Baidu Inc (BIDU)vsRoku Inc (ROKU)
BIDU
Baidu Inc
$126.53
+4.56%
COMMUNICATION SERVICES · Cap: $41.17B
ROKU
Roku Inc
$112.62
+0.30%
COMMUNICATION SERVICES · Cap: $16.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 2625% more annual revenue ($129.08B vs $4.74B). BIDU leads profitability with a 4.3% profit margin vs 1.9%. BIDU appears more attractively valued with a PEG of 0.72. BIDU earns a higher WallStSmart Score of 46/100 (D+).
BIDU
Hold46
out of 100
Grade: D+
ROKU
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
-44.9%
Fair Value
$60.66
Current Price
$112.62
$51.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
16.1% revenue growth
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
ROE of 3.4% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Premium valuation, high expectations priced in
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 : ROKU
The strongest argument for ROKU centers on Revenue Growth. Revenue growth of 16.1% demonstrates continued momentum. PEG of 1.01 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 70.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : ROKU
The primary concerns for ROKU are Return on Equity, Profit Margin, Operating Margin. A P/E of 190.9x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
BIDU profiles as a value stock while ROKU is a growth play — different risk/reward profiles.
ROKU carries more volatility with a beta of 2.00 — expect wider price swings.
ROKU is growing revenue faster at 16.1% — sustainability is the question.
ROKU generates stronger free cash flow (222M), providing more financial flexibility.
Bottom Line
BIDU scores higher overall (46/100 vs 42/100). Both earn "Hold" 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.
Roku Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Roku, Inc. operates a TV streaming platform. The company is headquartered in San Jose, California.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?