Baidu Inc (BIDU)vsPerion Network (PERI)
BIDU
Baidu Inc
$88.08
-1.89%
COMMUNICATION SERVICES · Cap: $30.71B
PERI
Perion Network
$8.68
+0.46%
COMMUNICATION SERVICES · Cap: $364.70M
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%. PERI appears more attractively valued with a PEG of 0.68. 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
+84.0%
Fair Value
$53.85
Current Price
$8.68
$45.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Generating 3.4B in free cash flow
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 71.7%
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, Free Cash Flow. PEG of 0.79 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 0.68 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 1.17 — expect wider price swings.
BIDU is growing revenue faster at -4.2% — sustainability is the question.
BIDU generates stronger free cash flow (3.4B), 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 · INTERNET CONTENT & INFORMATION · 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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