COMP <GO>
BIDU vs GOOG // OPERATING MARGIN
Baidu Inc. ADS (NASDAQ) VS. Alphabet Inc. (NASDAQ) • 15-METRIC TALLY: BIDU 2
— GOOG 12
▲ OPERATING MARGIN LEADER: GOOG
LAST: $76.40 (-2.86%) • MKT CAP: $26.76B
operating-margins
-4.50%
LAST: $278.22 (-1.45%) • MKT CAP: $3.47T
operating-margins
32.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BIDU VS. GOOG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BIDU | GOOG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.90% | 59.70% | -15.80 | GOOG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -1.50% | 23.60% | -25.10 | GOOG | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 16.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -8.06% | 2.11% | -10.17 | GOOG | /fcf-yield <GO> |
| Operating Margin ACTIVE | -4.50% | 32.00% | -36.50 | GOOG | /operating-margins <GO> |
| Net Profit Margin | 4.30% | 32.80% | -28.50 | GOOG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.20% | 15.10% | -13.90 | GOOG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.29% | -0.29 | GOOG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.68 | 13.93 | -12.25 | GOOG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 9/9 | -5.00 | GOOG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.50% | 7.40% | +0.10 | GOOG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 29.9 | 21.1 | +8.83 | BIDU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.18 | 1.16 | +0.02 | BIDU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.2x | 22.1x | +9.10 | GOOG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $26.76B | $3.47T | -$3.44T | GOOG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BIDU REV | GOOG REV | BIDU GROSS % | GOOG GROSS % | BIDU FCF | GOOG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.46B | $402.84B | 43.9% | 59.7% | -$2.16B | $73.27B |
| FY 2024 | $18.24B | $350.02B | 50.3% | 58.2% | $1.79B | $72.76B |
| FY 2023 | $18.96B | $307.39B | 44.0% | 44.0% | $4.30B | $87.91B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BIDU // BETA 1.18
GOOG // BETA 1.16