BIDU vs PONY vs WRD Stock Comparison

Baidu, Pony AI and WeRide Prices as of Oct 28, 2026 Peers: Industry group
BIDU Baidu, Inc.
$79.50 -8.6% 1M -37.3% 1Y
Market cap
$2.69B
P/E
–
Revenue (TTM)
$18.33B
Div. yield
–
AI Platforms Technology
5 wins
PONY Pony AI Inc.
$5.05 -27.2% 1M -76.9% 1Y
Market cap
$1.85B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
1 win
WRD WeRide Inc.
$4.52 -18.3% 1M -61.4% 1Y
Market cap
$1.33B
P/E
–
Revenue (TTM)
$92.10M
Div. yield
–
Autonomous Driving Technology
1 win

Head to Head

7 decided of 12

Baidu leads on 5 of the 12 questions below (Baidu 5, WeRide 1, Pony AI 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBIDUPONYWRDLeader
Larger companyMarket capitalisation $2.69B $1.85B $1.33B BIDU
Cheaper on earningsLower P/E, profitable companies only -5.6x -13.5x -5.9x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.7x — — –
Faster revenue growthRevenue growth, trailing twelve months -0.9% +45.8% +244.8% WRD
More profitableNet margin, trailing twelve months -2.6% -109.6% -243.6% BIDU
Better return on capitalReturn on invested capital -2.0% — -24.9% BIDU
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -37.3% -76.9% -61.4% BIDU
Better 5-year returnAnnualised price return, 5 years -13.3%/yr — — –
Less volatileAnnualised volatility, 1 year 47.1% 66.3% 60.2% BIDU
Higher overall scoreMean of the five percentile scores vs peers 56/100 78/100 66/100 PONY

Percentile Scorecard

BIDUPONYWRD

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

AxisBIDUPONYWRD
Valuation 92 #11 of 124 67 #5 of 13 42 #8 of 13
Growth 19 #92 of 113 82 #3 of 12 91 #2 of 12
Profitability 55 #50 of 109 73 #4 of 12 82 #3 of 12
Financial Health 57 #55 of 127 92 #2 of 13 50 #7 of 13
Shareholder Returns – – –
Overall 56 78 66
  • BIDU ranked among 137 companies in Infrastructure Software
  • PONY ranked among 14 companies in Robotics and Automation
  • WRD 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

PeriodBIDUPONYWRDSPY
1 month -8.6%-27.2%-18.3% +0.9%
3 months -24.5%-34.1%-21.8% +5.9%
6 months -34.3%-47.2%-39.6% +8.5%
Year to date -39.2%-65.2%-47.9% +13.3%
1 year -37.3%-76.9%-61.4% +12.4%
3 years -25.7%—— +88.1%
3 years, per year -9.5%—— +23.5%
5 years -51.0%—— +68.2%
5 years, per year -13.3%—— +11.0%
10 years -55.7%—— +263.4%
10 years, per year -7.8%—— +13.8%

Risk

MeasureBIDUPONYWRDSPY
Volatility, 1Y 47.1%66.3%60.2% 12.7%
Downside volatility, 1Y 45.1%70.4%63.5% 12.7%
Beta vs S&P 500, 1Y 1.662.802.26 1.00
Return / volatility, 1Y -0.79-1.16-1.02 0.98
Max drawdown, 5Y -55.3%-82.4%-89.9% -25.4%
From 52-week high -51.1%-76.9%-61.4% -0.9%
52-week high $162.52$21.87$11.72 $779.14
52-week low $77.20$4.93$4.08 $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.

MultipleBIDUPONYWRD
P/E now vs peer median -5.7xmedian 37.9x -14.0x -6.2x
P/S now vs peer median 1.5xmedian 4.4x 17.5xmedian 17.8x 15.1xmedian 17.8x
EV/EBITDA now vs peer median —median 34.5x — —
P/FCF now vs peer median 5.7xmedian 26.6x -10.8xmedian 14.9x —median 14.9x
P/B now vs peer median 0.7xmedian 3.4x 1.4xmedian 1.1x 1.5xmedian 1.1x
PEG now vs peer median 0.10median 1.24 — —

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 monthsBIDUPONYWRD
Revenue $18.33B $125.04M $92.10M
Gross profit $1.81B $20.29M $39.20M
Operating income -$999.00M -$267.63M -$260.29M
Net income -$543.00M -$99.78M -$237.93M
Free cash flow $4.78B -$203.60M –
R&D $2.84B $225.02M $219.70M
EPS (diluted) $-11.24 $-0.36 –
Cash & equivalents $3.61B $327.11M $629.27M
Total debt $10.97B – $194.84M
Shares (diluted) 42.88M 379.91M –
Enterprise value -$72.77B $1.85B -$1.72B

