Baidu Inc (BIDU)vsIAC Inc. (IAC)
BIDU
Baidu Inc
$109.71
+0.35%
COMMUNICATION SERVICES · Cap: $35.59B
IAC
IAC Inc.
$44.89
-0.11%
COMMUNICATION SERVICES · Cap: $3.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 5413% more annual revenue ($128.70B vs $2.33B). IAC leads profitability with a 1.8% profit margin vs 1.0%. BIDU appears more attractively valued with a PEG of 0.79. BIDU earns a higher WallStSmart Score of 50/100 (D+).
BIDU
Hold50
out of 100
Grade: D+
IAC
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+26.6%
Fair Value
$48.64
Current Price
$44.89
$3.75 discount
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 3.4% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
Moderate valuation
Distress zone — elevated risk
ROE of 2.6% — below average capital efficiency
1.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.79 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, Piotroski F-Score. Thin 1.0% margins leave little buffer for downturns.
Bear Case : IAC
The primary concerns for IAC are P/E Ratio, Altman Z-Score, Return on Equity. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
IAC carries more volatility with a beta of 1.07 — expect wider price swings.
BIDU is growing revenue faster at -1.2% — sustainability is the question.
IAC generates stronger free cash flow (7M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BIDU scores higher overall (50/100 vs 40/100). IAC offers better value entry with a 26.6% margin of safety. 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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