EN DE
Check 35,000+ stocks against 26 valuation models and 37 quality factors
Data-driven stock valuation

Baidu Inc (BIDU) fair value: what the stock is really worth

As of Oct 14, 2026: fair value of Baidu Inc $67.30, price $81.86, upside -17.8%, quality 36 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.

  1. Fair value above price? No
  2. Good quality? No
  3. Add to watchlist

Communication Services · US · Based in China · ISIN US0567521085

BI Baidu Inc logo Thin data Oct 14, 2026

Baidu Inc

BIDU · US

Weak valuationQuality is weak on top of the rich price.

Our calculation puts a fair price 18% below what the stock costs today.

Low debt
Mixed Growth (revenue 5y +3.8 %/yr in USD)
Loss over the last twelve months · -2.9% net margin (TTM) · fiscal year 2025 4.3%
Mixed vs. peers (5/12)
Insider activity 40/100
Fair value $67.30 · Overvalued (−17.8%)
Quality 36/100
Negative free cash flow
Narrow moat 34/100
Thin data
Watch Baidu Inc for free: we tell you when fair value or trend changes. Watch for free

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

Price vs Fair Value

$185.52 $76.57 Fair Value $67.30 Jul 2021 Oct 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Oct 14, 2026.

How to read this chart

60‑month range $76.57 – $185.52 · fair‑value band $47.11 – $80.42 · the $81.86 price screens above the $67.30 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Oct 14, 2026.

Follow Baidu in your weekly email

Every Wednesday you see whether Baidu is on track or worth a review, plus price against fair value. Free, up to 3 stocks.

We send you a confirmation link. Unsubscribe with one click.

Which stocks are undervalued right now? Check free Discover now →

Company profile

Baidu, Inc. provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People's Republic of China.

Show moreShow less

It operates in two segments, Baidu General Business and iQIYI. The Baidu General Business segment offers products and services for mobile ecosystem, AI cloud, and intelligent driving.

This segment operates Baidu App that enables users to access search, feed, content, and other services through mobile devices; and Haokan, which offers a range of various user generated and professionally produced short videos.

It also provides a portfolio of knowledge and information products, including Baidu Wiki, which features columns and videos, such as encyclopedia of intangible cultural heritage, digital museum and recorder of history; Baidu Knows, an online community where users can pose questions to other users, such as individuals, professionals, and enterprises; Baidu Experience, an online platform where users share daily knowledge and experience; ERNIE Bot, new AI-native product that serves as a multi-round conversational AI assistant on both PC and mobile; and Baidu Post, a social media that allows users to post text, image, audio and video content, and reply to original curation forming valuable discussion groups, as well as livestreaming services, including live streaming and AI-powered digital human livestreaming.

In addition, the company offers DuerOS smart assistant for the Chinese language; Apollo Go autonomous ride-hailing service; online marketing services; Baidu Maps, a voice-enabled mobile app providing users with travel-related services; and AI chips.

The iQIYI segment produces and distributes professionally produced content. This segment offers online entertainment video services, including online videos, experience services, online games, comics, and others.

The company was incorporated in 2000 and is headquartered in Beijing, the People's Republic of China.

Stock analysis

Baidu Inc (BIDU) currently trades at $81.86, while our model-based Fair Value estimate is $67.30, 17.8% below the price, so the stock looks overvalued today.

Show more

Valuation

Bull case: the DCF Models group reads highest at a median of $196.20 per share, and 2 of the 11 models we run sit above the $81.86 price.

Bear case: the Multiples group reads lowest at $41.26, and 9 of the 11 models stay below the price. Data coverage for this calculation is low.

Scenario range: $47.11 (bear) to $80.42 (bull), the price of $81.86 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.

Quality & growth

The Quality Score stands at 36/100 (below-average quality), in the Communication Services sector.

Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.

Baidu Inc reported revenue of 129B CNY in FY2025 versus 124B CNY in FY2021, a compound +0.9%/yr. Reported net income was 5.6B CNY in FY2025, compounding −14.0%/yr from FY2021.