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
MetricBIDUPONYWRD
P/E -5.7x -14.0x -6.2x
P/FCF 5.7x -10.8x –
P/Operating cash flow 18.3x -10.8x –
P/S 1.5x 17.5x 15.1x
P/B 0.7x 1.4x 1.5x
P/Tangible book 0.7x 1.4x 1.5x
EV/EBITDA – – –
EV/EBIT -13.5x -4.0x -3.1x
EV/Revenue 0.7x 8.6x 8.7x
EV/FCF 2.8x -5.3x –
EV/Operating cash flow 9.1x -5.3x –
PEG (3Y EPS CAGR) 0.10 – –

Growth

14 metrics
MetricBIDUPONYWRD
Revenue growth (1Y) -0.9% 45.8% 244.8%
Revenue CAGR (3Y) -0.5% – –
Gross profit growth (1Y) 12,345% 39.0% 142.5%
Gross profit CAGR (3Y) -36.6% – –
Operating income growth (1Y) -140.6% 19.2% -22.9%
Operating income CAGR (3Y) -32.9% – –
Net income growth (1Y) -114.0% 66.7% 29.9%
Net income CAGR (3Y) -30.7% – –
EPS growth (1Y) -201.2% 86.9% –
EPS CAGR (3Y) -55.3% – –
Operating cash flow growth (1Y) 2,449% -55.2% –
Operating cash flow CAGR (3Y) -31.9% – –
Free cash flow growth (1Y) 236.1% -55.2% –
Free cash flow CAGR (3Y) -6.5% – –

Profitability

14 metrics
MetricBIDUPONYWRD
Gross margin 9.9% 16.2% 42.6%
EBITDA margin – – –
Operating margin -5.5% -214.0% -282.6%
Pretax margin -2.3% -68.0% -258.0%
Net margin -2.6% -109.6% -243.6%
FCF margin 26.1% -162.8% –
Operating cash flow margin 8.1% -162.8% –
Return on equity -1.3% – -24.1%
Return on assets -0.8% – -20.5%
Return on invested capital -2.0% – -24.9%
Return on capital employed -1.8% – -26.6%
Asset turnover 0.3x – 0.1x
Cash conversion (OCF / net income) -2.7x 2.0x –
Stock comp / revenue – – –

Financial Health

11 metrics
MetricBIDUPONYWRD
Debt / assets 15.8% – 6.3%
Debt / equity 0.3x – 0.1x
Net debt / EBITDA – – –
Debt / FCF 2.3x – –
Liabilities / assets 40.1% 9.4% 17.5%
Equity / assets 59.9% 90.6% 82.5%
Interest coverage -2.7x – –
Current ratio 2.3x 15.9x 5.4x
Quick ratio 2.0x 15.1x 4.0x
Cash ratio 1.9x 14.4x 3.7x
Altman Z-score – – 2.34

Shareholder Returns

7 metrics
MetricBIDUPONYWRD
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.

ConsensusBIDUPONYWRD
Forward P/E 14.7xFY2026 – –
EPS, next fiscal year $5.42FY2026 $-0.61FY2026 $-0.62FY2026
EPS growth, next FY -29.1%FY2026 – –
EPS growth, the year after +21.8% – –
Revenue, next fiscal year $19.51BFY2026 $144.05MFY2026 $149.56MFY2026
Revenue growth, next FY +5.7%FY2026 +60.1%FY2026 +52.8%FY2026
Revenue growth, the year after -0.6% +110.8% +88.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBIDUPONYWRD
Held by institutions 17.5% 35.9% 26.0%
Institutions holding 490 155 110
Change in shares held, QoQ +8.1% +22.5% -1.2%
Institutions buying 236 101 51
Institutions selling 144 33 35
Buyers to sellers 1.64 3.06 1.46

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.

BIDUPONYWRD
BIDU 1.00 0.46 0.40
PONY 0.46 1.00 0.68
WRD 0.40 0.68 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BIDU, PONY and WRD?

Baidu (BIDU) is the largest by market capitalisation: Baidu (BIDU) $2.69B, Pony AI (PONY) $1.85B, WeRide (WRD) $1.33B.

Which company is growing faster?

WeRide (WRD) grew revenue fastest over the trailing twelve months: Baidu (BIDU) -0.9%, Pony AI (PONY) +45.8%, WeRide (WRD) +244.8%.

Which company is more profitable?

Baidu (BIDU) has the highest net margin (Baidu (BIDU) -2.6%, Pony AI (PONY) -109.6%, WeRide (WRD) -243.6%). On return on invested capital, Baidu (BIDU) leads (Baidu (BIDU) -2.0%, WeRide (WRD) -24.9%).

Which stock has performed better?

Over the past year Baidu (BIDU) returned the most: Baidu (BIDU) -37.3%, Pony AI (PONY) -76.9%, WeRide (WRD) -61.4%. 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%, Pony AI (PONY) 66.3%, WeRide (WRD) 60.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BIDU, PONY and WRD?

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.