Baidu Inc (BIDU)vsZillow Group Inc (ZG)
BIDU
Baidu Inc
$121.66
-9.75%
COMMUNICATION SERVICES · Cap: $41.21B
ZG
Zillow Group Inc
$35.39
-1.64%
COMMUNICATION SERVICES · Cap: $7.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 4679% more annual revenue ($128.70B vs $2.69B). ZG leads profitability with a 2.3% profit margin vs 1.0%. BIDU appears more attractively valued with a PEG of 0.68. ZG earns a higher WallStSmart Score of 61/100 (C+).
BIDU
Hold47
out of 100
Grade: D+
ZG
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+89.5%
Fair Value
$430.91
Current Price
$35.39
$395.52 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
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
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 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : ZG
The strongest argument for ZG centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.92 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 : ZG
The primary concerns for ZG are Return on Equity, Profit Margin, P/E Ratio. A P/E of 128.9x 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 ZG is a growth play — different risk/reward profiles.
ZG carries more volatility with a beta of 1.94 — expect wider price swings.
ZG 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
ZG scores higher overall (61/100 vs 47/100) 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
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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