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BILI or NTES or YMM
Which Stock Would AI Choose? Bilibili Inc. (BILI) vs. NetEase, Inc. (NTES) vs. Full Truck Alliance Co. Ltd. (YMM) Stock Comparison
Key Takeaways
- Bilibili Inc. (BILI) delivered a Q1 2026 profit turnaround with advertising revenue rising 30%, though the stock experienced volatility following the report.
- NetEase, Inc. (NTES) maintains stable gaming and online services operations while preparing to report Q1 2026 results later this month.
- Full Truck Alliance Co. Ltd. (YMM) has shown stronger year-to-date gains amid logistics sector exposure and upcoming earnings.
- Relative performance highlights trade-offs between BILI's growth in user engagement, NTES's established cash flow, and YMM's momentum in digital freight.
- Market sentiment remains tied to earnings visibility and broader Chinese equity trends across all three names in recent weeks.
- Valuation sensitivity varies, with YMM trading at a relatively lower multiple compared to peers in the group.
Introduction
Investors and traders frequently compare BILI, NTES, and YMM because these Chinese-listed companies operate in adjacent digital economy segments that respond to similar macroeconomic and regulatory influences. Bilibili focuses on video and gaming content, NetEase emphasizes online entertainment and services, and Full Truck Alliance connects logistics participants through a digital platform. This comparison appeals to market participants seeking exposure to consumer digital trends, cross-border sentiment shifts, and relative performance within the broader technology and consumer discretionary sectors.
BILI Overview and Recent Performance
Bilibili Inc. operates a video-sharing and gaming platform popular among younger audiences in China. In recent market activity, the company reported first-quarter 2026 results showing total revenue of RMB 7.47 billion, up 7% year over year, and a return to net profit of RMB 202 million after a prior-year loss. Advertising revenue increased 30%, supporting improved gross margins at 37.1%. Daily active users reached 115.2 million with higher engagement time. The stock price fluctuated around the $18–$19.60 range in recent weeks, reflecting both positive earnings momentum and typical post-report volatility.
NTES Overview and Recent Performance
NetEase, Inc. provides online games, music streaming, and educational services. During recent market activity, the company has maintained steady operations while preparing to release first-quarter 2026 earnings later this month. The stock has traded near the $113 level, with year-to-date performance showing modest declines amid broader market pressures. Analysts project earnings per share around $2.02 for the upcoming quarter. Sentiment has remained relatively stable, supported by the company’s diversified revenue streams and consistent cash generation in the gaming segment.
YMM Overview and Recent Performance
Full Truck Alliance Co. Ltd. operates a digital platform matching truck drivers with freight demand. In recent weeks, the stock has benefited from positive year-to-date gains of approximately 21% and one-year returns near 30%. The company is scheduled to report first-quarter 2026 results later this month. Performance has been influenced by ongoing demand in the logistics sector and efficiency improvements on the platform. Market observers note resilience despite short-term headwinds, with the share price holding near $8.50–$8.60 amid average trading volumes.
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Tickeron’s Trending AI Robots page highlights a curated selection of AI trading bots drawn from hundreds available across thousands of tickers. Only those demonstrating the strongest alignment with prevailing market conditions, consistent trend signals, and favorable risk-adjusted statistics earn placement in this section. Available bots span a wide range of performance metrics, including win rates typically between 55% and 75%, varying drawdown profiles, and holding periods from intraday to multi-week strategies. Each bot employs distinct approaches tailored to specific tickers and market regimes. Traders can explore the full suite to identify bots suited to their preferred style and time horizon on the Trending AI Robots page.
Head-to-Head Comparison
Across business models, BILI centers on user-generated content and gaming, NTES leverages established intellectual property in entertainment, and YMM focuses on logistics network effects. Growth drivers differ: BILI benefits from advertising expansion, NTES from recurring game revenue, and YMM from freight volume recovery. Recent momentum favors YMM on a year-to-date basis, while BILI shows earnings surprise potential and NTES offers relative stability. Risk factors include regulatory exposure for all three, with BILI more sensitive to content trends and YMM to economic cycles in transportation. Valuation metrics place YMM at a comparatively attractive level relative to earnings visibility, while sector exposure links them to Chinese consumer and technology sentiment.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and relative positioning in recent market activity, Tickeron’s AI would currently assign a probabilistic preference toward YMM. The stock’s stronger year-to-date performance and upcoming earnings catalyst align with patterns that have historically supported positive momentum in similar conditions. This assessment remains data-driven and subject to shifts in broader market dynamics or new fundamental releases.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BILI’s FA Score shows that 0 FA rating(s) are green whileNTES’s FA Score has 1 green FA rating(s), and YMM’s FA Score reflects 1 green FA rating(s).
- BILI’s FA Score: 0 green, 5 red.
- NTES’s FA Score: 1 green, 4 red.
- YMM’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BILI’s TA Score shows that 6 TA indicator(s) are bullish while NTES’s TA Score has 6 bullish TA indicator(s), and YMM’s TA Score reflects 3 bullish TA indicator(s).
- BILI’s TA Score: 6 bullish, 2 bearish.
- NTES’s TA Score: 6 bullish, 2 bearish.
- YMM’s TA Score: 3 bullish, 5 bearish.
Price Growth
BILI (@Internet Software/Services) experienced а +1.92% price change this week, while NTES (@Electronics/Appliances) price change was +2.97% , and YMM (@Packaged Software) price fluctuated -4.51% for the same time period.
The average weekly price growth across all stocks in the @Internet Software/Services industry was -3.06%. For the same industry, the average monthly price growth was -2.27%, and the average quarterly price growth was -12.55%.
