AI vs SPIR vs BIDU Stock Comparison

C3.ai, Spire Global and Baidu Prices as of Oct 26, 2026 Peers: Industry group
AI C3.ai, Inc.
$12.87 +20.7% 1M -27.9% 1Y
Market cap
$1.91B
P/E
–
Revenue (TTM)
$232.38M
Div. yield
–
AI Platforms Technology
SPIR Spire Global, Inc.
$9.15 -24.3% 1M -20.8% 1Y
Market cap
$366.29M
P/E
6.7x
Revenue (TTM)
$65.73M
Div. yield
–
AI Platforms Technology
2 wins
BIDU Baidu, Inc.
$77.85 -10.9% 1M -36.6% 1Y
Market cap
$2.69B
P/E
–
Revenue (TTM)
$18.33B
Div. yield
–
AI Platforms Technology
5 wins

Head to Head

7 decided of 12

Baidu leads on 5 of the 12 questions below (Baidu 5, Spire Global 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAISPIRBIDULeader
Larger companyMarket capitalisation $1.91B $366.29M $2.69B BIDU
Cheaper on earningsLower P/E, profitable companies only -4.3x 6.7x -5.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — 14.4x –
Faster revenue growthRevenue growth, trailing twelve months -37.5% -29.5% -0.9% BIDU
More profitableNet margin, trailing twelve months -192.1% 83.1% -2.6% SPIR
Better return on capitalReturn on invested capital — — -2.0% –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -27.9% -20.8% -36.6% SPIR
Better 5-year returnAnnualised price return, 5 years -21.8%/yr -28.7%/yr -14.2%/yr BIDU
Less volatileAnnualised volatility, 1 year 59.5% 100.4% 47.1% BIDU
Higher overall scoreMean of the five percentile scores vs peers 28/100 51/100 55/100 BIDU

Percentile Scorecard

AISPIRBIDU

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAISPIRBIDU
Valuation 15 #106 of 124 73 #34 of 124 92 #11 of 124
Growth 7 #105 of 113 28 #82 of 113 19 #92 of 113
Profitability 13 #96 of 110 59 #46 of 110 54 #51 of 110
Financial Health 85 #20 of 129 44 #73 of 129 57 #56 of 129
Shareholder Returns 18 #55 of 67 – –
Overall 28 51 55
  • AI ranked among 137 companies in Infrastructure Software
  • SPIR ranked among 137 companies in Infrastructure Software
  • BIDU ranked among 137 companies in Infrastructure Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAISPIRBIDUSPY
1 month +20.7%-24.3%-10.9% -0.8%
3 months +45.9%-18.1%-26.1% +3.5%
6 months +46.4%-44.2%-39.2% +7.0%
Year to date -4.5%+22.0%-40.4% +12.2%
1 year -27.9%-20.8%-36.6% +13.0%
3 years -48.2%+167.5%-27.3% +86.3%
3 years, per year -19.7%+38.9%-10.1% +23.1%
5 years -70.7%-81.6%-53.6% +68.6%
5 years, per year -21.8%-28.7%-14.2% +11.0%
10 years ——-55.0% +258.0%
10 years, per year ——-7.7% +13.6%

Risk

MeasureAISPIRBIDUSPY
Volatility, 1Y 59.5%100.4%47.1% 12.7%
Downside volatility, 1Y 63.7%98.1%45.0% 12.7%
Beta vs S&P 500, 1Y 2.093.271.66 1.00
Return / volatility, 1Y -0.47-0.21-0.78 1.02
Max drawdown, 5Y -84.7%-93.3%-55.3% -25.4%
From 52-week high -29.9%-64.1%-52.1% -1.8%
52-week high $18.36$25.48$162.52 $779.14
52-week low $7.76$7.02$77.20 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAISPIRBIDU
P/E now vs peer median -4.5xmedian 38.1x 6.4xmedian 38.1x -5.6xmedian 38.1x
P/S now vs peer median 8.6xmedian 4.3x 5.7xmedian 4.3x 1.4xmedian 4.3x
EV/EBITDA now vs peer median -2.9xmedian 35.4x —median 35.4x —median 35.4x
P/FCF now vs peer median -12.8xmedian 27.1x —median 27.1x 5.5xmedian 27.1x
P/B now vs peer median 2.9xmedian 3.4x 2.6xmedian 3.4x 0.6xmedian 3.4x
PEG now vs peer median 0.53median 1.27 0.20median 1.27 0.10median 1.27

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAISPIRBIDU
Revenue $232.38M $65.73M $18.33B
Gross profit $67.61M $26.61M $1.81B
Operating income -$471.95M -$87.59M -$999.00M
Net income -$446.41M $54.85M -$543.00M
Free cash flow -$155.78M – $4.78B
R&D $210.99M $36.19M $2.84B
EPS (diluted) $-2.88 $1.43 $-11.24
Cash & equivalents $136.44M $38.81M $3.61B
Total debt – – $42.23B
Shares (diluted) 155.00M 38.30M 42.88M
Enterprise value -$613.11M -$21.53M -$72.77B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAISPIRBIDU
P/E -4.5x 6.4x -5.6x
P/FCF -12.8x – 5.5x
P/Operating cash flow -12.9x – 17.9x
P/S 8.6x 5.7x 1.4x
P/B 2.9x 2.6x 0.6x
P/Tangible book 2.9x 2.7x 0.7x
EV/EBITDA -2.9x – –
EV/EBIT -2.8x -3.2x -13.0x
EV/Revenue 5.8x 4.3x 0.7x
EV/FCF -8.6x – 2.7x
EV/Operating cash flow -8.7x – 8.8x
PEG (3Y EPS CAGR) 0.53 0.20 0.10

