Baidu Inc (BIDU)vsSohu.Com Inc (SOHU)
BIDU
Baidu Inc
$121.66
-9.75%
COMMUNICATION SERVICES · Cap: $41.21B
SOHU
Sohu.Com Inc
$13.24
-2.72%
COMMUNICATION SERVICES · Cap: $410.99M
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 21715% more annual revenue ($128.70B vs $589.97M). SOHU leads profitability with a 35.2% profit margin vs 1.0%. BIDU appears more attractively valued with a PEG of 0.68. SOHU earns a higher WallStSmart Score of 54/100 (C-).
BIDU
Hold47
out of 100
Grade: D+
SOHU
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+68.0%
Fair Value
$51.19
Current Price
$13.24
$37.95 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
Reasonable price relative to book value
Keeps 35 of every $100 in revenue as profit
Safe zone — low bankruptcy risk
Areas to Watch
ROE of 7.7% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
4.2% revenue growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 75.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : SOHU
The strongest argument for SOHU centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 35.2% and operating margin at -4.8%.
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 : SOHU
The primary concerns for SOHU are Revenue Growth, Market Cap, PEG Ratio.
Key Dynamics to Monitor
BIDU carries more volatility with a beta of 0.53 — expect wider price swings.
SOHU is growing revenue faster at 4.2% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SOHU scores higher overall (54/100 vs 47/100), backed by strong 35.2% margins. 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.
Sohu.Com Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · China
Sohu.com Limited provides online media, games and search products and services on PC and mobile devices in China. The company is headquartered in Beijing, China.
Compare with Other INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?