Baidu, Inc. BIDU AI
Company Overview
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 and experience; ERNIE Bot, new AI-native product that serves as a multi-round conversational AI assistant on both PC and mobile; and Baidu Post, a social media that allows users to post text, image, audio and video content, and reply to original curation forming valuable discussion groups, as well as livestreaming services, including live streaming and AI-powered digital human livestreaming. In addition, the company offers DuerOS smart assistant for the Chinese language; Apollo Go autonomous ride-hailing service; online marketing services; Baidu Maps, a voice-enabled mobile app providing users with travel-related services; and AI chips. The iQIYI segment produces and distributes professionally produced content. This segment offers online entertainment video services, including online videos, experience services, online games, comics, and others. The company was incorporated in 2000 and is headquartered in Beijing, the People's Republic of China.
Why Investors Should Care
Carries low leverage with a debt-to-equity ratio of 0.32.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $129.08B (-3.0% YoY); net profit $5.59B.
- Trailing 12 Months Year-on-year growth — revenue -1.2%, earnings -59.3%.
- 5-Year Trend Long-term compounding — revenue CAGR 1.4%, profit CAGR -9.6%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 1.44% |
| 1 Year: | -1.20% |
Compounded Profit Growth
| 5 Years: | -9.57% |
| 1 Year: | -59.30% |
Stock Price Performance
| 1 Year: | +29.82% |
| 6 Months: | -26.78% |
| 3 Months: | -5.71% |
| 1 Month: | -3.71% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
Ernie Bot foundation models; Apollo autonomous driving (Robotaxi).
- ERNIE foundation models Baidu's ERNIE large-language-model family powers its generative-AI search, chatbot and enterprise AI-cloud offerings — a leading position in China AI.
- AI Cloud Baidu AI Cloud monetises model and infrastructure services to enterprises across China.
- Apollo Go robotaxi Baidu operates one of China's largest autonomous robotaxi fleets, a long-duration AI-mobility bet.
- AI in search & feed GenAI is being woven into Baidu's core search and content platforms.
- Diversified China-AI exposure — foundation models, AI cloud and robotaxis.
- Cheap valuation with strong cash generation despite flat core revenue.
- Robotaxi (Apollo Go) and AI cloud are large optionality legs.
- China macro, ad-market weakness and regulation are key risks.
Curated from public filings and analyst commentary; figures are illustrative.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Generates positive free cash flow.
CONS
- Earnings shrank at -9.6% CAGR over 5 years.
- Trading 31.4% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Communication Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BIDU Baidu, Inc. AI | 111.48 | -743.20 | $30.63B | 0.00% | 2.86% | 0.32% | 1.44% | -9.57% |
| 2 | GOOGL Alphabet Inc. NDXSPXAI | 370.92 | 28.27 | $2.18T | 0.24% | 26.20% | 38.88% | 17.96% | 21.53% |
| 3 | META Meta Platforms, Inc. NDXSPXAI | 681.31 | 24.77 | $1.50T | 0.32% | 25.69% | 32.93% | 36.10% | 35.91% |
| 4 | NFLX Netflix, Inc. NDXSPXAI | 73.68 | 23.77 | $310.25B | 0.00% | 29.87% | 48.49% | 22.30% | 32.79% |
| 5 | TMUS T-Mobile US, Inc. NDXSPX | 187.62 | 19.94 | $203.04B | 2.18% | 9.39% | 18.02% | 22.63% | 28.77% |
| 6 | VZ Verizon Communications Inc. SPX | 42.83 | 10.45 | $178.84B | 6.65% | 8.59% | 17.20% | 0.33% | -6.86% |
| 7 | DIS The Walt Disney Company SPX | 97.15 | 15.54 | $168.70B | 1.56% | 10.74% | 11.01% | 6.96% | 4.12% |
| 8 | T AT&T Inc. SPX | 21.43 | 7.22 | $148.90B | 5.22% | 6.59% | 18.37% | 0.31% | 3.44% |
| 9 | APP AppLovin Corporation NDXSPXAI | 452.73 | 39.33 | $138.41B | 0.00% | 70.20% | - | 24.84% | 609.87% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Revenue | - | 32.45B | 32.71B | 31.17B | 32.74B | 32.08B |
| Cost of Revenue | - | 17.49B | 18.36B | 18.32B | 18.28B | 19.59B |
| Gross Profit | - | 14.96B | 14.36B | 12.86B | 14.46B | 12.49B |
| Operating Expenses | - | 10.46B | 11.08B | 11.76B | 12.98B | 9.29B |
| Operating Income | - | 4.51B | 3.28B | 1.10B | 1.48B | 3.19B |
| EBITDA | - | 9.80B | 8.84B | -12.51B | 3.38B | 4.46B |
| Interest Expense | - | 801.00M | 701.00M | 631.00M | 651.00M | 636.00M |
| Pretax Income | - | 8.99B | 8.14B | -13.14B | 2.73B | 3.82B |
| Tax Provision | - | 1.18B | 881.00M | -1.83B | 1.03B | 528.00M |
| Net Income | - | 7.72B | 7.32B | -11.23B | 1.78B | 3.44B |
| Diluted EPS | - | 21.60 | 20.32 | -33.84 | 3.68 | 8.80 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Revenue | 123.67B | 134.60B | 133.12B | 129.08B |
| Cost of Revenue | 63.94B | 65.03B | 66.10B | 72.44B |
| Gross Profit | 59.74B | 69.57B | 67.02B | 56.64B |
| Operating Expenses | 43.83B | 47.71B | 45.75B | 46.28B |
| Operating Income | 15.91B | 21.86B | 21.27B | 10.37B |
| EBITDA | 33.11B | 49.90B | 51.97B | 30.85B |
| Interest Expense | 2.91B | 3.25B | 2.82B | 2.78B |
| Pretax Income | 10.11B | 25.20B | 28.62B | 6.72B |
| Tax Provision | 2.58B | 3.65B | 4.45B | 1.26B |
| Net Income | 7.56B | 20.32B | 23.76B | 5.59B |
| Diluted EPS | 19.84 | 55.12 | 65.92 | 11.76 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 390.97B | 406.76B | 427.78B | 449.16B |
| Current Assets | - | 212.85B | 230.25B | 168.85B | 151.97B |
| Cash & Equivalents | - | 53.16B | 25.23B | 24.83B | 24.61B |
| Inventory | - | 1.23B | 1.40B | 5.99B | 6.20B |
| Receivables | - | 11.73B | 10.85B | 10.10B | 12.97B |
| Total Liabilities | - | 153.17B | 144.15B | 144.17B | 159.43B |
| Current Liabilities | - | 79.63B | 76.45B | 80.95B | 86.33B |
| Long Term Debt | - | 63.18B | 57.36B | 51.94B | 61.10B |
| Total Debt | - | 91.35B | 84.59B | 79.32B | 97.08B |
| Total Equity | - | 223.48B | 243.63B | 263.62B | 266.33B |
| Shares Outstanding | - | 2.85B | 2.85B | 2.80B | 2.85B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 26.17B | 36.62B | 21.23B | -3.01B |
| Investing Cash Flow | - | -3.94B | -50.40B | -8.55B | -25.14B |
| Financing Cash Flow | - | -6.39B | -14.16B | -13.76B | 17.14B |
| Capital Expenditure | - | -8.39B | -11.29B | -8.26B | -13.42B |
| Free Cash Flow | - | 17.78B | 25.32B | 12.97B | -16.43B |
| Net Change in Cash | - | 15.84B | -27.94B | -1.08B | -11.01B |
Ratios (Annual)
Figures in %.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Gross Margin % | 48.3% | 51.7% | 50.3% | 43.9% |
| Operating Margin % | 12.9% | 16.2% | 16.0% | 8.0% |
| Net Margin % | 6.1% | 15.1% | 17.8% | 4.3% |
| ROE % | 3.4% | 8.3% | 9.0% | 2.1% |
| ROCE % | 5.1% | 6.6% | 6.1% | 2.9% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Primecap Management Company | 4.02% | 11.06M | $1.21B |
| 2 | Morgan Stanley | 2.37% | 6.51M | $714.85M |
| 3 | Blackrock Inc. | 0.84% | 2.30M | $251.99M |
| 4 | UBS Group AG | 0.77% | 2.12M | $233.10M |
| 5 | Robeco Institutional Asset Management B.V. | 0.54% | 1.47M | $161.75M |
| 6 | Dimensional Fund Advisors LP | 0.44% | 1.21M | $133.00M |
| 7 | Capital World Investors | 0.44% | 1.20M | $131.49M |
| 8 | ARK Investment Management, LLC | 0.41% | 1.12M | $122.93M |
| 9 | Black Creek Investment Management Inc. | 0.34% | 931.96K | $102.26M |
| 10 | Goldman Sachs Group Inc | 0.32% | 873.90K | $95.89M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for BIDU
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BIDU — Frequently Asked Questions
What is the current share price of Baidu, Inc. (BIDU)?
As of 2026-07-15 16:51 PDT, Baidu, Inc. (BIDU) trades at $111.48 on NasdaqGS. Its 52-week range is $85.86 to $162.52.
What is the market capitalisation of BIDU?
Baidu, Inc. (BIDU) has a market capitalisation of $30.63B on NasdaqGS.
What is the P/E ratio of BIDU?
BIDU trades at a trailing price-to-earnings (P/E) ratio of -743.20. The industry average P/E is 22.47. Its price-to-book (P/B) ratio is 0.94.
What is the return on equity (ROE) of BIDU?
BIDU has a return on equity (ROE) of 0.32%. Its return on capital employed (ROCE) is 2.86%.
Is BIDU a good stock to buy?
This page provides a data-driven analysis of Baidu, Inc. (BIDU), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.