Baidu Inc (BIDU)vsIAC Inc. (IAC)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
IAC
IAC Inc.
$38.94
+0.36%
COMMUNICATION SERVICES · Cap: $2.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 5294% more annual revenue ($129.08B vs $2.39B). BIDU leads profitability with a 4.3% profit margin vs -4.3%. 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+
IAC
Hold41
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 IAC.
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
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
ROE of -2.1% — 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 : IAC
The strongest argument for IAC centers on Price/Book.
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 : IAC
The primary concerns for IAC are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BIDU profiles as a value stock while IAC is a turnaround play — different risk/reward profiles.
IAC carries more volatility with a beta of 1.17 — expect wider price swings.
BIDU is growing revenue faster at -4.1% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Bottom Line
BIDU scores higher overall (46/100 vs 41/100). 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.
IAC Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
IAC / InterActiveCorp is a global Internet and media company. The company is headquartered in New York, New York.
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