Baidu Inc (BIDU)vsMatch Group Inc (MTCH)
BIDU
Baidu Inc
$121.66
-9.75%
COMMUNICATION SERVICES · Cap: $41.21B
MTCH
Match Group Inc
$34.42
-0.98%
COMMUNICATION SERVICES · Cap: $8.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 3556% more annual revenue ($128.70B vs $3.52B). MTCH leads profitability with a 18.8% profit margin vs 1.0%. MTCH appears more attractively valued with a PEG of 0.32. MTCH earns a higher WallStSmart Score of 71/100 (B).
BIDU
Hold47
out of 100
Grade: D+
MTCH
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+33.0%
Fair Value
$46.84
Current Price
$34.42
$12.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Generating 2.7B in free cash flow
Growing faster than its price suggests
Every $100 of equity generates 50 in profit
Earnings expanding 52.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 27.4%
Areas to Watch
ROE of 7.7% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
3.9% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : MTCH
The strongest argument for MTCH centers on PEG Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 18.8% and operating margin at 27.4%. PEG of 0.32 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 : MTCH
The primary concerns for MTCH are Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
MTCH carries more volatility with a beta of 1.32 — expect wider price swings.
MTCH is growing revenue faster at 3.9% — sustainability is the question.
BIDU generates stronger free cash flow (2.7B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MTCH scores higher overall (71/100 vs 47/100), backed by strong 18.8% margins. Both earn "Strong 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.
Match Group Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Match Group, Inc. offers dating products globally. The company is headquartered in Dallas, Texas.
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