Baidu Inc (BIDU)vsYelp Inc (YELP)
BIDU
Baidu Inc
$121.66
-9.75%
COMMUNICATION SERVICES · Cap: $41.21B
YELP
Yelp Inc
$23.25
-1.61%
COMMUNICATION SERVICES · Cap: $1.25B
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 61/100 (C+).
BIDU
Hold47
out of 100
Grade: D+
YELP
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+79.5%
Fair Value
$113.47
Current Price
$23.25
$90.22 discount
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
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 20 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 7.7% — 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, Free Cash Flow. PEG of 0.68 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, 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
YELP carries more volatility with a beta of 0.54 — expect wider price swings.
YELP is growing revenue faster at 0.8% — sustainability is the question.
BIDU generates stronger free cash flow (2.7B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
YELP scores higher overall (61/100 vs 47/100). 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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