Baidu Inc (BIDU)vsZillow Group Inc Class C (Z)
BIDU
Baidu Inc
$111.74
-9.75%
COMMUNICATION SERVICES · Cap: $38.03B
Z
Zillow Group Inc Class C
$30.31
-2.39%
COMMUNICATION SERVICES · Cap: $7.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 4679% more annual revenue ($128.70B vs $2.69B). Z leads profitability with a 2.3% profit margin vs 1.0%. BIDU appears more attractively valued with a PEG of 0.63. Z earns a higher WallStSmart Score of 61/100 (C+).
BIDU
Hold50
out of 100
Grade: D+
Z
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+26.6%
Fair Value
$62.24
Current Price
$30.31
$31.93 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
Reasonable price relative to book value
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
18.4% revenue growth
Areas to Watch
ROE of 7.7% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
ROE of 1.4% — below average capital efficiency
2.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bull Case : Z
The strongest argument for Z centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.93 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 : Z
The primary concerns for Z are Return on Equity, Profit Margin, P/E Ratio. A P/E of 128.1x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
BIDU profiles as a value stock while Z is a growth play — different risk/reward profiles.
Z carries more volatility with a beta of 1.94 — expect wider price swings.
Z is growing revenue faster at 18.4% — sustainability is the question.
BIDU generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
Z scores higher overall (61/100 vs 50/100) and 18.4% revenue growth. 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.
Zillow Group Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile apps and websites in the United States. The company is headquartered in Seattle, Washington.
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