Baidu Inc (BIDU)vsBilibili Inc (BILI)
BIDU
Baidu Inc
$91.40
+0.89%
COMMUNICATION SERVICES · Cap: $33.74B
BILI
Bilibili Inc
$15.54
+0.45%
COMMUNICATION SERVICES · Cap: $6.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 305% more annual revenue ($127.31B vs $31.42B). BILI leads profitability with a 4.9% profit margin vs -2.9%. BILI appears more attractively valued with a PEG of 0.33. BILI earns a higher WallStSmart Score of 59/100 (C).
BIDU
Hold47
out of 100
Grade: D+
BILI
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+36.5%
Fair Value
$50.13
Current Price
$15.54
$34.59 discount
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
Earnings expanding 52.9% YoY
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
ROE of -1.4% — below average capital efficiency
Revenue declined 4.2%
Earnings declined 71.7%
Moderate valuation
4.9% margin — thin
Operating margin of 4.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bull Case : BILI
The strongest argument for BILI centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : BIDU
The primary concerns for BIDU are Piotroski F-Score, Return on Equity, Revenue Growth.
Bear Case : BILI
The primary concerns for BILI are P/E Ratio, Profit Margin, Operating Margin. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
BIDU profiles as a turnaround stock while BILI is a value play — different risk/reward profiles.
BILI carries more volatility with a beta of 0.70 — expect wider price swings.
BILI is growing revenue faster at 8.2% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BILI scores higher overall (59/100 vs 47/100). 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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