.38 | ||
| Q3 24 | $-0.03 | $0.79 | ||
| Q2 24 | $-0.20 | $0.67 | ||
| Q1 24 | $-1.80 | $0.60 |
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 | $1.1B |
| Total DebtLower is stronger | $1.4B | $2.4B |
| Stockholders' EquityBook value | $2.2B | $551.2M |
| Total Assets | $5.9B | $6.5B |
| Debt / EquityLower = less leverage | 0.62× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.7B | $1.1B | ||
| Q3 25 | $2.4B | $743.2M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $11.7B | $7.3B | ||
| Q2 24 | — | $7.2B | ||
| Q1 24 | $1.1B | $7.4B |
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | $700.3M | $2.4B | ||
| Q4 24 | $662.5M | $2.4B | ||
| Q3 24 | $4.3B | $7.0B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | $684.5M | $7.7B |
| Q4 25 | $2.2B | $551.2M | ||
| Q3 25 | $2.1B | $399.5M | ||
| Q2 25 | — | $857.8M | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $13.7B | $3.0B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | $1.9B | $2.8B |
| Q4 25 | $5.9B | $6.5B | ||
| Q3 25 | $5.6B | $6.4B | ||
| Q2 25 | — | $6.6B | ||
| Q1 25 | $4.6B | $7.3B | ||
| Q4 24 | $4.5B | $7.3B | ||
| Q3 24 | $32.0B | $13.7B | ||
| Q2 24 | — | $13.4B | ||
| Q1 24 | $4.2B | $13.7B |
| Q4 25 | 0.62× | 4.32× | ||
| Q3 25 | 0.65× | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | 0.35× | 1.59× | ||
| Q4 24 | 0.34× | 1.78× | ||
| Q3 24 | 0.31× | 2.35× | ||
| Q2 24 | — | 2.39× | ||
| Q1 24 | 0.36× | 2.77× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | — | $1.0B |
| FCF MarginFCF / Revenue | — | 41.5% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | 3.47× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $263.1M | $1.1B | ||
| Q3 25 | $283.2M | $112.6M | ||
| Q2 25 | $277.7M | $446.8M | ||
| Q1 25 | $179.4M | $144.3M | ||
| Q4 24 | $191.9M | $506.0M | ||
| Q3 24 | $2.2B | $119.5M | ||
| Q2 24 | — | $256.0M | ||
| Q1 24 | $88.3M | $97.8M |
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $80.2M | ||
| Q2 25 | — | $411.5M | ||
| Q1 25 | $174.5M | $113.4M | ||
| Q4 24 | — | $475.1M | ||
| Q3 24 | — | $93.9M | ||
| Q2 24 | — | $209.8M | ||
| Q1 24 | — | $78.8M |
| Q4 25 | — | 41.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | 18.1% | 7.2% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 13.2% | ||
| Q1 24 | — | 5.3% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | 0.5% | 2.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | — | 1.3% |
| Q4 25 | 3.47× | 1.93× | ||
| Q3 25 | 4.30× | 0.41× | ||
| Q2 25 | 9.11× | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 195.23× | 0.64× | ||
| Q2 24 | — | 1.61× | ||
| Q1 24 | — | 0.70× |
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% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
