Autohome Inc (ATHM)vsBaidu Inc (BIDU)
ATHM
Autohome Inc
$17.59
+1.79%
COMMUNICATION SERVICES · Cap: $2.14B
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 1901% more annual revenue ($129.08B vs $6.45B). ATHM leads profitability with a 24.4% profit margin vs 4.3%. BIDU appears more attractively valued with a PEG of 0.66. ATHM earns a higher WallStSmart Score of 58/100 (C).
ATHM
Buy58
out of 100
Grade: C
BIDU
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.3%
Fair Value
$11.56
Current Price
$17.59
$6.03 premium
Margin of Safety
-1147.8%
Fair Value
$11.63
Current Price
$115.60
$103.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
ROE of 5.6% — below average capital efficiency
Revenue declined 18.0%
Earnings declined 23.6%
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ATHM
The strongest argument for ATHM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 24.4% and operating margin at 6.3%. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : ATHM
The primary concerns for ATHM are Return on Equity, Revenue Growth, EPS Growth.
Bear Case : BIDU
The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 65.8x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
ATHM profiles as a declining stock while BIDU is a value play — different risk/reward profiles.
BIDU carries more volatility with a beta of 0.39 — expect wider price swings.
BIDU is growing revenue faster at -4.1% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ATHM scores higher overall (58/100 vs 46/100), backed by strong 24.4% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Autohome Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Autohome Inc. is an online destination for automobile consumers in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
Baidu Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Baidu, Inc. provides Internet search services primarily in China. The company is headquartered in Beijing, China.
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