Baidu Inc (BIDU)vsLumen Technologies Inc (LUMN)
BIDU
Baidu Inc
$126.53
+4.56%
COMMUNICATION SERVICES · Cap: $41.17B
LUMN
Lumen Technologies Inc
$8.84
+1.73%
COMMUNICATION SERVICES · Cap: $8.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 941% more annual revenue ($129.08B vs $12.40B). BIDU leads profitability with a 4.3% profit margin vs -14.0%. BIDU appears more attractively valued with a PEG of 0.72. BIDU earns a higher WallStSmart Score of 46/100 (D+).
BIDU
Hold46
out of 100
Grade: D+
LUMN
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+48.0%
Fair Value
$15.11
Current Price
$8.84
$6.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
No standout strengths identified
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Weak financial health signals
Expensive relative to growth rate
ROE of -78.9% — below average capital efficiency
Revenue declined 8.7%
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 : LUMN
LUMN has a balanced fundamental profile.
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 : LUMN
The primary concerns for LUMN are Piotroski F-Score, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
BIDU profiles as a value stock while LUMN is a turnaround play — different risk/reward profiles.
LUMN carries more volatility with a beta of 1.54 — expect wider price swings.
BIDU is growing revenue faster at -4.1% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Bottom Line
BIDU scores higher overall (46/100 vs 30/100). LUMN offers better value entry with a 48.0% margin of safety. Both earn "Hold" and "Avoid" 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.
Lumen Technologies Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Lumen Technologies (formerly CenturyLink) is an American telecommunications company headquartered in Monroe, Louisiana, that offers communications, network services, security, cloud solutions, voice, and managed services.
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