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GuruFocus Financial Strength Rank measures how strong a company’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 2.18
BIDU's Cash to Debt is ranked higher than
50% of the 360 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. BIDU: 2.18 )
BIDU' s 10-Year Cash to Debt Range
Min: 2.18   Max: No Debt
Current: 2.18

Equity to Asset 0.54
BIDU's Equity to Asset is ranked higher than
52% of the 341 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.66 vs. BIDU: 0.54 )
BIDU' s 10-Year Equity to Asset Range
Min: -0.45   Max: 0.95
Current: 0.54

-0.45
0.95
Interest Coverage 25.03
BIDU's Interest Coverage is ranked lower than
51% of the 275 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4542.90 vs. BIDU: 25.03 )
BIDU' s 10-Year Interest Coverage Range
Min: 25.03   Max: 9999.99
Current: 25.03

25.03
9999.99
F-Score: 3
Z-Score: 9.15
M-Score: -1.39
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’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 (%) 35.04
BIDU's Operating margin (%) is ranked higher than
94% of the 348 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.35 vs. BIDU: 35.04 )
BIDU' s 10-Year Operating margin (%) Range
Min: -276.59   Max: 52.25
Current: 35.04

-276.59
52.25
Net-margin (%) 32.93
BIDU's Net-margin (%) is ranked higher than
95% of the 350 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.83 vs. BIDU: 32.93 )
BIDU' s 10-Year Net-margin (%) Range
Min: -243.22   Max: 46.88
Current: 32.93

-243.22
46.88
ROE (%) 27.38
BIDU's ROE (%) is ranked higher than
94% of the 343 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.68 vs. BIDU: 27.38 )
BIDU' s 10-Year ROE (%) Range
Min: -30.57   Max: 43.41
Current: 27.38

-30.57
43.41
ROA (%) 14.82
BIDU's ROA (%) is ranked higher than
91% of the 351 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.96 vs. BIDU: 14.82 )
BIDU' s 10-Year ROA (%) Range
Min: -27.5   Max: 31.91
Current: 14.82

-27.5
31.91
ROC (Joel Greenblatt) (%) 208.40
BIDU's ROC (Joel Greenblatt) (%) is ranked higher than
83% of the 347 Companies
in the Global Internet Content & Information industry.

( Industry Median: 50.03 vs. BIDU: 208.40 )
BIDU' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -84.12   Max: 284.25
Current: 208.4

-84.12
284.25
Revenue Growth (%) 63.60
BIDU's Revenue Growth (%) is ranked higher than
98% of the 199 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9.40 vs. BIDU: 63.60 )
BIDU' s 10-Year Revenue Growth (%) Range
Min: 35.7   Max: 139.9
Current: 63.6

35.7
139.9
EBITDA Growth (%) 55.70
BIDU's EBITDA Growth (%) is ranked higher than
96% of the 159 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.60 vs. BIDU: 55.70 )
BIDU' s 10-Year EBITDA Growth (%) Range
Min: 55.7   Max: 207.2
Current: 55.7

55.7
207.2
EPS Growth (%) 48.00
BIDU's EPS Growth (%) is ranked higher than
94% of the 140 Companies
in the Global Internet Content & Information industry.

( Industry Median: 12.50 vs. BIDU: 48.00 )
BIDU' s 10-Year EPS Growth (%) Range
Min: 48   Max: 272.6
Current: 48

48
272.6
» BIDU's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2013

BIDU Guru Trades in Q1 2013

Robert Karr 1,407,050 sh (New)
Ron Baron 520 sh (New)
George Soros 77,500 sh (New)
John Rogers 3,780 sh (New)
Eric Mindich 650,000 sh (New)
Steven Cohen 6,870 sh (+38.73%)
Matthews Pacific Tiger Fund 710,700 sh (+23.45%)
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
Q2 2013

