COMP <GO>
BIDU vs ZM // GROSS PROFIT MARGIN
Baidu Inc. ADS (NASDAQ) VS. Zoom Communications Inc. (NASDAQ) • 15-METRIC TALLY: BIDU 0
— ZM 12
▲ GROSS PROFIT MARGIN LEADER: ZM
LAST: $78.65 (-1.07%) • MKT CAP: $26.76B
gross-margins
43.90%
LAST: $97.66 (-2.59%) • MKT CAP: $28.50B
gross-margins
77.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BIDU VS. ZM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BIDU | ZM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 43.90% | 77.00% | -33.10 | ZM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -1.50% | 9.40% | -10.90 | ZM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 23.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -8.06% | 6.75% | -14.81 | ZM | /fcf-yield <GO> |
| Operating Margin | -4.50% | 23.10% | -27.60 | ZM | /operating-margins <GO> |
| Net Profit Margin | 4.30% | 39.00% | -34.70 | ZM | /net-margins <GO> |
| Revenue Growth (YoY) | 1.20% | 4.40% | -3.20 | ZM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.68 | 10.00 | -8.32 | ZM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 9/9 | -5.00 | ZM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.8 | 52.6 | -13.80 | ZM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.18 | 1.41 | -0.23 | ZM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.2x | 14.0x | +17.20 | ZM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $26.76B | $28.50B | -$1.73B | ZM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BIDU REV | ZM REV | BIDU GROSS % | ZM GROSS % | BIDU FCF | ZM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.46B | $4.87B | 43.9% | 77.0% | -$2.16B | $1.92B |
| FY 2024 | $18.24B | $4.67B | 50.3% | 75.8% | $1.79B | $1.81B |
| FY 2023 | $18.96B | $4.53B | — | — | $4.30B | $1.40B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BIDU // BETA 1.18
ZM // BETA 1.41