BIDU · Intrinsic value
Is Baidu, Inc. (BIDU) overvalued or undervalued?
Baidu, Inc. (BIDU) trades at the delayed market price of $80.46 a share. That price already implies revenue growth of 11.5% a year for 5 years. TickerWorth's fair value is $96.11 a share (priced within our range of $55.33 – $139.56). We do not call it over- or undervalued from inside our range.
Model by Miraaj Patel · generated from market data · Updated Oct 19, 2026 · How these pages are made
Is BIDU fairly valued?
- Fair value
- $96.11
- Market price
- $80.46
- Upside to fair value
- +19.5%
- Verdict
- Priced within our range of $55.33 – $139.56
Reverse DCF: Today's price implies revenue growth of 11.5% a year for 5 years; our model assumes 1.8% a year on average over the same horizon.
What is BIDU's TickerWorth Score?
A weaker business than most companies
Compared with Communication Services companies in US
Its strongest point: strong balance sheet. Its weakest: growth is slow or negative.
- Value · 66 of 100
Cheaper than 66% of Communication Services companies in US
- Price vs worth · 66 of 100
- Quality · 23 of 100
More profitable than 23% of Communication Services companies in US
- Financial health · 79 of 100
Financially stronger than 79% of Communication Services companies in US
- Growth · 10 of 100
Growing faster than 10% of Communication Services companies in US
- Momentum · 9 of 100
Outperformed 9% of Communication Services companies in US over the past year
Confidence: High confidence · Scored
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BIDU DCF valuation, input by input
TickerWorth's fair value for Baidu, Inc. (BIDU) is $96.11 a share, against the delayed market price of $80.46 (priced within our range of $55.33 – $139.56). We do not call it over- or undervalued from inside our range. It is a model estimate, and every input behind it is sourced below. This is an educational model, not a price target or a recommendation.
Read the full reasoning
One of the lenses behind that blended figure is a discounted-cash-flow model, which on its own values BIDU at about $55.33 per share. The rest of this page walks through that DCF — its assumptions, reverse-DCF and discount-rate sensitivity — because it is the auditable anchor of the blend.
The valuation discounts Baidu, Inc.'s projected free cash flows at a weighted-average cost of capital (WACC) of 7.2%, with a long-run terminal growth rate of 2.5%. About 102% of the enterprise value comes from the terminal value — the portion beyond the explicit forecast window — which is unusually high — most of the answer comes from a single assumption about the far future, so treat this figure as low-confidence and lean on the multiples alongside it.
Running the DCF in reverse — solving for the growth the current price already assumes — the market is implying roughly 11.5% annual revenue growth for BIDU. Our base case instead compounds to about 1.8% a year over the same forecast, so the market is pricing in materially faster growth than our base case. The reverse-DCF is a quick sanity check: it reframes 'is this stock cheap?' as 'do I believe the growth the price requires?' rather than arguing over a single point estimate of fair value.
Sensitivity matters more than any single number. Across a reasonable band of discount-rate assumptions, BIDU's modeled DCF value ranges from about $42.30 to $98.95 per share. If that range still sits below today's price, the market is optimistic relative to the model across the whole band; if it brackets the price, the stock is roughly fairly valued on our assumptions. Use the interactive slider to see exactly where your own cost-of-capital view lands.
How to read this page: the DCF fair value is what Baidu, Inc. would be worth if its cash flows grow as modeled and are discounted at the stated WACC. The assumptions table shows every input and its source; the reverse-DCF shows what the market believes; the sensitivity band shows how fragile the answer is. None of this is investment advice — it is a transparent, auditable framework for forming your own view of BIDU's intrinsic value. Figures update as new filings and prices come in.
Every input behind BIDU's DCF
| Input | Value |
|---|---|
| Base-year revenueLive feed — totalRevenue (TTM) | $19,050,430,000 |
| Base EBIT marginComputed — trailing operatingMargins, held roughly flat | 9.7% |
| Forecast revenue growthESTIMATEAssumption — TickerWorth's 5-year explicit forecast | -0% → 1% → 2% → 3% → 4% |
| Risk-free rateLive feed — US 10-year Treasury yield (^TNX) | 5.2% |
| BetaLive feed — yfinance, 5-year monthly beta vs the S&P 500 (clamped to 0.4–2.5) | 0.58 |
| Terminal growthESTIMATEAssumption — TickerWorth house default 2.5%, held below WACC | 2.5% |
| Diluted sharesLive feed — sharesOutstanding | 340M |
| Market priceLast known price · as of 2026-10-19 20:09 UTC | $80.46 |
Change BIDU's assumptions
The discount-rate dial and the editable model
ProChange growth, margin and WACC yourself — Pro (7-day free trial, card required).
What does Baidu, Inc. do?
What does it do?
Baidu, Inc. provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People's Republic of China. It operates in the Internet Content & Information industry (Communication Services sector), headquartered in China. The company employs roughly 33,500 people.
How does it make money?
The business turns $127.3B in annual revenue into profit. Out of every $100 of sales, about $10 is left as operating profit (operating margin of 9.7%), after a 41% gross margin on the products/services it sells. After all costs, taxes and interest, -2.9% of revenue becomes bottom-line net profit.
Is it financially healthy?
Financially it looks solid: carries modest debt (0.4× equity), comfortably covers its short-term bills (2.3× current ratio), and is currently lossmaking.
Who at BIDU filed insider trades?
| Date | Insider | Relationship | What happened | Value | Filing |
|---|---|---|---|---|---|
| Li Yanhong Robin | Director, See Remarks, 10% owner | Option exercise | — | Form 4 for Li Yanhong Robin (opens sec.gov in a new tab) | |
| Li Yanhong Robin | Director, See Remarks, 10% owner | Option exercise | — | Form 4 for Li Yanhong Robin (opens sec.gov in a new tab) | |
| Li Yanhong Robin | Director, See Remarks, 10% owner | Option exercise | — | Form 4 for Li Yanhong Robin (opens sec.gov in a new tab) | |
| He Haijian | Chief Financial Officer | Option exercise | — | Form 4 for He Haijian (opens sec.gov in a new tab) | |
| Foo Jixun | Director | Open-market sale | $2,000,203.13 | Form 4 for Foo Jixun (opens sec.gov in a new tab) |
A disclosure, not a signal to trade. Source: SEC EDGAR (Form 4).
Common questions
What is BIDU's intrinsic value?
TickerWorth's blended fair value for Baidu, Inc. (BIDU) is $96.11 per share, versus a market price of $80.46 (priced within our range of $55.33 – $139.56).
Is BIDU overvalued or undervalued?
Priced within our range of $55.33 – $139.56 at $80.46. We don't call BIDU overvalued or undervalued from a range. This is an educational estimate, not advice.
What discount rate is used for BIDU?
A WACC of 7.2% and a terminal growth rate of 2.5%.
Is Baidu stock undervalued?
TickerWorth's fair value for Baidu, Inc. (BIDU) is $96.11 against a market price of $80.46. Our read: Priced within our range of $55.33 – $139.56. This is a model estimate, not investment advice.
Baidu (BIDU) DCF valuation and fair value
Our fair value for Baidu, Inc. (BIDU) is $96.11, built on a 7.2% discount rate (WACC) and 2.5% terminal growth. It blends our discounted-cash-flow model with other valuation lenses. Every assumption is listed on this page with its source.
What growth is priced into Baidu stock?
Today's price implies revenue growth of 11.5% a year for 5 years; our model assumes 1.8% a year on average over the same horizon. This is a reverse DCF: it holds our cash-flow model's other inputs and solves for the revenue growth that makes the model equal today's price of $80.46. A model estimate, not investment advice.
Baidu (BIDU) insider trading
The most recent insider filing (SEC Form 4) for Baidu, Inc. (BIDU): Li Yanhong Robin, Director, See Remarks, 10% owner, option exercise on 2026-08-09. The latest filings are listed on this page. A disclosure, not a signal to trade.
Not investment advice. TickerWorth Score is a model output.
Educational tool. Every output reflects the assumptions shown — not a prediction and not investment advice. TickerWorth is not a licensed investment adviser, and these figures are estimates from public filings and market data that can be wrong.