Baidu Inc (BIDU)vsSea Ltd (SE)
BIDU
Baidu Inc
$86.97
-0.41%
COMMUNICATION SERVICES · Cap: $30.71B
SE
Sea Ltd
$98.91
-0.64%
CONSUMER CYCLICAL · Cap: $63.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 359% more annual revenue ($127.31B vs $27.72B). SE leads profitability with a 5.9% profit margin vs -2.9%. BIDU appears more attractively valued with a PEG of 0.79. SE earns a higher WallStSmart Score of 60/100 (C+).
BIDU
Hold47
out of 100
Grade: D+
SE
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+55.9%
Fair Value
$259.48
Current Price
$98.91
$160.57 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 48.1% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.1B 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%
Premium valuation, high expectations priced in
Distress zone — elevated risk
5.9% margin — thin
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 : SE
The strongest argument for SE centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 48.1% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : BIDU
The primary concerns for BIDU are Piotroski F-Score, Return on Equity, Revenue Growth.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
BIDU profiles as a turnaround stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.52 — expect wider price swings.
SE is growing revenue faster at 48.1% — sustainability is the question.
SE generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SE scores higher overall (60/100 vs 47/100) and 48.1% revenue growth. 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.
Sea Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Sea Limited is engaged in the digital entertainment, e-commerce and digital financial services businesses in Southeast Asia, Latin America, the rest of Asia and internationally. The company is headquartered in Singapore.
Compare with Other INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?