Growth

14 metrics
MetricAISPIRBIDU
Revenue growth (1Y) -37.5% -29.5% -0.9%
Revenue CAGR (3Y) -5.3% -8.1% -0.5%
Gross profit growth (1Y) -67.8% -29.8% 12,345%
Gross profit CAGR (3Y) -27.0% 6.9% -36.6%
Operating income growth (1Y) -25.3% 6.7% -140.6%
Operating income CAGR (3Y) -17.4% -7.1% -32.9%
Net income growth (1Y) -30.3% 57.5% -114.0%
Net income CAGR (3Y) -19.5% 38.2% -30.7%
EPS growth (1Y) -13.8% 22.6% -201.2%
EPS CAGR (3Y) -8.4% 32.1% -55.3%
Operating cash flow growth (1Y) -86.3% – 2,449%
Operating cash flow CAGR (3Y) -28.1% – -31.9%
Free cash flow growth (1Y) -81.4% – 236.1%
Free cash flow CAGR (3Y) -3.7% – -6.5%

Profitability

14 metrics
MetricAISPIRBIDU
Gross margin 29.1% 40.5% 9.9%
EBITDA margin -197.3% – –
Operating margin -203.1% -133.3% -5.5%
Pretax margin -191.8% 89.4% -2.3%
Net margin -192.1% 83.1% -2.6%
FCF margin -67.0% – 26.1%
Operating cash flow margin -66.5% – 8.1%
Return on equity -66.2% 42.7% -1.3%
Return on assets -52.8% 25.1% -0.8%
Return on invested capital – – -2.0%
Return on capital employed -65.5% -54.7% -1.8%
Asset turnover 0.3x 0.3x 0.3x
Cash conversion (OCF / net income) 0.3x – -2.7x
Stock comp / revenue 111.1% 25.6% –

Financial Health

11 metrics
MetricAISPIRBIDU
Debt / assets – – 15.8%
Debt / equity – – 0.3x
Net debt / EBITDA – – –
Debt / FCF – – 2.3x
Liabilities / assets 20.6% 36.3% 40.1%
Equity / assets 79.4% 63.7% 59.9%
Interest coverage – -51.9x -2.7x
Current ratio 6.2x 1.9x 2.3x
Quick ratio 6.0x 1.8x 2.0x
Cash ratio 5.2x 1.6x 1.9x
Altman Z-score 2.92 -1.30 –

Shareholder Returns

7 metrics
MetricAISPIRBIDU
Dividend yield – – –
Net buyback yield -4.4% – –
Shareholder yield -4.4% – –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAISPIRBIDU
Forward P/E – – 14.4xFY2026
EPS, next fiscal year $-0.71FY2026 $-1.24FY2026 $5.42FY2026
EPS growth, next FY – – -29.1%FY2026
EPS growth, the year after – – +21.8%
Revenue, next fiscal year $207.24MFY2026 $76.07MFY2026 $19.51BFY2026
Revenue growth, next FY -17.2%FY2026 +6.2%FY2026 +5.7%FY2026
Revenue growth, the year after +11.0% +39.3% -0.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAISPIRBIDU
Held by institutions 62.6% 55.0% 17.5%
Institutions holding 320 131 490
Change in shares held, QoQ +14.5% +62.9% +8.1%
Institutions buying 179 95 236
Institutions selling 72 21 144
Buyers to sellers 2.49 4.52 1.64

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AISPIRBIDU
AI 1.00 0.30 0.22
SPIR 0.30 1.00 0.17
BIDU 0.22 0.17 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AI, SPIR and BIDU?

Baidu (BIDU) is the largest by market capitalisation: C3.ai (AI) $1.91B, Spire Global (SPIR) $366.29M, Baidu (BIDU) $2.69B.

Which company is growing faster?

Baidu (BIDU) grew revenue fastest over the trailing twelve months: C3.ai (AI) -37.5%, Spire Global (SPIR) -29.5%, Baidu (BIDU) -0.9%.

Which company is more profitable?

Spire Global (SPIR) has the highest net margin (C3.ai (AI) -192.1%, Spire Global (SPIR) 83.1%, Baidu (BIDU) -2.6%).

Which stock has performed better?

Over the past year Spire Global (SPIR) returned the most: C3.ai (AI) -27.9%, Spire Global (SPIR) -20.8%, Baidu (BIDU) -36.6%. Over five years, Baidu (BIDU) compounded fastest (C3.ai (AI) -21.8%/yr, Spire Global (SPIR) -28.7%/yr, Baidu (BIDU) -14.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Baidu (BIDU) has been the steadiest (C3.ai (AI) 59.5%, Spire Global (SPIR) 100.4%, Baidu (BIDU) 47.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AI, SPIR and BIDU?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Baidu (BIDU) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.