Baidu Inc (BIDU)vsZillow Group Inc Class C (Z)
BIDU
Baidu Inc
$92.43
+0.24%
COMMUNICATION SERVICES · Cap: $30.71B
Z
Zillow Group Inc Class C
$30.95
+0.98%
COMMUNICATION SERVICES · Cap: $6.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 4431% more annual revenue ($127.31B vs $2.81B). Z leads profitability with a 2.0% profit margin vs -2.9%. BIDU appears more attractively valued with a PEG of 0.79. Z earns a higher WallStSmart Score of 60/100 (C+).
BIDU
Hold47
out of 100
Grade: D+
Z
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+29.3%
Fair Value
$64.57
Current Price
$30.95
$33.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Generating 3.4B in free cash flow
Earnings expanding 533.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
17.9% revenue growth
Areas to Watch
Weak financial health signals
ROE of -1.4% — below average capital efficiency
Revenue declined 4.2%
Earnings declined 71.7%
ROE of 1.4% — below average capital efficiency
2.0% margin — thin
Operating margin of 4.7%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BIDU
The strongest argument for BIDU centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : Z
The strongest argument for Z centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 17.9% demonstrates continued momentum. PEG of 0.93 suggests the stock is reasonably priced for its growth.
Bear Case : BIDU
The primary concerns for BIDU are Piotroski F-Score, Return on Equity, Revenue Growth.
Bear Case : Z
The primary concerns for Z are Return on Equity, Profit Margin, Operating Margin. A P/E of 129.6x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
BIDU profiles as a turnaround stock while Z is a growth play — different risk/reward profiles.
Z carries more volatility with a beta of 1.98 — expect wider price swings.
Z is growing revenue faster at 17.9% — sustainability is the question.
BIDU generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
Z scores higher overall (60/100 vs 47/100) and 17.9% 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.
Zillow Group Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile apps and websites in the United States. The company is headquartered in Seattle, Washington.
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