(WB) Weibo - Overview
Sector: Communication Services | Industry: Internet Content & Information | Exchange: NASDAQ (USA) | Market Cap: 2.029m USD | Total Return: -8.5% in 12m
Avg Turnover: 6.69M
EPS Trend: -75.2%
Qual. Beats: -2
Rev. Trend: 57.0%
Qual. Beats: 2
Warnings
Below Avwap Earnings
Tailwinds
No distinct edge detected
Weibo Corporation operates a leading social media platform in China, facilitating content creation, discovery, and distribution. The company generates revenue through two primary segments: Advertising and Marketing Services, and Value-Added Services. Its product suite includes social display advertisements, promoted feeds, and live streaming tools designed for a diverse user base ranging from individual influencers to government agencies.
Operating within the Interactive Media & Services sector, Weibo utilizes a network effect business model where user engagement drives advertiser demand. Unlike traditional search engines, Weibo relies heavily on social search and trending topics to monetize real-time public conversations and viral content. Investors may find deeper performance metrics and valuation models for the company on ValueRay.
The platform integrates financial services through Weibo Wallet and maintains an open application ecosystem, allowing third-party developers to leverage its user authentication systems. Founded in 2009 and headquartered in Beijing, the company serves as a critical infrastructure for digital marketing and public discourse within the Chinese internet regulatory framework.
- Chinese advertising demand fluctuations impact primary revenue stream and profit margins
- Regulatory oversight of social media content affects user engagement and platform stability
- Competition from short-video platforms pressures market share and digital ad pricing
- Expansion of value-added services diversifies income beyond traditional display advertising
- Macroeconomic slowdown in China reduces corporate marketing budgets and platform monetization
| Net Income: 337.3m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.07 > 0.02 and ΔFCF/TA -1.96 > 1.0 |
| NWC/Revenue: 137.1% < 20% (prev 116.4%; Δ 20.75% < -1%) |
| CFO/TA 0.07 > 3% & CFO 519.5m > Net Income 337.3m |
| Net Debt (-456.8m) to EBITDA (670.6m): -0.68 < 3 |
| Current Ratio: 3.39 > 1.5 & < 3 |
| Outstanding Shares: last quarter (239.3m) vs 12m ago -10.21% < -2% |
| Gross Margin: 75.11% > 18% (prev 0.79%; Δ 7.43k% > 0.5%) |
| Asset Turnover: 26.74% > 50% (prev 26.37%; Δ 0.37% > 0%) |
| Interest Coverage Ratio: 10.70 > 6 (EBITDA TTM 670.6m / Interest Expense TTM 57.1m) |
| A: 0.36 (Total Current Assets 3.58b - Total Current Liabilities 1.06b) / Total Assets 7.09b |
| B: 0.36 (Retained Earnings 2.55b / Total Assets 7.09b) |
| C: 0.09 (EBIT TTM 610.7m / Avg Total Assets 6.88b) |
| D: 0.77 (Book Value of Equity 2.37b / Total Liabilities 3.08b) |
| Altman-Z'' = 4.91 = AAA |
| DSRI: 1.28 (Receivables 1.09b/810.2m, Revenue 1.84b/1.76b) |
| GMI: 1.05 (GM 75.11% / 78.84%) |
| AQI: 0.95 (AQ_t 0.46 / AQ_t-1 0.48) |
| SGI: 1.05 (Revenue 1.84b / 1.76b) |
| TATA: -0.03 (NI 337.3m - CFO 519.5m) / TA 7.09b) |
| Beneish M = -2.77 (Cap -4..+1) = A |
As of May 24, 2026, the stock is trading at USD 8.08 with a total of 1,801,250 shares traded.
Over the past week, the price has changed by -1.35%,
over one month by -3.84%,
over three months by -16.51% and
over the past year by -8.49%.
Weibo has received a consensus analysts rating of 3.71. Therefore, it is recommended to hold WB.
