Baidu, Inc. (BIDU)

NASDAQ: BIDU · USD

$79.4

+1.13 (+1.4%)· Recorded snapshot

Английский по умолчаниюRU

Показываем английский источник, пока идёт перевод

Этот отчёт ещё не переведён. Обновите страницу через несколько минут, когда очередь переводов его обработает.

StockMarketAgent Research · Analyzed 2026-05-20

Our latest published analysis: BIDU rated Buy

Baidu, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$159 / share

Potential value

$236 / share

Upside to FV

+15.8%

from $79.4

Moat

9/10

Wide

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$46.8B
Revenue (ttm)	18.7B
Net income (ttm)	-693.2M
EPS (ttm)	-$2.31
Shares out	341.7M
P/E (forward)	15.0x
Volume	1,380,352
Beta	0.59

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 18.7B
Net income (ttm): -693.2M
EPS (ttm): -$2.31
P/E (forward): 15.0x
Market cap: $46.8B

Item	P1	P2	P3	P4	Trend
Period	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$123.68B	$134.60B	$133.13B	$129.08B	+1.4%
Gross profit	$59.74B	$69.57B	$67.02B	$56.64B	-1.8%
Operating income	$13.03B	$28.45B	$31.45B	$9.50B	-10.0%
Net income	$7.56B	$20.32B	$23.76B	$5.59B	-9.6%
EPS (diluted)	$19.84	$55.12	$65.92	$11.76	-16.0%
EBITDA	$33.11B	$49.90B	$51.97B	$30.85B	-2.3%
R&D	$23.32B	$24.19B	$22.13B	$20.43B	-4.3%
SG&A	$20.51B	$23.52B	$23.62B	$25.84B	+8.0%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	5T	39.4x	10.8x	101.6%	+6.1%	+28.5%	Продавать
ABNB	Airbnb, Inc.	97.8B	37.5x	7.4x	16.8%	+24.4%	+28.5%	Продавать
ADBE	Adobe Inc.	97.1B	13.9x	3.7x	57.2%	+11.5%	-30.7%	Активно покупать
APP	AppLovin Corporation	87B	20.0x	12.7x	132.7%	+25.8%	-59.6%	Держать
CHTR	Charter Communications, Inc.	17.2B	2.7x	0.3x	8.5%	+1.7%	-57.3%	Активно покупать
CMCSA	Comcast Corporation	76.5B	6.9x	0.6x	8.2%	+1.6%	-17.6%	Активно покупать

Base and Bull scenarios

Bull20%

Price target

$235.67

+71.2% from spot

Baidu successfully secures its position as China's premier AI-native infrastructure provider, driving significant margin expansion and multiple re-rating.

Double-digit revenue growth powered by AI Cloud leadership.
Apollo Go achieves breakeven in major urban centers.
Valuation re-rating toward 22x forward earnings.

Base60%

Price target

$159.47

+15.8% from spot

The core search business remains a stable cash cow, financing a steady transition to cloud and AI services while the valuation gap gradually closes.

Low-single digit search growth offsets market share erosion.
AI Cloud becomes a consistent contributor to operating income.
Valuation anchored to a balanced 20x terminal multiple.

Sensitivity: Ke × terminal growth

The highlighted base cell is anchored to valuation synthesis sensitivity reference ($159.47). It is the reference value for this grid, not a separate standalone fair-value claim.

Ke ↓ / g →	2.0%	2.5%	3.0%	3.5%	4.0%
7.6%	$188	$206	$229	$256	$279
8.6%	$159	$173	$188	$206	$229
9.6%	$139	$148	$159	$173	$188
10.6%	$122	$130	$139	$148	$159
11.6%	$110	$116	$122	$130	$139

