Skip to content
Company Analysis

Baidu, Inc. BIDU

A comprehensive view of key metrics, scores, and financial health for Baidu, Inc.

Overview of Baidu, Inc.

BIDU NMS
Communication Services Internet Content & Information Framework: Software & SaaS Large Cap
Baidu, Inc. (BIDU), is a Large Cap company, in the Internet Content & Information industry, last closed at $78.27, about 78.5% undervalued vs fair value, -38.3% 1Y return, ranked 72/271 in sector.
Metrics P/E 56.1× Rev Growth -3.0% ROE 2.1% Gross Margin 43.9%
USD 78.27
0.54%
(Delayed)
• Vol 90d: 40.7%
52-Week Range
Market Cap
$26.74B
Enterprise Value
$42.15B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 88%
Confidence: 92%
Updated: Oct 24
Top Beats

Quick Facts

Website https://ir.baidu.com
HQ Beijing
Employees 35,900
Fiscal year Dec 31

Next Events

Earnings Nov 18 Estimated

Fair Value Snapshot

Bear Base Bull
$126
$140
$155
Current: $78.27 +79% vs base

Engine Room Money Flow™

Large Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
CNY 129.1B
-3%%
Gross Profit
CNY 56.6B
-15.5%%
Operating Income (GAAP)
-CNY 5.8B
-127.4%%
Operating Cash Flow
-CNY 3.0B
-114.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
43.9%

Gross Profit / Revenue — context only; ad platforms typically 60–80%, marketplaces and streaming lower by design

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
4
Active Leaks
0/4
Improving
1
High Impact
0
Critical
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Baidu, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
44
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Consistent Subscription Growth Revenue consistency is strong (score 0.89), pointing to a sticky customer base.
  • Returns Hold Over Time Return durability is healthy (score 0.86), indicating durable capital efficiency.

Key risks

  • Weak Cash Conversion Cash conversion is weak (score 0.24), limiting evidence of scalable cash generation.
  • Margin Compression Risk Margin quality is below peer norms (score 0.36), suggesting pricing pressure.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Developing
46
Premium

Signals, strengths and risks for Pricing Power

Premium

Signals, strengths and risks for Recurring Revenue Stickiness

Premium

Signals, strengths and risks for Innovation Engine

Premium

Signals, strengths and risks for Cash Scalability

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 96% Coverage
Trade-Off Triangle Visualization A ternary plot showing BIDU's balance between Growth (28.8%), Profitability (33.6%), and Safety (37.5%). Growth 29% Safety 38% Profitability 34%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

28th percentile vs peers
28
Key Signals
Revenue CAGR 3Y 1.4% 30p Rev Growth YoY -3.0% 20p Buyback % -1.5% 75p Def Rev Growth -10.1% 23p EPS Growth YoY -76.0% 16p
Strengths

No notable strengths identified for this axis.

Risks
  • Rev Growth YoY in bottom 20% of peers (-3.0%)

Profitability

32th percentile vs peers
33
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

36th percentile vs peers
37
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Baidu, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$139.75
- - -
+78.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info
Send Feedback
Please select a category.
0/1000