Baidu (BIDU) Competitors

$141.05 +1.18 (+0.84%)

Closing price 05/8/2026 04:00 PM Eastern

Extended Trading

$141.81 +0.76 (+0.54%)

As of 05/8/2026 07:59 PM Eastern

BIDU vs. SHOP, APP, CRWD, NET, and NTES

Should you be buying Baidu stock or one of its competitors? The main competitors of Baidu include Shopify (SHOP), AppLovin (APP), CrowdStrike (CRWD), Cloudflare (NET), and NetEase (NTES). These companies are all part of the "computer software" industry.

How does Baidu compare to Shopify?

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

69.3% of Shopify shares are owned by institutional investors. 16.7% of Baidu shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Shopify has a net margin of 10.77% compared to Baidu's net margin of 4.21%. Shopify's return on equity of 12.07% beat Baidu's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Shopify	10.77%	12.07%	10.37%
Baidu	4.21%	5.63%	3.50%

Shopify currently has a consensus target price of $158.42, indicating a potential upside of 44.02%. Baidu has a consensus target price of $158.05, indicating a potential upside of 12.05%. Given Shopify's stronger consensus rating and higher possible upside, equities research analysts clearly believe Shopify is more favorable than Baidu.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Shopify	0 Sell rating(s)	10 Hold rating(s)	31 Buy rating(s)	2 Strong Buy rating(s)	2.81
Baidu	2 Sell rating(s)	4 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.70

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Shopify	$11.56B	12.41	$1.23B	$1.01	108.91
Baidu	$18.46B	2.60	$799M	$1.59	88.71

Shopify has a beta of 2.64, suggesting that its stock price is 164% more volatile than the S&P 500. Comparatively, Baidu has a beta of 0.53, suggesting that its stock price is 47% less volatile than the S&P 500.

In the previous week, Shopify had 74 more articles in the media than Baidu. MarketBeat recorded 87 mentions for Shopify and 13 mentions for Baidu. Baidu's average media sentiment score of 0.71 beat Shopify's score of 0.44 indicating that Baidu is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Shopify	28 Very Positive mention(s)	17 Positive mention(s)	19 Neutral mention(s)	10 Negative mention(s)	2 Very Negative mention(s)	Neutral
Baidu	5 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Shopify beats Baidu on 13 of the 17 factors compared between the two stocks.

How does Baidu compare to AppLovin?

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

41.9% of AppLovin shares are owned by institutional investors. 16.7% of Baidu shares are owned by insiders. Comparatively, 13.7% of AppLovin shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

AppLovin has a net margin of 64.29% compared to Baidu's net margin of 4.21%. AppLovin's return on equity of 219.37% beat Baidu's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Baidu	4.21%	5.63%	3.50%
AppLovin	64.29%	219.37%	57.43%

Baidu presently has a consensus target price of $158.05, indicating a potential upside of 12.05%. AppLovin has a consensus target price of $664.35, indicating a potential upside of 41.79%. 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	2 Sell rating(s)	4 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.70
AppLovin	0 Sell rating(s)	5 Hold rating(s)	17 Buy rating(s)	1 Strong Buy rating(s)	2.83

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Baidu	$18.46B	2.60	$799M	$1.59	88.71
AppLovin	$5.48B	28.83	$3.33B	$11.64	40.25

Baidu has a beta of 0.53, suggesting that its share price is 47% less volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.37, suggesting that its share price is 137% more volatile than the S&P 500.

In the previous week, AppLovin had 59 more articles in the media than Baidu. MarketBeat recorded 72 mentions for AppLovin and 13 mentions for Baidu. AppLovin's average media sentiment score of 0.80 beat Baidu's score of 0.71 indicating that AppLovin is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Baidu	5 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
AppLovin	31 Very Positive mention(s)	13 Positive mention(s)	17 Neutral mention(s)	4 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

AppLovin beats Baidu on 13 of the 16 factors compared between the two stocks.

How does Baidu compare to CrowdStrike?

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

In the previous week, CrowdStrike had 25 more articles in the media than Baidu. MarketBeat recorded 38 mentions for CrowdStrike and 13 mentions for Baidu. Baidu's average media sentiment score of 0.71 beat CrowdStrike's score of 0.26 indicating that Baidu is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Baidu	5 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
CrowdStrike	13 Very Positive mention(s)	6 Positive mention(s)	11 Neutral mention(s)	2 Negative mention(s)	1 Very Negative mention(s)	Neutral

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Baidu	$18.46B	2.60	$799M	$1.59	88.71
CrowdStrike	$4.81B	27.82	-$162.50M	-$0.74	N/A

Baidu has a net margin of 4.21% compared to CrowdStrike's net margin of -3.81%. Baidu's return on equity of 5.63% beat CrowdStrike's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Baidu	4.21%	5.63%	3.50%
CrowdStrike	-3.81%	-0.14%	-0.06%

Baidu has a beta of 0.53, suggesting that its share price is 47% less volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500.

71.2% of CrowdStrike shares are owned by institutional investors. 16.7% of Baidu shares are owned by insiders. Comparatively, 3.3% of CrowdStrike shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Baidu presently has a consensus target price of $158.05, indicating a potential upside of 12.05%. CrowdStrike has a consensus target price of $506.82, indicating a potential downside of 3.97%. Given Baidu's higher probable upside, research analysts plainly believe Baidu is more favorable than CrowdStrike.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Baidu	2 Sell rating(s)	4 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.70
CrowdStrike	1 Sell rating(s)	13 Hold rating(s)	37 Buy rating(s)	0 Strong Buy rating(s)	2.71

Summary

Baidu beats CrowdStrike on 11 of the 17 factors compared between the two stocks.

