Baidu Inc (BIDU)vsPLDT Inc ADR (PHI)
BIDU
Baidu Inc
$109.71
+0.35%
COMMUNICATION SERVICES · Cap: $35.59B
PHI
PLDT Inc ADR
$20.03
+0.15%
COMMUNICATION SERVICES · Cap: $4.25B
Smart Verdict
WallStSmart Research — data-driven comparison
PLDT Inc ADR generates 71% more annual revenue ($219.62B vs $128.70B). PHI leads profitability with a 13.6% profit margin vs 1.0%. BIDU appears more attractively valued with a PEG of 0.79. PHI earns a higher WallStSmart Score of 53/100 (C-).
BIDU
Hold50
out of 100
Grade: D+
PHI
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+86.7%
Fair Value
$183.64
Current Price
$20.03
$163.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Generating 10.4B in free cash flow
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Strong operational efficiency at 24.8%
Areas to Watch
ROE of 3.4% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
2.2% revenue growth
Weak financial health signals
Expensive relative to growth rate
Earnings declined 1.7%
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 : PHI
The strongest argument for PHI centers on P/E Ratio, Free Cash Flow, Return on Equity.
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 : PHI
The primary concerns for PHI are Revenue Growth, Piotroski F-Score, PEG Ratio. Debt-to-equity of 2.84 is elevated, increasing financial risk.
Key Dynamics to Monitor
BIDU carries more volatility with a beta of 0.56 — expect wider price swings.
PHI is growing revenue faster at 2.2% — sustainability is the question.
PHI generates stronger free cash flow (10.4B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PHI scores higher overall (53/100 vs 50/100). 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.
PLDT Inc ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
PLDT Inc. is an integrated telecommunications company in the Philippines. The company is headquartered in Makati City, the Philippines.
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