Baidu Inc (BIDU)vsBilibili Inc (BILI)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
BILI
Bilibili Inc
$23.79
+1.49%
COMMUNICATION SERVICES · Cap: $9.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 325% more annual revenue ($129.08B vs $30.35B). BIDU leads profitability with a 4.3% profit margin vs 3.9%. BILI appears more attractively valued with a PEG of 0.57. BILI earns a higher WallStSmart Score of 55/100 (C).
BIDU
Hold46
out of 100
Grade: D+
BILI
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1147.8%
Fair Value
$11.63
Current Price
$115.60
$103.97 premium
Margin of Safety
-161.6%
Fair Value
$12.17
Current Price
$23.79
$11.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Growing faster than its price suggests
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
4.3% earnings growth
3.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : BILI
The strongest argument for BILI centers on PEG Ratio. PEG of 0.57 suggests the stock is reasonably priced for its 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.
Bear Case : BILI
The primary concerns for BILI are EPS Growth, Profit Margin, P/E Ratio. A P/E of 90.2x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
BILI carries more volatility with a beta of 0.80 — expect wider price swings.
BILI is growing revenue faster at 7.6% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BILI scores higher overall (55/100 vs 46/100). 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.
Baidu Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Baidu, Inc. provides Internet search services primarily in China. The company is headquartered in Beijing, China.
Bilibili Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Bilibili Inc. provides online entertainment services for the younger generation in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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