Baidu, Inc. (BIDU) vs Match Group Inc. (MTCH)

Baidu, Inc. and Match Group Inc. are both Internet Content & Information companies. Baidu, Inc. is the larger, with a market value of $22.0B against $8.9B — 2.5× the size. Baidu, Inc. has negative trailing earnings, so its P/E is not meaningful; Match Group Inc. trades at 12.7×. Baidu, Inc. grew revenue faster over the last twelve months: 2.43% against 0.49%. Match Group Inc. has the higher net margin (20.7% vs −2.58%) and the higher return on invested capital (24.1% vs −2.17%). Across the 18 metrics below, Match Group Inc. leads on 12 and Baidu, Inc. on 6.

Valuation

Metric BIDU MTCH Internet Content & Information median
P/E n/m 12.67 12.38
P/S 1.45 2.58 0.93
P/B 0.69 n/m 1.24
Price to free cash flow n/m 7.88 10.76
EV/EBITDA n/m 10.66 10.74
EV/Sales 0.78 3.51 1.20
Earnings yield (2.33%) 7.89% (1.71%)
Free cash flow yield (8.49%) 12.69% 4.26%

Profitability

Metric BIDU MTCH Internet Content & Information median
Gross margin 40.92% 75.79% 63.25%
Operating margin (5.36%) 29.69% (1.87%)
Net margin (2.58%) 20.69% (1.37%)
Free cash flow margin 0.00% 32.69% 3.47%
Return on equity 0.00% (397.14%) (1.19%)
Return on assets (0.73%) 16.52% 0.00%
Return on invested capital (2.17%) 24.10% 0.00%

Growth

Metric BIDU MTCH Internet Content & Information median
Revenue growth (TTM) 2.43% 0.49% 6.92%
EPS growth (last fiscal year) (74.82%) 17.82% 34.37%
Revenue growth, 5-year CAGR 2.38% 7.84% 10.46%
Net income growth, 5-year CAGR (25.34%) 30.46% 0.00%

Health

Metric BIDU MTCH Internet Content & Information median
Debt to equity 0.29 (25.48) 0.01
Current ratio 2.33 1.79 1.84
Net debt to EBITDA (2.46) 3.01 (0.53)

Dividend

Metric BIDU MTCH Internet Content & Information median
Dividend yield — 2.02% 1.19%
Payout ratio — 0.27 0.27

Size

Metric BIDU MTCH Internet Content & Information median
Market cap 21.95b 8.91b 693.23m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack