Baidu Inc (BIDU)vsTake-Two Interactive Software Inc (TTWO)
BIDU
Baidu Inc
$126.53
+4.56%
COMMUNICATION SERVICES · Cap: $41.17B
TTWO
Take-Two Interactive Software Inc
$213.76
-0.73%
COMMUNICATION SERVICES · Cap: $39.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 1868% more annual revenue ($129.08B vs $6.56B). BIDU leads profitability with a 4.3% profit margin vs -60.5%. 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+
TTWO
Avoid34
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 24.9% year-over-year
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Expensive relative to growth rate
Trading at 11.3x book value
ROE of -86.2% — below average capital efficiency
Earnings declined 49.7%
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 : TTWO
The strongest argument for TTWO centers on Revenue Growth. Revenue growth of 24.9% demonstrates continued momentum.
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 : TTWO
The primary concerns for TTWO are PEG Ratio, Price/Book, Return on Equity.
Key Dynamics to Monitor
BIDU profiles as a value stock while TTWO is a growth play — different risk/reward profiles.
TTWO carries more volatility with a beta of 0.96 — expect wider price swings.
TTWO is growing revenue faster at 24.9% — sustainability is the question.
TTWO generates stronger free cash flow (236M), providing more financial flexibility.
Bottom Line
BIDU scores higher overall (46/100 vs 34/100). Both earn "Hold" and "Avoid" 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.
Take-Two Interactive Software Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Take-Two Interactive Software, Inc. is an American video game holding company based in New York City. The company owns two major publishing labels, Rockstar Games and 2K, which operate internal game development studios.
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