BIDUBaidu, Inc.

$93.25

Is the business good?

How good a business is BIDU?

Baidu, Inc. earns 16% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

16%

Return on invested capital · cost of capital 9.0% · 6.6 points above what the capital costs: growth creates value

Operating margin
15%

Operating margin · Internet Content & Information median 6.3% · 12 months to Q4 2018

Cash conversion
1.25×

Cash conversion · every dollar of reported profit arrived as cash, and more

R&D as % of revenue
15%

R&D as % of revenue

Operating margin by fiscal year
YearOperating margin
FY202013%
FY20218.5%
FY202213%
FY202316%
FY202416%
FY2025−4.5%
Details
Gross margin12 months to Q4 2018
48%
Operating margin12 months to Q4 2018
15%
Net margin12 months to Q4 2018
26%
Free cash flow margin
32%
R&D as % of revenue
15%
Revenue, trailing twelve months
$102.4B
Free cash flow, trailing twelve months
$33.1B
Net income, trailing twelve months
$26.6B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
16%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.