Baidu, Inc. (BIDU) vs Pinterest, Inc. (PINS)

Baidu, Inc. and Pinterest, Inc. are both Internet Content & Information companies. Baidu, Inc. is the larger, with a market value of $22.0B against $11.4B — 1.9× the size. Baidu, Inc. has negative trailing earnings, so its P/E is not meaningful; Pinterest, Inc. trades at 79.5×. Pinterest, Inc. grew revenue faster over the last twelve months: 15.4% against 2.43%. Pinterest, Inc. has the higher net margin (3.81% vs −2.58%) and the higher return on invested capital (4.68% vs −2.17%). Across the 19 metrics below, Pinterest, Inc. leads on 14 and Baidu, Inc. on 5.

Valuation

Metric BIDU PINS Internet Content & Information median
P/E n/m 79.47 12.38
P/S 1.45 2.39 0.93
P/B 0.69 3.60 1.24
Price to free cash flow n/m 8.85 10.76
EV/EBITDA n/m 48.97 10.74
EV/Sales 0.78 2.28 1.20
Earnings yield (2.33%) 1.26% (1.71%)
Free cash flow yield (8.49%) 11.30% 4.26%

Profitability

Metric BIDU PINS Internet Content & Information median
Gross margin 40.92% 78.97% 63.25%
Operating margin (5.36%) 4.19% (1.87%)
Net margin (2.58%) 3.81% (1.37%)
Free cash flow margin 0.00% 26.97% 3.47%
Return on equity 0.00% 4.50% (1.19%)
Return on assets (0.73%) 3.41% 0.00%
Return on invested capital (2.17%) 4.68% 0.00%

Growth

Metric BIDU PINS Internet Content & Information median
Revenue growth (TTM) 2.43% 15.38% 6.92%
EPS growth (last fiscal year) (74.82%) (77.15%) 34.37%
Revenue growth, 5-year CAGR 2.38% 20.06% 10.46%
Net income growth, 5-year CAGR (25.34%) 0.00% 0.00%

Health

Metric BIDU PINS Internet Content & Information median
Debt to equity 0.29 0.32 0.01
Current ratio 2.33 4.28 1.84
Net debt to EBITDA (2.46) (7.55) (0.53)

Dividend

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

Size

Metric BIDU PINS Internet Content & Information median
Market cap 21.95b 11.35b 693.23m

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