Contrasting Bilibili (NASDAQ:BILI) and Rumble (NASDAQ:RUM)

Rumble (NASDAQ:RUM) and Bilibili (NASDAQ:BILI) are both mid-cap communication services companies, but which is the superior investment? We will compare the two businesses based on the strength of their risk, institutional ownership, analyst recommendations, earnings, profitability, dividends and valuation.

Analyst Ratings

This is a breakdown of current ratings and recommmendations for Rumble and Bilibili, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Rumble	1	2	0	0	1.67
Bilibili	0	1	7	0	2.88

Rumble currently has a consensus price target of $25.00, suggesting a potential upside of 333.28%. Bilibili has a consensus price target of $28.79, suggesting a potential upside of 117.25%. Given Rumble’s higher probable upside, equities analysts clearly believe Rumble is more favorable than Bilibili.

Profitability

This table compares Rumble and Bilibili’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Rumble	-117.18%	-28.72%	-20.21%
Bilibili	4.88%	11.42%	4.29%

Earnings & Valuation

This table compares Rumble and Bilibili”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Rumble	$100.62 million	28.43	-$81.83 million	($0.59)	-9.78
Bilibili	$31.42 billion	0.17	$170.67 million	$0.49	27.04

Bilibili has higher revenue and earnings than Rumble. Rumble is trading at a lower price-to-earnings ratio than Bilibili, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

26.2% of Rumble shares are held by institutional investors. Comparatively, 16.1% of Bilibili shares are held by institutional investors. 45.1% of Rumble shares are held by insiders. Comparatively, 22.2% of Bilibili shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Volatility & Risk

Rumble has a beta of 1.35, suggesting that its share price is 35% more volatile than the S&P 500. Comparatively, Bilibili has a beta of 0.64, suggesting that its share price is 36% less volatile than the S&P 500.

Summary

Bilibili beats Rumble on 9 of the 14 factors compared between the two stocks.

About Rumble

Rumble Inc. operates a video-sharing platform where users can upload, watch and share videos. The company also offers live-streaming tools and services that help creators publish and monetize content, including through advertising and subscriptions. Founded in 2013 by Chris Pavlovski, Rumble has expanded beyond video distribution into cloud computing. Its Rumble Cloud business provides infrastructure services to organizations seeking alternatives to larger cloud providers. The company serves creators, viewers and business customers in multiple countries, with a substantial presence in North America.

About Bilibili

Bilibili Inc. operates an online entertainment platform in China, where users watch, share and create video content. The platform is known for its danmu feature, which displays viewers’ comments across videos in real time, and for communities centered on animation, comics and games, alongside a wider range of interests. Founded in 2009 by Xu Yi, Bilibili began as a site focused on animation and related content before expanding into a broader video and entertainment service. Its offerings include professionally produced and user-generated videos, live streaming, online games and paid membership services.