《专题》大摩对哔哩哔哩(BILI.US)与同业估值、收入复合增长率预测(表)
据摩根士丹利3月10日发表快手(01024.HK)报告,列出了哔哩哔哩(BILI.US)与同业估值、收入复合增长率预测:
-内地线上娱乐公司
股份│预测今年市销率│预测明年市销率│2020年至2023年收入复合增长率
哔哩哔哩(BILI.US)│12.7倍│8.9倍│-
快手(01024.HK)│11.8倍│7.6倍│40%
网易(09999.HK)│5.6倍│4.7倍│19%
腾讯音乐(TME.US)│8.5倍│7.2倍│18%
爱奇艺(IQ.US)│4倍│3.4倍│13%
陌陌科技(MOMO.US)│1.5倍│1.4倍│19%
欢聚时代(YY.US)│2.2倍│1.8倍│15%
微博(WB.US)│6.1倍│5.5倍│12%
-其他内地互联网公司
股份│预测今年市销率│预测明年市销率│2020年至2023年收入复合增长率
阿里巴巴(09988.HK)│4.7倍│3.9倍│21%
腾讯(00700.HK)│9倍│7.4倍│22%
百度(BIDU.US)│4.6倍│3.8倍│-
美团(03690.HK)│8.8倍│6.4倍│39%
京东(09618.HK)│1倍│0.8倍│18%
拼多多(PDD.US)│14.5倍│10.1倍│46%
-美国互联网企业
股份│预测今年市销率│预测明年市销率│2020年至2023年收入复合增长率
Facebook(FB.US)│6.9倍│5.8倍│24%
Twitter(TWTR.US)│11倍│8.8倍│28%
Snap(SNAP.US)│21.6倍│14.3倍│54%
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