Baidu Inc (BIDU)vsVEON Ltd (VEON)
BIDU
Baidu Inc
$141.05
+0.84%
COMMUNICATION SERVICES · Cap: $47.59B
VEON
VEON Ltd
$49.50
+2.15%
COMMUNICATION SERVICES · Cap: $3.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 2834% more annual revenue ($129.08B vs $4.40B). VEON leads profitability with a 12.1% profit margin vs 4.3%. BIDU appears more attractively valued with a PEG of 0.72. VEON earns a higher WallStSmart Score of 72/100 (B).
BIDU
Hold46
out of 100
Grade: D+
VEON
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
-72.4%
Fair Value
$32.20
Current Price
$49.50
$17.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 41 in profit
Earnings expanding 750.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 27.6%
17.3% 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
Expensive relative to growth rate
Weak financial health signals
Distress zone — elevated risk
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 : VEON
The strongest argument for VEON centers on P/E Ratio, Return on Equity, EPS Growth. Revenue growth of 17.3% demonstrates continued momentum.
Bear Case : BIDU
The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 81.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : VEON
The primary concerns for VEON are PEG Ratio, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
BIDU profiles as a value stock while VEON is a growth play — different risk/reward profiles.
VEON carries more volatility with a beta of 1.61 — expect wider price swings.
VEON is growing revenue faster at 17.3% — sustainability is the question.
VEON generates stronger free cash flow (255M), providing more financial flexibility.
Bottom Line
VEON scores higher overall (72/100 vs 46/100) and 17.3% revenue growth. Both earn "Strong 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.
VEON Ltd
COMMUNICATION SERVICES · TELECOM SERVICES · USA
VEON Ltd., provides fixed line and mobile telecommunications services. The company is headquartered in Amsterdam, the Netherlands.
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