Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
99.03 (1y: -17%)
Market Cap 35.14 B P/E(ttm) 20.20
Enterprise Value 31.58 B P/B 8.00
BIDU- NAS (USA)
Baidu, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$99.03
Switch to:

GuruFocus Financial Strength Rank measures how strong a companyÂ’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry		 vs
history
Cash to Debt 2.72
BIDU's Cash to Debt is ranked lower than
73% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. BIDU: 2.72 )
BIDU' s 10-Year Cash to Debt Range
Min: 2.72   Max: No Debt
Current: 2.72
Equity to Asset 0.451
BIDU's Equity to Asset is ranked higher than
62% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.52 vs. BIDU: 0.451 )
BIDU' s 10-Year Equity to Asset Range
Min: -0.45   Max: 0.95
Current: 0.45
-0.45
0.95
Interest Coverage No Debt
BIDU's Interest Coverage is ranked higher than
95% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. BIDU: No Debt )
BIDU' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 5
Z-Score: 8.96
M-Score: -2.41
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyÂ’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry		 vs
history
Operating margin (%) 49.50
BIDU's Operating margin (%) is ranked higher than
97% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.00 vs. BIDU: 49.50 )
BIDU' s 10-Year Operating margin (%) Range
Min: -276.6   Max: 52.2
Current: 49.5
-276.6
52.2
Net-margin (%) 46.9
BIDU's Net-margin (%) is ranked higher than
97% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.20 vs. BIDU: 46.9 )
BIDU' s 10-Year Net-margin (%) Range
Min: -243.2   Max: 46.9
Current: 46.9
-243.2
46.9
ROE (%) 40.1
BIDU's ROE (%) is ranked higher than
97% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.60 vs. BIDU: 40.1 )
BIDU' s 10-Year ROE (%) Range
Min: -30.6   Max: 43.4
Current: 40.1
-30.6
43.4
ROA (%) 22.9
BIDU's ROA (%) is ranked higher than
98% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.20 vs. BIDU: 22.9 )
BIDU' s 10-Year ROA (%) Range
Min: -27.5   Max: 31.9
Current: 22.9
-27.5
31.9
ROC (Joel Greenblatt) (%) 40.60
BIDU's ROC (Joel Greenblatt) (%) is ranked higher than
99% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 31.00 vs. BIDU: 40.60 )
BIDU' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -19.8   Max: 62.8
Current: 40.6
-19.8
62.8
Revenue Growth (%) 49.4
BIDU's Revenue Growth (%) is ranked higher than
99% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.40 vs. BIDU: 49.4 )
BIDU' s 10-Year Revenue Growth (%) Range
Min: 36.8   Max: 85
Current: 49.4
36.8
85
EBITDA Growth (%) 59.6
BIDU's EBITDA Growth (%) is ranked higher than
99% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 11.10 vs. BIDU: 59.6 )
BIDU' s 10-Year EBITDA Growth (%) Range
Min: 54   Max: 141.5
Current: 59.6
54
141.5
EPS Growth (%) 62.6
BIDU's EPS Growth (%) is ranked higher than
99% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.15 vs. BIDU: 62.6 )
BIDU' s 10-Year EPS Growth (%) Range
Min: 48.7   Max: 154.8
Current: 62.6
48.7
154.8
» BIDU's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

BIDU Guru Trades in Q2 2012

Jeremy Grantham 282,900 sh (+114.16%)
Chase Coleman 1,480,000 sh (+70.11%)
Frank Sands 90,955 sh (+40.98%)
Pioneer Investments 34,700 sh (+8.78%)
Ken Fisher 4,674,545 sh (+4.7%)
Jean-Marie Eveillard 10 sh (unchged)
Matthews Pacific Tiger Fund 497,700 sh (unchged)
Tom Russo 135 sh (unchged)
John Griffin Sold Out
Bruce Kovner Sold Out
George Soros Sold Out
Andreas Halvorsen Sold Out
Ron Baron 18,520 sh (-2.54%)
Steven Cohen 26,794 sh (-77.75%)
» More
Q3 2012

BIDU Guru Trades in Q3 2012

Robert Karr 338,300 sh (New)
George Soros 20,000 sh (New)
Paul Tudor Jones 5,000 sh (New)
Steven Cohen 52,811 sh (+97.1%)
Chase Coleman 2,150,000 sh (+45.27%)
Matthews Pacific Tiger Fund 497,700 sh (unchged)
Jean-Marie Eveillard 10 sh (unchged)
Tom Russo 135 sh (unchged)
Frank Sands 90,455 sh (-0.55%)
Pioneer Investments 31,400 sh (-9.51%)
Jeremy Grantham 242,200 sh (-14.39%)
Ron Baron 10,714 sh (-42.15%)
Ken Fisher 1,860,769 sh (-60.19%)
» More
Q4 2012

