Baidu Inc (BIDU)vsZiff Davis Inc (ZD)
BIDU
Baidu Inc
$126.53
+4.56%
COMMUNICATION SERVICES · Cap: $41.17B
ZD
Ziff Davis Inc
$45.76
-2.14%
COMMUNICATION SERVICES · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 8794% more annual revenue ($129.08B vs $1.45B). BIDU leads profitability with a 4.3% profit margin vs 3.3%. BIDU appears more attractively valued with a PEG of 0.72. ZD earns a higher WallStSmart Score of 48/100 (D+).
BIDU
Hold46
out of 100
Grade: D+
ZD
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+77.5%
Fair Value
$139.51
Current Price
$45.76
$93.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 21.2%
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
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 2.7% — below average capital efficiency
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 : ZD
The strongest argument for ZD centers on Price/Book, Operating Margin.
Bear Case : BIDU
The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 70.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : ZD
The primary concerns for ZD are PEG Ratio, Altman Z-Score, Market Cap. A P/E of 40.7x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
ZD carries more volatility with a beta of 1.07 — expect wider price swings.
ZD is growing revenue faster at -1.5% — sustainability is the question.
ZD generates stronger free cash flow (158M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZD scores higher overall (48/100 vs 46/100). Both earn "Hold" 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.
Ziff Davis Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
J2 Global, Inc. provides Internet services worldwide. The company is headquartered in Los Angeles, California.
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