Baidu Inc (BIDU)vsOpera Ltd (OPRA)
BIDU
Baidu Inc
$141.05
+0.84%
COMMUNICATION SERVICES · Cap: $47.59B
OPRA
Opera Ltd
$18.74
-0.11%
COMMUNICATION SERVICES · Cap: $1.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 19821% more annual revenue ($129.08B vs $647.94M). OPRA leads profitability with a 17.7% profit margin vs 4.3%. OPRA trades at a lower P/E of 14.9x. OPRA earns a higher WallStSmart Score of 61/100 (C+).
BIDU
Hold46
out of 100
Grade: D+
OPRA
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
-6.3%
Fair Value
$12.16
Current Price
$18.74
$6.58 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 23.2% year-over-year
Earnings expanding 35.0% YoY
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
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 : OPRA
The strongest argument for OPRA centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.7% and operating margin at 17.3%. Revenue growth of 23.2% demonstrates continued momentum.
Bear Case : BIDU
The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 81.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : OPRA
The primary concerns for OPRA are Market Cap.
Key Dynamics to Monitor
BIDU profiles as a value stock while OPRA is a growth play — different risk/reward profiles.
OPRA carries more volatility with a beta of 1.14 — expect wider price swings.
OPRA is growing revenue faster at 23.2% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Bottom Line
OPRA scores higher overall (61/100 vs 46/100), backed by strong 17.7% margins and 23.2% 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.
Opera Ltd
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Opera Limited, provides web browsers for mobile and PC.
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