Baidu Inc (BIDU)vsKenon Holdings (KEN)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
KEN
Kenon Holdings
$81.36
+1.74%
UTILITIES · Cap: $4.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 16570% more annual revenue ($129.08B vs $774.30M). KEN leads profitability with a 63.8% profit margin vs 4.3%. BIDU earns a higher WallStSmart Score of 46/100 (D+).
BIDU
Hold46
out of 100
Grade: D+
KEN
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1147.8%
Fair Value
$11.63
Current Price
$115.60
$103.97 premium
Intrinsic value data unavailable for KEN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Keeps 64 of every $100 in revenue as profit
Every $100 of equity generates 24 in profit
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Earnings declined 95.6%
Operating margin of -1.0%
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 : KEN
The strongest argument for KEN centers on Profit Margin, Return on Equity. Profitability is solid with margins at 63.8% and operating margin at -1.0%.
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 : KEN
The primary concerns for KEN are EPS Growth, Operating Margin.
Key Dynamics to Monitor
BIDU profiles as a value stock while KEN is a mature play — different risk/reward profiles.
KEN carries more volatility with a beta of 0.49 — expect wider price swings.
KEN is growing revenue faster at 8.3% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Bottom Line
BIDU scores higher overall (46/100 vs 44/100). 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.
Kenon Holdings
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.
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