Baidu, Inc. (BIDU) vs Zillow Group, Inc. (Z)

Baidu, Inc. and Zillow Group, Inc. are both Internet Content & Information companies. Baidu, Inc. is the larger, with a market value of $22.0B against $6.8B — 3.2× the size. Zillow Group, Inc. grew revenue faster over the last twelve months: 15.1% against 2.43%. Baidu, Inc. has the higher net margin (−2.58% vs −3.95%) and the higher return on invested capital (−2.17% vs −2.33%). Across the 19 metrics below, Zillow Group, Inc. leads on 11 and Baidu, Inc. on 8.

Valuation

Metric BIDU Z Internet Content & Information median
P/E n/m n/m 12.38
P/S 1.45 2.37 0.93
P/B 0.69 1.60 1.24
Price to free cash flow n/m 24.72 10.76
EV/EBITDA n/m 22.71 10.74
EV/Sales 0.78 2.43 1.20
Earnings yield (2.33%) (1.73%) (1.71%)
Free cash flow yield (8.49%) 4.05% 4.26%

Profitability

Metric BIDU Z Internet Content & Information median
Gross margin 40.92% 72.53% 63.25%
Operating margin (5.36%) (5.11%) (1.87%)
Net margin (2.58%) (3.95%) (1.37%)
Free cash flow margin 0.00% 9.59% 3.47%
Return on equity 0.00% (2.45%) (1.19%)
Return on assets (0.73%) (2.05%) 0.00%
Return on invested capital (2.17%) (2.33%) 0.00%

Growth

Metric BIDU Z Internet Content & Information median
Revenue growth (TTM) 2.43% 15.10% 6.92%
EPS growth (last fiscal year) (74.82%) 118.75% 34.37%
Revenue growth, 5-year CAGR 2.38% 9.73% 10.46%
Net income growth, 5-year CAGR (25.34%) 0.00% 0.00%

Health

Metric BIDU Z Internet Content & Information median
Debt to equity 0.29 0.09 0.01
Current ratio 2.33 1.76 1.84
Net debt to EBITDA (2.46) (3.61) (0.53)

Dividend

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

Size

Metric BIDU Z Internet Content & Information median
Market cap 21.95b 6.83b 693.23m

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