Baidu Inc (BIDU)vsPinterest Inc (PINS)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
PINS
Pinterest Inc
$18.68
+1.58%
COMMUNICATION SERVICES · Cap: $12.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 2957% more annual revenue ($129.08B vs $4.22B). PINS leads profitability with a 9.9% profit margin vs 4.3%. PINS appears more attractively valued with a PEG of 0.30. PINS earns a higher WallStSmart Score of 60/100 (C+).
BIDU
Hold46
out of 100
Grade: D+
PINS
Buy60
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
-360.0%
Fair Value
$4.15
Current Price
$18.68
$14.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 22.8%
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 84.6%
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 : PINS
The strongest argument for PINS centers on PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.30 suggests the stock is reasonably priced for its growth.
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 : PINS
The primary concerns for PINS are P/E Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
PINS carries more volatility with a beta of 0.95 — expect wider price swings.
PINS is growing revenue faster at 14.3% — sustainability is the question.
PINS generates stronger free cash flow (380M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PINS scores higher overall (60/100 vs 46/100) and 14.3% 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.
Pinterest Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Pinterest, Inc. provides a visual discovery engine in the United States and internationally. The company is headquartered in San Francisco, California.
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