BIDU - Baidu, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$116.40
DETAILS
HIGH:
$158.00
LOW:
$80.00
MEDIAN:
$108.00
CONSENSUS:
$116.40
UPSIDE:
50.78%
AlphaVal
Deterministic, archetype-aware fair value
Stable Earnings Power
40% confidence
Primary model: P/Adj-EPS × Normalized Multiple
Adjust Assumptions
15.0x
5.4$
Key Value Driver
Normalized P/E multiple (15x base case)
Implied Market Multiple
14.3x
Plain-Language Summary
Applying a 15x P/E to adjusted EPS of $5.40, the base-case value is $80.96 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (53 analysts)
$116.40
Analyst Range
$80.00 – $158.00
Divergence from AlphaVal
30%
Warnings
The company's reported profits differ from official accounting profits by 206%. Check what costs are being left out of the adjusted number.
Wall Street's average price target is $116.40 (from 53 analysts). Our estimate is 30% below the consensus -- consider that gap carefully.
Financial statements were converted from CNY into USD using USDCNY at 0.1499 USD per CNY.
This stock is 53% below its 52-week high, with weak or declining earnings. That combination often signals real trouble, even though the valuation below is based on other fundamentals.
Key Risks
- Growth DCF inappropriate — terminal value assumptions dominate
- EV/EBITDA misleading for regulated businesses where capex is mandated
- Regulatory risk is a fat tail not visible in normal multiples