Baidu Inc ADR (BIDU) is overvalued and Match Group Inc (MTCH) is fairly valued.
Both trade above our estimate of their intrinsic value. MTCH is the closer of the two: -1%, against -26% for BIDU.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.1% (average of 2 methods) values the shares at $73.52; the price of $92.43 is 26% above that value, and 82% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
Discounting its cash flows at 10.1% (average of 3 methods) values the shares at $41.24; the price of $41.71 is 1% above that value, and 72% of that value comes from beyond year five.
Leak Score 63/100 on 8 of 12 signals
| Metric | BIDU | MTCH |
|---|---|---|
| Verdict | Overvalued | Fairly valued |
| Price | $92.43 | $41.71 |
| Intrinsic value | $73.52 | $41.24 |
| Margin of safety | -26% | -1% |
| Leak Score | 0/100 (2/12) | 63/100 (8/12) |
| Market cap | $25.5B | $9.6B |
| Revenue growth, 5 years | 3.0% | 7.8% |
| Operating margin | 7.0% | 28.1% |
| Net margin | -3.4% | 20.2% |
| Return on equity | -1.6% | — |
| Debt to equity | 0.42 | — |
| P/E | — | 14.7x |
| Forward P/E | 13.2x | 12.9x |
| P/B | 0.8x | — |
| Dividend yield | 1.9% | 1.6% |