Key figures

Market cap $28.2B · P/S ratio 0.23 · EPS (TTM) $−2.34 · Net margin 4.3% · Return on equity −1.4% · Return on assets (EBIT) 3.2% · Operating margin 9.7% · Revenue (TTM) $127B.

Competitive moat

Our AI-assisted moat analysis scores the competitive advantage at 46 out of 100 (medium confidence).

What moves the price

The share trades about 50% below its 52-week high and at its 52-week low, currently below its 200-day average.

For context, the median of 10 Communication Services peers we cover trades at 10% fair-value upside, at −18%, BIDU screens richer than that median.

Fair Value models

Bear $47.11 Fair Value $67.30 Bull $80.42
Price $81.86 · Upside -17.8%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds. Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
Owner Earnings $77.91 $196.20 $443.33 69
Residual Income $81.56 $77.51 $77.04 69
Growth-Adj P/E $47.07 $67.25 $87.42 66
All 11 models by family
DCF Models
Owner Earnings $77.91 $196.20 $443.33 69
Earnings-Based
Graham-Dodd $16.50 $114.04 $159.98 60
Lynch FV $33.60 $48.00 $62.40 58
PEG = 1.0 $33.60 $48.00 $62.40 55
Multiples
P/E Multiple $40.04 $53.39 $66.74 61
P/S Multiple $30.94 $41.26 $51.57 56
P/B Multiple $30.94 $41.26 $51.57 53
EV/EBITDA $44.83 $65.06 $85.29 65
Asset-Based
NCAV (Graham) $57.82 $77.48 $115.64 52
Economic Profit
Residual Income $81.56 $77.51 $77.04 69
Growth Earnings
Growth-Adj P/E $47.07 $67.25 $87.42 66

P/S and P/B multiple show the same value here: both are capped by the same earnings anchor (earnings per share times 17), because margin and return on equity do not support the sector multiple.

Open the full fair value analysis →

Quality Score breakdown

Overall quality 36/100

It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.

Profitability 22
Margins and returns on capital today
Quality Growth 10
Are margins and returns improving?
Cashflow 4
Earnings quality: real cash, not paper profit
Financial strength 48
Balance sheet, leverage, solvency risk
Investment 70
Disciplined investing over empire-building
Low Volatility 62
Calm price path (market factor)
Momentum 7
Price trend over the last 3–12 months (market factor)
Near the 52-week high 0
Distance to the 52-week high (market factor)
New shares 83
Share count: buybacks or dilution?

Open the full quality analysis →

Revenue & earnings trend

Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card. 20/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
−3.0%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+1.4%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+3.8%
Start year 2020 (pandemic). Over 10 years: +6.9% a year
Revenue growth 22 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+31.4%
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−10.9%
Earnings growth per share plus dividend.
Earnings per share, growth per year−10.9%
Dividend (yield on the price)0.0%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−10.9% vs −8.0%, steady
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.13% → −5%
Pace: the 5-year rate starts in 2020 (pandemic)

BIDU screens overvalued: fair value 18% below the price. Compare with Alphabet Inc →

Recent news

News mood ⓘNews mood, the average tone of recent news (98 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation. Neutral
Recent news coverage is roughly neutral, about typical for how stocks are covered.
Note from the team Oct 11, 2026
AI conclusion: The business shows a moderate moat from organizational strengths that is offset by weak profitability, negative free cash flow and low returns on equity.
Main risk: Heavy ongoing spending on full-stack AI investments risks failing to scale profitably and would hit margins while the core search engine erodes under competitive pressure.
Baidu has shifted so that its AI-powered new businesses now generate over half of general business revenue, driven by cloud infrastructure and agent tools. The traditional search and advertising engine still faces competitive pressure and slower growth. Will the full-stack AI investments scale profitably enough to rebuild margins, or will they continue to demand heavy spending while the core erodes?
Join the discussion →

Compare Baidu Inc with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Internet Content & Information · 128 stocks

Beats the industry median on 5/11 measures
A mixed picture versus its industry peers.
Valuation
Quality Score 36 · Bottom 25%
Fair Value upside −17.8% · Below median
Profitability
Return on assets 1.2% · Below median
Net margin (12 months) −2.9% · Below median
Operating margin (12 months) 9.7% · Above median
Growth and dividend
Revenue growth −4.2% · Bottom 25%
Balance sheet
Debt / equity 0.23× · Above median

