WallStSmart

Baidu Inc (BIDU)vsCheetah Mobile Inc (CMCM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Baidu Inc generates 11087% more annual revenue ($128.70B vs $1.15B). BIDU leads profitability with a 1.0% profit margin vs -22.4%. CMCM appears more attractively valued with a PEG of 0.25. CMCM earns a higher WallStSmart Score of 49/100 (D+).

BIDU

Hold

47

out of 100

Grade: D+

Growth: 2.7Profit: 4.5Value: 6.0Quality: 6.5
Piotroski: 3/9Altman Z: 2.18

CMCM

Hold

49

out of 100

Grade: D+

Growth: 6.0Profit: 2.0Value: 8.3Quality: 4.3
Piotroski: 5/9Altman Z: 0.31
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIDU.

CMCMUndervalued (+80.4%)

Margin of Safety

+80.4%

Fair Value

$30.72

Current Price

$4.04

$26.68 discount

UndervaluedFair: $30.72Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIDU3 strengths · Avg: 8.7/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$2.67B8/10

Generating 2.7B in free cash flow

CMCM3 strengths · Avg: 10.0/10
PEG RatioValuation
0.2510/10

Growing faster than its price suggests

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
30.3%10/10

Revenue surging 30.3% year-over-year

Areas to Watch

BIDU4 concerns · Avg: 2.8/10
Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

Profit MarginProfitability
1.0%3/10

1.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.2%2/10

Revenue declined 1.2%

CMCM4 concerns · Avg: 2.3/10
Market CapQuality
$127.88M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-25.6%2/10

ROE of -25.6% — below average capital efficiency

EPS GrowthGrowth
-99.5%2/10

Earnings declined 99.5%

Free Cash FlowQuality
$-185.10M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BIDU

The strongest argument for BIDU centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.

Bull Case : CMCM

The strongest argument for CMCM centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 30.3% demonstrates continued momentum. PEG of 0.25 suggests the stock is reasonably priced for its growth.

Bear Case : BIDU

The primary concerns for BIDU are Return on Equity, Profit Margin, Piotroski F-Score. Thin 1.0% margins leave little buffer for downturns.

Bear Case : CMCM

The primary concerns for CMCM are Market Cap, Return on Equity, EPS Growth.

Key Dynamics to Monitor

BIDU profiles as a value stock while CMCM is a hypergrowth play — different risk/reward profiles.

CMCM carries more volatility with a beta of 1.76 — expect wider price swings.

CMCM is growing revenue faster at 30.3% — sustainability is the question.

BIDU generates stronger free cash flow (2.7B), providing more financial flexibility.

Bottom Line

CMCM scores higher overall (49/100 vs 47/100) and 30.3% revenue growth. Both earn "Hold" 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.

Cheetah Mobile Inc

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China

Cheetah Mobile Inc. is an Internet company in the People's Republic of China, the United States, and internationally. The company is headquartered in Beijing, the People's Republic of China.

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