$114.33 $1.25 (0.0%)

03:37 PM EDT on 06/17/19

Baidu.com, Inc. (ADR) (NASDAQ:BIDU)

CAPS Rating: 5 out of 5

Baidu is the leading Chinese-language Internet search provider.

Current Price $114.33 Mkt Cap $5.7B
Open $113.30 P/E Ratio 0.00
Prev. Close $114.33 Div. (Yield) $61.37 (0.0%)
Daily Range $112.40 - $114.45 Volume 531,199
52-Wk Range $106.80 - $186.20 Avg. Daily Vol. 88

Caps

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All Players

5,210 Outperform
583 Underperform
 

All-Star Players

1,094 Outperform
84 Underperform
 

Wall Street

19 Outperform
6 Underperform
 

Top NASDAQ:BIDU Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TMFEBCapital (91.86)
Submitted June 15, 2017

If you look at a 5-year revenue growth chart, BIDU won't appear impressive. But that chart doesn't tell you the whole story. The company is a dominant force in search and content in China, and its innovation is downright Google-esque enough for me to… More

Glen8ak (< 20)
Submitted October 29, 2013

When people say, 'the Google of China,' I try to remind myself that there were a great many search engines, and that yahoo was actually the first among them, Google did what they did by way of ingenious business practices, acquisitions, and their… More

NASDAQ:BIDU VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about BIDU.

Recs

0
Member Avatar XMFRendezvous (93.89) Submitted: 6/3/2019 4:54:11 PM : Outperform Start Price: $107.09 NASDAQ:BIDU Score: +1.19

Baidu, the smallest of the big three “BAT” stocks in Chinese tech may be the most attractive investment in China right now. I have long been a fan of Tencent, and it remains as one among my top ideas; however I think Baidu is an even greater value today. The market is currently paying about 75% less of a dollar of Baidu’s sales than Tencent on an EV/S basis. Tencent is slightly more profitable and has consistently grown revenue, at a faster clip than Baidu, but I do not believe there should be such a disparity in valuation.

Baidu’s main driver of growth is their dominant position in Chinese search with about 80% of online search advertising coming Baidu’s direction. Similar to Google, Baidu also owns the most popular maps app and has a similar brand and competitive position and benefits from having the most users and data to better improve their algorithms. They have since recovered from decelerating revenue growth from the search business in 2016 due to the Chinese government regulating medical advisors, and the potential for more state regulation remains a risk factor. The core search business of Baidu is quite strong, delivering ~55% gross margins with 15% 3-year revenue growth through a tough 2016.

Baidu is also the parent company of iQiyi, the most popular streaming service in China. I am less confident in video streaming as a business due to major competition from Tencent Video. iQiyi has slightly more active users than Tencent Video but also faces competition from more niche entertainment sites like YY and BiliBilli. I think Baidu did the right thing raising capital cheaply for iQiyi spinning of an IPO. I think buying Baidu is even a better way to play iQiyi than by buying iQiyi outright due to discrepancies in value.

Chinese tech may continue to sell off with trade war rhetoric; however, Baidu’s business is relatively insulated from the American economy. If anything, less competition from Google and other American companies will benefit companies like Baidu and Tencent.

Baidu leads Chinese tech companies in AI and driverless technology. While I generally believe advancements in AI and driverless tech are many many years away, at Baidu’s current price and given the strength of their core business, that’s a future call option I am willing to pay for. Baidu spends upwards of 16% of its sales on R&D leading Alibaba (9%) and Tencent (5%). There are a lot of unknowns in this space, but still, think you can do okay with Baidu even if their investments falter.

Jason Zewig recently ran a piece warning investors of the poor capital allocation decisions of Chinese company’s regularly issuing stock leading to poor returns. Out of all the tech leaders in China, I have the most faith in Robin Lin, the founder, and CEO of Baidu. Lin is both a software engineer and has experience working on Wall Street in the US. I trust Lin more than most CEOs to make smart capital allocation decisions down the line.

Baidu is currently trading at around 13X earnings and 18X forward earnings… you will be hard pressed to find a more innovative company with strong financials at such a price even given the risks of investing in China. Trade war and lumpiness in quarterly earnings will prove to be noise in the long run.

Recs

0
Member Avatar kingmax48 (41.15) Submitted: 5/24/2019 9:06:03 AM : Outperform Start Price: $115.29 NASDAQ:BIDU Score: -2.86

Very undervalued from trade war, might be too early to pull the trigger though, but like long term.

Recs

0
Member Avatar jkessel27 (44.51) Submitted: 3/30/2019 3:49:09 PM : Outperform Start Price: $165.65 NASDAQ:BIDU Score: -32.71

leader in search and ai in china. hasn't run up like other chinese names ytd

Leaderboard

Find the members with the highest scoring picks in BIDU.

Score Leader

RCBob

RCBob (< 20) Score: +2,500.24

The Score Leader is the player with the highest score across all their picks in BIDU.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
TMFBreakerRick 81.44 8/12/2006 Outperform 1Y $7.20 +1,488.36% +143.78% +1,344.58 0 Comment
kythai 25.35 8/24/2006 Outperform 3Y $7.66 +1,393.53% +137.35% +1,256.19 0 Comment
beautylady 99.01 8/28/2006 Outperform 5Y $7.66 +1,392.56% +138.11% +1,254.45 0 Comment
Fsoros < 20 8/28/2006 Outperform 3Y $7.66 +1,392.56% +138.11% +1,254.45 0 Comment
tomwiggins < 20 8/28/2006 Outperform 3Y $7.66 +1,392.56% +138.11% +1,254.45 0 Comment
bidubidu < 20 8/25/2006 Outperform 3M $7.67 +1,390.61% +138.28% +1,252.33 0 Comment
TMFBell 99.09 8/30/2006 Outperform 5Y $7.70 +1,384.81% +135.93% +1,248.87 0 Comment
bevolvr 94.31 8/30/2006 Outperform 3Y $7.72 +1,380.96% +135.93% +1,245.03 0 Comment
rmssalmon < 20 8/28/2006 Outperform 1Y $7.80 +1,366.33% +137.24% +1,229.09 1 Comment
bossmann 93.16 9/8/2006 Outperform 3M $7.83 +1,360.15% +137.35% +1,222.80 1 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 86.17 7/28/2015 Underperform 3W $168.03 -31.96% +38.37% +70.33 0 Comment
TrackOppenheimer 31.86 10/16/2014 Outperform NS $203.59 -43.84% +58.21% -102.05 0 Comment
TrackJimCramer 86.17 3/3/2014 Outperform 3W $169.75 -1.01% +13.15% -14.17 7/28/2015 @ $168.03 0 Comment
TrackGoldmanSach 78.87 2/27/2014 Outperform NS $172.13 -33.58% +56.90% -90.48 0 Comment
TrackMaximGroup 66.07 1/10/2014 Outperform NS $178.90 -36.09% +57.44% -93.54 0 Comment
trackclsa 69.13 7/25/2013 Outperform NS $129.09 -11.43% +72.17% -83.60 0 Comment
TrackCreditAgric 75.38 2/20/2013 Underperform NS $91.88 +24.43% +89.12% +64.69 0 Comment
TrackMaximGroup 66.07 12/19/2012 Underperform NS $97.53 +45.97% +13.19% -32.77 10/9/2013 @ $142.36 0 Comment
TrackRaymondJame 74.10 10/3/2012 Outperform NS $112.42 -11.93% +3.81% -15.74 2/5/2013 @ $99.01 0 Comment
TrackBarclaysCap 88.19 8/30/2012 Outperform NS $113.53 +0.70% +105.55% -104.85 0 Comment
TrackJimCramer 86.17 4/25/2012 Underperform 3W $134.82 +25.91% +32.90% +6.99 3/3/2014 @ $169.75 0 Comment
TrackUltraLong < 20 11/2/2011 Underperform NS $139.80 -18.22% +133.89% +152.10 1 Comment
TrackHSBC 20.63 7/27/2011 Outperform NS $163.50 -30.07% +118.43% -148.51 0 Comment
TrackCollinsStew 70.52 7/6/2011 Outperform NS $144.49 -20.87% +116.96% -137.83 0 Comment
TrackStifel 90.63 11/17/2010 Outperform NS $104.36 +9.55% +145.00% -135.45 0 Comment
TrackJimCramer 86.17 5/19/2010 Outperform 3W $70.13 +92.24% +24.54% +67.70 4/26/2012 @ $134.82 0 Comment
TrackJimCramer 86.17 5/13/2010 Underperform 3W $75.64 -7.28% -3.65% +3.64 5/19/2010 @ $70.13 0 Comment
TrackBreanMurray 45.49 4/28/2010 Outperform NS $62.62 +82.58% +143.28% -60.70 0 Comment
TrackCreditSuiss 87.95 4/27/2010 Underperform NS $63.14 +81.07% +140.05% +58.98 0 Comment
TrackKaufmanBros 93.50 3/23/2010 Outperform NS $59.07 +93.57% +148.05% -54.48 0 Comment
TrackJimCramer 86.17 3/23/2010 Outperform 3W $59.49 +27.15% -1.21% +28.36 5/14/2010 @ $75.64 0 Comment
TrackDeutscheSec 82.02 3/4/2010 Outperform NS $51.79 +121.76% +25.26% +96.50 8/23/2012 @ $114.84 0 Comment
TrackUBS 91.44 3/4/2010 Outperform NS $51.79 +120.77% +157.55% -36.78 0 Comment
TrackGoldmanSach 78.87 2/3/2010 Outperform 5Y $43.89 +182.10% +10.40% +171.70 10/20/2011 @ $123.82 1 Comment
TrackCreditSuiss 87.95 7/20/2009 Underperform NS $31.85 +31.17% +14.56% -16.61 2/1/2010 @ $41.78 0 Comment
TrackHSBC 20.63 6/19/2009 Underperform NS $29.33 +457.37% +42.87% -414.50 7/27/2011 @ $163.50 0 Comment
TrackDeutscheSec 82.02 3/24/2009 Outperform NS $18.64 +127.22% +32.82% +94.40 10/12/2009 @ $42.34 0 Comment
TrackBernstein 88.92 1/28/2009 Outperform NS $12.00 +262.60% +26.84% +235.76 11/30/2009 @ $43.51 0 Comment
TrackPaliResearc 22.70 12/15/2008 Underperform NS $11.23 +104.48% -4.39% -108.87 4/28/2009 @ $22.96 0 Comment
TrackCharlesPayn < 20 4/18/2008 Outperform 3M $34.10 +235.28% +116.90% +118.38 0 Comment
TrackSterneAgee 39.02 3/6/2008 Outperform NS $24.50 +366.67% +126.97% +239.70 0 Comment
TrackJimCramer 86.17 2/15/2008 Underperform 3W $25.91 +129.59% -13.12% -142.71 3/23/2010 @ $59.49 0 Comment
TrackRBCCapMkts 85.53 2/14/2008 Outperform NS $27.40 +317.26% +120.40% +196.87 0 Comment
TrackCanaccord 66.56 1/29/2008 Underperform NS $29.48 +287.82% +121.77% -166.05 0 Comment
TrackZacks < 20 1/22/2008 Outperform 3M $27.33 -6.91% -24.41% +17.50 10/20/2008 @ $25.44 1 Comment
TrackJimCramer 86.17 11/1/2007 Outperform 3W $38.60 -32.87% -10.52% -22.35 2/16/2008 @ $25.91 0 Comment
TrackWIG 56.12 10/17/2007 Underperform 3M $31.40 +264.10% +97.78% -166.32 0 Comment
TrackCreditSuiss 87.95 10/12/2007 Underperform NS $30.11 -64.78% -49.05% +15.73 11/20/2008 @ $10.61 0 Comment
TrackJPMorgan 84.81 10/2/2007 Outperform NS $30.03 +2,194.54% -23.16% +2,217.70 4/30/2010 @ $688.96 0 Comment
TrackWIG 56.12 10/1/2007 Outperform 3W $28.50 +7.56% +0.27% +7.30 10/16/2007 @ $30.66 0 Comment
TrackEveillard 93.67 9/30/2007 Outperform NS $28.97 +34.58% -4.17% +38.75 12/31/2007 @ $38.98 1 Comment
TrackJohnKeeley < 20 9/30/2007 Outperform NS $28.97 -17.27% -13.94% -3.33 3/31/2008 @ $23.96 1 Comment
TrackJimCramer 86.17 9/25/2007 Underperform 3W $29.99 +28.68% -0.24% -28.92 11/1/2007 @ $38.60 0 Comment
TrackPiperJaff 84.49 8/22/2007 Outperform NS $20.52 +457.19% +108.25% +348.94 0 Comment
TrackCitigroup 87.93 7/26/2007 Outperform NS $21.50 +431.67% +103.00% +328.67 0 Comment
TrackCitigroup 87.93 6/29/2007 Outperform NS $16.50 +17.50% +1.56% +15.94 7/9/2007 @ $19.39 0 Comment
TrackRBCCapMkts 85.53 4/27/2007 Outperform NS $13.04 +205.14% -0.97% +206.12 11/8/2007 @ $39.80 0 Comment
Track2007Wired40 99.53 3/27/2007 Outperform 1Y $10.13 +1,029.07% +114.43% +914.64 0 Comment
TrackSusquehanna 87.55 3/6/2007 Outperform NS $10.30 +1,010.00% +121.50% +888.50 0 Comment
TrackCitigroup 87.93 2/15/2007 Underperform NS $10.27 +60.72% +3.68% -57.05 6/29/2007 @ $16.50 0 Comment
TrackUBS 91.44 2/15/2007 Underperform NS $10.27 +247.47% -31.47% -278.94 8/3/2009 @ $35.67 0 Comment
TrackJimCramer 86.17 1/11/2007 Outperform 3W $13.12 +128.64% +5.98% +122.66 9/26/2007 @ $29.99 0 Comment
TrackBarronsRoun < 20 1/5/2007 Outperform 1Y $12.25 +833.31% +116.99% +716.32 1 Comment
TrackWRHambrecht < 20 11/20/2006 Outperform NS $10.91 +1,253.20% -1.55% +1,254.75 4/17/2012 @ $147.58 0 Comment
TrackJimCramer 86.17 7/19/2006 Underperform 3W $9.16 +43.18% +13.02% -30.16 1/12/2007 @ $13.12 0 Comment
TrackJimCramer 86.17 5/18/2006 Outperform 3W $7.80 +17.40% -0.16% +17.56 7/19/2006 @ $9.16 0 Comment

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