COMP <GO>
BIDU vs APP // OPERATING MARGIN
Baidu Inc. ADS (NASDAQ) VS. Applovin Corporation (NASDAQ) • 15-METRIC TALLY: BIDU 1
— APP 11
▲ OPERATING MARGIN LEADER: APP
LAST: $76.40 (-2.86%) • MKT CAP: $26.76B
operating-margins
-4.50%
LAST: $228.50 (-10.36%) • MKT CAP: $85.31B
operating-margins
75.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BIDU VS. APP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BIDU | APP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.90% | 87.90% | -44.00 | APP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -1.50% | 48.10% | -49.60 | APP | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 19.8x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -8.06% | 4.37% | -12.43 | APP | /fcf-yield <GO> |
| Operating Margin ACTIVE | -4.50% | 75.00% | -79.50 | APP | /operating-margins <GO> |
| Net Profit Margin | 4.30% | 60.80% | -56.50 | APP | /net-margins <GO> |
| Revenue Growth (YoY) | 1.20% | 70.00% | -68.80 | APP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.68 | 13.48 | -11.80 | APP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | APP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.8 | 41.6 | -2.80 | APP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.18 | 1.17 | +0.01 | BIDU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.2x | 21.5x | +9.70 | APP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $26.76B | $85.31B | -$58.55B | APP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BIDU REV | APP REV | BIDU GROSS % | APP GROSS % | BIDU FCF | APP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.46B | $5.48B | 43.9% | 87.9% | -$2.16B | $3.72B |
| FY 2024 | $18.24B | $3.22B | 50.3% | 83.9% | $1.79B | $2.09B |
| FY 2023 | $18.96B | $1.84B | — | — | $4.30B | $978.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BIDU // BETA 1.18
APP // BETA 1.17