Analyzing JOYY (JOYY) & Its Competitors

JOYY (NASDAQ:JOYY) is one of 192 public companies in the “Interactive Media & Services” industry, but how does it weigh in compared to its rivals? We will compare JOYY to similar businesses based on the strength of its analyst recommendations, dividends, risk, earnings, profitability, institutional ownership and valuation.

Analyst Recommendations

This is a breakdown of current ratings and target prices for JOYY and its rivals, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
JOYY	0	1	6	0	2.86
JOYY Competitors	1396	5918	11329	428	2.57

JOYY presently has a consensus target price of $83.40, indicating a potential upside of 12.64%. As a group, “Interactive Media & Services” companies have a potential upside of 32.41%. Given JOYY’s rivals higher probable upside, analysts plainly believe JOYY has less favorable growth aspects than its rivals.

Profitability

This table compares JOYY and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
JOYY	9.64%	3.28%	2.85%
JOYY Competitors	-350.00%	-11.83%	4.11%

Insider and Institutional Ownership

36.8% of JOYY shares are owned by institutional investors. Comparatively, 40.5% of shares of all “Interactive Media & Services” companies are owned by institutional investors. 43.0% of JOYY shares are owned by company insiders. Comparatively, 23.6% of shares of all “Interactive Media & Services” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Valuation and Earnings

This table compares JOYY and its rivals revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
JOYY	$2.12 billion	$2.10 billion	17.67
JOYY Competitors	$13.23 billion	$3.48 billion	23.85

JOYY’s rivals have higher revenue and earnings than JOYY. JOYY is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Dividends

JOYY pays an annual dividend of $5.98 per share and has a dividend yield of 8.1%. JOYY pays out 142.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Interactive Media & Services” companies pay a dividend yield of 16.9% and pay out 4.9% of their earnings in the form of a dividend. JOYY lags its rivals as a dividend stock, given its lower dividend yield and higher payout ratio.

Volatility and Risk

JOYY has a beta of 0.45, meaning that its stock price is 55% less volatile than the S&P 500. Comparatively, JOYY’s rivals have a beta of 1.58, meaning that their average stock price is 58% more volatile than the S&P 500.

Summary

JOYY rivals beat JOYY on 10 of the 15 factors compared.

About JOYY

JOYY Inc., through its subsidiaries, operates social media platforms that offer users engaging and experience across various video and audio-based social platforms. The company operates Bigo Live, a live streaming platform that allows users to live stream specific moments, such as live talk with other users, make video calls, and watch trend videos; Likee, a short-form video social platform that focuses on enabling users to create short-form video; Hago, a casual game-oriented social platform; and imo, a chat and instant messaging application with functions, including video calls, text messages, and photo and video sharing. It operates in the People’s Republic of China, the United States, the Great Britain, Japan, South Korea, Australia, the Middle East, and Southeast Asia and others. The company was formerly known as YY Inc. and changed its name to JOYY Inc. in December 2019. JOYY Inc. was founded in 2005 and is headquartered in Singapore.