WallStSmart

Baidu Inc (BIDU)vsNews Corp B (NWS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Baidu Inc generates 1397% more annual revenue ($129.08B vs $8.62B). NWS leads profitability with a 13.4% profit margin vs 4.3%. BIDU appears more attractively valued with a PEG of 0.72. NWS earns a higher WallStSmart Score of 54/100 (C-).

BIDU

Hold

46

out of 100

Grade: D+

Growth: 2.7Profit: 4.0Value: 5.0Quality: 6.5
Piotroski: 2/9Altman Z: 2.40

NWS

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 6.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIDU.

NWSUndervalued (+66.3%)

Margin of Safety

+66.3%

Fair Value

$79.38

Current Price

$31.31

$48.07 discount

UndervaluedFair: $79.38Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIDU2 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

PEG RatioValuation
0.728/10

Growing faster than its price suggests

NWS1 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

BIDU4 concerns · Avg: 3.0/10
Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

Operating MarginProfitability
4.5%3/10

Operating margin of 4.5%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

NWS4 concerns · Avg: 3.3/10
PEG RatioValuation
2.234/10

Expensive relative to growth rate

P/E RatioValuation
39.3x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.3%3/10

ROE of 6.3% — below average capital efficiency

EPS GrowthGrowth
-9.9%2/10

Earnings declined 9.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : BIDU

The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bull Case : NWS

The strongest argument for NWS centers on Price/Book.

Bear Case : BIDU

The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 81.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Bear Case : NWS

The primary concerns for NWS are PEG Ratio, P/E Ratio, Return on Equity.

Key Dynamics to Monitor

NWS carries more volatility with a beta of 0.90 — expect wider price swings.

NWS is growing revenue faster at 5.5% — sustainability is the question.

NWS generates stronger free cash flow (131M), providing more financial flexibility.

Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NWS scores higher overall (54/100 vs 46/100). Both earn "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.

News Corp B

COMMUNICATION SERVICES · ENTERTAINMENT · USA

News Corporation is an American mass media and publishing company operating across digital real estate information, news media, book publishing, and cable television.

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