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Side-by-side financial comparison of Bilibili Inc. (BILI) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
Bilibili Inc. is the larger business by last-quarter revenue ($1.3B vs $677.3M, roughly 1.9× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 14.7% vs 6.0%, a 8.7% gap on every dollar of revenue. On growth, Bilibili Inc. posted the faster year-over-year revenue change (26.2% vs 21.4%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs 6.5%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
BILI vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $677.3M |
| Net Profit | $75.7M | $99.6M |
| Gross Margin | 37.0% | 48.1% |
| Operating Margin | 5.8% | 19.6% |
| Net Margin | 6.0% | 14.7% |
| Revenue YoY | 26.2% | 21.4% |
| Net Profit YoY | 143.0% | 34.6% |
| EPS (diluted) | $1.14 | $2.97 |
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.
| Q1 26 | — | $677.3M | ||
| Q4 25 | $1.3B | $625.1M | ||
| Q3 25 | $1.1B | $611.7M | ||
| Q2 25 | $1.0B | $643.7M | ||
| Q1 25 | $965.1M | $558.0M | ||
| Q4 24 | $1.0B | $540.4M | ||
| Q3 24 | $1.0B | $543.6M | ||
| Q2 24 | $843.1M | $597.3M |
| Q1 26 | — | $99.6M | ||
| Q4 25 | $75.7M | $83.7M | ||
| Q3 25 | $65.9M | $82.2M | ||
| Q2 25 | $30.5M | $100.9M | ||
| Q1 25 | $-1.5M | $74.0M | ||
| Q4 24 | $-176.0M | $67.5M | ||
| Q3 24 | $11.4M | $69.1M | ||
| Q2 24 | $83.7M | $82.0M |
| Q1 26 | — | 48.1% | ||
| Q4 25 | 37.0% | 49.5% | ||
| Q3 25 | 36.7% | 48.8% | ||
| Q2 25 | 36.5% | 50.6% | ||
| Q1 25 | 36.3% | 48.8% | ||
| Q4 24 | 36.2% | 46.7% | ||
| Q3 24 | 34.9% | 47.3% | ||
| Q2 24 | 29.9% | 47.7% |
| Q1 26 | — | 19.6% | ||
| Q4 25 | 5.8% | 18.2% | ||
| Q3 25 | 4.6% | 18.2% | ||
| Q2 25 | 3.4% | 21.0% | ||
| Q1 25 | 0.2% | 15.7% | ||
| Q4 24 | -16.0% | 16.5% | ||
| Q3 24 | 0.9% | 17.1% | ||
| Q2 24 | 9.5% | 18.7% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 6.0% | 13.4% | ||
| Q3 25 | 6.1% | 13.4% | ||
| Q2 25 | 3.0% | 15.7% | ||
| Q1 25 | -0.2% | 13.3% | ||
| Q4 24 | -17.5% | 12.5% | ||
| Q3 24 | 1.1% | 12.7% | ||
| Q2 24 | 9.9% | 13.7% |
| Q1 26 | — | $2.97 | ||
| Q4 25 | $1.14 | $2.50 | ||
| Q3 25 | $1.05 | $2.45 | ||
| Q2 25 | $0.51 | $3.01 | ||
| Q1 25 | $0.00 | $2.21 | ||
| Q4 24 | $0.21 | $2.02 | ||
| Q3 24 | $-0.03 | $2.06 | ||
| Q2 24 | $-0.20 | $2.44 |
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 | $374.7M |
| Total DebtLower is stronger | $1.4B | $197.8M |
| Stockholders' EquityBook value | $2.2B | $2.1B |
| Total Assets | $5.9B | $2.9B |
| Debt / EquityLower = less leverage | 0.62× | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $374.7M | ||
| Q4 25 | $2.7B | $405.5M | ||
| Q3 25 | $2.4B | $457.7M | ||
| Q2 25 | — | $369.3M | ||
| Q1 25 | $1.9B | $336.8M | ||
| Q4 24 | $1.8B | $386.9M | ||
| Q3 24 | $11.7B | $303.9M | ||
| Q2 24 | — | $279.4M |
| Q1 26 | — | $197.8M | ||
| 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 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $13.7B | $1.7B | ||
| Q2 24 | — | $1.6B |
| Q1 26 | — | $2.9B | ||
| Q4 25 | $5.9B | $2.9B | ||
| Q3 25 | $5.6B | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | $4.6B | $2.5B | ||
| Q4 24 | $4.5B | $2.4B | ||
| Q3 24 | $32.0B | $2.4B | ||
| Q2 24 | — | $2.4B |
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.62× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.31× | — | ||
| Q2 24 | — | — |
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 | $17.9M |
| Free Cash FlowOCF − Capex | — | $6.6M |
| FCF MarginFCF / Revenue | — | 1.0% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.47× | 0.18× |
| TTM Free Cash FlowTrailing 4 quarters | — | $317.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $17.9M | ||
| Q4 25 | $263.1M | $154.7M | ||
| Q3 25 | $283.2M | $122.4M | ||
| Q2 25 | $277.7M | $69.7M | ||
| Q1 25 | $179.4M | $55.2M | ||
| Q4 24 | $191.9M | $139.5M | ||
| Q3 24 | $2.2B | $90.7M | ||
| Q2 24 | — | $85.3M |
| Q1 26 | — | $6.6M | ||
| Q4 25 | — | $140.3M | ||
| Q3 25 | — | $110.9M | ||
| Q2 25 | — | $59.5M | ||
| Q1 25 | $174.5M | $45.6M | ||
| Q4 24 | — | $127.5M | ||
| Q3 24 | — | $84.3M | ||
| Q2 24 | — | $78.5M |
| Q1 26 | — | 1.0% | ||
| Q4 25 | — | 22.4% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 9.2% | ||
| Q1 25 | 18.1% | 8.2% | ||
| Q4 24 | — | 23.6% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | — | 13.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | 0.5% | 1.7% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.1% |
| Q1 26 | — | 0.18× | ||
| Q4 25 | 3.47× | 1.85× | ||
| Q3 25 | 4.30× | 1.49× | ||
| Q2 25 | 9.11× | 0.69× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | 195.23× | 1.31× | ||
| Q2 24 | — | 1.04× |
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% |
WTS
| segment net | $517.8M | 76% |
| Other | $159.5M | 24% |
