Baidu Inc (BIDU)vsYelp Inc (YELP)
BIDU
Baidu Inc
$107.48
+2.10%
COMMUNICATION SERVICES · Cap: $35.59B
YELP
Yelp Inc
$26.27
-5.91%
COMMUNICATION SERVICES · Cap: $1.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 8668% more annual revenue ($128.70B vs $1.47B). YELP leads profitability with a 9.5% profit margin vs 1.0%. YELP appears more attractively valued with a PEG of 0.40. YELP earns a higher WallStSmart Score of 58/100 (C).
BIDU
Hold50
out of 100
Grade: D+
YELP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+79.2%
Fair Value
$111.68
Current Price
$26.27
$85.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Growing faster than its price suggests
Every $100 of equity generates 20 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 3.4% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
0.8% revenue growth
Smaller company, higher risk/reward
Earnings declined 16.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : YELP
The strongest argument for YELP centers on PEG Ratio, Return on Equity, Debt/Equity. PEG of 0.40 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 : YELP
The primary concerns for YELP are Revenue Growth, Market Cap, EPS Growth.
Key Dynamics to Monitor
BIDU carries more volatility with a beta of 0.56 — expect wider price swings.
YELP is growing revenue faster at 0.8% — sustainability is the question.
YELP generates stronger free cash flow (45M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
YELP scores higher overall (58/100 vs 50/100). 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.
Yelp Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company is headquartered in San Francisco, California.
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