| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
BIDU Stock Overview
Baidu, Inc. provides internet search services in China.
Baidu Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$156.84 |
| 52 Week High | US$354.82 |
| 52 Week Low | US$132.14 |
| Beta | 1.02 |
| 1 Month Change | 9.33% |
| 3 Month Change | -11.71% |
| 1 Year Change | -37.95% |
| 3 Year Change | -6.14% |
| 5 Year Change | -9.91% |
| Change since IPO | 1,179.91% |
Recent News & Updates
Returns On Capital Signal Tricky Times Ahead For Baidu (NASDAQ:BIDU)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Baidu Stock: What To Watch For Going Into 2022
A reflection of how BIDU stock did in 2021. A comparison with relevant stocks is performed. Baidu's key metrics such as P/E and P/FCF ratios are discussed. More positive developments are expected to come from Baidu on autonomous driving, cloud computing, and artificial intelligence. Baidu's "Do Better with Tech" approach can help it get into Beijing's good book. A discussion of whether BIDU stock is a Buy, Sell, or Hold.
Baidu Stock: Q3 Earnings Confirm Company's AI Leadership
Solid 3Q21 sales and income results are exciting against the backdrop of Baidu's AI technological shift. Baidu's AI transportation put years of investment in R&D in a range of applications on full display. Baidu continuously demonstrates its leadership in consumer facing AI tech, and industrial AI applications are just getting started. The Anti-Monopoly fines levied against Baidu and Chinese peers don't actually look like bad news given the low ~$78,000/incident penalty. Baidu faces political and regulatory risks, but there are strategies investors can implement to protect themselves from catastrophic loss.
Shareholder Returns
| BIDU | US Interactive Media and Services | US Market | |
|---|---|---|---|
| 7D | 1.5% | -3.6% | -4.0% |
| 1Y | -37.9% | 20.6% | 6.6% |
Return vs Industry: BIDU underperformed the US Interactive Media and Services industry which returned 20.6% over the past year.
Return vs Market: BIDU underperformed the US Market which returned 6.6% over the past year.
Price Volatility
| BIDU volatility | |
|---|---|
| BIDU Average Weekly Movement | 6.9% |
| Interactive Media and Services Industry Average Movement | 9.2% |
| Market Average Movement | 6.6% |
| 10% most volatile stocks in US Market | 15.7% |
| 10% least volatile stocks in US Market | 2.4% |
Stable Share Price: BIDU is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 7% a week.
Volatility Over Time: BIDU's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2000 | 41,000 | Robin Li | https://www.baidu.com |
Baidu, Inc. provides internet search services in China. Its Baidu Core segment offers Baidu App to access search, feed, and other services using mobile devices; Baidu Search to access its search and other services; Baidu Feed that provides users with personalized timeline based on their demographics and interests; Haokan short video app; and Quanmin flash video app for users to create and share short videos. It also offers Baidu Knows, an online community where users can ask questions to other users; Baidu Wiki; Baidu Healthcare Wiki; Baidu Wenku; Baidu Scholar; Baidu Experience; Baidu Post, a social media platform; Baidu Maps, a voice-enabled mobile app that provides travel-related services; Baidu Drive; Baijiahao; and DuerOS, a smart assistant platform.
Baidu Fundamentals Summary
| BIDU fundamental statistics | |
|---|---|
| Market Cap | CN¥346.04b |
| Earnings (TTM) | CN¥13.59b |
| Revenue (TTM) | CN¥121.67b |
25.5x
P/E Ratio2.8x
P/S RatioIs BIDU overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BIDU income statement (TTM) | |
|---|---|
| Revenue | CN¥121.67b |
| Cost of Revenue | CN¥60.39b |
| Gross Profit | CN¥61.28b |
| Expenses | CN¥47.69b |
| Earnings | CN¥13.59b |
Last Reported Earnings
Sep 30, 2021
Next Earnings Date
n/a
| Earnings per share (EPS) | 39.04 |
| Gross Margin | 50.36% |
| Net Profit Margin | 11.17% |
| Debt/Equity Ratio | 39.7% |
How did BIDU perform over the long term?
