Baidu Inc ADR (BIDU) is overvalued and Pinterest Inc (PINS) is overvalued.
Both trade above our estimate of their intrinsic value. BIDU is the closer of the two: -26%, against -123% for PINS.
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 9.1% (average of 3 methods) values the shares at $8.23; the price of $18.39 is 123% above that value, and 77% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
| Metric | BIDU | PINS |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $92.43 | $18.39 |
| Intrinsic value | $73.52 | $8.23 |
| Margin of safety | -26% | -123% |
| Leak Score | 0/100 (2/12) | 27/100 (3/12) |
| Market cap | $25.5B | $10.4B |
| Revenue growth, 5 years | 3.0% | 20.1% |
| Operating margin | 7.0% | 6.3% |
| Net margin | -3.4% | 5.5% |
| Return on equity | -1.6% | 6.5% |
| Debt to equity | 0.42 | 0.41 |
| P/E | — | 53.6x |
| Forward P/E | 13.2x | 7.7x |
| P/B | 0.8x | 3.6x |
| Dividend yield | 1.9% | — |