Baidu Inc - ADR

Baidu Inc - ADR

BIDU

Market Cap$32.3B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Baidu Inc - ADRBaidu Inc - ADR13.8-8%1.90.4

Earnings Call Q4 2024

February 18, 2025 - AI Summary

Revenue Performance: Baidu reported total revenues of RMB 34.1 billion for Q4 2024, down 2% year-over-year (YOY), while Baidu Core revenue increased slightly by 1% YOY to RMB 27.7 billion. Full year revenue also slightly decreased by 1% to RMB 133.1 billion, highlighting the ongoing challenges in its online marketing segment.
AI Cloud Growth: The AI Cloud business showed robust momentum with a 26% YOY revenue increase in Q4, contributing to a full year growth of 17%. The demand for ERNIE and the significant uptake of AI-related services were key drivers, with GenAI related revenue tripling year-over-year, reflecting strong market adoption and trust.
Challenges in Online Marketing: Baidu's online marketing revenue decreased by 7% YOY to RMB 17.9 billion in Q4, accounting for a significant 65% of Baidu Core revenues. The competitive landscape remains tough, with small and medium enterprises particularly sensitive to macroeconomic conditions, which continues to impact ad spending negatively.

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$124.67

Target Price by Analysts

41.6% upsideBaidu Target Price DetailsTarget Price
$39.06

Current Fair Value

55.6% downside

Overvalued by 55.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$32.30 Billion
Enterprise Value$95.58 Billion
Dividend Yield$0 (0%)
Earnings per Share$9.71
Beta0.46
Outstanding Shares2,800,000,000

Return

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

Valuation & Multiples

P/E Ratio13.75
PEG96.6
Price to Sales1.87
Price to Book Ratio0.89
Enterprise Value to Revenue0.71
Enterprise Value to EBIT4.2
Enterprise Value to Net Income4
Total Debt to Enterprise0.96
Debt to Equity0.35

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Baidu Inc

CEO: Yanhong Li