Baidu Inc (BIDU)vsIDT Corporation (IDT)
BIDU
Baidu Inc
$121.01
-3.78%
COMMUNICATION SERVICES · Cap: $41.17B
IDT
IDT Corporation
$50.15
-0.83%
COMMUNICATION SERVICES · Cap: $1.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 10129% more annual revenue ($129.08B vs $1.26B). IDT leads profitability with a 6.5% profit margin vs 4.3%. BIDU appears more attractively valued with a PEG of 0.72. IDT earns a higher WallStSmart Score of 55/100 (C-).
BIDU
Hold46
out of 100
Grade: D+
IDT
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
-79.0%
Fair Value
$27.00
Current Price
$50.15
$23.15 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Attractively priced relative to earnings
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
4.5% earnings growth
Smaller company, higher risk/reward
6.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bull Case : IDT
The strongest argument for IDT centers on Debt/Equity, Altman Z-Score, Return on Equity. PEG of 1.42 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 70.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : IDT
The primary concerns for IDT are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
IDT carries more volatility with a beta of 0.70 — expect wider price swings.
IDT is growing revenue faster at 5.7% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IDT 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.
IDT Corporation
COMMUNICATION SERVICES · TELECOM SERVICES · USA
IDT Corporation operates in the communications and payments industries in the United States and internationally. The company is headquartered in Newark, New Jersey.
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