BIDU Guru Trades in Q4 2012

Matthews Pacific Tiger Fund 575,700 sh (+15.67%)
Ken Fisher 1,874,477 sh (+0.74%)
Jean-Marie Eveillard 10 sh (unchged)
Jeremy Grantham 463,681 sh (unchged)
Chase Coleman 2,150,000 sh (unchged)
Paul Tudor Jones Sold Out
Pioneer Investments Sold Out
George Soros Sold Out
Robert Karr Sold Out
Ron Baron Sold Out
Frank Sands 73,720 sh (-18.5%)
Steven Cohen 4,952 sh (-90.62%)
» More
Q1 2013

BIDU Guru Trades in Q1 2013

George Soros 77,500 sh (New)
Eric Mindich 650,000 sh (New)
John Rogers 3,780 sh (New)
Ron Baron 520 sh (New)
Robert Karr 1,407,050 sh (New)
Steven Cohen 6,870 sh (+38.73%)
Chase Coleman 2,570,000 sh (+19.53%)
Jean-Marie Eveillard 10 sh (unchged)
Frank Sands Sold Out
Jeremy Grantham 325,181 sh (-29.87%)
Ken Fisher 243,522 sh (-87.01%)
» More
» Details

Insider Trades

Latest Guru Trades with BIDU

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
George Soros 2013-03-31 New Buy0.08%$84.24 - $112.97 $ 99.032%77500
Frank Sands 2013-03-31 Sold Out 0.03%$84.24 - $112.97 $ 99.032%0
Ron Baron 2013-03-31 New Buy$84.24 - $112.97 $ 99.032%520
George Soros 2012-12-31 Sold Out 0.04%$88.12 - $114.99 $ 99.03-3%0
Ron Baron 2012-12-31 Sold Out 0.01%$88.12 - $114.99 $ 99.03-3%0
George Soros 2012-09-30 New Buy0.04%$105.07 - $133.79 $ 99.03-15%20000
Ron Baron 2012-09-30 Reduce -42.15%0.01%$105.07 - $133.79 $ 99.03-15%10714
John Griffin 2012-06-30 Sold Out 1.4%$109.59 - $150.18 $ 99.03-22%0
George Soros 2012-06-30 Sold Out 0.08%$109.59 - $150.18 $ 99.03-22%0
Frank Sands 2012-06-30 Add 40.98%0.01%$109.59 - $150.18 $ 99.03-22%90955
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on Baidu, Inc.

Baron Funds Comments on Baidu - Aug 24, 2012

From Baron Funds' second quarter commentary:

Baidu, Inc. (BIDU) is the largest search engine in China with close to 90% market share. The stock was down 21.1% in the second quarter due to concerns that a slow economic environment in China could negatively impact spending on online advertising. Additionally, investors are increasingly focused on how dominant Internet companies like Baidu and Google will navigate the shift towards growing mobile usage. Despite these concerns, we continue to hold shares of Baidu due to its dominant market position and financial resources to pursue growth in adjacent markets. (Catherine Chen)
Check out Ron Baron latest stock trades

Top Ranked Articles about Baidu, Inc.

Keep It Simple - Robert Karr’s Top Three
May 13, 2013
Robert Karr - Keep It Simple - Robert Karr’s Top Three
As a devoted disciple to his investing Guru Julian Robertson, Robert Karr is famed as one of the “Tiger Cubs" and keeps his investments simple. An expert in Asian markets, Karr is the founder of his employee-owned hedge fund Joho Capital. Holding concentrated positions in new technology companies, Karr’s portfolio is weighted with a large technology sector at 64.3%, followed by consumer defensive at 28.6%. His updated portfolio contains 14 stocks, two of them new, with a total value of $902 million and a quarter-over-quarter turnover of 26%. Read more...
Guru Stocks at 52-Week Lows: EC, BIDU, VMW, PKX, WIT
April 28, 2013
These Guru stocks have reached their 52-week lows, according to the GuruFocus list of 52-week lows. Read more...
Guru Stocks at 52-Week Lows: BIDU, ABX, APA, PKX, MT
March 25, 2013
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
Guru Stocks at 52-Week Lows: APPL, BIDU, ABX, GG, NEM
March 10, 2013
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
Top 4 International Stocks at 52-Week Lows
October 31, 2012
- Top 4 International Stocks At 52-Week Lows
According to GuruFocus’ list of 52-week lows, these Guru-owned stocks are traded at close to their 52-week lows: NTT DoCoMo Inc. (DCM), Baidu Inc. (BIDU), Banco Santander Brasil SA (BSBR) and Shire Plc (SHPG). Read more...
Baron Funds Comments on Baidu
August 24, 2012
From Baron Funds' second quarter commentary: Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 20.20
BIDU's P/E(ttm) is ranked higher than
80% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 22.09 vs. BIDU: 20.20 )
BIDU' s 10-Year P/E(ttm) Range
Min: 16.95   Max: 705.05
Current: 20.2
16.95
705.05
P/B 8.00
BIDU's P/B is ranked lower than
87% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.91 vs. BIDU: 8.00 )
BIDU' s 10-Year P/B Range
Min: 6.35   Max: 48.69
Current: 8
6.35
48.69
P/S 8.90
BIDU's P/S is ranked lower than
95% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.46 vs. BIDU: 8.90 )
BIDU' s 10-Year P/S Range
Min: 6.16   Max: 80.25
Current: 8.9
6.16
80.25
PFCF 22.60
BIDU's PFCF is ranked lower than
58% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 17.70 vs. BIDU: 22.60 )
BIDU' s 10-Year PFCF Range
Min: 14.88   Max: 481.5
Current: 22.6
14.88
481.5
EV-to-EBIT 16.4
BIDU's EV-to-EBIT is ranked higher than
70% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 16.10 vs. BIDU: 16.4 )
BIDU' s 10-Year EV-to-EBIT Range
Min: 14.1   Max: 859.3
Current: 16.4
14.1
859.3
PEG 0.2
BIDU's PEG is ranked higher than
99% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.50 vs. BIDU: 0.2 )
BIDU' s 10-Year PEG Range
Min: 0.2   Max: 1.12
Current: 0.2
0.2
1.12
Shiller P/E 49.6
BIDU's Shiller P/E is ranked higher than
91% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 7.00 vs. BIDU: 49.6 )
BIDU' s 10-Year Shiller P/E Range
Min: 41.8   Max: 269.96
Current: 49.6
41.8
269.96

