BIDU vs MBLY vs SPIR Stock Comparison

Baidu, Mobileye Global and Spire Global Prices as of Oct 27, 2026 Peers: Industry group
BIDU Baidu, Inc.
$78.27 -10.4% 1M -39.2% 1Y
Market cap
$26.63B
P/E
–
Revenue (TTM)
$18.33B
Div. yield
–
AI Platforms Technology
4 wins
MBLY Mobileye Global Inc.
$6.87 -14.4% 1M -48.6% 1Y
Market cap
$5.62B
P/E
–
Revenue (TTM)
$2.02B
Div. yield
–
Autonomous Driving Technology
2 wins
SPIR Spire Global, Inc.
$9.57 -20.8% 1M -18.0% 1Y
Market cap
$388.68M
P/E
6.7x
Revenue (TTM)
$65.73M
Div. yield
–
AI Platforms Technology
2 wins

Head to Head

8 decided of 12

Baidu leads on 4 of the 12 questions below (Baidu 4, Mobileye Global 2, Spire Global 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBIDUMBLYSPIRLeader
Larger companyMarket capitalisation $26.63B $5.62B $388.68M BIDU
Cheaper on earningsLower P/E, profitable companies only -5.6x -1.4x 6.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.4x 14.6x — BIDU
Faster revenue growthRevenue growth, trailing twelve months -0.9% +5.0% -29.5% MBLY
More profitableNet margin, trailing twelve months -2.6% -201.5% 83.1% SPIR
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 -39.2% -48.6% -18.0% SPIR
Better 5-year returnAnnualised price return, 5 years -14.2%/yr — -27.1%/yr BIDU
Less volatileAnnualised volatility, 1 year 47.1% 56.0% 100.3% BIDU
Higher overall scoreMean of the five percentile scores vs peers 55/100 69/100 51/100 MBLY

Percentile Scorecard

BIDUMBLYSPIR

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

AxisBIDUMBLYSPIR
Valuation 92 #11 of 124 92 #2 of 13 72 #35 of 124
Growth 19 #92 of 113 36 #8 of 12 28 #82 of 113
Profitability 55 #50 of 109 91 #2 of 12 59 #45 of 109
Financial Health 56 #56 of 127 58 #6 of 13 44 #72 of 127
Shareholder Returns – – –
Overall 55 69 51
  • BIDU ranked among 137 companies in Infrastructure Software
  • MBLY ranked among 14 companies in Robotics and Automation
  • SPIR ranked among 137 companies in Infrastructure Software

Price Performance

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

Returns

PeriodBIDUMBLYSPIRSPY
1 month -10.4%-14.4%-20.8% -0.2%
3 months -25.4%-18.5%-15.8% +3.9%
6 months -37.8%-24.1%-40.0% +8.2%
Year to date -40.1%-34.2%+27.6% +12.9%
1 year -39.2%-48.6%-18.0% +12.3%
3 years -26.9%-80.4%+179.8% +87.4%
3 years, per year -9.9%-41.9%+40.9% +23.3%
5 years -53.6%—-79.4% +67.9%
5 years, per year -14.2%—-27.1% +10.9%
10 years -55.3%—— +261.1%
10 years, per year -7.7%—— +13.7%

Risk

MeasureBIDUMBLYSPIRSPY
Volatility, 1Y 47.1%56.0%100.3% 12.7%
Downside volatility, 1Y 45.0%56.6%98.1% 12.7%
Beta vs S&P 500, 1Y 1.662.143.28 1.00
Return / volatility, 1Y -0.83-0.87-0.18 0.97
Max drawdown, 5Y -55.3%-86.1%-93.0% -25.4%
From 52-week high -51.8%-48.8%-62.4% -1.2%
52-week high $162.52$13.41$25.48 $779.14
52-week low $77.20$6.54$7.02 $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.

MultipleBIDUMBLYSPIR
P/E now vs peer median -5.6xmedian 38.6x -1.4x 6.7xmedian 38.6x
P/S now vs peer median 1.5xmedian 4.4x 2.8xmedian 18.7x 5.9xmedian 4.4x
EV/EBITDA now vs peer median —median 34.5x -1.2x —median 34.5x
P/FCF now vs peer median 5.6xmedian 29.4x 14.5xmedian 14.5x —median 29.4x
P/B now vs peer median 0.6xmedian 3.3x 0.7xmedian 1.1x 2.7xmedian 3.3x
PEG now vs peer median 0.10median 1.28 0.01 0.21median 1.28

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 monthsBIDUMBLYSPIR
Revenue $18.33B $2.02B $65.73M
Gross profit $1.81B $955.00M $26.61M
Operating income -$999.00M -$4.18B -$87.59M
Net income -$543.00M -$4.06B $54.85M
Free cash flow $4.78B $388.00M –
R&D $2.84B $1.12B $36.19M
EPS (diluted) $-11.24 $-4.97 $1.43
Cash & equivalents $3.61B $1.31B $38.81M
Total debt $10.97B – –
Shares (diluted) 42.88M 818.00M 38.30M
Enterprise value -$46.81B -$487.34M $858.36K

