Baidu Inc (BIDU)vsZillow Group Inc Class C (Z)
BIDU
Baidu Inc
$115.60
+2.73%
COMMUNICATION SERVICES · Cap: $38.29B
Z
Zillow Group Inc Class C
$43.60
-3.77%
COMMUNICATION SERVICES · Cap: $10.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Baidu Inc generates 4897% more annual revenue ($129.08B vs $2.58B). BIDU leads profitability with a 4.3% profit margin vs 0.9%. BIDU appears more attractively valued with a PEG of 0.66. Z earns a higher WallStSmart Score of 46/100 (D+).
BIDU
Hold46
out of 100
Grade: D+
Z
Hold46
out of 100
Grade: D+
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
-7385.3%
Fair Value
$0.61
Current Price
$43.60
$42.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
18.1% revenue growth
Areas to Watch
ROE of 1.9% — below average capital efficiency
4.3% margin — thin
Operating margin of 4.5%
Weak financial health signals
ROE of 0.5% — below average capital efficiency
0.9% margin — thin
Premium valuation, high expectations priced in
Earnings declined 25.0%
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 : Z
The strongest argument for Z centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 18.1% 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, 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 : Z
The primary concerns for Z are Return on Equity, Profit Margin, P/E Ratio. A P/E of 503.4x leaves little room for execution misses. Thin 0.9% 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 2.14 — expect wider price swings.
Z is growing revenue faster at 18.1% — sustainability is the question.
BIDU generates stronger free cash flow (88M), providing more financial flexibility.
Bottom Line
BIDU scores higher overall (46/100 vs 46/100). Both earn "Hold" 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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