BIDU Guru Trades in Q2 2013

Diamond Hill Capital 2,530 sh (New)
Matthews China Fund 90,800 sh (New)
Dodge & Cox 4,567,841 sh (New)
John Burbank 894,290 sh (New)
Frank Sands 9,243,497 sh (New)
John Rogers 11,432 sh (+202.43%)
Robert Karr 2,291,350 sh (+62.85%)
Matthews Pacific Tiger Fund 847,500 sh (+19.25%)
Ken Fisher 244,527 sh (+0.41%)
Eric Mindich 650,000 sh (unchged)
Jean-Marie Eveillard 10 sh (unchged)
George Soros 77,500 sh (unchged)
Ron Baron 520 sh (unchged)
Stanley Druckenmiller Sold Out
Steven Cohen Sold Out
Chase Coleman Sold Out
Jeremy Grantham 22,000 sh (-93.23%)
» More
Q3 2013

BIDU Guru Trades in Q3 2013

RS Investment Management 24,600 sh (New)
Chuck Royce 1,300 sh (New)
Andreas Halvorsen 2,672,750 sh (New)
Steven Cohen 100,397 sh (New)
Steve Mandel 5,289,262 sh (New)
Jeremy Grantham 1,145,350 sh (+5106.14%)
Frank Sands 13,881,278 sh (+50.17%)
John Rogers 14,879 sh (+30.15%)
Ron Baron 573 sh (+10.19%)
Dodge & Cox 4,814,587 sh (+5.4%)
Matthews Pacific Tiger Fund 847,500 sh (unchged)
John Burbank 500,000 sh (unchged)
Matthews China Fund 90,800 sh (unchged)
Jean-Marie Eveillard 10 sh (unchged)
Ken Fisher 235,746 sh (-3.59%)
Diamond Hill Capital 2,215 sh (-12.45%)
Robert Karr 1,830,950 sh (-20.09%)
Eric Mindich 450,000 sh (-30.77%)
John Burbank 468,415 sh (-47.62%)
George Soros 25,000 sh (-67.74%)
» More
Q4 2013

BIDU Guru Trades in Q4 2013

Paul Tudor Jones 195,000 sh (New)
Daniel Loeb 600,000 sh (New)
Louis Moore Bacon 618,915 sh (New)
Pioneer Investments 7,175 sh (New)
Howard Marks 137,097 sh (New)
Jim Simons 347,900 sh (New)
David Tepper 205,692 sh (New)
Caxton Associates 10,900 sh (New)
Lee Ainslie 695,399 sh (New)
George Soros 95,000 sh (+280%)
John Rogers 43,391 sh (+191.63%)
RS Investment Management 37,930 sh (+54.19%)
Steven Cohen 153,752 sh (+53.14%)
Ken Fisher 272,484 sh (+15.58%)
Steve Mandel 5,393,588 sh (+1.97%)
Matthews China Fund 90,800 sh (unchged)
Ron Baron 573 sh (unchged)
Matthews Pacific Tiger Fund 847,500 sh (unchged)
Jean-Marie Eveillard 10 sh (unchged)
John Burbank Sold Out
Eric Mindich Sold Out
Frank Sands 13,099,246 sh (-5.63%)
Robert Karr 1,488,550 sh (-18.7%)
Jeremy Grantham 905,695 sh (-20.92%)
Dodge & Cox 3,717,187 sh (-22.79%)
Chuck Royce 900 sh (-30.77%)
Diamond Hill Capital 1,335 sh (-39.73%)
Andreas Halvorsen 1,511,841 sh (-43.44%)
» More
» Details

Insider Trades

Latest Guru Trades with BIDU

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Burbank 2013-12-31 Sold Out 2.4%$146.54 - $179.93 $ 155.8-4%0
Daniel Loeb 2013-12-31 New Buy1.8%$146.54 - $179.93 $ 155.8-4%600000
Lee Ainslie 2013-12-31 New Buy1.6%$146.54 - $179.93 $ 155.8-4%695399
Frank Sands 2013-12-31 Reduce -5.63%0.34%$146.54 - $179.93 $ 155.8-4%13099246
Dodge & Cox 2013-12-31 Reduce -22.79%0.19%$146.54 - $179.93 $ 155.8-4%3717187
George Soros 2013-12-31 Add 280%0.1%$146.54 - $179.93 $ 155.8-4%95000
Steve Mandel 2013-09-30 New Buy3.7%$89.22 - $154.28 $ 155.821%5289262
Frank Sands 2013-09-30 Add 50.17%2%$89.22 - $154.28 $ 155.821%13881278
John Burbank 2013-09-30 Reduce -47.62%1.33%$89.22 - $154.28 $ 155.821%468415
George Soros 2013-09-30 Reduce -67.74%0.05%$89.22 - $154.28 $ 155.821%25000
Frank Sands 2013-06-30 New Buy2.9%$83.59 - $102.99 $ 155.869%9243497
John Burbank 2013-06-30 New Buy2.8%$83.59 - $102.99 $ 155.869%894290
Dodge & Cox 2013-06-30 New Buy0.51%$83.59 - $102.99 $ 155.869%4567841
George Soros 2013-03-31 New Buy0.08%$84.24 - $112.97 $ 155.860%77500
Frank Sands 2013-03-31 Sold Out 0.03%$84.24 - $112.97 $ 155.860%0
Ron Baron 2013-03-31 New Buy$84.24 - $112.97 $ 155.860%520
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

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

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Ratios

vs
industry
vs
history
P/E(ttm) 31.80
BIDU's P/E(ttm) is ranked higher than
60% of the 238 Companies
in the Global Internet Content & Information industry.

( Industry Median: 30.30 vs. BIDU: 31.80 )
BIDU' s 10-Year P/E(ttm) Range
Min: 17.27   Max: 939.47
Current: 31.8

17.27
939.47
P/B 8.40
BIDU's P/B is ranked lower than
71% of the 331 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.30 vs. BIDU: 8.40 )
BIDU' s 10-Year P/B Range
Min: 6.29   Max: 58.43
Current: 8.4

6.29
58.43
P/S 10.60
BIDU's P/S is ranked lower than
80% of the 362 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.68 vs. BIDU: 10.60 )
BIDU' s 10-Year P/S Range
Min: 6.82   Max: 107
Current: 10.6

6.82
107
EV-to-EBIT 28.60
BIDU's EV-to-EBIT is ranked higher than
51% of the 278 Companies
in the Global Internet Content & Information industry.

( Industry Median: 22.29 vs. BIDU: 28.60 )
BIDU' s 10-Year EV-to-EBIT Range
Min: 14.4   Max: 1157.5
Current: 28.6

14.4
1157.5
PEG 0.40
BIDU's PEG is ranked higher than
96% of the 89 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.24 vs. BIDU: 0.40 )
BIDU' s 10-Year PEG Range
Min: 0.12   Max: 1.57
Current: 0.4

0.12
1.57
Shiller P/E 64.60
BIDU's Shiller P/E is ranked lower than
62% of the 90 Companies
in the Global Internet Content & Information industry.

( Industry Median: 38.48 vs. BIDU: 64.60 )
BIDU' s 10-Year Shiller P/E Range
Min: 41.98   Max: 308.52
Current: 64.6

41.98
308.52

Valuation & Return

vs
industry
vs
history
Price/Net Cash 56.20
BIDU's Price/Net Cash is ranked lower than
77% of the 150 Companies
in the Global Internet Content & Information industry.

( Industry Median: 14.50 vs. BIDU: 56.20 )
BIDU' s 10-Year Price/Net Cash Range
Min: 16.94   Max: 99.95
Current: 56.2

16.94
99.95
Price/Net Current Asset Value 43.80
BIDU's Price/Net Current Asset Value is ranked lower than
83% of the 187 Companies
in the Global Internet Content & Information industry.

