Baidu Inc (BIDU)vsTIM Participacoes SA (TIMB)
BIDU
Baidu Inc
$111.74
-9.75%
COMMUNICATION SERVICES · Cap: $38.03B
TIMB
TIM Participacoes SA
$21.41
-1.69%
COMMUNICATION SERVICES · Cap: $9.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 376% more annual revenue ($128.70B vs $27.04B). TIMB leads profitability with a 16.0% profit margin vs 1.0%. BIDU appears more attractively valued with a PEG of 0.63. TIMB earns a higher WallStSmart Score of 64/100 (C+).
BIDU
Hold50
out of 100
Grade: D+
TIMB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
-6.9%
Fair Value
$25.37
Current Price
$21.41
$3.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Generating 2.7B in free cash flow
Attractively priced relative to earnings
Strong operational efficiency at 24.3%
Generating 1.3B in free cash flow
Areas to Watch
ROE of 7.7% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
Trading at 11.1x book value
3.2% earnings growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bull Case : TIMB
The strongest argument for TIMB centers on P/E Ratio, Operating Margin, Free Cash Flow. Profitability is solid with margins at 16.0% and operating margin at 24.3%. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bear Case : BIDU
The primary concerns for BIDU are Return on Equity, Profit Margin, Piotroski F-Score. Thin 1.0% margins leave little buffer for downturns.
Bear Case : TIMB
The primary concerns for TIMB are Price/Book, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
BIDU profiles as a value stock while TIMB is a mature play — different risk/reward profiles.
BIDU carries more volatility with a beta of 0.53 — expect wider price swings.
TIMB is growing revenue faster at 6.5% — sustainability is the question.
BIDU generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
TIMB scores higher overall (64/100 vs 50/100), backed by strong 16.0% margins. 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.
TIM Participacoes SA
COMMUNICATION SERVICES · TELECOM SERVICES · USA
TIM SA is a telecommunications company in Brazil. The company is headquartered in Rio de Janeiro, Brazil.
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