- StrongBuy: 9
- Buy: 0
- Hold: 10
- Sell: 1
- StrongSell: 1
| Analysts Target Price | 10.6 | 30.6% |
P/E Forward = 5.7143
P/S = 1.1548
P/B = 0.5169
P/EG = 4.8479
Revenue TTM = 1.84b USD
EBIT TTM = 610.7m USD
EBITDA TTM = 670.6m USD
Long Term Debt = 1.86b USD (from longTermDebt, last fiscal year)
Short Term Debt = 28.1m USD (from shortTermDebt, last quarter)
Debt = 1.95b USD (from shortLongTermDebtTotal, last quarter) + Leases 42.4m
Net Debt = -456.8m USD (calculated: Debt 1.95b - CCE 2.41b)
Enterprise Value = 1.57b USD (2.03b + Debt 1.95b - CCE 2.41b)
Interest Coverage Ratio = 10.70 (Ebit TTM 610.7m / Interest Expense TTM 57.1m)
EV/FCF = 3.30x (Enterprise Value 1.57b / FCF TTM 477.1m)
FCF Yield = 30.34% (FCF TTM 477.1m / Enterprise Value 1.57b)
FCF Margin = 25.95% (FCF TTM 477.1m / Revenue TTM 1.84b)
Net Margin = 18.35% (Net Income TTM 337.3m / Revenue TTM 1.84b)
Gross Margin = 75.11% ((Revenue TTM 1.84b - Cost of Revenue TTM 457.6m) / Revenue TTM)
Gross Margin QoQ = 73.93% (prev 73.93%)
Tobins Q-Ratio = 0.22 (Enterprise Value 1.57b / Total Assets 7.09b)
Interest Expense / Debt = 2.93% (Interest Expense 57.1m / Debt 1.95b)
Taxrate = 23.86% (144.9m / 607.2m)
NOPAT = 465.0m (EBIT 610.7m * (1 - 23.86%))
Current Ratio = 3.39 (Total Current Assets 3.58b / Total Current Liabilities 1.06b)
Debt / Equity = 0.50 (Debt 1.95b / totalStockholderEquity, last quarter 3.92b)
Debt / EBITDA = -0.68 (Net Debt -456.8m / EBITDA 670.6m)
Debt / FCF = -0.96 (Net Debt -456.8m / FCF TTM 477.1m)
Total Stockholder Equity = 3.82b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.91% (Net Income 337.3m / Total Assets 7.09b)
RoE = 8.82% (Net Income TTM 337.3m / Total Stockholder Equity 3.82b)
RoCE = 10.74% (EBIT 610.7m / Capital Employed (Equity 3.82b + L.T.Debt 1.86b))
RoIC = 7.74% (NOPAT 465.0m / Invested Capital 6.01b)
WACC = 5.36% (E(2.03b)/V(3.98b) * Re(8.36%) + D(1.95b)/V(3.98b) * Rd(2.93%) * (1-Tc(0.24)))
Discount Rate = 8.36% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 15.91 | Cagr: -4.22%
[DCF] Terminal Value 73.10% ; FCFF base≈517.6m ; Y1≈453.9m ; Y5≈366.8m
[DCF] Fair Price = 40.19 (EV 5.89b - Net Debt -456.8m = Equity 6.34b / Shares 157.9m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: -75.23 | EPS CAGR: -12.61% | SUE: -4.0 | # QB: -2
Revenue Correlation: 57.03 | Revenue CAGR: 1.74% | SUE: 4.0 | # QB: 2
EPS current Quarter (2026-06-30): EPS=0.42 | Chg30d=+0.00% | Revisions=N/A | Analysts=2
EPS current Year (2026-12-31): EPS=1.62 | Chg30d=-7.73% | Revisions=-58% | GrowthEPS=-2.0% | GrowthRev=+6.2%
EPS next Year (2027-12-31): EPS=1.70 | Chg30d=-2.73% | Revisions=-50% | GrowthEPS=+4.9% | GrowthRev=+2.1%
[Analyst] Revisions Ratio: -58%