Baidu Inc (BIDU)vsNetflix Inc (NFLX)
BIDU
Baidu Inc
$92.43
+0.24%
COMMUNICATION SERVICES · Cap: $30.71B
NFLX
Netflix Inc
$73.36
-1.64%
COMMUNICATION SERVICES · Cap: $322.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 163% more annual revenue ($127.31B vs $48.37B). NFLX leads profitability with a 28.2% profit margin vs -2.9%. BIDU appears more attractively valued with a PEG of 0.79. NFLX earns a higher WallStSmart Score of 73/100 (B).
BIDU
Hold47
out of 100
Grade: D+
NFLX
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
-26.8%
Fair Value
$56.62
Current Price
$73.36
$16.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Generating 3.4B in free cash flow
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
Strong operational efficiency at 33.4%
Safe zone — low bankruptcy risk
Keeps 28 of every $100 in revenue as profit
Generating 1.4B in free cash flow
Areas to Watch
Weak financial health signals
ROE of -1.4% — below average capital efficiency
Revenue declined 4.2%
Earnings declined 71.7%
Trading at 10.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : NFLX
The strongest argument for NFLX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 28.2% and operating margin at 33.4%. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : BIDU
The primary concerns for BIDU are Piotroski F-Score, Return on Equity, Revenue Growth.
Bear Case : NFLX
The primary concerns for NFLX are Price/Book.
Key Dynamics to Monitor
BIDU profiles as a turnaround stock while NFLX is a mature play — different risk/reward profiles.
NFLX carries more volatility with a beta of 1.53 — expect wider price swings.
NFLX is growing revenue faster at 13.4% — sustainability is the question.
BIDU generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
NFLX scores higher overall (73/100 vs 47/100), backed by strong 28.2% margins and 13.4% revenue growth. Both earn "Strong Buy" 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.
Netflix Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Netflix, Inc. is an American over-the-top content platform and production company headquartered in Los Gatos, California. Netflix was founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. The company's primary business is a subscription-based streaming service offering online streaming from a library of films and television series, including those produced in-house.
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