Baidu Inc (BIDU)vsPLDT Inc ADR (PHI)
BIDU
Baidu Inc
$111.74
-9.75%
COMMUNICATION SERVICES · Cap: $38.03B
PHI
PLDT Inc ADR
$17.71
-0.82%
COMMUNICATION SERVICES · Cap: $3.79B
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 0.63. PHI earns a higher WallStSmart Score of 58/100 (C).
BIDU
Hold50
out of 100
Grade: D+
PHI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+86.5%
Fair Value
$181.04
Current Price
$17.71
$163.33 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
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 7.7% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
Expensive relative to growth rate
2.2% revenue growth
Weak financial health signals
Earnings declined 1.7%
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 : 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 PEG Ratio, Revenue Growth, Piotroski F-Score. Debt-to-equity of 2.84 is elevated, increasing financial risk.
Key Dynamics to Monitor
BIDU carries more volatility with a beta of 0.53 — 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 (58/100 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.
Compare with Other INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?