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
MetricBIDUMBLYSPIR
P/E -5.6x -1.4x 6.7x
P/FCF 5.6x 14.5x –
P/Operating cash flow 18.0x 11.5x –
P/S 1.5x 2.8x 5.9x
P/B 0.6x 0.7x 2.7x
P/Tangible book 0.7x 0.8x 2.9x
EV/EBITDA – -1.2x –
EV/EBIT -13.1x -1.0x -3.4x
EV/Revenue 0.7x 2.1x 4.5x
EV/FCF 2.7x 11.1x –
EV/Operating cash flow 8.9x 8.8x –
PEG (3Y EPS CAGR) 0.10 0.01 0.21

Growth

14 metrics
MetricBIDUMBLYSPIR
Revenue growth (1Y) -0.9% 5.0% -29.5%
Revenue CAGR (3Y) -0.5% 1.5% -8.1%
Gross profit growth (1Y) 12,345% 1.9% -29.8%
Gross profit CAGR (3Y) -36.6% 0.2% 6.9%
Operating income growth (1Y) -140.6% -35.4% 6.7%
Operating income CAGR (3Y) -32.9% -231.1% -7.1%
Net income growth (1Y) -114.0% -37.5% 57.5%
Net income CAGR (3Y) -30.7% -221.7% 38.2%
EPS growth (1Y) -201.2% -36.5% 22.6%
EPS CAGR (3Y) -55.3% -220.0% 32.1%
Operating cash flow growth (1Y) 2,449% -24.8% –
Operating cash flow CAGR (3Y) -31.9% -1.3% –
Free cash flow growth (1Y) 236.1% -34.1% –
Free cash flow CAGR (3Y) -6.5% -0.5% –

Profitability

14 metrics
MetricBIDUMBLYSPIR
Gross margin 9.9% 47.4% 40.5%
EBITDA margin – -180.9% –
Operating margin -5.5% -207.1% -133.3%
Pretax margin -2.3% -204.2% 89.4%
Net margin -2.6% -201.5% 83.1%
FCF margin 26.1% 19.2% –
Operating cash flow margin 8.1% 24.3% –
Return on equity -1.3% -49.6% 42.7%
Return on assets -0.8% -46.2% 25.1%
Return on invested capital -2.0% – –
Return on capital employed -1.8% -50.1% -54.7%
Asset turnover 0.3x 0.2x 0.3x
Cash conversion (OCF / net income) -2.7x -0.1x –
Stock comp / revenue – 15.6% 25.6%

Financial Health

11 metrics
MetricBIDUMBLYSPIR
Debt / assets 15.8% – –
Debt / equity 0.3x – –
Net debt / EBITDA – – –
Debt / FCF 2.3x – –
Liabilities / assets 40.1% 7.1% 36.3%
Equity / assets 59.9% 92.9% 63.7%
Interest coverage -2.7x – -51.9x
Current ratio 2.3x 4.6x 1.9x
Quick ratio 2.0x 3.4x 1.8x
Cash ratio 1.9x 2.9x 1.6x
Altman Z-score – 3.10 -1.18

Shareholder Returns

7 metrics
MetricBIDUMBLYSPIR
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.

ConsensusBIDUMBLYSPIR
Forward P/E 14.4xFY2026 14.6xFY2026 –
EPS, next fiscal year $5.42FY2026 $0.47FY2026 $-1.24FY2026
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 $76.07MFY2026
Revenue growth, next FY +5.7%FY2026 +11.7%FY2026 +6.2%FY2026
Revenue growth, the year after -0.6% +7.9% +39.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBIDUMBLYSPIR
Held by institutions 17.5% 76.0% 57.2%
Institutions holding 490 294 131
Change in shares held, QoQ +8.1% +0.6% +62.9%
Institutions buying 236 169 95
Institutions selling 144 82 21
Buyers to sellers 1.64 2.06 4.52

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.

BIDUMBLYSPIR
BIDU 1.00 0.29 0.17
MBLY 0.29 1.00 0.24
SPIR 0.17 0.24 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BIDU, MBLY and SPIR?

Baidu (BIDU) is the largest by market capitalisation: Baidu (BIDU) $26.63B, Mobileye Global (MBLY) $5.62B, Spire Global (SPIR) $388.68M.

Which company is growing faster?

Mobileye Global (MBLY) grew revenue fastest over the trailing twelve months: Baidu (BIDU) -0.9%, Mobileye Global (MBLY) +5.0%, Spire Global (SPIR) -29.5%.

Which company is more profitable?

Spire Global (SPIR) has the highest net margin (Baidu (BIDU) -2.6%, Mobileye Global (MBLY) -201.5%, Spire Global (SPIR) 83.1%).

Which stock has performed better?

Over the past year Spire Global (SPIR) returned the most: Baidu (BIDU) -39.2%, Mobileye Global (MBLY) -48.6%, Spire Global (SPIR) -18.0%. Over five years, Baidu (BIDU) compounded fastest (Baidu (BIDU) -14.2%/yr, Spire Global (SPIR) -27.1%/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%, Mobileye Global (MBLY) 56.0%, Spire Global (SPIR) 100.3%). Volatility measures how widely the price swings, not the risk of the business.

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

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 4. 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.