Baidu Inc (BIDU)vsOpera Ltd (OPRA)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
OPRA
Opera Ltd
$13.72
-1.93%
COMMUNICATION SERVICES · Cap: $1.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 20894% more annual revenue ($129.08B vs $614.83M). OPRA leads profitability with a 17.6% profit margin vs 4.3%. OPRA trades at a lower P/E of 12.1x. 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
Margin of Safety
-1147.8%
Fair Value
$11.63
Current Price
$115.60
$103.97 premium
Margin of Safety
+76.8%
Fair Value
$55.69
Current Price
$13.72
$41.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 90.0% YoY
Attractively priced relative to earnings
Revenue surging 21.5% 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
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 : OPRA
The strongest argument for OPRA centers on Price/Book, EPS Growth, P/E Ratio. Profitability is solid with margins at 17.6% and operating margin at 16.3%. Revenue growth of 21.5% 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 : 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 1.11 — expect wider price swings.
OPRA is growing revenue faster at 21.5% — 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 17.6% margins and 21.5% 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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