JOYY Inc. runs live-streaming and short-video platforms in China and abroad, monetizing mainly through virtual gifting and advertising, with its Bigo Live app being the best-known overseas product. The business is growing revenue at 16.3%, and a 34.8% gross margin with a 2.3% operating margin shows that most of the gross profit is still being absorbed by operating costs, so the earnings leverage case rests on that gap narrowing. The stock trades at 19.8 times trailing earnings but only 9.8 times forward earnings, a sharp compression that implies the market expects a meaningful step-up in profitability, which is the first thing to verify. Negative return on equity of -25.5% and a non-index listing mean the balance sheet, cash generation and China regulatory exposure deserve a closer read before any position is sized. At a 4.1 billion dollar market cap with a 67 score, it is worth a deeper look mainly to test whether the forward earnings estimate is credible.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 15:04 CEST | Rating | Fairly valued | first publication | $83.96 |
| 20 Oct 2026, 15:04 CEST | Fair value | $77.29 | $78.33 | $83.96 |
| 11 Oct 2026, 00:00 CEST | ACCE price target | $85.00 | first publication | $81.05 |
| 11 Oct 2026, 00:00 CEST | Fair value | $78.33 | $89.63 | $81.05 |
| 7 Oct 2026, 00:00 CEST | Fair value | $89.63 | $88.43 | $80.50 |
| 4 Oct 2026, 00:00 CEST | Fair value | $88.43 | $90.87 | $79.19 |
| 27 Sept 2026, 00:00 CEST | Fair value | $90.87 | $93.38 | $79.77 |
| 24 Sept 2026, 00:00 CEST | Fair value | $93.38 | $91.50 | $81.05 |
| 22 Sept 2026, 00:00 CEST | Fair value | $91.50 | $93.07 | $78.73 |
| 19 Sept 2026, 00:00 CEST | Fair value | $93.07 | $91.36 | $78.88 |
Answered from JOYY Inc. American Depositary Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| JOYY JOYY Inc. American Depositary Shares | $83.35 | $77 | 8% above | 20.2x | -25.5% | 47 | 67 |
| 2371.T Kakaku.com, Inc. | ¥3760.00 | - | - | 40.3x | 30.6% | 89 | 70 |
| SEK.AX SEEK Limited | A$13.69 | A$7 | 88% above | - | -12.7% | 52 | 55 |
| RMV.L Rightmove plc | £5.39 | £4 | 29% above | 19.2x | 282.4% | 100 | 69 |
| BILI Bilibili Inc. American Depositary Shares | $13.48 | $14 | 1% below | 26.4x | 10.1% | 52 | 55 |
| AUTO.L Autotrader Group plc | £5.42 | £5 | 4% above | 16.1x | 60.2% | 96 | 64 |
| 9626.HK Bilibili Inc. | HK$106.20 | HK$151 | 30% below | 26.6x | 10.1% | 52 | 54 |
Where JOYY ranks against its sector peers on each metric.