Baidu Inc (BIDU)vsTelkom Indonesia (Persero) Tbk PT ADR Rep 100 B (TLK)
BIDU
Baidu Inc
$126.53
+4.56%
COMMUNICATION SERVICES · Cap: $41.17B
TLK
Telkom Indonesia (Persero) Tbk PT ADR Rep 100 B
$16.91
+1.32%
COMMUNICATION SERVICES · Cap: $16.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Telkom Indonesia (Persero) Tbk PT ADR Rep 100 B generates 114067% more annual revenue ($147.36T vs $129.08B). TLK leads profitability with a 14.8% profit margin vs 4.3%. BIDU appears more attractively valued with a PEG of 0.72. BIDU earns a higher WallStSmart Score of 46/100 (D+).
BIDU
Hold46
out of 100
Grade: D+
TLK
Hold42
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Generating 10.2T in free cash flow
Attractively priced relative to earnings
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Operating margin of 0.0%
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bull Case : TLK
The strongest argument for TLK centers on Price/Book, Free Cash Flow, P/E Ratio.
Bear Case : BIDU
The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 70.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : TLK
The primary concerns for TLK are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BIDU profiles as a value stock while TLK is a declining play — different risk/reward profiles.
BIDU carries more volatility with a beta of 0.43 — expect wider price swings.
TLK is growing revenue faster at -0.9% — sustainability is the question.
TLK generates stronger free cash flow (10.2T), providing more financial flexibility.
Bottom Line
BIDU scores higher overall (46/100 vs 42/100). 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.
Telkom Indonesia (Persero) Tbk PT ADR Rep 100 B
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk provides telecommunications, computing and network services globally. The company is headquartered in Bandung, Indonesia.
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