Baidu Inc (BIDU)vsCheetah Mobile Inc (CMCM)
BIDU
Baidu Inc
$121.66
-9.75%
COMMUNICATION SERVICES · Cap: $41.21B
CMCM
Cheetah Mobile Inc
$4.04
-1.94%
COMMUNICATION SERVICES · Cap: $127.88M
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 11087% more annual revenue ($128.70B vs $1.15B). BIDU leads profitability with a 1.0% profit margin vs -22.4%. CMCM appears more attractively valued with a PEG of 0.25. CMCM earns a higher WallStSmart Score of 49/100 (D+).
BIDU
Hold47
out of 100
Grade: D+
CMCM
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+80.4%
Fair Value
$30.72
Current Price
$4.04
$26.68 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
Reasonable price relative to book value
Revenue surging 30.3% year-over-year
Areas to Watch
ROE of 7.7% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
Smaller company, higher risk/reward
ROE of -25.6% — below average capital efficiency
Earnings declined 99.5%
Negative free cash flow — burning cash
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 : CMCM
The strongest argument for CMCM centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 30.3% demonstrates continued momentum. PEG of 0.25 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 : CMCM
The primary concerns for CMCM are Market Cap, Return on Equity, EPS Growth.
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 1.76 — expect wider price swings.
CMCM is growing revenue faster at 30.3% — sustainability is the question.
BIDU generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
CMCM scores higher overall (49/100 vs 47/100) and 30.3% revenue growth. 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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