Baidu Inc (BIDU)vsZillow Group Inc Class C (Z)
BIDU
Baidu Inc
$109.71
+0.35%
COMMUNICATION SERVICES · Cap: $35.59B
Z
Zillow Group Inc Class C
$33.61
+0.54%
COMMUNICATION SERVICES · Cap: $7.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 4679% more annual revenue ($128.70B vs $2.69B). Z leads profitability with a 2.3% profit margin vs 1.0%. BIDU appears more attractively valued with a PEG of 0.79. Z earns a higher WallStSmart Score of 61/100 (C+).
BIDU
Hold50
out of 100
Grade: D+
Z
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BIDU.
Margin of Safety
+25.9%
Fair Value
$61.62
Current Price
$33.61
$28.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
18.4% revenue growth
Areas to Watch
ROE of 3.4% — below average capital efficiency
1.0% margin — thin
Weak financial health signals
Revenue declined 1.2%
ROE of 1.4% — below average capital efficiency
2.3% margin — thin
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 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : Z
The strongest argument for Z centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 18.4% 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 Return on Equity, Profit Margin, Piotroski F-Score. Thin 1.0% margins leave little buffer for downturns.
Bear Case : Z
The primary concerns for Z are Return on Equity, Profit Margin, P/E Ratio. A P/E of 136.2x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
BIDU profiles as a value stock while Z is a growth play — different risk/reward profiles.
Z carries more volatility with a beta of 1.95 — expect wider price swings.
Z is growing revenue faster at 18.4% — sustainability is the question.
Z generates stronger free cash flow (164M), providing more financial flexibility.
Bottom Line
Z scores higher overall (61/100 vs 50/100) and 18.4% 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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