Baidu Inc (BIDU)vsTrade Desk Inc (TTD)
BIDU
Baidu Inc
$141.05
+0.84%
COMMUNICATION SERVICES · Cap: $47.59B
TTD
Trade Desk Inc
$21.52
-6.76%
COMMUNICATION SERVICES · Cap: $10.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 4247% more annual revenue ($129.08B vs $2.97B). TTD leads profitability with a 14.6% profit margin vs 4.3%. BIDU appears more attractively valued with a PEG of 0.72. TTD earns a higher WallStSmart Score of 58/100 (C).
BIDU
Hold46
out of 100
Grade: D+
TTD
Buy58
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Growing faster than its price suggests
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Grey zone — moderate risk
Weak financial health signals
Earnings declined 20.0%
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 : TTD
The strongest argument for TTD centers on PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : BIDU
The primary concerns for BIDU are Return on Equity, Profit Margin, Operating Margin. A P/E of 81.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
TTD carries more volatility with a beta of 1.10 — expect wider price swings.
TTD is growing revenue faster at 11.8% — sustainability is the question.
TTD generates stronger free cash flow (279M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TTD scores higher overall (58/100 vs 46/100) and 11.8% 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.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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