Baidu Inc (BIDU)vsIAC Inc. (IAC)
BIDU
Baidu Inc
$111.74
-9.75%
COMMUNICATION SERVICES · Cap: $38.03B
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 0.63. 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
Generating 2.7B in free cash flow
Reasonable price relative to book value
Areas to Watch
ROE of 7.7% — 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, Free Cash Flow. PEG of 0.63 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.
BIDU generates stronger free cash flow (2.7B), 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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