Baidu Inc (BIDU)vsBilibili Inc (BILI)
BIDU
Baidu Inc
$121.66
-9.75%
COMMUNICATION SERVICES · Cap: $41.21B
BILI
Bilibili Inc
$17.46
-3.05%
COMMUNICATION SERVICES · Cap: $7.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 318% more annual revenue ($128.70B vs $30.82B). BILI leads profitability with a 4.6% profit margin vs 1.0%. BILI appears more attractively valued with a PEG of 0.41. BILI earns a higher WallStSmart Score of 54/100 (C-).
BIDU
Hold47
out of 100
Grade: D+
BILI
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+38.6%
Fair Value
$51.86
Current Price
$17.46
$34.40 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
Earnings expanding 435.8% YoY
Areas to Watch
ROE of 7.7% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
Premium valuation, high expectations priced in
4.6% margin — thin
Operating margin of 2.2%
Distress zone — elevated risk
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 : BILI
The strongest argument for BILI centers on PEG Ratio, EPS Growth. PEG of 0.41 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 : BILI
The primary concerns for BILI are P/E Ratio, Profit Margin, Operating Margin. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
BILI carries more volatility with a beta of 0.70 — expect wider price swings.
BILI is growing revenue faster at 6.7% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BILI scores higher overall (54/100 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.
Bilibili Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Bilibili Inc. provides online entertainment services for the younger generation in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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