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E15

P25 n/aP50 n/aP75 n/a

Trailing P/E80.1

P25 n/aP50 n/aP75 n/a

ROE-1.4

P25 n/aP50 n/aP75 n/a

ROIC3.4

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All BIDU indicators

Market & fundamental data

Available fields

246

Groups with data

Currency

CNY

Showing 246 of 246 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001329099
Company name	Baidu, Inc.
Country	China
Country code	US
CUSIP number	056752108
Earnings date	2026-11-16
Earnings time	bmo
Employees	33,500
Employees change	-2,400
Employees growth	-6.69%
Enterprise value	$19.3B
Exchange	NASDAQ
Financial currency	CNY
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	2000
Industry	Internet Content & Information
IPO date	2005-08-05
Is primary listing	No
Is SPAC	No
ISIN number	US0567521085
Last 10-K release date	2026-03-17
Last earnings date	2026-08-18
Last refreshed	2026-10-28
Last stock split date	2010-05-12
Last stock split type	Forward
Market cap	$27.1B
Market cap category	Large-Cap
Next earnings date	2026-11-16
Options	Yes
Price	$79.40
Price currency	USD
Sector	Communication Services
SIC code	7370
Stock price date	2026-10-28
Symbol	BIDU
Tags	artificial-intelligence
Website	https://ir.baidu.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	99.75x
Average P/E ratio (10Y)	49.5x
Average P/E ratio (3Y)	79.19x
Average P/E ratio (5Y)	64.16x
Earnings yield	-2.92%
EV/EBIT	14.71x
EV/EBITDA	5.53x
EV/Sales	1.02x
FCF / EV yield	-10.01%
FCF yield	-7.08%
Forward EV/Sales	0.97x
Forward P/E	15.52x
Forward P/S	1.37x
Industry forward P/E	21.76x
Industry P/E	18.04x
P/(OCF - SBC) ratio	28.18x
P/B ratio	0.66x
P/OCF ratio	17.99x
P/S ratio	1.44x
Price / tangible book value	0.82x
Price/EBITDA ratio	7.81x
Sector forward P/E	18.4x
Sector P/E	19.11x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	6.91%
EBITDA margin	18.38%
Gross margin	40.87%
Operating margin	6.91%
Pretax margin	-2.66%
Profit margin	-2.9%
Profit per employee	$-20,694
Profitable quarters	3
Profitable years	22
Revenue per employee	$559,477
ROA	1.19%
ROA (5Y)	2.51%
ROCE	2.31%
ROE	-1.39%
ROE (5Y)	5.26%
ROIC	3.44%
ROIC (5Y)	7.81%
SBC / revenue	2.83%
Tax / revenue	0.57%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth (Q)	-73.76%
EPS growth (QoQ)	-39.42%
EPS growth years	0
Gross profit growth	-16.86%
Gross profit growth (Q)	-14.83%
Gross profit growth 3Y	-7.78%
Gross profit growth 5Y	-3.1%
Net income growth (Q)	-68.33%
Net income growth (QoQ)	-47.46%
Net income growth years	0
OCF growth (QoQ)	28.69%
OCF growth 3Y	-32.94%
OCF growth 5Y	-17.36%
Operating income growth	-50.08%
Operating income growth (Q)	-7.72%
Operating income growth 3Y	-24.16%
Operating income growth 5Y	-13.85%
Revenue growth	-4.16%
Revenue growth (Q)	-4.24%
Revenue growth (QoQ)	-2.34%
Revenue growth 10Y	5.99%
Revenue growth 3Y	-0.9%
Revenue growth 5Y	1.53%
Revenue growth years	0

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-3.4B
Depreciation and amortization	$2.2B
EBIT	$1.3B
EBITDA	$3.4B
EPS	$-2.31
FCF per share	$-5.58
Financing cash flow	$3.2B
Free cash flow	$-1.9B
Free cash flow minus SBC	$-2.4B
Gross profit	$7.7B
Income taxes	$107.3M
Investing cash flow	$-5.4B
Net borrowing	$3.6B
Net cash flow	$-938.2M
Net income	$-693.2M
Operating cash flow minus SBC	$954.8M
Operating income	$1.3B
Revenue	$18.7B
Stock-based compensation	$530.7M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	2.15
Book value per share	$117.81
Debt / EBITDA	4.11
Debt / equity	0.38
Goodwill	$5.5B
Interest coverage	3.48
Long-term assets	$38.1B
Long-term liabilities	$12.4B
Net cash (debt)	$7.9B
Net cash / market cap	29.19%
Net cash growth	66.61%
Net debt / EBITDA	-2.28
Net debt / equity	-0.18
Piotroski F-Score	4
Property, plant and equipment	$7.1B
Shareholders' equity	$43.4B
Tangible book value	$33B
Tangible book value per share	$97.06
Total assets	$69.2B
Total cash	$24.5B
Total debt	$16.6B
Total liabilities	$25.7B
WACC	5.29%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.28
Current assets	$31.1B
Current liabilities	$13.4B
Current ratio	2.33
Net working capital	$-2.1B
Quick ratio	2.06
Working capital	$17.4B
Working capital turnover	0.2

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	1.74%
Dividend yield	0%
Shareholder yield	1.74%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	-54.97%
10Y return CAGR	-7.67%
10Y total return	-54.97%
150-day SMA	$108.20
15Y price change	-43.03%
15Y return CAGR	-3.68%
15Y total return	-43.03%
1D price change	1.44%
1M price change	-9.72%
1M total return	-9.72%
1W price change	-2.06%
1W total return	-2.06%
1Y price change	-38.72%
1Y return CAGR	-38.74%
1Y total return	-38.72%
20-day SMA	$82.02
200-day SMA	$115.17
20Y price change	785.84%
20Y return CAGR	11.52%
20Y total return	785.84%
3M price change	-25.12%
3M total return	-25.12%
3Y price change	-26.36%
3Y return CAGR	-9.69%
3Y total return	-26.36%
50-day SMA	$87.97
50-day SMA vs 200-day SMA	50under200
52-week high	$165.30
52-week high date	2026-01-22
52-week low	$76.73
52-week low date	2026-10-22
5Y price change	-53%
5Y return CAGR	-14.02%
5Y total return	-53%
6M price change	-38.41%
6M total return	-38.41%
All-time high	$354.82
All-time high date	2021-02-22
All-time low	$4.44
All-time low date	2006-02-06
Average true range (ATR)	$2.03
Average volume	2M
Beta (1Y)	1.76
Beta (2Y)	1.35
Beta (5Y)	0.59
Change from 52-week high	-51.97%
Change from 52-week low	3.48%
Change from all-time high	-77.78%
Change from all-time low	1,674.08%
Change from open	0.77%
Day's gap	0.66%
Dollar volume	$109.6M
High price	$79.42
Low price	$78.31
Monthly RSI	40.36
Open price	$78.79
Position in 52-week range	98.2%
Premarket change	0.46%
Premarket close	$78.27
Premarket price	$78.63
Premarket volume	42.2K
Previous close	$78.27
Price vs 150-day SMA	-27.13%
Price vs 20-day SMA	-3.87%
Price vs 200-day SMA	-31.55%
Price vs 50-day SMA	-10.38%
Relative volume	0.69
RSI	33.81
Sharpe ratio	-0.89
Sharpe ratio (3Y)	-0.1
Sharpe ratio (5Y)	-0.15
Sortino ratio	-1.17
Sortino ratio (3Y)	-0.02
Sortino ratio (5Y)	-0.11
Volume	1.4M
Weekly RSI	33.87
YTD price change	-39.66%
YTD total return	-39.66%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	273.8M
Float percentage	80.14%
Shares change (QoQ)	-0.33%
Shares change (YoY)	-1.74%
Shares held by insiders	19.86%
Shares held by institutions	45.02%
Shares outstanding	341.7M
Short % of shares	3.52%
Short ratio	3.7 days

Deeper analysis on BIDU

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this BIDU report

What is the latest published BIDU stock rating?

Baidu, Inc. is shown with Buy in the latest published report, analyzed 2026-05-20. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full BIDU analysis?

The full latest published report, analyzed 2026-05-20, lives at /stocks/BIDU/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for BIDU?

The latest published report analyzed 2026-05-20 gives BIDU a fair value of USD 159 and a potential value of USD 236. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the BIDU page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-05-20). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

BuyBIDU · Fair value $159+15.8%

Read full analysis →

Baidu, Inc. (BIDU)

Our latest published analysis: BIDU rated Buy

Price

Financial snapshot

Fair-value bridge

Latest news · BIDU

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All BIDU indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on BIDU

Frequently asked questions

История рейтингов

Category	Score	Reading
Valuation	7.5
Management	8.1
Balance Sheet	7.0
Profitability	3.5
Revenue Growth	2.5
Risk Assessment	7.5
Competitive Moat	9.0
Earnings Quality	1.5
Capital Efficiency	2.5