See historical performance and comparisonValuation
Is Baidu undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: BIDU ($156.84) is trading below our estimate of fair value ($315.68)
Significantly Below Fair Value: BIDU is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: BIDU is good value based on its PE Ratio (25.5x) compared to the US Interactive Media and Services industry average (26.3x).
PE vs Market: BIDU is poor value based on its PE Ratio (25.5x) compared to the US market (16.7x).
Price to Earnings Growth Ratio
PEG Ratio: BIDU is poor value based on its PEG Ratio (2.1x)
Price to Book Ratio
PB vs Industry: BIDU is good value based on its PB Ratio (1.6x) compared to the US Interactive Media and Services industry average (2.9x).
Future Growth
How is Baidu forecast to perform in the next 1 to 3 years based on estimates from 38 analysts?
12.4%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BIDU's forecast earnings growth (12.4% per year) is above the savings rate (2%).
Earnings vs Market: BIDU's earnings (12.4% per year) are forecast to grow slower than the US market (13.1% per year).
High Growth Earnings: BIDU's earnings are forecast to grow, but not significantly.
Revenue vs Market: BIDU's revenue (10.8% per year) is forecast to grow faster than the US market (9.2% per year).
High Growth Revenue: BIDU's revenue (10.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BIDU's Return on Equity is forecast to be low in 3 years time (8.3%).
Past Performance
How has Baidu performed over the past 5 years?
5.7%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BIDU has a large one-off gain of CN¥3.7B impacting its September 30 2021 financial results.
Growing Profit Margin: BIDU's current net profit margins (11.2%) are lower than last year (22.3%).
Past Earnings Growth Analysis
Earnings Trend: BIDU's earnings have grown by 5.7% per year over the past 5 years.
Accelerating Growth: BIDU's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: BIDU had negative earnings growth (-42.3%) over the past year, making it difficult to compare to the Interactive Media and Services industry average (-8.9%).
Return on Equity
High ROE: BIDU's Return on Equity (4.9%) is considered low.
Financial Health
How is Baidu's financial position?
Financial Position Analysis
Short Term Liabilities: BIDU's short term assets (CN¥215.4B) exceed its short term liabilities (CN¥73.9B).
Long Term Liabilities: BIDU's short term assets (CN¥215.4B) exceed its long term liabilities (CN¥85.9B).
Debt to Equity History and Analysis
Debt Level: BIDU has more cash than its total debt.
Reducing Debt: BIDU's debt to equity ratio has reduced from 42.5% to 39.7% over the past 5 years.
Debt Coverage: BIDU's debt is well covered by operating cash flow (29%).
Interest Coverage: BIDU earns more interest than it pays, so coverage of interest payments is not a concern.
Balance Sheet
Dividend
What is Baidu current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate BIDU's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate BIDU's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if BIDU's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if BIDU's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of BIDU's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
2.8yrs
Average management tenure
CEO
Robin Li (52 yo)
22yrs
Tenure
Mr. Yanhong Li, also known as Robin, Co-Founded Baidu, Inc. in January 2000 and has been its Chief Executive Officer since February 2004 and oversees its overall strategy and business operations. Mr. Li wa...
Leadership Team
Experienced Management: BIDU's management team is considered experienced (2.8 years average tenure).
Board Members
Experienced Board: BIDU's board of directors are considered experienced (6.3 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2%.
Top Shareholders
Company Information
Baidu, Inc.'s employee growth, exchange listings and data sources
Key Information
- Name: Baidu, Inc.
- Ticker: BIDU
- Exchange: NasdaqGS
- Founded: 2000
- Industry: Interactive Media and Services
- Sector: Media
- Implied Market Cap: US$54.590b
- Shares outstanding: 348.06m
- Website: https://www.baidu.com
Number of Employees
Location
- Baidu, Inc.
- Baidu Campus
- No. 10 Shangdi 10th Street
- Beijing
- 100085
- China
Listings
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2022/01/21 23:39 |
| End of Day Share Price | 2022/01/21 00:00 |
| Earnings | 2021/09/30 |
| Annual Earnings | 2020/12/31 |
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.