LIVE
BIDU
Baidu, Inc. · Technology
$109.46
-5.45% this month
VERSUS
⟷
COMPARE
GOOGL
Alphabet Inc. · Technology
$352.51
-1.99% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
BIDU
2
GOOGL
2
Comparison scoreboard
MIXED SETUPAI Score
BIDU 28.7
GOOGL ✓66.4
1Y Return
BIDU +27.47%
GOOGL ✓+95.63%
Fwd P/E
BIDU ✓1.77
GOOGL 24.51
Target Up.
BIDU ✓+62.92%
GOOGL +20.92%
Op. Margin
BIDU N/A
GOOGL 36.12%
Metrics last refreshed: 7/14/2026
Quick take
BIDU vs GOOGL: Baidu vs Google Stock Comparison: AI Score, Valuation, Performance and Upside
Baidu is China's AI search and cloud leader with an Ernie Bot AI assistant and Apollo robotaxi platform, while Google is the global search and advertising giant with Gemini AI, Google Cloud, and Waymo. Both face AI disruption challenges to their core search businesses but have strong AI development capabilities to respond.
BIDU vs GOOGL is China AI search and autonomous driving versus global search and AI platform — Baidu trades at a steep discount for geopolitical and economic risk; Google trades at a premium for its global dominance but faces AI disruption to its core search business.
Live analysis · updated 7/14/2026
BIDU and GOOGL are closely matched — they split the tracked metrics evenly. GOOGL has delivered stronger 1-year price return (+95.63% vs +27.47%), though BIDU has the better forward P/E setup (1.77x vs 24.51x for GOOGL). Analyst consensus implies meaningfully more upside for BIDU (+62.92%) than for GOOGL (+20.92%).
Normalized 1Y performance
BIDU
GOOGL
Recent returns
BIDU
GOOGL
Analyst price targets & sentiment
BIDU · 33 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.5/5.0)
Price target range
analyst low$92.66
analyst high$274.34
analyst mean$178.33
current price$109.46
+62.9% upside to analyst mean
GOOGL · 52 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.6/5.0)
Price target range
analyst low$160.00
analyst mean$431.91
current price$352.51
+20.9% upside to analyst mean
Who should consider this stock?
BIDU may suit investors who:
- →want deep-value exposure to China's AI search, cloud, and autonomous driving markets at low multiples
- →believe Ernie Bot and Apollo Go will monetize significantly within China's growing digital economy
- →are comfortable with China regulatory, ADR structure, and geopolitical risk
- →prefer a lower-valuation AI search alternative to Alphabet's premium multiple
GOOGL may suit investors who:
- →prefer global scale, USD revenues, and the world's most trusted search franchise
- →value Google Cloud, Gemini AI, and YouTube as complementary growth engines
- →want a high-quality tech compounder with diversified advertising and cloud revenues
- →are comfortable with antitrust risk but prefer minimal China exposure
Performance & AI score
| Metric | BIDU | GOOGL |
|---|---|---|
| AI score | 28.7 | 66.4 |
| AI rank | #2405 | #53 |
| Latest close | $109.46 | $352.51 |
| 1M return | -5.45% | -1.99% |
| 6M return | -28.11% | +7.29% |
| 1Y return | +27.47% | +95.63% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BIDU | GOOGL |
|---|---|---|
| 1Y ago | $12.75K (+27.5%) started 2025-07-14 | $19.42K (+94.2%) started 2025-07-14 |
| 5Y ago | $6.04K (-39.6%) started 2021-07-14 | $27.75K (+177.5%) started 2021-07-14 |
| 10Y ago | $6.64K (-33.6%) started 2016-07-14 | $96.74K (+867.4%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | BIDU | GOOGL |
|---|---|---|
| Market cap | $37.24B | $4.36T |
| Trailing P/E | N/A | 27.24 |
| Forward P/E | 1.77 | 24.51 |
| Price/Sales | 0.29 | 5.88 |
| EV/Revenue | 0.30 | 10.17 |
| Analyst target | $178.33 | $431.91 |
| Target upside | +62.92% | +20.92% |
Growth, profitability & risk
| Metric | BIDU | GOOGL |
|---|---|---|
| Revenue growth | -1.20% | 21.80% |
| Earnings growth | -59.30% | 82.00% |
| EPS growth | -59.30% | +82.00% |
| FCF margin | +6.18% | +6.61% |