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 7.3
BIDU's Price/Net Cash is ranked higher than
96% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.90 vs. BIDU: 7.3 )
BIDU' s 10-Year Price/Net Cash Range
Min: 7.4   Max: 55.7
Current: 7.3
7.4
55.7
Price/Net Current Asset Value 206.3
BIDU's Price/Net Current Asset Value is ranked higher than
99% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 19.00 vs. BIDU: 206.3 )
BIDU' s 10-Year Price/Net Current Asset Value Range
Min: 208.9   Max: 1949
Current: 206.3
208.9
1949
Price/Tangible Book 10.3
BIDU's Price/Tangible Book is ranked higher than
95% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.55 vs. BIDU: 10.3 )
BIDU' s 10-Year Price/Tangible Book Range
Min: 9.3   Max: 45.3
Current: 10.3
9.3
45.3
Price/DCF (Projected) 3.1
BIDU's Price/DCF (Projected) is ranked higher than
99% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.20 vs. BIDU: 3.1 )
BIDU' s 10-Year Price/DCF (Projected) Range
Min: 3.2   Max: 6.9
Current: 3.1
3.2
6.9
Price/Median PS Value 0.3
BIDU's Price/Median PS Value is ranked higher than
81% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.85 vs. BIDU: 0.3 )
BIDU' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 1.8
Current: 0.3
0.3
1.8
Price/Peter Lynch Fair Value 0.8
BIDU's Price/Peter Lynch Fair Value is ranked higher than
92% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.90 vs. BIDU: 0.8 )
BIDU' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.8   Max: 2.4
Current: 0.8
0.8
2.4
Price/Graham Number 1.2
BIDU's Price/Graham Number is ranked higher than
93% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.60 vs. BIDU: 1.2 )
BIDU' s 10-Year Price/Graham Number Range
Min: 1.3   Max: 6.6
Current: 1.2
1.3
6.6
Earnings Yield (Greenblatt) 6.10
BIDU's Earnings Yield (Greenblatt) is ranked higher than
84% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.20 vs. BIDU: 6.10 )
BIDU' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 7.1
Current: 6.1
0.1
7.1
Forward Rate of Return (Yacktman) 84.44
BIDU's Forward Rate of Return (Yacktman) is ranked higher than
99% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.64 vs. BIDU: 84.44 )
BIDU' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.2   Max: 168.7
Current: 84.44
0.2
168.7

Business Description

Baidu.com, Inc. was incorporated in the Cayman Islands in January 2000. It is a Chinese language Internet search provider. As a technology-based media Company, it aims to provide the best way for people to find information. In addition to serving Internet search users, it provides an effective platform for businesses to reach potential customers. The Company offers a unique Chinese language search platform for both users and customers. Its platform consists of websites and Baidu Union, which is its network of third-party websites. Services are designed to enable Internet search users to find relevant information online, including Chinese language web pages, news, images and multimedia files, through links provided on websites. They provide its users with access to an index of over 740 million web pages, 80 million images and 10 million multimedia files. They also offer a query-based online community, Baidu Post Bar, which currently consists of over 820,000 message boards. Its online advertising services allow customers to use both query sensitive and non-query sensitive advertising services, including text links, graphical advertisements and other forms of online advertising. They design and deliver services to its pay-for-performance and tailored solutions customers based on its online marketing requirements. Its main competitors include U.S.-based Internet search providers providing Chinese language Internet search services and Chinese Internet companies.
Company Website
Industry: Internet Content & Information
Compare:GOOG, FB, TCEHY, YHOO, YAHOY
Traded in other countries:K3SD.Singapore, B1C.Germany

Personalized Checklist





Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial