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BIDU

Baidu, Inc.

Communication Services · $29.7B market cap

Verdict

Share price

$84.32

close of Oct 3, 2026

Fair value

$158.74

Sticker Price

Payback Price

$63.50

buy price

Undervalued

BIDU is Undervalued: at $84.32 it trades 47% below its fair value of $158.74. Its buy price (Payback Price) is $63.50, 25% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth11.2% a year✓
Equity per share growth17.7% a year✓
Sales growth12.8% a year✓
Free cash flow growth9.4% a year✗
Return on invested capital4.1%✗

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Superinvestors

4 of the investors we track hold BIDU. In Q2 2026, 1 added and 1 trimmed. Who we track

David Tepper

Appaloosa Management · as of Q2 2026

$148.0M

1,295,000 shares

Richard Pzena

Pzena Investment Management · as of Q2 2026

$4.7M

41,474 shares

Dodge & Cox Funds

Dodge & Cox Funds · as of Q2 2026

$3.0M

26,006 shares

First Pacific Advisors

First Pacific Advisors · as of Q2 2026

$391K

3,421 shares

Moves in Q2 2026

Added: David Tepper

Trimmed: Richard Pzena

Insider activity

Since Aug 6, 2026: no open-market purchases and 6 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

Li Yanhong Robin

See Remarks · 2026-08-09

Option exercise

342,096 shares

Li Yanhong Robin

See Remarks · 2026-08-08

Option exercise

510,808 shares

He Haijian

Chief Financial Officer · 2026-08-07

Option exercise

151,536 shares

Li Yanhong Robin

See Remarks · 2026-08-07

Option exercise

527,200 shares

He Haijian

Chief Financial Officer · 2026-08-06

Award

122,792 shares

Show all 6 other filings

Li Yanhong Robin

See Remarks · 2026-08-06

Award

1,966,824 shares

About Baidu, Inc.

Baidu, Inc. is a prominent Chinese technology company that offers various internet-based services, primarily focusing on digital marketing and cloud computing, all delivered through its extensive online platform within the People's Republic of China. The company's operations are segmented into two main divisions: Baidu Core and iQIYI. The Baidu Core segment encompasses a wide array of services, including online…

Internet Content & Information

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works