Baidu Inc - ADR

Baidu Inc - ADR

BIDU

Market Cap$28.13B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Baidu Inc - ADRBaidu Inc - ADR9.9-9%0.20.3

Earnings Call Q1 2025

May 21, 2025 - AI Summary

Strong Revenue Growth in AI Cloud: Baidu reported Q1 2025 total revenue of RMB 32.5 billion, a 3% year-over-year increase. The Baidu Core revenue reached RMB 25.5 billion, up 7% year-over-year, driven primarily by the AI Cloud segment which generated RMB 6.7 billion with a robust 42% year-over-year growth. AI Cloud accounted for 26% of Baidu Core revenue, up from 20% a year ago.
AI Model Iteration and Open Source Strategy: Baidu is focusing on rapid iterations of its ERNIE foundation models, with significant developments such as ERNIE 4.5 and X1 launched this year. The company plans to open-source its ERNIE 4.5 series on June 30, 2025, which is expected to broaden accessibility and enhance market recognition.
Challenges in Search Monetization: While Baidu is accelerating its AI transformation in search, transitioning 35% of mobile search result pages to AI-generated content, the company recognizes challenges in monetization. The need to refine monetization strategies for AI searches could pressure revenue and margins in the near term, casting uncertainty over short-term earnings.

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$84.00

Target Price by Analysts

1.1% upsideBaidu Target Price DetailsTarget Price
$70.48

Current Fair Value

15.1% downside

Overvalued by 15.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$28.13 Billion
Enterprise Value$82.62 Billion
Dividend Yield$0 (0%)
Earnings per Share$66.48
Beta0.37
Outstanding Shares346,875,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio9.95
PEG5.66
Price to Sales0.22
Price to Book Ratio0.1
Enterprise Value to Revenue0.62
Enterprise Value to EBIT3.88
Enterprise Value to Net Income3
Total Debt to Enterprise0.96
Debt to Equity0.3

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Baidu Inc

CEO: Yanhong Li