( Industry Median: 11.50 vs. BIDU: 43.80 )
BIDU' s 10-Year Price/Net Current Asset Value Range
Min: 15.79   Max: 95.07
Current: 43.8

15.79
95.07
Price/Tangible Book 18.40
BIDU's Price/Tangible Book is ranked lower than
83% of the 295 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.00 vs. BIDU: 18.40 )
BIDU' s 10-Year Price/Tangible Book Range
Min: 10.6   Max: 49.97
Current: 18.4

10.6
49.97
Price/DCF (Projected) 4.70
BIDU's Price/DCF (Projected) is ranked lower than
78% of the 113 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.70 vs. BIDU: 4.70 )
BIDU' s 10-Year Price/DCF (Projected) Range
Min: 3.42   Max: 25.14
Current: 4.7

3.42
25.14
Price/Median PS Value 0.40
BIDU's Price/Median PS Value is ranked higher than
95% of the 328 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.10 vs. BIDU: 0.40 )
BIDU' s 10-Year Price/Median PS Value Range
Min: 0.28   Max: 1.97
Current: 0.4

0.28
1.97
Price/Peter Lynch Fair Value 1.30
BIDU's Price/Peter Lynch Fair Value is ranked higher than
64% of the 50 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.40 vs. BIDU: 1.30 )
BIDU' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.84   Max: 2.63
Current: 1.3

0.84
2.63
Price/Graham Number 5.10
BIDU's Price/Graham Number is ranked lower than
61% of the 211 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.70 vs. BIDU: 5.10 )
BIDU' s 10-Year Price/Graham Number Range
Min: 3.14   Max: 18.47
Current: 5.1

3.14
18.47
Earnings Yield (Greenblatt) 3.50
BIDU's Earnings Yield (Greenblatt) is ranked higher than
56% of the 280 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.20 vs. BIDU: 3.50 )
BIDU' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 6.9
Current: 3.5

0.1
6.9
Forward Rate of Return (Yacktman) 78.27
BIDU's Forward Rate of Return (Yacktman) is ranked higher than
99% of the 164 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.45 vs. BIDU: 78.27 )
BIDU' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 68.8   Max: 182.2
Current: 78.27

68.8
182.2

Business Description

Industry: Online Media » Internet Content & Information
Compare:GOOG, FB, TCEHY, YHOO, YAHOY » details
Traded in other countries:K3SD.Singapore, B1C.Germany
Baidu, Inc., was incorporated in the Cayman Islands in January 2000. The Company is a Chinese language Internet search provider. It provides a platform for businesses to reach customers. The Company offers its main products and services to users through Baidu.com free of charge. These products and services can be accessed through PCs, mobile and other non-mobile devices. It organizes its products and services into nine categories, namely, search products, social products, UGC-based knowledge products, location-based products and services, music products, PC client software, mobile related products and services, products and services for developers, and other products and services. It also offers some products and services provided by its associated or cooperative websites. Baidu's web search allows users to locate information using Chinese language search queries. Baidu Image Search enables users to search for images on the internet by term queries or various categories and offers advanced features, such as search by image file type and search within a designated website or web page. Baidu Video Search enables users to search by term queries for and access through hyperlinks online video clips that are hosted on third parties' websites. Baidu News provides links to an extensive selection of local, national and international news and presents news stories in a searchable format, typically within minutes of their publication on the internet. Baidu Web Directory enables users to browse and search through websites that have been organized into categories. It also operates Hao123.com, a popular Chinese web directory navigation site in China. Baidu Dictionary is an online dictionary, providing lookup and translation services between Chinese and English. Baidu Top Searches provides listings of top search terms based on daily search queries entered on Baidu.com. Baidu Open Platform is a platform aiming at providing one-stop online services to users by intelligently identifying users' demands before providing optimized treatments and responses. Baidu Space allows registered users to create personalized homepages in a query-based searchable community. Baidu Album is a cloud-enabled photo storing and sharing service, which allows users to upload pictures without surrendering to compression and share with others with privacy control. It serves three types of online participants: Users, Customers, Baidu Union Members. It offer a Chinese language search platform on its website Baidu.com that enables users to find relevant information online, including web pages, news, images, documents and multimedia files, through links provided on its website. It delivers online marketing services to a diverse customer base operating in a variety of industries. Its online marketing customers consist of SMEs throughout China, large domestic companies and Chinese divisions or subsidiaries of large, multinational companies. Baidu Union consists of a large numbe

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