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Baidu (BIDU) Competitors

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$135.31 +3.26 (+2.47%)
Closing price 05/29/2026 04:00 PM Eastern
Extended Trading
$135.37 +0.06 (+0.04%)
As of 05/29/2026 07:55 PM Eastern
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BIDU vs. CRWD, APP, SHOP, DDOG, and NET

Should you buy Baidu stock or one of its competitors? MarketBeat compares Baidu with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Baidu include CrowdStrike (CRWD), AppLovin (APP), Shopify (SHOP), Datadog (DDOG), and Cloudflare (NET). These companies are all part of the "computer software" industry.

How does Baidu compare to CrowdStrike?

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

CrowdStrike currently has a consensus price target of $564.57, indicating a potential downside of 22.77%. Baidu has a consensus price target of $162.58, indicating a potential upside of 20.15%. Given Baidu's higher possible upside, analysts clearly believe Baidu is more favorable than CrowdStrike.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
2 Sell rating(s)
13 Hold rating(s)
36 Buy rating(s)
0 Strong Buy rating(s)
2.67
Baidu
3 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.65

In the previous week, CrowdStrike had 26 more articles in the media than Baidu. MarketBeat recorded 41 mentions for CrowdStrike and 15 mentions for Baidu. Baidu's average media sentiment score of 0.44 beat CrowdStrike's score of 0.24 indicating that Baidu is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
18 Very Positive mention(s)
6 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
2 Very Negative mention(s)
Neutral
Baidu
2 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Baidu has a net margin of 1.08% compared to CrowdStrike's net margin of -3.81%. Baidu's return on equity of 4.97% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike-3.81% -0.14% -0.06%
Baidu 1.08%4.97%3.09%

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

71.2% of CrowdStrike shares are held by institutional investors. 1.7% of CrowdStrike shares are held by insiders. Comparatively, 16.7% of Baidu shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CrowdStrike$4.81B38.53-$162.50M-$0.74N/A
Baidu$128.70B0.36$799M-$0.12N/A

Summary

Baidu beats CrowdStrike on 10 of the 17 factors compared between the two stocks.

How does Baidu compare to AppLovin?

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

AppLovin has a net margin of 64.29% compared to Baidu's net margin of 1.08%. AppLovin's return on equity of 219.37% beat Baidu's return on equity.

Company Net Margins Return on Equity Return on Assets
AppLovin64.29% 219.37% 57.43%
Baidu 1.08%4.97%3.09%

AppLovin has a beta of 2.37, indicating that its share price is 137% more volatile than the broader market. Comparatively, Baidu has a beta of 0.53, indicating that its share price is 47% less volatile than the broader market.

AppLovin presently has a consensus target price of $664.35, indicating a potential upside of 8.36%. Baidu has a consensus target price of $162.58, indicating a potential upside of 20.15%. Given Baidu's higher probable upside, analysts plainly believe Baidu is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppLovin
0 Sell rating(s)
5 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.83
Baidu
3 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.65

AppLovin has higher earnings, but lower revenue than Baidu. 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
AppLovin$5.48B37.58$3.33B$11.6452.67
Baidu$128.70B0.36$799M-$0.12N/A

41.9% of AppLovin shares are owned by institutional investors. 13.7% of AppLovin shares are owned by company insiders. Comparatively, 16.7% of Baidu shares are owned 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.

In the previous week, AppLovin had 28 more articles in the media than Baidu. MarketBeat recorded 43 mentions for AppLovin and 15 mentions for Baidu. AppLovin's average media sentiment score of 1.07 beat Baidu's score of 0.44 indicating that AppLovin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
29 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Baidu
2 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

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

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 superior business? We will contrast the two companies based on the strength of their dividends, valuation, profitability, institutional ownership, media sentiment, earnings, risk and analyst recommendations.

In the previous week, Shopify had 7 more articles in the media than Baidu. MarketBeat recorded 22 mentions for Shopify and 15 mentions for Baidu. Shopify's average media sentiment score of 0.81 beat Baidu's score of 0.44 indicating that Shopify is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Shopify
13 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Baidu
2 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Shopify presently has a consensus target price of $157.17, indicating a potential upside of 32.40%. Baidu has a consensus target price of $162.58, indicating a potential upside of 20.15%. Given Shopify's stronger consensus rating and higher possible upside, analysts plainly 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
3 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.65

Shopify has a net margin of 10.77% compared to Baidu's net margin of 1.08%. Shopify's return on equity of 12.07% beat Baidu's return on equity.

Company Net Margins Return on Equity Return on Assets
Shopify10.77% 12.07% 10.37%
Baidu 1.08%4.97%3.09%

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 hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Shopify has a beta of 2.64, meaning that its stock price is 164% more volatile than the broader market. Comparatively, Baidu has a beta of 0.53, meaning that its stock price is 47% less volatile than the broader market.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shopify$12.37B12.46$1.23B$1.01117.53
Baidu$128.70B0.36$799M-$0.12N/A

Summary

Shopify beats Baidu on 15 of the 17 factors compared between the two stocks.

How does Baidu compare to Datadog?

Baidu (NASDAQ:BIDU) and Datadog (NASDAQ:DDOG) 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 valuation, media sentiment, profitability, analyst recommendations, institutional ownership, earnings, dividends and risk.

78.3% of Datadog shares are held by institutional investors. 16.7% of Baidu shares are held by insiders. Comparatively, 6.5% of Datadog shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Baidu$128.70B0.36$799M-$0.12N/A
Datadog$3.67B23.98$107.74M$0.38650.92

Baidu currently has a consensus target price of $162.58, suggesting a potential upside of 20.15%. Datadog has a consensus target price of $219.69, suggesting a potential downside of 11.18%. Given Baidu's higher probable upside, research analysts plainly believe Baidu is more favorable than Datadog.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Baidu
3 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.65
Datadog
2 Sell rating(s)
1 Hold rating(s)
40 Buy rating(s)
1 Strong Buy rating(s)
2.91

Baidu has a beta of 0.53, indicating that its share price is 47% less volatile than the broader market. Comparatively, Datadog has a beta of 1.3, indicating that its share price is 30% more volatile than the broader market.

In the previous week, Datadog had 23 more articles in the media than Baidu. MarketBeat recorded 38 mentions for Datadog and 15 mentions for Baidu. Datadog's average media sentiment score of 1.10 beat Baidu's score of 0.44 indicating that Datadog is being referred to more favorably in the news media.

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

Datadog has a net margin of 3.69% compared to Baidu's net margin of 1.08%. Baidu's return on equity of 4.97% beat Datadog's return on equity.

Company Net Margins Return on Equity Return on Assets
Baidu1.08% 4.97% 3.09%
Datadog 3.69%4.83%2.72%

Summary

Datadog beats Baidu on 10 of the 16 factors compared between the two stocks.

How does Baidu compare to Cloudflare?

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

In the previous week, Cloudflare had 17 more articles in the media than Baidu. MarketBeat recorded 32 mentions for Cloudflare and 15 mentions for Baidu. Cloudflare's average media sentiment score of 1.04 beat Baidu's score of 0.44 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
21 Very Positive mention(s)
5 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Baidu
2 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Baidu has a net margin of 1.08% compared to Cloudflare's net margin of -3.72%. Baidu's return on equity of 4.97% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-3.72% -5.65% -1.34%
Baidu 1.08%4.97%3.09%

Cloudflare currently has a consensus target price of $236.68, indicating a potential downside of 2.12%. Baidu has a consensus target price of $162.58, indicating a potential upside of 20.15%. Given Baidu's stronger consensus rating and higher probable upside, analysts plainly believe Baidu is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.54
Baidu
3 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.65

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$2.33B36.71-$102.27M-$0.25N/A
Baidu$128.70B0.36$799M-$0.12N/A

Summary

Baidu beats Cloudflare on 10 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.
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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$46.04B$177.37B$40.60B$12.62B
Dividend YieldN/A5.34%3.17%5.24%
P/E Ratio-1,127.4920.04171.4226.28
Price / Sales0.3624.78617.6394.75
Price / Cash8.3924.2548.9557.38
Price / Book1.142.3310.707.32
Net Income$799M$5.67B$1.07B$337.27M
7 Day Performance5.88%5.08%3.92%3.58%
1 Month Performance6.94%4.62%11.05%5.71%
1 Year Performance65.40%-0.80%171.85%39.74%

Baidu Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BIDU
Baidu
3.888 of 5 stars
$135.31
+2.5%
$162.58
+20.2%
+60.3%$46.04B$128.70BN/A33,500
CRWD
CrowdStrike
2.7421 of 5 stars
$663.46
flat
$543.80
-18.0%
+59.3%$168.26B$4.81BN/A10,698
APP
AppLovin
4.0634 of 5 stars
$481.68
flat
$664.35
+37.9%
+59.6%$161.82B$5.48B41.381,710
SHOP
Shopify
4.4833 of 5 stars
$103.00
flat
$158.42
+53.8%
+10.2%$133.66B$11.56B101.987,600
DDOG
Datadog
3.2722 of 5 stars
$222.32
flat
$213.98
-3.8%
+111.4%$79.14B$3.43B585.078,100

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This page (NASDAQ:BIDU) was last updated on 5/30/2026 by MarketBeat.com Staff.
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