Baidu Inc (BIDU)vsVistra Energy Corp (VST)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
VST
Vistra Energy Corp
$151.51
-0.79%
UTILITIES · Cap: $51.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 628% more annual revenue ($129.08B vs $17.74B). VST leads profitability with a 5.3% profit margin vs 4.3%. BIDU appears more attractively valued with a PEG of 0.66. VST earns a higher WallStSmart Score of 53/100 (C-).
BIDU
Hold46
out of 100
Grade: D+
VST
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1147.8%
Fair Value
$11.63
Current Price
$115.60
$103.97 premium
Margin of Safety
-980.6%
Fair Value
$14.82
Current Price
$151.51
$136.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Large-cap with strong market position
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
Trading at 19.5x book value
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 : VST
The strongest argument for VST centers on Market Cap. Revenue growth of 13.6% demonstrates continued momentum. PEG of 1.27 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 65.8x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : VST
The primary concerns for VST are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 70.1x leaves little room for execution misses. Debt-to-equity of 3.36 is elevated, increasing financial risk.
Key Dynamics to Monitor
VST carries more volatility with a beta of 1.45 — expect wider price swings.
VST is growing revenue faster at 13.6% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VST scores higher overall (53/100 vs 46/100) and 13.6% 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.
Vistra Energy Corp
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Vistra Corp. The company is headquartered in Irving, Texas.
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