Baidu, Inc. logo BIDU - Baidu, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 40
HOLD 12
SELL 1
STRONG
SELL
0
| PRICE TARGET: $116.40 DETAILS
HIGH: $158.00
LOW: $80.00
MEDIAN: $108.00
CONSENSUS: $116.40
UPSIDE: 50.78%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Stable Earnings Power 40% confidence

Primary model: P/Adj-EPS × Normalized Multiple

Valuation Signal Fair Value Mild
Trading 4.6% below fair value
Current Price $77.20
Bear Case $64.77 16.1% downside ($64.77 - $77.20) / $77.20 = -16.1% $5.40 × 12x P/E
Fair Value $80.96 4.9% upside ($80.96 - $77.20) / $77.20 = 4.9% $5.40 × 15x P/E
Bull Case $97.15 25.8% upside ($97.15 - $77.20) / $77.20 = 25.8% $5.40 × 18x P/E

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.
ℹ Wall Street's average price target is $116.40 (from 53 analysts). Our estimate is 30% below the consensus -- consider that gap carefully.
ℹ 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