Valuation Multiplesvs Internet Content & Information median · lower = cheaper

P/B 0.11× · Cheapest 25%
P/S (12 months) 0.22× · Cheapest 25%
EV/EBITDA 2.8× · Cheapest 25%
PEG 0.82× · Cheaper than median

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)10 · sector 45
FUTURE (revenue growth)0 · sector 32
PAST (return on equity)0 · sector 19
HEALTH (low debt)89 · sector 97
DIVIDEND (yield)0 · sector 39

Context: sector, industry, market

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate.

Stock Price Fair Value vs Fair Value Compare
Kuaishou Technology, an investment holding company, 1024 HK$29.26 HK$101.86 +248% vs BIDU
Tencent Music Entertainment Group 1698 HK$32.84 HK$71.72 +118% vs BIDU
NAVER Corporation 035420 180,500 KRW 314,922 KRW +74% vs BIDU
Tencent Holdings 0700 HK$428.20 HK$708.69 +66% vs BIDU
Meta Platforms, Inc META $762.50 $838.75 +10% vs BIDU
Spotify Technology S.A SPOT $488.13 $536.94 +10% vs BIDU
REA Group REA A$156.90 A$172.59 +10% vs BIDU
Kakao Corp 035720 31,300 KRW 32,003 KRW +2% vs BIDU
Alphabet Inc GOOG $347.86 $334.16 −4% vs BIDU
Reddit, Inc RDDT $159.93 $131.44 −18% vs BIDU

Explore undervalued stocks

More undervalued Communication Services stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued High-Quality StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Try a ready-made strategy

Pick a strategy and jump into the live analysis with that exact screen applied.

🥇 Backtested Best 🏆 Big Names ⭐ Top Rated 💎 Quality on Sale 🚀 Profitable Growth 🧊 Quality Compounders 💵 Dividend Stars 📈 Strong Momentum 📉 Fallen Angels ⚖️ Deeply Undervalued 🔍 Small-Cap Gems 🏰 Moat at a Fair Price 💼 Insider Buying 🎩 Buffett-Style Quality 📚 Peter Lynch GARP 🧮 Greenblatt Magic Formula 🛡️ Graham Defensive

Discover tools

Stock screenerFilter by region, size and sector Compare toolTwo stocks side by side Extrinsic Value Calculator…Calculator with industry benchmark Peter Lynch Fair Value Formula &…Calculator with industry benchmark
Run the numbers yourself: free valuation calculators
DCF CalculatorP/E Ratio CalculatorPEG Ratio CalculatorGraham NumberPeter Lynch FormulaDDM CalculatorIntrinsic ValueIntrinsic vs Extrinsic ValueP/E Ratio by Sector
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Baidu Inc · Fair Value
$67.30 −18%Fair Value
Calculator →

Cite: Fair Value Calculator (2026). "Baidu Inc Fair Value". https://www.fairvalue-calculator.com/stock/BIDU

