Baidu Inc (BIDU)vsYelp Inc (YELP)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
YELP
Yelp Inc
$24.21
+0.37%
COMMUNICATION SERVICES · Cap: $1.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 8711% more annual revenue ($129.08B vs $1.46B). YELP leads profitability with a 9.9% profit margin vs 4.3%. YELP appears more attractively valued with a PEG of 0.40. YELP earns a higher WallStSmart Score of 56/100 (C).
BIDU
Hold46
out of 100
Grade: D+
YELP
Buy56
out of 100
Grade: C
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
-52.4%
Fair Value
$15.23
Current Price
$24.21
$8.98 premium
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
Attractively priced relative to earnings
Every $100 of equity generates 20 in profit
Reasonable price relative to book value
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
Revenue declined 50.0%
Earnings declined 120.0%
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 : YELP
The strongest argument for YELP centers on PEG Ratio, P/E Ratio, Return on 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, 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 : YELP
The primary concerns for YELP are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
YELP carries more volatility with a beta of 0.56 — expect wider price swings.
BIDU is growing revenue faster at -4.1% — 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
YELP scores higher overall (56/100 vs 46/100). 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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