Baidu Inc (BIDU)vsTravelzoo (TZOO)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
TZOO
Travelzoo
$6.41
+3.89%
COMMUNICATION SERVICES · Cap: $67.45M
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 140633% more annual revenue ($129.08B vs $91.72M). TZOO leads profitability with a 5.1% profit margin vs 4.3%. BIDU appears more attractively valued with a PEG of 0.66. TZOO earns a higher WallStSmart Score of 49/100 (D+).
BIDU
Hold46
out of 100
Grade: D+
TZOO
Hold49
out of 100
Grade: D+
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
-90.7%
Fair Value
$2.79
Current Price
$6.41
$3.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 52 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Smaller company, higher risk/reward
5.1% margin — thin
Operating margin of 2.5%
Weak financial health signals
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 : TZOO
The strongest argument for TZOO centers on Return on Equity, Debt/Equity, P/E Ratio. PEG of 1.14 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 : TZOO
The primary concerns for TZOO are Market Cap, Profit Margin, Operating Margin.
Key Dynamics to Monitor
TZOO carries more volatility with a beta of 0.77 — expect wider price swings.
TZOO is growing revenue faster at 8.7% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TZOO scores higher overall (49/100 vs 46/100). 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.
Travelzoo
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Travelzoo, an Internet media company, offers travel, entertainment and local deals from travel and entertainment companies and local businesses in Asia Pacific, Europe and North America. The company is headquartered in New York, New York.
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