How does Baidu compare to Cloudflare?

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

In the previous week, Cloudflare had 71 more articles in the media than Baidu. MarketBeat recorded 84 mentions for Cloudflare and 13 mentions for Baidu. Baidu's average media sentiment score of 0.71 beat Cloudflare's score of 0.45 indicating that Baidu is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Baidu	5 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Cloudflare	31 Very Positive mention(s)	6 Positive mention(s)	25 Neutral mention(s)	14 Negative mention(s)	0 Very Negative mention(s)	Neutral

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Baidu	$18.46B	2.60	$799M	$1.59	88.71
Cloudflare	$2.17B	31.91	-$102.27M	-$0.25	N/A

Baidu has a net margin of 4.21% compared to Cloudflare's net margin of -3.72%. Baidu's return on equity of 5.63% beat Cloudflare's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Baidu	4.21%	5.63%	3.50%
Cloudflare	-3.72%	-5.84%	-1.36%

Baidu has a beta of 0.53, meaning that its share price is 47% less volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.67, meaning that its share price is 67% more volatile than the S&P 500.

82.7% of Cloudflare shares are held by institutional investors. 16.7% of Baidu shares are held by company insiders. Comparatively, 10.9% of Cloudflare shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Baidu presently has a consensus price target of $158.05, indicating a potential upside of 12.05%. Cloudflare has a consensus price target of $233.12, indicating a potential upside of 18.60%. Given Cloudflare's higher possible upside, analysts plainly believe Cloudflare is more favorable than Baidu.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Baidu	2 Sell rating(s)	4 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.70
Cloudflare	3 Sell rating(s)	7 Hold rating(s)	19 Buy rating(s)	0 Strong Buy rating(s)	2.55

Summary

Baidu beats Cloudflare on 11 of the 17 factors compared between the two stocks.

How does Baidu compare to NetEase?

NetEase (NASDAQ:NTES) and Baidu (NASDAQ:BIDU) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, dividends, risk, earnings, analyst recommendations, media sentiment, valuation and profitability.

11.1% of NetEase shares are held by institutional investors. 54.7% of NetEase shares are held by company insiders. Comparatively, 16.7% of Baidu shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

NetEase presently has a consensus price target of $153.89, indicating a potential upside of 32.77%. Baidu has a consensus price target of $158.05, indicating a potential upside of 12.05%. Given NetEase's stronger consensus rating and higher possible upside, equities research analysts clearly believe NetEase is more favorable than Baidu.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
NetEase	0 Sell rating(s)	3 Hold rating(s)	8 Buy rating(s)	0 Strong Buy rating(s)	2.73
Baidu	2 Sell rating(s)	4 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.70

In the previous week, Baidu had 8 more articles in the media than NetEase. MarketBeat recorded 13 mentions for Baidu and 5 mentions for NetEase. NetEase's average media sentiment score of 1.09 beat Baidu's score of 0.71 indicating that NetEase is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
NetEase	3 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Baidu	5 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

NetEase has a beta of 0.72, meaning that its stock price is 28% less volatile than the S&P 500. Comparatively, Baidu has a beta of 0.53, meaning that its stock price is 47% less volatile than the S&P 500.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
NetEase	$112.63B	0.65	$4.83B	$7.34	15.79
Baidu	$18.46B	2.60	$799M	$1.59	88.71

NetEase has a net margin of 29.91% compared to Baidu's net margin of 4.21%. NetEase's return on equity of 21.45% beat Baidu's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
NetEase	29.91%	21.45%	15.93%
Baidu	4.21%	5.63%	3.50%

Summary

NetEase beats Baidu on 12 of the 17 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.

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.

BIDU vs. The Competition

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Metric	Baidu	INTERNET SERVICES Industry	Computer Sector	NASDAQ Exchange
Market Cap	$47.99B	$182.82B	$39.10B	$12.32B
Dividend Yield	N/A	4.07%	3.17%	5.22%
P/E Ratio	88.71	22.45	165.85	25.42
Price / Sales	2.60	112.80	630.04	84.47
Price / Cash	8.96	25.20	46.26	53.89
Price / Book	1.21	2.33	9.62	6.83
Net Income	$799M	$5.67B	$1.04B	$333.46M
7 Day Performance	11.96%	3.68%	4.54%	3.08%
1 Month Performance	30.11%	7.33%	14.90%	7.52%
1 Year Performance	62.39%	-0.26%	170.88%	41.50%

Baidu Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
BIDU Baidu	4.0679 of 5 stars	$141.05 +0.8%	$158.05 +12.1%	+62.4%	$47.99B	$18.46B	88.71	33,500	Analyst Upgrade Gap Up High Trading Volume
SHOP Shopify	4.3948 of 5 stars	$127.55 -0.1%	$162.46 +27.4%	+19.9%	$166.34B	$11.56B	137.15	7,600	Trending News Earnings Report Analyst Forecast Options Volume
APP AppLovin	4.9657 of 5 stars	$475.00 +3.3%	$673.25 +41.7%	+42.5%	$160.21B	$5.48B	48.72	1,710	Trending News Earnings Report Analyst Forecast
CRWD CrowdStrike	2.1022 of 5 stars	$469.24 +3.0%	$505.29 +7.7%	+28.5%	$119.00B	$4.81B	N/A	10,698	Trending News Analyst Forecast Insider Trade
NET Cloudflare	3.3261 of 5 stars	$223.66 +2.8%	$232.62 +4.0%	+48.4%	$78.72B	$2.17B	N/A	5,156	Trending News Earnings Report Analyst Forecast Insider Trade Gap Down

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This page (NASDAQ:BIDU) was last updated on 5/10/2026 by MarketBeat.com Staff.

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Baidu (BIDU) Competitors