Baidu Inc (BIDU)vsPerion Network (PERI)
BIDU
Baidu Inc
$77.63
-2.67%
COMMUNICATION SERVICES · Cap: $27.87B
PERI
Perion Network
$11.37
-0.22%
COMMUNICATION SERVICES · Cap: $369.74M
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 29086% more annual revenue ($127.31B vs $436.22M). BIDU leads profitability with a -2.9% profit margin vs -3.0%. BIDU appears more attractively valued with a PEG of 0.70. PERI earns a higher WallStSmart Score of 55/100 (C-).
BIDU
Hold47
out of 100
Grade: D+
PERI
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+86.6%
Fair Value
$64.45
Current Price
$11.37
$53.08 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 77.1% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Weak financial health signals
ROE of -1.4% — below average capital efficiency
Revenue declined 4.2%
Earnings declined 73.8%
Smaller company, higher risk/reward
Weak financial health signals
ROE of -2.1% — below average capital efficiency
Revenue declined 4.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bull Case : PERI
The strongest argument for PERI centers on Price/Book, EPS Growth, Debt/Equity. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bear Case : BIDU
The primary concerns for BIDU are Piotroski F-Score, Return on Equity, Revenue Growth.
Bear Case : PERI
The primary concerns for PERI are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
PERI carries more volatility with a beta of 0.81 — expect wider price swings.
BIDU is growing revenue faster at -4.2% — sustainability is the question.
PERI generates stronger free cash flow (3M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PERI scores higher overall (55/100 vs 47/100). 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.
Perion Network
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Perion Network Ltd. provides advertising solutions to brands, agencies, and publishers in North America, Europe, and internationally. The company is headquartered in Holon, Israel.
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