Baidu, Inc (BIDU34) Fair Value & Analysis
Communication Services · BR · Market cap R$213B
Fair value as of: Jul 14, 2026
From 13 valuation models · updated 2 days ago
Fair value updated Jul 14, 2026 — revised from R$31.97 to R$26.25 (−17.9%) since Jun 24, 2026. Share price −8.8% over the past month.
Price vs Fair Value (12 months)
12‑month range R$33.44 – R$62.07 · fair‑value band R$18.53 – R$37.03 · the R$40.00 price screens above the R$26.25 fair value. As of Jul 14, 2026.
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Baidu, Inc (BIDU34) currently trades at R$40.00, while our model-based Fair Value estimate is R$26.25 — implying the stock looks roughly 34.4% overvalued today. We read business quality at 40/100 (below-average quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).
Over the trailing twelve months, Baidu, Inc generated revenue of R$129B at a net margin of 1.0%. Revenue declined 1.2% year over year. It earns a return on equity of 0.3%. Net debt stands at R$64.9B. Fundamentals as of Jul 14, 2026
Our scenario range runs from R$18.53 (bear case) to R$37.03 (bull case); at R$40.00, the current price sits above that range. The share trades about 36% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -12% fair-value upside — at -34%, BIDU34 screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 14, 2026. TTM = trailing twelve months.
About the company
Baidu, Inc. provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People's Republic of China. It operates in two segments, Baidu General Business and iQIYI. The Baidu General Business segment offers products and services for mobile ecosystem, AI cloud, and intelligent driving. This segment operates Baidu App that enables users to access search, feed, content, and other services through mobile devices; and Haokan, which offers a range of various user generated and professionally produced short videos. It also provides a portfolio of knowledge and information products, including Baidu Wiki, which features columns and videos, such as encyclopedia of intangible cultural heritage, digital museum and recorder of history; Baidu Knows, an online community where users can pose questions to other users, such as individuals, professionals, and enterprises; Baidu Experience, an online platform where users share daily knowledge …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Baidu, Inc reported revenue of R$129B in FY2025 versus R$124B in FY2021, a compound +0.9%/yr. Reported net income was R$5.6B in FY2025, compounding −14.0%/yr from FY2021.
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Recent news
- Baidu (BIDU) Jumps 5%, Is The Stock Overvalued Or Undervalued?
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- China proposes broader e-commerce law covering platforms and digital businesses
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
Similar stocks
10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alphabet Inc GOOGL | $372.19 | $329.26 | -12% |
| Meta Platforms, Inc M1TA34 | R$105.74 | R$112.59 | +6% |
| Tencent Holdings TCEHY | $53.62 | $41.75 | -22% |
| Spotify Technology S.A SPOT | $503.10 | $263.98 | -48% |
| Recruit Holdings RCRUY | $14.11 | $9.86 | -30% |
| Reddit, Inc RDDT | $173.45 | $126.90 | -27% |
| Kuaishou Technology, an investment holding company, KUASF | $6.13 | $13.39 | +118% |
| Tencent Music Entertainment Group TCMEF | $6.24 | $7.25 | +16% |
| NAVER Corporation 035420 | 222,000 KRW | 315,595 KRW | +42% |
| REA Group RPGRF | $124.45 | $88.72 | -29% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.