Weibo Corporation American Depositary Share (WB)

FairStock Score: 78/100 — HIGH CONVICTION

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

At $6.56 on 2026-10-13, Weibo carries a $2.0 billion market cap while reporting a P/E of 5.42 and a P/B of 0.39. Those are Graham-style numbers: the Graham Number is $21.03, offering a 68.81% margin of safety. EV/EBITDA is 3.76, and the dividend yield is 9.33%, with a beta of only 0.15. In fiscal Q2 2026, the company earned $67.4 million on $453.8 million of revenue, a 14.85% net margin—so the business is profitable. But the quality is mixed. ROE is 8.52%, ROCE is 4.01%, and the supplied data show revenue growth of 3.60% and profit growth of -153.27%. The Piotroski F-Score is 5/9, and the Altman Z-Score of 0.97 signals real financial distress risk. Debt-to-equity of 0.46 is manageable but not fortress-like. The Lynch category is none because the data show only 0 years of filed results, needing 3. Weibo's network effects in Chinese social media might be a moat, but I see no proof of durable pricing power or consistent owner earnings. A 68.81% margin of safety is attractive, but Graham also demanded financial strength. Here, the cheapness may reflect genuine business deterioration. I would want to see profit growth turn positive, the Z-Score climb above 1.8, and steady cash generation before trusting the dividend. At $6.56, the market is pricing in trouble; the numbers say the trouble is real. Cheap can be a trap.

In plain English: Weibo runs a social media platform in China where people create and discover content. The latest quarter showed a profit, and the stock looks cheap compared with its earnings and net assets. Still, the company's profit recently fell, growth is slow, and its financial safety score is weak.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer