Baidu Inc (BIDU)vsCheetah Mobile Inc (CMCM)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
CMCM
Cheetah Mobile Inc
$7.03
-0.28%
COMMUNICATION SERVICES · Cap: $207.78M
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 11866% more annual revenue ($129.08B vs $1.08B). BIDU leads profitability with a 4.3% profit margin vs -40.2%. BIDU appears more attractively valued with a PEG of 0.66. BIDU earns a higher WallStSmart Score of 46/100 (D+).
BIDU
Hold46
out of 100
Grade: D+
CMCM
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1147.8%
Fair Value
$11.63
Current Price
$115.60
$103.97 premium
Intrinsic value data unavailable for CMCM.
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
Revenue surging 49.6% year-over-year
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Smaller company, higher risk/reward
Operating margin of 1.4%
Expensive relative to growth rate
ROE of -17.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bull Case : CMCM
The strongest argument for CMCM centers on Price/Book, Revenue Growth. Revenue growth of 49.6% demonstrates continued momentum.
Bear Case : BIDU
The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 65.8x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : CMCM
The primary concerns for CMCM are Market Cap, Operating Margin, PEG Ratio.
Key Dynamics to Monitor
BIDU profiles as a value stock while CMCM is a hypergrowth play — different risk/reward profiles.
CMCM carries more volatility with a beta of 1.96 — expect wider price swings.
CMCM is growing revenue faster at 49.6% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BIDU scores higher overall (46/100 vs 42/100). 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.
Cheetah Mobile Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Cheetah Mobile Inc. is an Internet company in the People's Republic of China, the United States, and internationally. The company is headquartered in Beijing, the People's Republic of China.
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