Seek Returns

BIDU vs. NTES: Baidu vs. NetEase Stock Comparison

How do Baidu (BIDU) and NetEase (NTES) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Baidu (BIDU) and NetEase (NTES) both fall under the Media & Entertainment industry group, but BIDU is classified in Interactive Media & Services while NTES is classified in Entertainment.

Both Baidu (BIDU) and NetEase (NTES) trade as ADRs — their core financials are comparable, but keep FX, depositary-program fees, and dividend withholding in view for each.

Company profile comparison for Baidu (BIDU) and NetEase (NTES)
Profile ItemBIDUNTES
NameBaidu Inc. ADRNetEase, Inc. ADR
Country/RegionChinaChina
GICS SectorCommunication ServicesCommunication Services
GICS Industry GroupMedia & EntertainmentMedia & Entertainment
GICS IndustryInteractive Media & ServicesEntertainment
GICS Sub-IndustryInteractive Media & ServicesInteractive Home Entertainment
Market Capitalization27.87 billion USD82.89 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateAugust 5, 2005June 30, 2000
Security TypeADRADR

Price Performance

Cumulative Growth

BIDU
NTES
GSPC
Loading price history…
Baidu (BIDU) vs. NetEase (NTES), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Baidu (BIDU) and NetEase (NTES). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Baidu (BIDU) and NetEase (NTES). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Baidu (BIDU) and NetEase (NTES)
MetricBIDUNTES
Total Return (1Y)-36.07%-4.51%
Total Return (3Y, Annualized)-8.51%7.36%
Total Return (5Y, Annualized)-13.01%7.47%

Risk Profile

Drawdown History

BIDU
NTES
GSPC
Loading price history…
Baidu (BIDU) vs. NetEase (NTES), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Baidu (BIDU) and NetEase (NTES). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Baidu (BIDU) and NetEase (NTES)
MetricBIDUNTES
Volatility (1Y, Annualized)46.96%33.73%
Beta (5Y)0.560.61
Max Drawdown (5Y)-55.39%-51.38%
Avg. Volume (3M)2.67M738.35K

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
BIDU and NTES are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Baidu (BIDU) and NetEase (NTES)
MetricBIDUNTES
Sharpe Ratio (1Y)-0.86-0.26
Sortino Ratio (1Y)-1.25-0.39

Profitability

ROE (TTM)

Baidu (BIDU) reports a negative ROE of -1.39%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile NetEase (NTES) reports 20.37%, ranking against industry peers normally.

BIDU

Media & Entertainment industry group

-1.39%

Max
49.92%
Q3
17.95%
Median
7.20%
BIDU
-1.39%
Q1
-4.53%
Min
-26.31%

NTES

Media & Entertainment industry group

20.37%

Max
49.92%
NTES
20.37%
Q3
17.95%
Median
7.20%
Q1
-4.53%
Min
-26.31%
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their ROE against the Media & Entertainment industry group benchmark.

Net Margin (TTM)

Baidu (BIDU) reports a negative net margin of -2.90%, usually indicating a net loss over the period. Meanwhile NetEase (NTES) reports 27.88%, ranking against industry peers normally.

BIDU

Media & Entertainment industry group

-2.90%

Max
32.91%
Q3
11.75%
Median
5.04%
BIDU
-2.90%
Q1
-4.17%
Min
-25.14%

NTES

Media & Entertainment industry group

27.88%

Max
32.91%
NTES
27.88%
Q3
11.75%
Median
5.04%
Q1
-4.17%
Min
-25.14%
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their net margin against the Media & Entertainment industry group benchmark.

Operating Margin (TTM)

NetEase (NTES) at 40.16% operates in the top operating margin quartile, ahead of Baidu (BIDU) at 9.65%, which runs around its industry’s norm.

BIDU

Media & Entertainment industry group

9.65%

Max
40.16%
Q3
18.72%
BIDU
9.65%
Median
8.63%
Q1
1.90%
Min
-22.08%

NTES

Media & Entertainment industry group

40.16%

NTES
40.16%
Max
40.16%
Q3
18.72%
Median
8.63%
Q1
1.90%
Min
-22.08%
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their operating margin against the Media & Entertainment industry group benchmark.

Profitability Metrics

Profitability metrics for Baidu (BIDU) and NetEase (NTES)
MetricBIDUNTES
ROE (TTM)-1.39%20.37%
ROA (TTM)1.20%11.65%
Net Margin (TTM)-2.90%27.88%
Operating Margin (TTM)9.65%40.16%
Gross Margin (TTM)40.87%67.15%

Growth

Revenue Growth

NetEase (NTES) at 6.96% is around its peer norm for revenue growth, while Baidu (BIDU) at -3.04% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their Revenue Growth across different time periods.

EPS Growth

NetEase (NTES) at 14.04% is around its peer norm for EPS growth, while Baidu (BIDU) at -82.16% drops into the bottom quartile, signaling weaker earnings momentum.

Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Baidu (BIDU) and NetEase (NTES)
MetricBIDUNTES
Revenue Growth (YoY)-3.04%6.96%
Revenue Growth (3Y CAGR)1.44%5.29%
EPS Growth (YoY)-82.16%14.04%
EPS Growth (3Y CAGR)-16.00%19.31%

Financial Strength

Current Ratio (MRQ)

Baidu (BIDU) at 2.33 keeps current ratio within its industry’s typical mid-range, while NetEase (NTES) at 3.45 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

BIDU

Media & Entertainment industry group

2.33

Max
4.69
Q3
2.53
BIDU
2.33
Median
1.52
Q1
0.95
Min
0.28

NTES

Media & Entertainment industry group

3.45

Max
4.69
NTES
3.45
Q3
2.53
Median
1.52
Q1
0.95
Min
0.28
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their current ratio against the Media & Entertainment industry group benchmark.

Debt / Equity (MRQ)

NetEase (NTES) at 0.07 keeps leverage in the lower industry quartile, while Baidu (BIDU) at 0.38 runs a more typical debt-to-equity mix.

BIDU

Media & Entertainment industry group

0.38

Max
3.65
Q3
1.69
Median
0.46
BIDU
0.38
Q1
0.17
Min
0.00

NTES

Media & Entertainment industry group

0.07

Max
3.65
Q3
1.69
Median
0.46
Q1
0.17
NTES
0.07
Min
0.00
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their debt-to-equity ratio against the Media & Entertainment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Baidu (BIDU) and NetEase (NTES)
MetricBIDUNTES
Current Ratio (MRQ)2.333.45
Debt / Equity (MRQ)0.380.07
Net Debt / EBITDA-2.28-3.76

Dividends

Dividend Yield (TTM)

Baidu (BIDU) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile NetEase (NTES) reports a yield of 3.17%, ranking against industry peers normally.

BIDU

Media & Entertainment industry group

0.00%

Max
1.33%
Q3
0.65%
BIDU
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

NTES

Media & Entertainment industry group

3.17%

NTES
3.17%
Max
1.33%
Q3
0.65%
Median
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their dividend yield against the Media & Entertainment industry group benchmark.

Dividend Payout Ratio (TTM)

Baidu (BIDU) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile NetEase (NTES) reports a payout of 41.85%, ranking against industry peers normally.

BIDU

Media & Entertainment industry group

0.00%

Max
71.43%
Q3
28.98%
BIDU
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

NTES

Media & Entertainment industry group

41.85%

Max
71.43%
NTES
41.85%
Q3
28.98%
Median
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their payout ratio against the Media & Entertainment industry group benchmark.

Dividend Metrics

Dividend metrics for Baidu (BIDU) and NetEase (NTES)
MetricBIDUNTES
Dividend Yield (TTM)0.00%3.17%
Dividend Payout Ratio (TTM)0.00%41.85%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: NetEase (NTES) trades at 17.98 times trailing earnings, ranked against its peers, while Baidu (BIDU) has no P/E ratio this period.

BIDU

Media & Entertainment industry group

--

Max
51.21
Q3
28.90
Median
17.98
Q1
11.53
Min
1.64
BIDU
--

NTES

Media & Entertainment industry group

17.98

Max
51.21
Q3
28.90
NTES
17.98
Median
17.98
Q1
11.53
Min
1.64
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): BIDU does not report P/E ratio, so it has no value marker; NTES is benchmarked against the Media & Entertainment industry group.

P/S Ratio (TTM)

Baidu (BIDU) at 0.22 sits in the cheaper P/S ratio quartile while NetEase (NTES) at 0.71 prices around its industry’s middle — BIDU costs less per dollar of sales, though read it alongside growth and margins.

BIDU

Media & Entertainment industry group

0.22

Max
7.43
Q3
3.82
Median
1.40
Q1
0.70
BIDU
0.22
Min
0.00

NTES

Media & Entertainment industry group

0.71

Max
7.43
Q3
3.82
Median
1.40
NTES
0.71
Q1
0.70
Min
0.00
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their P/S ratio against the Media & Entertainment industry group benchmark.

P/B Ratio (MRQ)

Baidu (BIDU) at 0.68 sits in the lower P/B ratio quartile relative to book while NetEase (NTES) at 16.57 prices above its industry range — a wide valuation gap against assets.

BIDU

Media & Entertainment industry group

0.68

Max
11.45
Q3
5.30
Median
1.84
Q1
0.77
BIDU
0.68
Min
-2.61

NTES

Media & Entertainment industry group

16.57

NTES
16.57
Max
11.45
Q3
5.30
Median
1.84
Q1
0.77
Min
-2.61
Loading chart…
Baidu (BIDU) vs. NetEase (NTES): A comparison of their P/B ratio against the Media & Entertainment industry group benchmark.

Valuation Metrics

Valuation metrics for Baidu (BIDU) and NetEase (NTES)
MetricBIDUNTES
P/E Ratio (TTM)--17.98
P/S Ratio (TTM)0.220.71
P/B Ratio (MRQ)0.6816.57
Free Cash Flow Yield (TTM)-7.52%39.54%