The average weekly price growth across all stocks in the @Electronics/Appliances industry was -1.07%. For the same industry, the average monthly price growth was +0.50%, and the average quarterly price growth was -7.82%.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.91%. For the same industry, the average monthly price growth was +0.55%, and the average quarterly price growth was -7.29%.
Reported Earning Dates
BILI is expected to report earnings on Aug 13, 2026.
NTES is expected to report earnings on Aug 13, 2026.
YMM is expected to report earnings on Aug 20, 2026.
Industries' Descriptions
@Internet Software/Services (-3.06% weekly)Companies in this industry typically license software on a subscription basis and it is centrally hosted. Such products usually go by the names web-based software, on-demand software and hosted software. Cloud computing has emerged as a major force in this space, making it possible to save files to a remote database (without requiring them to be saved on local storage device); as long as a device has access to the web, it can access the data and the software programs to run it. This has in many cases facilitated cost efficiency, speed and security of data for businesses and consumers. Alphabet Inc., Facebook, Inc. and Yahoo! Inc. are some well-known names in the internet software/services industry.
@Electronics/Appliances (-1.07% weekly)TVs, telephones, washing machines, home speakers and even home-office equipment like computers and printers…the list is virtually endless when it comes to consumer electronics and appliances. And, with ‘smarthomes’ increasingly becoming the reality, we could see a sharp surge in high-tech gadgets (including robotic appliances) making their way into our homes– and therefore spelling plenty opportunities in the related industries. Consumers account for 70% of US GDP, and their purchases of high-functioning electronics could make significant dents in the economy’s health. Sony Corp., Whirlpool and iRobot are some of the major consumer electronics/appliances makers.
@Packaged Software (-4.91% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| BILI | NTES | YMM | |
| Capitalization | 7.51B | 80.9B | 8.79B |
| EBITDA | 1.59B | 40.2B | 3.95B |
| Gain YTD | -25.356 | -7.258 | -20.244 |
| P/E Ratio | 37.07 | 16.07 | 14.33 |
| Revenue | 30.8B | 114B | 12.6B |
| Total Cash | 24.2B | 171B | 18.5B |
| Total Debt | 9.57B | 11B | 25.7M |
BILI | NTES | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 63 Fair valued | 32 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 67 | |
SMR RATING 1..100 | 74 | 43 | |
PRICE GROWTH RATING 1..100 | 80 | 50 | |
P/E GROWTH RATING 1..100 | 100 | 69 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NTES's Valuation (32) in the Internet Software Or Services industry is in the same range as BILI (63). This means that NTES’s stock grew similarly to BILI’s over the last 12 months.
NTES's Profit vs Risk Rating (67) in the Internet Software Or Services industry is somewhat better than the same rating for BILI (100). This means that NTES’s stock grew somewhat faster than BILI’s over the last 12 months.
NTES's SMR Rating (43) in the Internet Software Or Services industry is in the same range as BILI (74). This means that NTES’s stock grew similarly to BILI’s over the last 12 months.
NTES's Price Growth Rating (50) in the Internet Software Or Services industry is in the same range as BILI (80). This means that NTES’s stock grew similarly to BILI’s over the last 12 months.
NTES's P/E Growth Rating (69) in the Internet Software Or Services industry is in the same range as BILI (100). This means that NTES’s stock grew similarly to BILI’s over the last 12 months.
| BILI | NTES | YMM | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 84% | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 75% | 1 day ago 73% | 1 day ago 79% |
| Momentum ODDS (%) | 1 day ago 70% | 1 day ago 70% | 1 day ago 83% |
| MACD ODDS (%) | 1 day ago 83% | 1 day ago 75% | 1 day ago 82% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 72% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 84% | 1 day ago 71% | 1 day ago 80% |
| Advances ODDS (%) | 1 day ago 82% | 1 day ago 74% | 1 day ago 77% |
| Declines ODDS (%) | 15 days ago 81% | 4 days ago 72% | 4 days ago 83% |
| BollingerBands ODDS (%) | 1 day ago 66% | 1 day ago 72% | 1 day ago 86% |
| Aroon ODDS (%) | 1 day ago 81% | N/A | 1 day ago 78% |
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BILI and
Correlation & Price change
A.I.dvisor indicates that over the last year, BILI has been loosely correlated with YMM. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if BILI jumps, then YMM could also see price increases.
| Ticker / NAME | Correlation To BILI | 1D Price Change % | ||
|---|---|---|---|---|
| BILI | 100% | +1.52% | ||
| YMM - BILI | 57% Loosely correlated | +1.56% | ||
| BIDU - BILI | 52% Loosely correlated | -1.17% | ||
| WB - BILI | 52% Loosely correlated | -0.39% | ||
| NTES - BILI | 48% Loosely correlated | +0.09% | ||
| TUYA - BILI | 45% Loosely correlated | +14.58% | ||
More | ||||
YMM and
Correlation & Price change
A.I.dvisor indicates that over the last year, YMM has been loosely correlated with BILI. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if YMM jumps, then BILI could also see price increases.
| Ticker / NAME | Correlation To YMM | 1D Price Change % | ||
|---|---|---|---|---|
| YMM | 100% | +1.56% | ||
| BILI - YMM | 57% Loosely correlated | +1.52% | ||
| TUYA - YMM | 46% Loosely correlated | +14.58% | ||
| NTES - YMM | 43% Loosely correlated | +0.09% | ||
| RIOT - YMM | 39% Loosely correlated | +8.55% | ||
| LYFT - YMM | 39% Loosely correlated | +2.39% | ||
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