Baidu (BIDU) 2024 Valuation Model and Risk Framework

Baidu (BIDU), the "Google of China."

This Baidu (BIDU) valuation model includes a detailed operating model with scenario toggle, DCF valuation, historical financials, projections, and segment build. Assumptions can easily be adjusted by the user.

The company trades at an 9.5x fwd P/E ratio (before investments, over an 11% 2024e FCFE and 5x fwd EBITDA multiple today because of geopolitical risk (Taiwan) and the slowing Chinese economy. Recent fears around its LLM are also overblown in our opinion.

Once you have downloaded the model, e-mail us for the associated memo for 2024.

Free to Silver and Gold subscribers (see Plans & Pricing): https://www.specialsitsresearch.com/plans-pricing

$50.00