--- title: "iQIYI (NasdaqGS:IQ) Valuation Spotlight After New Global Content Deal and Viewership Surge" description: "iQIYI (NasdaqGS:IQ) shares rose 8.5% year-to-date after announcing a global content partnership with KADOKAWA, coinciding with increased viewership during China's National Holiday. Despite this short-" type: "news" locale: "en" url: "https://longbridge.com/en/news/262276538.md" published_at: "2025-10-22T15:30:37.000Z" --- # iQIYI (NasdaqGS:IQ) Valuation Spotlight After New Global Content Deal and Viewership Surge > iQIYI (NasdaqGS:IQ) shares rose 8.5% year-to-date after announcing a global content partnership with KADOKAWA, coinciding with increased viewership during China's National Holiday. Despite this short-term rally, the company faces long-term challenges, including a one-year total shareholder return of -16.3% and a five-year decline of -91%. Analysts suggest iQIYI is undervalued with a fair value of $2.44, but ongoing declines in membership and ad revenue pose risks to its growth strategy. The stock trades at 0.5x sales, significantly below industry averages, indicating potential opportunity or market skepticism. iQIYI (NasdaqGS:IQ) shares surged after it announced a partnership with KADOKAWA to distribute Chinese animated series globally. The news sparked renewed investor interest as the company reported a marked rise in platform viewership during China’s National Holiday. See our latest analysis for iQIYI. iQIYI’s new partnership with KADOKAWA and a spike in viewer engagement fueled a short-term rally after a tough stretch, but momentum remains mixed. The share price has advanced 8.5% year-to-date; however, a one-year total shareholder return of -16.3% and a five-year figure of -91% show it is still well below former highs despite occasional bursts of optimism. If a global content push like iQIYI’s has you rethinking your strategy, now is a great time to broaden your search and discover fast growing stocks with high insider ownership Despite recent excitement around global expansion and content breakthroughs, iQIYI’s persistent long-term underperformance leaves investors wondering if the current rebound is a real buying opportunity or if the market has already priced in future growth. ## Most Popular Narrative: 11.5% Undervalued With the consensus fair value now at $2.44 compared to the recent close of $2.16, the narrative points to meaningful upside potential. The stage is set for a lively debate on whether iQIYI can pivot regulatory and content tailwinds into sustained value. > *Newly streamlined digital content regulations in China are shortening content production cycles and increasing creator flexibility. This allows iQIYI to bring relevant, diverse content to market quicker and at lower costs, which should positively impact margins and working capital efficiency.* Read the complete narrative. Just what is fueling this valuation optimism? Tantalizing margin upgrades, big expectations for earnings growth, and some bold calls on global content success make this fair value calculation anything but conservative. Can iQIYI really deliver on all these fronts? Click to uncover the pivotal numbers and projections shaping the consensus. **Result: Fair Value of $2.44 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, ongoing declines in membership and ad revenue, along with high production costs, could undermine iQIYI’s ambitious global growth plans. Find out about the key risks to this iQIYI narrative. ## Another View: Market Ratios Add Perspective Looking from a different angle, iQIYI trades at just 0.5x sales, far below the US Entertainment industry average of 1.9x, the peer average of 2.8x, and even its fair ratio of 0.8x. This significant discount could point to opportunity, or reveal ongoing market skepticism. Which side will prove right when the dust settles? See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out iQIYI for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. ## Build Your Own iQIYI Narrative If you see these numbers differently or want to dig into the details yourself, it takes less than three minutes to build your own view. Why not Do it your way A great starting point for your iQIYI research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. ## Looking for more investment ideas? Why limit your potential to just one stock? The best investors always scan for new opportunities, and the Simply Wall Street Screener gives you a smarter edge. - Tap into game-changing technologies and find hidden gems in artificial intelligence by starting with these 24 AI penny stocks. - Lock in compelling yields by pursuing steady income opportunities with these 17 dividend stocks with yields > 3%. - Supercharge your growth portfolio with tomorrow’s breakthroughs through these 27 quantum computing stocks. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### Related Stocks - [IQ.US - iQIYI](https://longbridge.com/en/quote/IQ.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 爱奇艺的高级副总裁表示，中国的爱奇艺今年计划再开设两座沉浸式主题公园 | 爱奇艺计划在今年年底前在开封和北京再开设两个沉浸式室内主题公园，此前其在扬州首次推出了主题公园。开封的公园将面向更广泛的观众，而北京的公园则规模较小，位于购物中心内。爱奇艺旨在根据反馈提升游客体验，并考虑未来的扩展，包括潜在的国际地点。该公 | [Link](https://longbridge.com/en/news/275562607.md) | | 爱奇艺为 2028 年到期的 6.50% 可转换债券提供回购权 | 爱奇艺（iQIYI Inc.）宣布，持有 2028 年到期的 6.50% 可转换债券的投资者有权在 2026 年 3 月 16 日以面值将其债券回售给公司。该回购权的行使期限从 2026 年 2 月 10 日开始，到 2026 年 3 月 | [Link](https://longbridge.com/en/news/275448422.md) | | 人形机器人狂奔 2026：谁为盛宴买单？ | 2026 年春晚展示了四家国产机器人企业的技术成果，标志着中国人形机器人行业的快速发展。宇树科技、松延动力、魔法原子和银河通用的机器人在节目中表现出色，吸引了亿万观众的目光。这场盛宴不仅是技术的展示，更是商业化的关键时刻，企业们希望将知名度 | [Link](https://longbridge.com/en/news/276190831.md) | | 爱奇艺为 2028 年到期的 6.50% 可转换债券提供回购选择权 | 爱奇艺（iQIYI Inc.）宣布为其 2028 年到期的 6.50% 可转换高级票据持有人提供回购权。回购期从 2026 年 2 月 10 日开始，到 2026 年 3 月 12 日结束，允许持有人请求现金回购其票据。招标要约声明将提交给 | [Link](https://longbridge.com/en/news/275448412.md) | | [图集] 爱奇艺在扬州开设了中国视频网站的首个沉浸式主题公园 | 中国视频流媒体巨头爱奇艺在江苏省扬州市开设了首个沉浸式室内主题公园——爱奇艺乐园。开幕仪式上有高级管理人员、真人秀明星和热门剧集演员出席。该公园利用虚拟现实和 LED 屏幕等先进技术，在七个区域内创造互动体验，包括沉浸式剧院和现场角色互动。 | [Link](https://longbridge.com/en/news/275280790.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.