Frequently asked questions

Is Baidu Inc (BIDU) overvalued or undervalued?
As of Oct 14, 2026, our model estimates a fair value of $67.30 versus a price of $81.86, about −18% upside (overvalued).
What is the fair value of BIDU?
Our model-based fair value for Baidu Inc is $67.30 (as of Oct 14, 2026), built from audited fundamentals. The current price: $81.86.
What is the quality score of BIDU?
Baidu Inc has a Quality Score of 36/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Baidu Inc (BIDU)?
Our model-based price target is the fair value of $67.30 (as of Oct 14, 2026) from 11 valuation models. Cautious scenario $47.11, optimistic scenario $80.42. It is a calculation from audited fundamentals, not an analyst target.
What is the Baidu Inc stock forecast for 2026?
Our models put fair value at $67.30, about −18% upside versus a price of $81.86 (overvalued). Cautious scenario $47.11, optimistic scenario $80.42. The calculation is refreshed regularly with new filings.
What is the revenue of Baidu Inc (BIDU)?
Baidu Inc reported trailing-twelve-month revenue of about $127B (latest available figure, as of Oct 14, 2026).
What is the intrinsic value of Baidu Inc (BIDU)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Baidu Inc it is $67.30 per share (as of Oct 14, 2026), against a price of $81.86. It is the blended result of 11 valuation models (cash flow, earnings, asset, dividend).
Is Baidu Inc stock overvalued or undervalued in 2026?
As of Oct 14, 2026, BIDU trades above its calculated fair value: price $81.86, fair value $67.30, a gap of about −18% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of BIDU?
No. The price is what the market pays today ($81.86); the fair value is what the company's own numbers justify ($67.30). For Baidu Inc the two are $14.56 per share apart. That gap is exactly why we show both numbers side by side.
How much is Baidu Inc worth?
The market values Baidu Inc at about $28.2B (market capitalisation, as of Oct 14, 2026). Per share that is $81.86; our models calculate a fair value of $67.30 per share.
What do the bullish and bearish scenarios say about BIDU?
Our models span a range for Baidu Inc: cautious scenario $47.11, base $67.30, optimistic $80.42 per share (as of Oct 14, 2026, price $81.86). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the PEG ratio of BIDU?
The PEG ratio of Baidu Inc is 0.82 (P/E divided by earnings growth, as of Oct 14, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Baidu Inc (BIDU)?
Balance-sheet figures for Baidu Inc (as of Oct 14, 2026): return on equity −1.4%, debt of 0.23 per unit of equity. They feed the Quality Score of 36/100, which measures business quality independently of the share price.
How far is BIDU from its 52-week high?
Baidu Inc trades at $81.86, about 50% below its 52-week high of $162.52 and at the low of $81.86 (as of Oct 14, 2026). Distance from the high says nothing about value: that is what the fair value of $67.30 is for.
Which stocks are comparable to Baidu Inc?
From the same area (Communication Services) we also value Alphabet Inc, Meta Platforms, Inc, Tencent Holdings, Spotify Technology S.A, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Baidu Inc stock attractive at the current price?
The data as of Oct 14, 2026: price $81.86, calculated fair value $67.30 (−18%), Quality Score 36/100, from 11 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of BIDU calculated?
We run Baidu Inc through 11 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $67.30, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.7 % above its aggregate fair value. Baidu Inc itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Baidu Inc (BIDU)?
The closing price on Oct 14, 2026 was $81.86. Our model-based fair value is $67.30, about −18% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Baidu Inc right now?
Weak quality (36/100) and above fair value at the same time, the margin of safety is missing on both counts. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Where does the earnings growth of Baidu Inc (BIDU) come from?
Earnings per share at Baidu Inc grew +1.4 % a year from 2014 to 2025. Broken into its drivers: revenue per share +9.5 %, EBIT margin −1.7 %, tax rate +0.0 %, residual (interest, one-offs) −5.8 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.

Key figures of Baidu Inc

How large is the market capitalisation of Baidu Inc (BIDU)?
The market capitalisation of Baidu Inc is $28.2B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Baidu Inc (BIDU)?
The price-to-sales ratio of Baidu Inc is 0.23 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Baidu Inc (BIDU)?
Earnings per share at Baidu Inc are $−2.34. Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Baidu Inc (BIDU)?
The net margin of Baidu Inc is 4.3% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Baidu Inc (BIDU)?
The return on equity (ROE) of Baidu Inc is −1.4% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Baidu Inc (BIDU)?
On an EBIT basis the return on assets of Baidu Inc is 3.2% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Baidu Inc (BIDU)?
The operating margin of Baidu Inc is 9.7% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Baidu Inc (BIDU)?
Revenue at Baidu Inc is growing −4.2% versus a year earlier (3y avg +1.4%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Baidu Inc (BIDU)?
Earnings per share at Baidu Inc are growing −73.8% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Baidu Inc (BIDU) generate?
The free cash flow of Baidu Inc is −$16.4B (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Baidu Inc (BIDU) carry?
The net debt of Baidu Inc is $72.5B (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
Free · no account needed

Watch Baidu Inc in the live analysis

One click puts Baidu Inc on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener.

Watch for free →

Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.