BIDU vs GLAI vs MBLY Stock Comparison

Baidu, Global AI and Mobileye Global Prices as of Oct 29, 2026 Peers: Industry group
BIDU Baidu, Inc.
$78.65 -9.3% 1M -38.4% 1Y
Market cap
$26.76B
P/E
–
Revenue (TTM)
$18.33B
Div. yield
–
AI Platforms Technology
3 wins
GLAI Global AI, Inc.
$0.95 +5.6% 1M +115.9% 1Y
Market cap
$147.15M
P/E
–
Revenue (TTM)
$184.28K
Div. yield
–
AI Platforms Technology
3 wins
MBLY Mobileye Global Inc.
$6.41 -15.3% 1M -51.2% 1Y
Market cap
$5.28B
P/E
–
Revenue (TTM)
$2.00B
Div. yield
–
Autonomous Driving Technology
2 wins

Head to Head

8 decided of 12

Baidu leads on 3 of the 12 questions below (Baidu 3, Global AI 3, Mobileye Global 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBIDUGLAIMBLYLeader
Larger companyMarket capitalisation $26.76B $147.15M $5.28B BIDU
Cheaper on earningsLower P/E, profitable companies only -5.6x -92.6x -1.3x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.5x — 13.6x MBLY
Faster revenue growthRevenue growth, trailing twelve months -0.9% +34.5% +3.4% GLAI
More profitableNet margin, trailing twelve months -2.6% -862.3% -201.2% BIDU
Better return on capitalReturn on invested capital -2.0% — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months -38.4% +115.9% -51.2% GLAI
Better 5-year returnAnnualised price return, 5 years -13.5%/yr +54.0%/yr — GLAI
Less volatileAnnualised volatility, 1 year 47.1% 254.1% 56.8% BIDU
Higher overall scoreMean of the five percentile scores vs peers 55/100 15/100 63/100 MBLY

Percentile Scorecard

BIDUGLAIMBLY

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

AxisBIDUGLAIMBLY
Valuation 91 #12 of 124 30 #87 of 124 92 #2 of 13
Growth 19 #92 of 113 14 #97 of 113 9 #11 of 12
Profitability 55 #50 of 109 7 #102 of 109 91 #2 of 12
Financial Health 56 #56 of 127 8 #117 of 127 58 #6 of 13
Shareholder Returns – – –
Overall 55 15 63
  • BIDU ranked among 137 companies in Infrastructure Software
  • GLAI ranked among 137 companies in Infrastructure Software
  • MBLY ranked among 14 companies in Robotics and Automation

Price Performance

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

Returns

PeriodBIDUGLAIMBLYSPY
1 month -9.3%+5.6%-15.3% +0.7%
3 months -26.8%-5.0%-18.9% +3.7%
6 months -37.8%+18.7%-26.2% +7.1%
Year to date -39.8%-5.9%-38.6% +12.8%
1 year -38.4%+115.9%-51.2% +11.9%
3 years -25.9%+295.8%-81.0% +85.2%
3 years, per year -9.5%+58.2%-42.6% +22.8%
5 years -51.5%+763.6%— +67.6%
5 years, per year -13.5%+54.0%— +10.9%
10 years -56.2%+216.7%— +262.0%
10 years, per year -7.9%+12.2%— +13.7%

Risk

MeasureBIDUGLAIMBLYSPY
Volatility, 1Y 47.1%254.1%56.8% 12.7%
Downside volatility, 1Y 45.0%306.4%58.1% 12.6%
Beta vs S&P 500, 1Y 1.66-1.152.17 1.00
Return / volatility, 1Y -0.810.46-0.90 0.94
Max drawdown, 5Y -55.3%-92.9%-86.4% -25.4%
From 52-week high -51.6%-77.1%-51.3% -1.2%
52-week high $162.52$4.15$13.15 $779.14
52-week low $77.20$0.35$6.41 $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.

MultipleBIDUGLAIMBLY
P/E now vs peer median -5.6xmedian 39.0x -92.6xmedian 39.0x -1.3x
P/S now vs peer median 1.5xmedian 4.6x 798.5xmedian 4.6x 2.6xmedian 17.1x
EV/EBITDA now vs peer median —median 32.7x -94.4xmedian 32.7x -1.1x
P/FCF now vs peer median 5.6xmedian 27.4x -83.8xmedian 27.4x 16.7xmedian 16.7x
P/B now vs peer median 0.6xmedian 3.2x -43.3xmedian 3.2x 0.6xmedian 1.0x
PEG now vs peer median 0.10median 1.23 0.36median 1.23 0.00

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 monthsBIDUGLAIMBLY
Revenue $18.33B $184.28K $2.00B
Gross profit $1.81B $83.10K $973.00M
Operating income -$999.00M -$1.59M -$4.15B
Net income -$543.00M -$1.59M -$4.03B
Free cash flow $4.78B -$1.76M $317.00M
R&D $2.84B $1.82M $1.10B
EPS (diluted) $-11.24 $-0.01 $-4.89
Cash & equivalents $3.61B $40.56K $1.35B
Total debt $10.97B – –
Shares (diluted) 42.88M 309.80M 824.00M
Enterprise value -$46.68B $146.90M -$422.16M

