Applovin (APP) vs Baidu (BIDU)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Baidu (BIDU) has outperformed Applovin (APP) over the past year, losing 38.6% versus a loss of 55.5%. Over five years, APP leads with a +206.3% price change compared with -47.9% for BIDU. Applovin is the larger company by market cap ($94.50 billion vs $29.04 billion), about 3.3 times the size.
On valuation, Baidu trades at a lower forward P/E (11.2x vs 13.4x for Applovin). Applovin converts more of its revenue into profit, with a net margin of 60.8% versus 4.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | APP | BIDU |
|---|---|---|
| Share price | $281.29 | $85.30 |
| Market cap | $94.50B | $29.04B |
| 1-day change | +0.90% | -2.01% |
| YTD return | -58.25% | -34.72% |
| 1-year return | -55.48% | -38.61% |
| 5-year return | +206.28% | -47.87% |
| P/E ratio (TTM) | 21.42 | — |
| Forward P/E | 13.41 | 11.19 |
| EPS (TTM) | $13.13 | $-2.20 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $5.48B | $18.46B |
| Revenue growth (YoY) | +69.99% | +1.21% |
| Net income (latest FY) | $3.33B | $799.00M |
| Gross margin | 87.86% | 43.88% |
| Operating margin | 75.75% | -4.51% |
| Net margin | 60.83% | 4.33% |
| 52-week high | $738.01 | $165.30 |
| 52-week low | $266.84 | $83.95 |
| Distance from 52-week high | -61.89% | -48.40% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +76.23% | +70.47% |
| Average volume | 5.91M | 2.61M |
| Shares outstanding | 305.73M | 274.92M |
| Employees | 876 | 33,500 |
| Sector | Technology | Technology |
| Industry | Computer Software: Programming Data Processing | Computer Software: Programming Data Processing |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Applovin is about 3.3 times larger than Baidu by market value ($94.50B vs $29.04B).
- BIDU has outperformed APP by 16.9 percentage points over the past year.
- Applovin is more profitable, keeping 60.8 cents of every revenue dollar as net income versus 4.3 cents for Baidu.
- Applovin grew revenue faster in its latest fiscal year (+69.99% vs +1.21%).
About Applovin
APP stock →AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps.
Technology · Computer Software: Programming Data Processing · 876 employees
About Baidu
BIDU stock →Baidu, Inc. provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People's Republic of China.
Technology · Computer Software: Programming Data Processing · 33,500 employees
APP vs BIDU FAQ
Which is bigger, Applovin or Baidu?
Applovin (APP) is larger, with a market capitalization of $94.50B compared with $29.04B for Baidu (BIDU).
Which stock has performed better over the past year, APP or BIDU?
BIDU returned -38.61% over the past 12 months, compared with -55.48% for APP (price return, excluding dividends). Past performance does not predict future results.
Are Applovin and Baidu in the same industry?
Yes. Both are classified in the Computer Software: Programming Data Processing industry within the Technology sector.