WallStSmart

Baidu Inc (BIDU)vsTeads B.V. (TEAD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Baidu Inc generates 9826% more annual revenue ($129.08B vs $1.30B). BIDU leads profitability with a 4.3% profit margin vs -39.8%. BIDU earns a higher WallStSmart Score of 46/100 (D+).

BIDU

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 4.0Value: 4.7Quality: 7.0
Piotroski: 2/9Altman Z: 2.40

TEAD

Hold

40

out of 100

Grade: D

Growth: 6.0Profit: 2.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BIDUSignificantly Overvalued (-1147.8%)

Margin of Safety

-1147.8%

Fair Value

$11.63

Current Price

$115.60

$103.97 premium

UndervaluedFair: $11.63Overvalued

Intrinsic value data unavailable for TEAD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIDU2 strengths · Avg: 9.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.668/10

Growing faster than its price suggests

TEAD2 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
50.2%10/10

Revenue surging 50.2% year-over-year

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

TEAD4 concerns · Avg: 2.0/10
Market CapQuality
$57.28M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-3.2%2/10

ROE of -3.2% — below average capital efficiency

EPS GrowthGrowth
-2.8%2/10

Earnings declined 2.8%

Profit MarginProfitability
-39.8%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : BIDU

The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.

Bull Case : TEAD

The strongest argument for TEAD centers on Price/Book, Revenue Growth. Revenue growth of 50.2% demonstrates continued momentum.

Bear Case : BIDU

The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 65.8x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Bear Case : TEAD

The primary concerns for TEAD are Market Cap, Return on Equity, EPS Growth.

Key Dynamics to Monitor

BIDU profiles as a value stock while TEAD is a hypergrowth play — different risk/reward profiles.

TEAD carries more volatility with a beta of 1.26 — expect wider price swings.

TEAD is growing revenue faster at 50.2% — sustainability is the question.

BIDU generates stronger free cash flow (88M), providing more financial flexibility.

Bottom Line

BIDU scores higher overall (46/100 vs 40/100). Both earn "Hold" 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.

Teads B.V.

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Teads Holding Co., operates a technology platform that connects media owners and advertisers with engaged audiences to drive business outcomes in the United States, Europe, the Middle East, Africa, and internationally. The company is headquartered in New York, New York.

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