Baidu, Inc.

BVL:BIDU Stock Report

Market Cap: US$31.0b

Baidu Valuation

Is BIDU undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of BIDU when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: BIDU ($88.75) is trading below our estimate of fair value ($175.87)

Significantly Below Fair Value: BIDU is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for BIDU?

Key metric: As BIDU is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for BIDU. This is calculated by dividing BIDU's market cap by their current earnings.
What is BIDU's PE Ratio?
PE Ratio11.1x
EarningsCN¥20.45b
Market CapCN¥226.11b

Price to Earnings Ratio vs Peers

How does BIDU's PE Ratio compare to its peers?

The above table shows the PE ratio for BIDU vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average59.5x
1024 Kuaishou Technology
12.2x16.9%HK$195.8b
4689 LY
28.7x12.3%JP¥3.1t
PINS Pinterest
93.5x33.8%US$21.0b
REA REA Group
103.5x17.8%AU$32.2b
BIDU Baidu
11.1x4.6%US$31.0b

Price-To-Earnings vs Peers: BIDU is good value based on its Price-To-Earnings Ratio (11.1x) compared to the peer average (59.5x).

Price to Earnings Ratio vs Industry

How does BIDU's PE Ratio compare vs other companies in the Global Interactive Media and Services Industry?

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
BIDU 11.1xIndustry Avg. 22.1xNo. of Companies20PE01632486480+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BIDU is good value based on its Price-To-Earnings Ratio (11.1x) compared to the Global Interactive Media and Services industry average (22.1x).

Price to Earnings Ratio vs Fair Ratio

What is BIDU's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BIDU PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio11.1x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate BIDU's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst BIDU forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$88.75
US$110.94
+25.0%
19.6%US$166.44US$75.54n/a36
Dec ’25US$85.20
US$112.13
+31.6%
19.3%US$167.35US$79.06n/a37
Nov ’25US$91.55
US$125.54
+37.1%
14.1%US$170.38US$81.71n/a37
Oct ’25US$110.00
US$126.45
+15.0%
17.2%US$180.50US$82.95n/a37
Sep ’25US$85.08
US$130.65
+53.6%
15.8%US$181.10US$83.90n/a36
Aug ’25US$87.40
US$140.79
+61.1%
15.6%US$184.05US$82.48n/a36
Jul ’25US$96.60
US$146.41
+51.6%
14.4%US$181.85US$81.94n/a35
Jun ’25US$100.27
US$147.99
+47.6%
13.8%US$182.32US$87.89n/a36
May ’25US$100.85
US$152.59
+51.3%
15.6%US$208.51US$87.99n/a37
Apr ’25US$104.10
US$157.31
+51.1%
16.2%US$213.78US$110.32n/a37
Mar ’25US$101.58
US$159.66
+57.2%
15.2%US$215.05US$123.63n/a37
Feb ’25US$106.88
US$162.27
+51.8%
15.0%US$213.52US$119.89n/a37
Jan ’25US$153.71
US$167.90
+9.2%
14.6%US$215.48US$125.67n/a36
Dec ’24US$153.71
US$171.23
+11.4%
13.8%US$215.46US$128.81US$85.2037
Nov ’24US$153.71
US$174.68
+13.6%
11.4%US$211.95US$134.95US$91.5537
Oct ’24US$153.71
US$181.04
+17.8%
10.7%US$219.72US$142.85US$110.0036
Sep ’24US$153.71
US$180.84
+17.6%
11.3%US$220.90US$138.87US$85.0837
Aug ’24US$153.71
US$180.17
+17.2%
10.9%US$227.63US$136.86US$87.4037
Jul ’24US$128.00
US$177.06
+38.3%
12.1%US$225.72US$135.81US$96.6037
Jun ’24US$128.00
US$178.36
+39.3%
12.0%US$229.98US$138.38US$100.2736
May ’24US$128.00
US$181.05
+41.4%
12.3%US$234.45US$140.20US$100.8536
Apr ’24US$150.40
US$181.23
+20.5%
14.2%US$235.82US$109.33US$104.1036
Mar ’24US$156.77
US$178.43
+13.8%
14.8%US$234.83US$109.39US$101.5836
Feb ’24US$145.00
US$170.66
+17.7%
17.7%US$237.20US$96.86US$106.8836
Jan ’24US$145.00
US$166.74
+15.0%
20.3%US$228.97US$93.50US$153.7136
Dec ’23US$145.00
US$163.96
+13.1%
20.3%US$221.86US$90.59US$153.7134

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 08:55
End of Day Share Price 2024/12/18 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Baidu, Inc. is covered by 91 analysts. 42 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sau Shing ChowABCI Securities Company Limited
Richard KramerArete Research Services LLP
Zixiao YangArete Research Services LLP