Baidu Inc (BIDU)vsNerdwallet Inc (NRDS)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
NRDS
Nerdwallet Inc
$10.23
+0.59%
COMMUNICATION SERVICES · Cap: $724.95M
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 15329% more annual revenue ($129.08B vs $836.60M). NRDS leads profitability with a 5.8% profit margin vs 4.3%. NRDS trades at a lower P/E of 15.6x. NRDS earns a higher WallStSmart Score of 53/100 (C-).
BIDU
Hold46
out of 100
Grade: D+
NRDS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1147.8%
Fair Value
$11.63
Current Price
$115.60
$103.97 premium
Margin of Safety
-122.5%
Fair Value
$4.35
Current Price
$10.23
$5.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 22.6% year-over-year
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Smaller company, higher risk/reward
5.8% margin — thin
Earnings declined 62.5%
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 : NRDS
The strongest argument for NRDS centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 22.6% demonstrates continued momentum.
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 : NRDS
The primary concerns for NRDS are Market Cap, Profit Margin, EPS Growth.
Key Dynamics to Monitor
BIDU profiles as a value stock while NRDS is a growth play — different risk/reward profiles.
NRDS carries more volatility with a beta of 1.45 — expect wider price swings.
NRDS is growing revenue faster at 22.6% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Bottom Line
NRDS scores higher overall (53/100 vs 46/100) and 22.6% revenue growth. 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.
Nerdwallet Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
NerdWallet, Inc. operates a digital platform that provides consumer-oriented advice on personal finance by connecting individuals and small and medium-sized businesses with providers of financial products. The company is headquartered in San Francisco, California.
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