Baidu (BIDU)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from BIDU's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Baidu's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $124.5B | $123.7B | $134.6B | $133.1B | $129.1B |
| Net income | $10.2B | $7.6B | $20.3B | $23.8B | $5.6B |
| Free cash flow | $9.2B | $17.9B | $25.4B | $13.1B | -$15.1B |
| EPS (diluted) | — | — | — | — | — |
| Operating margin | 8.4% | 12.9% | 16.2% | 16.0% | -4.5% |
Where the revenue comes from
Revenue by segments, fiscal 2024.
Superinvestors who own BIDU
From each investor's latest 13F filing (what a 13F shows). 8 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | $1.3B | 0.74% | Q2 2026 |
| David Tepper Appaloosa Management |
Added | $148M | 1.9% | Q2 2026 |
| Tom Steyer Farallon Capital Management LLC |
Added | $138M | 0.64% | Q2 2026 |
| Charles de Vaulx International Value Advisers |
Trimmed | $20M | 3.2% | Q4 2020 |
| Stanley Druckenmiller Duquesne Family Office |
New position | $10M | 0.19% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
Trimmed | $5M | 0.01% | Q2 2026 |
| Dodge & Cox Dodge & Cox |
Trimmed | $3M | 0.00% | Q2 2026 |
| Steven Romick First Pacific Advisors |
Held | $390,986 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Baidu's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
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In the full deep dive
Questions
Are Baidu insiders buying the stock?
No open-market insider purchases of BIDU in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own Baidu?
8 of the superinvestors Investingly tracks hold BIDU in their latest 13F, including PRIMECAP Management, David Tepper, Tom Steyer.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.