JOYY Inc (JOYY) Fair Value & Analysis
Communication Services · US · Market cap $3.3B
Fair value as of: Aug 13, 2026
From 26 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from $218.31 to $139.59 (−36.1%) since Aug 12, 2026. Share price +3.5% over the past month.
A solid business, screening 93% undervalued on our models.
What matters now
- The price is below even our cautious bear case ($104.69). The market is more pessimistic than our downside scenario.
- Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $19.37 – $74.88 · fair‑value band $104.69 – $174.49 · the $72.17 price screens below the $139.59 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
JOYY Inc (JOYY) currently trades at $72.17, while our model-based Fair Value estimate is $139.59, implying the stock looks roughly 93.4% undervalued today. The Quality Score stands at 65/100 (solid quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, JOYY Inc generated revenue of $2.2B at a net margin of 10.4%. Revenue grew 12.4% year over year. It earns a return on equity of -25.2%. The balance sheet holds a net cash position of $364M. Fundamentals as of Aug 13, 2026
Our scenario range runs from $104.69 (bear case) to $174.49 (bull case); at $72.17, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 57% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -8% fair-value upside, at 93%, JOYY screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings ($1,830) versus Economic Profit ($7.68). Highest evidence: Growth DCF (80).
Notify me when JOYY reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 81
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
JOYY Inc., together with its subsidiaries, engages in the provision of social product matrix and communication technology. It operates through two segments, BIGO and All Other.
Full company description
JOYY Inc., together with its subsidiaries, engages in the provision of social product matrix and communication technology. It operates through two segments, BIGO and All Other. The company operates Bigo Live, a social live streaming platform that provides an interactive online stage for users to host and watch live streaming sessions, share their life moments, showcase their talents, and interact with people; imo, an instant messenger platform that provides audio and video communication services; and Likee, a short video social platform, which enables users to discover, create, and share short videos, with video creation tools and personalized feeds. It also provides Hago, a social networking platform that offers casual games integrating social features, such as audio and video multi-user chatrooms and 3D virtual interactive party games; Bigo Ads, an AI-powered programmatic advertising platform, which provides one-stop marketing and monetization solutions; and Shopline, a smart commerce platform that provides solutions and services to enable merchants in creating and growing their brands online and reach customers through various sales channels, including e-commerce platforms, social commerce, and physical retail stores. The company operates in North America, Europe, the Middle East, Southeast Asia, and internationally. 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
JOYY Inc reported revenue of $2.1B in FY2025 versus $2.6B in FY2021, a compound −5.1%/yr. Reported net income was $2.1B in FY2025.
of which total revenue +36.3 pp · buybacks/dilution −0.9 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
Watch JOYY: get an alert when its fair value changes →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- JOYY Recognized as “Most Honored Company” in Extel’s 2026 Asia Executive Team Survey
- JOYY Inc (JOYY) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
- JOYY’s US$900m Dividend Plan Puts Capital Returns Under The Microscope
- Sharp Net Income Drop Amid Higher Sales Could Be A Game Changer For JOYY (JOYY)
Peer Group
Internet Content & Information · 154 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Content & Information median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alphabet Inc GOOGL | $343.54 | $145.14 | -58% |
| Meta Platforms, Inc META | $578.85 | $534.91 | -8% |
| Tencent Holdings 0700 | HK$461.60 | HK$448.17 | -3% |
| Spotify Technology S.A SPOT | $489.60 | $210.99 | -57% |
| Reddit, Inc RDDT | $153.45 | $39.59 | -74% |
| Baidu, Inc BIDU | $104.84 | $66.96 | -36% |
| Kuaishou Technology, an investment holding company, 1024 | HK$41.54 | HK$84.61 | +104% |
| NAVER Corporation 035420 | 215,500 KRW | 231,585 KRW | +7% |
| Tencent Music Entertainment Group 1698 | HK$33.72 | HK$66.60 | +98% |
| Kakao Corp 035720 | 40,100 KRW | 24,536 KRW | -39% |
Compare JOYY Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Communication Services stocks →
Frequently asked questions
Is JOYY Inc (JOYY) overvalued or undervalued?
What is the fair value of JOYY?
What is the quality score of JOYY?
What is the revenue of JOYY Inc (JOYY)?
What is the net profit margin of JOYY?
Does JOYY Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track JOYY Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.