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Side-by-side financial comparison of Bilibili Inc. (BILI) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
Bilibili Inc. is the larger business by last-quarter revenue ($1.3B vs $1.2B, roughly 1.1× UPBOUND GROUP, INC.). Bilibili Inc. runs the higher net margin — 6.0% vs 1.7%, a 4.3% gap on every dollar of revenue. On growth, Bilibili Inc. posted the faster year-over-year revenue change (26.2% vs 10.9%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs 4.5%).
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.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
BILI vs UPBD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.2B |
| Net Profit | $75.7M | $19.7M |
| Gross Margin | 37.0% | 49.0% |
| Operating Margin | 5.8% | 4.8% |
| Net Margin | 6.0% | 1.7% |
| Revenue YoY | 26.2% | 10.9% |
| Net Profit YoY | 143.0% | -36.3% |
| EPS (diluted) | $1.14 | $0.35 |
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 | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $965.1M | $1.2B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $843.1M | $1.1B | ||
| Q1 24 | $784.5M | $1.1B |
| Q4 25 | $75.7M | $19.7M | ||
| Q3 25 | $65.9M | $13.2M | ||
| Q2 25 | $30.5M | $15.5M | ||
| Q1 25 | $-1.5M | $24.8M | ||
| Q4 24 | $-176.0M | $31.0M | ||
| Q3 24 | $11.4M | $30.9M | ||
| Q2 24 | $83.7M | $33.9M | ||
| Q1 24 | $-105.9M | $27.7M |
| Q4 25 | 37.0% | 49.0% | ||
| Q3 25 | 36.7% | 48.3% | ||
| Q2 25 | 36.5% | 49.4% | ||
| Q1 25 | 36.3% | 46.8% | ||
| Q4 24 | 36.2% | 47.1% | ||
| Q3 24 | 34.9% | 47.8% | ||
| Q2 24 | 29.9% | 49.4% | ||
| Q1 24 | 28.3% | 48.3% |
| Q4 25 | 5.8% | 4.8% | ||
| Q3 25 | 4.6% | 4.5% | ||
| Q2 25 | 3.4% | 4.4% | ||
| Q1 25 | 0.2% | 5.3% | ||
| Q4 24 | -16.0% | 7.3% | ||
| Q3 24 | 0.9% | 6.6% | ||
| Q2 24 | 9.5% | 7.5% | ||
| Q1 24 | -14.5% | 5.6% |
| Q4 25 | 6.0% | 1.7% | ||
| Q3 25 | 6.1% | 1.1% | ||
| Q2 25 | 3.0% | 1.3% | ||
| Q1 25 | -0.2% | 2.1% | ||
| Q4 24 | -17.5% | 2.9% | ||
| Q3 24 | 1.1% | 2.9% | ||
| Q2 24 | 9.9% | 3.2% | ||
| Q1 24 | -13.5% | 2.5% |
| Q4 25 | $1.14 | $0.35 | ||
| Q3 25 | $1.05 | $0.22 | ||
| Q2 25 | $0.51 | $0.26 | ||
| Q1 25 | $0.00 | $0.42 | ||
| Q4 24 | $0.21 | $0.55 | ||
| Q3 24 | $-0.03 | $0.55 | ||
| Q2 24 | $-0.20 | $0.61 | ||
| 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 | $120.5M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.2B | $695.7M |
| Total Assets | $5.9B | $3.3B |
| Debt / EquityLower = less leverage | 0.62× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.7B | $120.5M | ||
| Q3 25 | $2.4B | $107.0M | ||
| Q2 25 | — | $106.8M | ||
| Q1 25 | $1.9B | $107.3M | ||
| Q4 24 | $1.8B | $60.9M | ||
| Q3 24 | $11.7B | $85.1M | ||
| Q2 24 | — | $82.5M | ||
| Q1 24 | $1.1B | $84.8M |
| 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 | $695.7M | ||
| Q3 25 | $2.1B | $687.3M | ||
| Q2 25 | — | $685.5M | ||
| Q1 25 | $2.0B | $679.2M | ||
| Q4 24 | $1.9B | $629.0M | ||
| Q3 24 | $13.7B | $611.8M | ||
| Q2 24 | — | $596.3M | ||
| Q1 24 | $1.9B | $578.3M |
| Q4 25 | $5.9B | $3.3B | ||
| Q3 25 | $5.6B | $3.2B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | $4.6B | $3.0B | ||
| Q4 24 | $4.5B | $2.6B | ||
| Q3 24 | $32.0B | $2.6B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | $4.2B | $2.6B |
| 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 | $41.6M |
| Free Cash FlowOCF − Capex | — | $24.0M |
| FCF MarginFCF / Revenue | — | 2.0% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 3.47× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $263.1M | $41.6M | ||
| Q3 25 | $283.2M | $118.4M | ||
| Q2 25 | $277.7M | $7.8M | ||
| Q1 25 | $179.4M | $137.7M | ||
| Q4 24 | $191.9M | $-61.9M | ||
| Q3 24 | $2.2B | $106.2M | ||
| Q2 24 | — | $15.0M | ||
| Q1 24 | $88.3M | $45.4M |
| Q4 25 | — | $24.0M | ||
| Q3 25 | — | $97.9M | ||
| Q2 25 | — | $-10.4M | ||
| Q1 25 | $174.5M | $127.2M | ||
| Q4 24 | — | $-74.0M | ||
| Q3 24 | — | $88.3M | ||
| Q2 24 | — | $613.0K | ||
| Q1 24 | — | $33.6M |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | 18.1% | 10.8% | ||
| Q4 24 | — | -6.9% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | 0.5% | 0.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | 3.47× | 2.11× | ||
| Q3 25 | 4.30× | 8.96× | ||
| Q2 25 | 9.11× | 0.50× | ||
| Q1 25 | — | 5.56× | ||
| Q4 24 | — | -2.00× | ||
| Q3 24 | 195.23× | 3.44× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | 1.64× |
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% |
UPBD
Segment breakdown not available.
