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Baidu (BIDU) Competitors

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$121.69 -10.71 (-8.09%)
Closing price 10/10/2025 04:00 PM Eastern
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$118.90 -2.79 (-2.29%)
As of 10/10/2025 07:59 PM Eastern
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BIDU vs. APP, CRWD, NTES, SNOW, RBLX, NET, INFY, CRWV, DDOG, and EA

Should you be buying Baidu stock or one of its competitors? The main competitors of Baidu include AppLovin (APP), CrowdStrike (CRWD), NetEase (NTES), Snowflake (SNOW), Roblox (RBLX), Cloudflare (NET), American Noble Gas (INFY), CoreWeave (CRWV), Datadog (DDOG), and Electronic Arts (EA). These companies are all part of the "computer software" industry.

Baidu vs. Its Competitors

Baidu (NASDAQ:BIDU) and AppLovin (NASDAQ:APP) are both large-cap computer software companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, earnings, risk, media sentiment, dividends and profitability.

AppLovin has a net margin of 45.72% compared to Baidu's net margin of 21.00%. AppLovin's return on equity of 252.67% beat Baidu's return on equity.

Company Net Margins Return on Equity Return on Assets
Baidu21.00% 7.35% 4.66%
AppLovin 45.72%252.67%41.46%

41.9% of AppLovin shares are owned by institutional investors. 16.7% of Baidu shares are owned by company insiders. Comparatively, 13.7% of AppLovin shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Baidu has a beta of 0.42, suggesting that its stock price is 58% less volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.53, suggesting that its stock price is 153% more volatile than the S&P 500.

Baidu has higher revenue and earnings than AppLovin. Baidu is trading at a lower price-to-earnings ratio than AppLovin, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Baidu$18.24B2.30$3.26B$10.8511.22
AppLovin$4.71B40.93$1.58B$7.0480.95

In the previous week, AppLovin had 61 more articles in the media than Baidu. MarketBeat recorded 86 mentions for AppLovin and 25 mentions for Baidu. AppLovin's average media sentiment score of 0.88 beat Baidu's score of 0.74 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Baidu
11 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
AppLovin
39 Very Positive mention(s)
8 Positive mention(s)
17 Neutral mention(s)
6 Negative mention(s)
2 Very Negative mention(s)
Positive

Baidu currently has a consensus target price of $126.54, suggesting a potential upside of 3.98%. AppLovin has a consensus target price of $597.38, suggesting a potential upside of 4.82%. Given AppLovin's stronger consensus rating and higher probable upside, analysts plainly believe AppLovin is more favorable than Baidu.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Baidu
1 Sell rating(s)
9 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.50
AppLovin
1 Sell rating(s)
4 Hold rating(s)
20 Buy rating(s)
1 Strong Buy rating(s)
2.81

Summary

AppLovin beats Baidu on 12 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BIDU and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BIDU vs. The Competition

MetricBaiduINTERNET SERVICES IndustryComputer SectorNASDAQ Exchange
Market Cap$42.04B$129.15B$32.16B$10.26B
Dividend YieldN/A2.09%3.22%4.76%
P/E Ratio11.2241.10491.2226.56
Price / Sales2.3012.141,876.18192.61
Price / Cash7.0824.7736.8160.57
Price / Book1.123.247.416.52
Net Income$3.26B$4.40B$820.34M$276.43M
7 Day Performance-14.30%-5.37%-0.79%-0.88%
1 Month Performance6.02%-7.73%4.66%3.48%
1 Year Performance17.24%22.69%24,132.45%30.15%

Baidu Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BIDU
Baidu
4.0814 of 5 stars
$121.69
-8.1%
$126.54
+4.0%
+17.2%$42.04B$18.24B11.2235,900Trending News
Analyst Forecast
Gap Down
APP
AppLovin
3.1685 of 5 stars
$587.00
-14.0%
$579.81
-1.2%
+287.7%$198.55B$4.71B83.381,710Trending News
Analyst Forecast
Analyst Revision
CRWD
CrowdStrike
4.3463 of 5 stars
$495.95
+1.2%
$487.11
-1.8%
+54.2%$124.46B$3.95B-416.7610,118Trending News
Analyst Forecast
Insider Trade
NTES
NetEase
3.9185 of 5 stars
$151.04
-0.3%
$132.00
-12.6%
+66.3%$95.70B$109.68B20.4426,028News Coverage
Positive News
Analyst Forecast
Short Interest ↑
SNOW
Snowflake
4.0155 of 5 stars
$242.73
+3.2%
$255.53
+5.3%
+95.5%$82.24B$3.63B-58.497,834Trending News
Analyst Forecast
Insider Trade
RBLX
Roblox
2.1413 of 5 stars
$126.33
+3.0%
$126.72
+0.3%
+204.7%$81.49B$3.60B-88.342,474Positive News
Analyst Forecast
NET
Cloudflare
3.662 of 5 stars
$221.09
+2.0%
$191.28
-13.5%
+128.8%$77.05B$1.67B-650.264,263Analyst Forecast
Insider Trade
INFY
American Noble Gas
2.7508 of 5 stars
$16.70
+2.9%
$17.18
+2.9%
-27.6%$69.22B$19.50B21.69323,578News Coverage
Upcoming Earnings
Analyst Forecast
CRWV
CoreWeave
1.6252 of 5 stars
$133.85
-0.7%
$127.64
-4.6%
N/A$65.40BN/A0.00881Trending News
Insider Trade
Gap Up
DDOG
Datadog
4.1191 of 5 stars
$157.36
+3.6%
$156.69
-0.4%
+22.3%$54.88B$2.68B449.616,500Trending News
Analyst Forecast
Insider Trade
EA
Electronic Arts
4.0828 of 5 stars
$200.46
-0.1%
$177.00
-11.7%
+39.6%$50.16B$7.46B50.2414,500Analyst Forecast

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This page (NASDAQ:BIDU) was last updated on 10/12/2025 by MarketBeat.com Staff
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