| Operating margin | N/A | 36.12% |
| Profit margin | 1.02% | 37.92% |
| ROIC proxy | 0.32% | 38.88% |
| Return on equity | 0.32% | 38.88% |
| Dividend yield | 0.00% | 0.25% |
| Beta | 0.56 | 1.25 |
| Debt/equity | 32.20 | 20.03 |
| Current ratio | 1.85 | 1.92 |
| Quick ratio | 1.57 | 1.71 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
BIDU max drawdown36.01%
GOOGL max drawdown20.42%
BIDU max wkly drop14.30%
GOOGL max wkly drop9.46%
5Y risk snapshot
BIDU max drawdown58.73%
GOOGL max drawdown44.32%
BIDU max wkly drop21.71%
GOOGL max wkly drop13.41%
10Y risk snapshot
BIDU max drawdown77.47%
GOOGL max drawdown44.32%
BIDU max wkly drop26.18%
GOOGL max wkly drop15.46%
Performance metrics by period
| Period | Metric | BIDU | GOOGL |
|---|---|---|---|
| 1Y | Growth | +27.47% | +94.16% |
| CAGR | +27.49% | +94.70% | |
| Sharpe ratio | 0.64 | 2.24 | |
| Max drawdown | 36.01% | 20.42% | |
| Max daily drop | 9.75% | 4.99% | |
| Max wkly drop | 14.30% | 9.46% | |
| 5Y | Growth | -39.64% | +176.20% |
| CAGR | -9.60% | +22.54% | |
| Sharpe ratio | -0.03 | 0.66 | |
| Max drawdown | 58.73% | 44.32% | |
| Max daily drop | 12.58% | 9.51% | |
| Max wkly drop | 21.71% | 13.41% | |
| 10Y | Growth | -33.60% | +862.75% |
| CAGR | -4.01% | +25.42% | |
| Sharpe ratio | 0.04 | 0.77 | |
| Max drawdown | 77.47% | 44.32% | |
| Max daily drop | 16.52% | 11.63% | |
| Max wkly drop | 26.18% | 15.46% |
Business comparison
| Category | BIDU | GOOGL |
|---|---|---|
| Company | Baidu, Inc. | Alphabet Inc. |
| Sector | Technology | Communication Services |
| Industry | N/A | Internet Content & Information |
| Core business | China's dominant search engine, AI cloud services (Baidu AI Cloud), Ernie Bot large language model, and Apollo autonomous driving platform. Baidu was one of the first large internet companies to pivot to AI-first strategy. | Google Search (global leader), YouTube, Google Cloud, Android, Maps, Gemini AI, and Waymo autonomous vehicles. Google generates the majority of revenue through advertising on Search and YouTube. |
| Investor focus | Ernie Bot user growth and monetization, AI cloud revenue acceleration, Apollo Go robotaxi commercialization in China, and advertising market recovery as China's economy evolves. | Search resilience vs AI disruption, Google Cloud growth, Gemini AI monetization, and Waymo commercialization. |
BIDU strengths
- →Ernie Bot is the leading AI assistant in China with hundreds of millions of users and deep integration across Baidu search
- →Apollo Go is one of the most advanced commercial robotaxi operations in the world, operating in multiple Chinese cities
- →Baidu AI Cloud benefits from China's domestic cloud market and AI infrastructure buildout with government support
GOOGL strengths
- →Google Search is the default gateway to the internet for billions of people globally, generating enormous advertising cash flows
- →DeepMind's Gemini and AlphaFold represent world-class AI research capabilities
- →Google Cloud is growing fast with Vertex AI and Gemini as enterprise AI platform drivers
Risks to watch — BIDU
- →China's economy and regulatory environment create significant unpredictability for Baidu's advertising and cloud revenue
- →ADR structure, variable interest entity risk, and US-China geopolitical tension reduce foreign investor confidence
- →ByteDance, Tencent, and Alibaba are formidable AI competitors within China's closed internet ecosystem
Risks to watch — GOOGL
- →AI search challengers (ChatGPT, Perplexity) could reduce Google's search query volume and ad revenue
- →Antitrust pressure from DOJ and global regulators on Google's search distribution dominance
- →Waymo commercialization is slower than expected and competes with Tesla's autonomous driving claims
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons →