Baidu Inc (BIDU)vsTake-Two Interactive Software Inc (TTWO)
BIDU
Baidu Inc
$121.66
-9.75%
COMMUNICATION SERVICES · Cap: $41.21B
TTWO
Take-Two Interactive Software Inc
$216.65
-0.16%
COMMUNICATION SERVICES · Cap: $39.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 1834% more annual revenue ($128.70B vs $6.66B). BIDU leads profitability with a 1.0% profit margin vs -4.5%. BIDU appears more attractively valued with a PEG of 0.68. BIDU earns a higher WallStSmart Score of 47/100 (D+).
BIDU
Hold47
out of 100
Grade: D+
TTWO
Avoid31
out of 100
Grade: F
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
No standout strengths identified
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 11.5x book value
Operating margin of 2.3%
Expensive relative to growth rate
ROE of -8.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : TTWO
TTWO has a balanced fundamental profile.
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 : TTWO
The primary concerns for TTWO are Price/Book, Operating Margin, PEG Ratio.
Key Dynamics to Monitor
BIDU profiles as a value stock while TTWO is a turnaround play — different risk/reward profiles.
TTWO carries more volatility with a beta of 0.98 — expect wider price swings.
TTWO is growing revenue faster at 6.1% — sustainability is the question.
BIDU generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
BIDU scores higher overall (47/100 vs 31/100). Both earn "Hold" and "Avoid" 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.
Take-Two Interactive Software Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Take-Two Interactive Software, Inc. is an American video game holding company based in New York City. The company owns two major publishing labels, Rockstar Games and 2K, which operate internal game development studios.
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