Added to YB: 2025-02-18
Pitch date: 2025-02-16
BIDU [bullish]
Baidu, Inc.
+19.58%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Baidu, Inc. provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People’s Republic of China.
Market Cap
$261.7B
Pitch Price
$92.79
Price Target
150.00 (+35%)
Dividend
N/A
EV/EBITDA
8.24
P/E
65.24
EV/Sales
2.07
Sector
Interactive Media and Services
Category
value
(BIDU) Baidu Investment Thesis
BIDU: Undervalued AI leader trading below net assets. Core search biz funds AI, cloud, autonomous driving growth. ERNIE AI model rivals GPT-4. Apollo Go robotaxis operational. $18.3B cash (>50% mkt cap). Multiple catalysts for re-rating. Asymmetric risk-reward at 11.73x fwd P/E vs 21.15x historical median.
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