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DOYU
ACCE-researched

DouYu International Holdings Limited ADS (DOYU) fair value

Communication Services · Internet Content & Information · NASDAQ · United States
$3.65+1.67%
Market cap $110MNext earnings 2026-11-19Updated Oct 18, 2026
Add earnings to calendarGoogle
Our verdict
Trades 51% below our fair value
Price
$3.65
Model fair valueConfidence: low
about $7.49
Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Valued as a loss-making company: Analyst consensus and Net cash floor.
ACCE opinionDouYu International Holdings Limited ADS (DOYU)
Fair value
Not available
ACCE price target
$3.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 18 Oct 2026, 01:52 CEST; previously $4.90 since 1 Oct 2026, 00:00 CEST.
Price used: $3.65 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Net cash floor.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
35
out of 100
Analysts
0% buy
4 covering
1-year return
-48.0%
Dividend yield
0.00%

DouYu International Holdings Limited ADS in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

DouYu runs a Chinese live streaming platform focused on games, earning from virtual gifts, advertising and memberships. A community of gamers and streamers is the asset, but streamer payments limit margins. The driver is monetisation and cost control. Revenue fell 6.9%, the gross margin is 14.4% and the operating margin -2.2%, at 31.7x forward earnings.

AI-assisted·How I use AIWritten Oct 14, 2026
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
  • high
    Severe revenue decline
    5-year CAGR of -18.7% with YoY decline of -6.9%. Company is shrinking structurally, not cyclically.
  • high
    Negative free cash flow
    FCF of -$54M annually. Burning cash despite near-breakeven net margin, indicating operational stress.
  • high
    ACCE score collapse
    Score fell 11 points in 90 days (44 to 33). Quality subscore at 31/100 signals deteriorating fundamentals.
  • moderate
    Earnings quality concern
    Earnings YoY +241% while revenue fell -6.9% and FCF is deeply negative. Reconciliation unclear.

AI research notes

AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Analyst consensus sees 20.6% upside to price target, suggesting current valuation at 11.8x forward earnings undervalues the stock.
  • Latest earnings beat expectations by 93.8%, indicating management can surprise positively on profitability.
  • Minimal debt at 0.01 debt to equity and share buybacks reducing dilution by 2.1% provide financial flexibility.
Why it could disappoint
  • Revenue has contracted 18.7% annually over five years and fell 6.9% year over year, showing structural decline.
  • Company burns cash with negative 6.7% free cash flow yield and negative net margin of 0.9%.
  • Despite analyst upside, zero of four analysts rate the stock Buy or Strong Buy, signaling skepticism among professionals.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 19, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where DOYU's valuation models land
Price
$3.65
Model fair valueConfidence: low
about $7.49
Model
Fair value
Upside
Analyst consensus
Net cash floor
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bearish0% buy · 4 covering analysts
● Strong buy 0● Buy 0● Hold 4● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

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Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
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Smart money tracking PRO FEATURE

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Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+2.0%
1 month
-21.8%
3 months
-19.1%
6 months
-26.9%
YTD
-46.3%
1 year
-48.0%

SEC filings

Recent ACCE blog coverage

  • $DOYU Swings to Profit but Revenue Falls 13.2%
    DouYu International posted a swing from loss to profit in the quarter reported on May 28, 2026, but revenue fell 13.2% year over year. ACCE score sits at 43/100.
    2026-08-17

Recommendation history, last 12 months

DateTypeNewPreviousPrice
18 Oct 2026, 01:52 CESTACCE price target$3.50$4.90$3.58
1 Oct 2026, 00:00 CESTACCE price target$4.90first publication$4.56

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth43Value49Quality31Momentum17Total35
Valuation
Trailing P/E
no data
Forward P/E
10.8x
PEG
no data
P/B
0.50x
EV / Revenue
0.0x
Book value/sh
¥9.39
Enterprise value
$-200,577,117
Profitability
ROE
-1.7%
FCF yield
-7.29%
ROIC
-1.2%
Health and risk
Debt / equity
0.00
Dividend yield
0.00%
Beta
0.91

Price

-48.9% · 1Y

Ask anything about DOYU

Answered from DouYu International Holdings Limited ADS fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
ROEbetter than 50% of peers
low -103%-2%high 53%
Div yieldbetter than 50% of peers
low 0.0%0.0%high 9.1%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
DOYU DouYu International Holdings Limited ADS$3.65----1.7%3135
HEM.ST Hemnet Group AB (publ)kr 81.30kr 9817% below19.9x39.6%9649
STUB StubHub Holdings Inc. Class A Common Stock$6.10----103.0%4846
RUM Rumble Inc. Class A Common Stock$5.54----18.4%3131
ATHM Autohome Inc. American Depositary Shares each representing four class A ordinary shares.$20.40$227% below17.7x3.7%6953
CARG CarGurus Inc. Class A Common Stock $32.73$3917% below16.8x53.5%9372
SEK.AX SEEK LimitedA$13.56A$786% above--12.7%5255

Sector report card

Where DOYU ranks against its sector peers on each metric.

Computing percentiles…
  • GlobeNewswire•Aug 20, 2026
    DouYu International Holdings Limited Reports Second Quarter 2026 Unaudited Financial Results
  • GlobeNewswire•Aug 7, 2026
    DouYu International Holdings Limited Announces Changes in Management
  • GlobeNewswire•May 28, 2026
    DouYu International Holdings Limited Reports First Quarter 2026 Unaudited Financial Results
2 more press releases · full archive on Investor+.INVESTOR
6 filings of 33
August 2026
Aug 20
6-KForeign current reportPeriod 2026-08-20
View on SEC →
Aug 7
6-KForeign current reportPeriod 2026-08-07
View on SEC →
May 2026
May 28
6-KForeign current reportPeriod 2026-05-28
View on SEC →
3 more filings + AI summaries on Investor+.INVESTOR