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
MetricBIDUGLAIMBLY
P/E -5.6x -92.6x -1.3x
P/FCF 5.6x -83.8x 16.7x
P/Operating cash flow 18.1x -88.9x 12.7x
P/S 1.5x 798.5x 2.6x
P/B 0.6x -43.3x 0.6x
P/Tangible book 0.7x -19.7x 0.7x
EV/EBITDA – -94.4x -1.1x
EV/EBIT -13.2x -92.6x -0.9x
EV/Revenue 0.7x 798.3x 2.0x
EV/FCF 2.8x -83.8x 12.4x
EV/Operating cash flow 8.9x -88.8x 9.5x
PEG (3Y EPS CAGR) 0.10 0.36 0.00

Growth

14 metrics
MetricBIDUGLAIMBLY
Revenue growth (1Y) -0.9% 34.5% 3.4%
Revenue CAGR (3Y) -0.5% 44.2% 0.0%
Gross profit growth (1Y) 12,345% – 3.2%
Gross profit CAGR (3Y) -36.6% – -1.0%
Operating income growth (1Y) -140.6% -1.3% -974.6%
Operating income CAGR (3Y) -32.9% -555.5% -269.8%
Net income growth (1Y) -114.0% 2.1% -1,100%
Net income CAGR (3Y) -30.7% -405.8% -306.6%
EPS growth (1Y) -201.2% 51.0% -1,086%
EPS CAGR (3Y) -55.3% -255.6% -304.3%
Operating cash flow growth (1Y) 2,449% -96.3% -40.0%
Operating cash flow CAGR (3Y) -31.9% -529.9% -1.6%
Free cash flow growth (1Y) 236.1% -103.9% -49.5%
Free cash flow CAGR (3Y) -6.5% -542.3% -1.2%

Profitability

14 metrics
MetricBIDUGLAIMBLY
Gross margin 9.9% 45.1% 48.6%
EBITDA margin – -845.7% -182.5%
Operating margin -5.5% -862.3% -207.0%
Pretax margin -2.3% -859.5% -204.2%
Net margin -2.6% -862.3% -201.2%
FCF margin 26.1% -952.7% 15.8%
Operating cash flow margin 8.1% -898.6% 20.8%
Return on equity -1.3% – -49.1%
Return on assets -0.8% -36.9% -45.5%
Return on invested capital -2.0% – –
Return on capital employed -1.8% – -49.5%
Asset turnover 0.3x 0.0x 0.2x
Cash conversion (OCF / net income) -2.7x 1.0x -0.1x
Stock comp / revenue – – 17.3%

Financial Health

11 metrics
MetricBIDUGLAIMBLY
Debt / assets 15.8% – –
Debt / equity 0.3x – –
Net debt / EBITDA – – –
Debt / FCF 2.3x – –
Liabilities / assets 40.1% 176.0% 7.4%
Equity / assets 59.9% -76.0% 92.6%
Interest coverage -2.7x – –
Current ratio 2.3x 0.0x 4.4x
Quick ratio 2.0x 0.0x 3.3x
Cash ratio 1.9x 0.0x 2.8x
Altman Z-score – 5.87 2.60

Shareholder Returns

7 metrics
MetricBIDUGLAIMBLY
Dividend yield – – –
Net buyback yield – – –
Shareholder yield – – –
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.

ConsensusBIDUGLAIMBLY
Forward P/E 14.5xFY2026 – 13.6xFY2026
EPS, next fiscal year $5.42FY2026 – $0.47FY2026
EPS growth, next FY -29.1%FY2026 – +30.6%FY2026
EPS growth, the year after +21.8% – +2.1%
Revenue, next fiscal year $19.51BFY2026 – $2.11BFY2026
Revenue growth, next FY +5.7%FY2026 – +11.7%FY2026
Revenue growth, the year after -0.6% – +7.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBIDUGLAIMBLY
Held by institutions 17.5% – 21.9%
Institutions holding 490 – 295
Change in shares held, QoQ +8.1% – +0.6%
Institutions buying 236 – 170
Institutions selling 144 – 82
Buyers to sellers 1.64 – 2.07

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.

BIDUGLAIMBLY
BIDU 1.00 0.01 0.29
GLAI 0.01 1.00 -0.01
MBLY 0.29 -0.01 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, BIDU, GLAI and MBLY?

Baidu (BIDU) is the largest by market capitalisation: Baidu (BIDU) $26.76B, Global AI (GLAI) $147.15M, Mobileye Global (MBLY) $5.28B.

Which company is growing faster?

Global AI (GLAI) grew revenue fastest over the trailing twelve months: Baidu (BIDU) -0.9%, Global AI (GLAI) +34.5%, Mobileye Global (MBLY) +3.4%.

Which company is more profitable?

Baidu (BIDU) has the highest net margin (Baidu (BIDU) -2.6%, Global AI (GLAI) -862.3%, Mobileye Global (MBLY) -201.2%).

Which stock has performed better?

Over the past year Global AI (GLAI) returned the most: Baidu (BIDU) -38.4%, Global AI (GLAI) +115.9%, Mobileye Global (MBLY) -51.2%. Over five years, Global AI (GLAI) compounded fastest (Baidu (BIDU) -13.5%/yr, Global AI (GLAI) +54.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Baidu (BIDU) has been the steadiest (Baidu (BIDU) 47.1%, Global AI (GLAI) 254.1%, Mobileye Global (MBLY) 56.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BIDU, GLAI and MBLY?

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 3. 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.