SPIR vs BIDU vs BBAI Stock Comparison

Spire Global, Baidu and BigBear.ai Holdings Prices as of Oct 28, 2026 Peers: Industry group
SPIR Spire Global, Inc.
$9.66 -17.7% 1M -14.2% 1Y
Market cap
$371.08M
P/E
6.8x
Revenue (TTM)
$65.73M
Div. yield
–
AI Platforms Technology
2 wins
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
6 wins

Head to Head

8 decided of 12

Baidu leads on 6 of the 12 questions below (Baidu 6, Spire Global 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSPIRBIDUBBAILeader
Larger companyMarket capitalisation $371.08M $2.69B $1.24B BIDU
Cheaper on earningsLower P/E, profitable companies only 6.8x -5.6x -6.9x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 14.7x — –
Faster revenue growthRevenue growth, trailing twelve months -29.5% -0.9% -1.5% BIDU
More profitableNet margin, trailing twelve months 83.1% -2.6% -126.8% SPIR
Better return on capitalReturn on invested capital — -2.0% -28.0% BIDU
Less leveragedLower net debt / EBITDA — — 1.3x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -14.2% -37.3% -63.7% SPIR
Better 5-year returnAnnualised price return, 5 years -26.6%/yr -13.3%/yr — BIDU
Less volatileAnnualised volatility, 1 year 100.2% 47.1% 77.5% BIDU
Higher overall scoreMean of the five percentile scores vs peers 50/100 56/100 37/100 BIDU

Percentile Scorecard

SPIRBIDUBBAI

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

AxisSPIRBIDUBBAI
Valuation 69 #39 of 124 92 #11 of 124 24 #95 of 124
Growth 28 #82 of 113 19 #92 of 113 11 #101 of 113
Profitability 57 #47 of 109 55 #50 of 109 21 #86 of 109
Financial Health 45 #70 of 127 57 #55 of 127 83 #23 of 127
Shareholder Returns – – 45 #35 of 63
Overall 50 56 37
  • SPIR ranked among 137 companies in Infrastructure Software
  • BIDU ranked among 137 companies in Infrastructure Software
  • BBAI ranked among 137 companies in Infrastructure Software

Price Performance

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

Returns

PeriodSPIRBIDUBBAISPY
1 month -17.7%-8.6%-7.9% +0.9%
3 months -8.3%-24.5%-5.7% +5.9%
6 months -38.9%-34.3%-35.6% +8.5%
Year to date +28.8%-39.2%-54.4% +13.3%
1 year -14.2%-37.3%-63.7% +12.4%
3 years +182.5%-25.7%+96.8% +88.1%
3 years, per year +41.4%-9.5%+25.3% +23.5%
5 years -78.7%-51.0%— +68.2%
5 years, per year -26.6%-13.3%— +11.0%
10 years —-55.7%— +263.4%
10 years, per year —-7.8%— +13.8%

Risk

MeasureSPIRBIDUBBAISPY
Volatility, 1Y 100.2%47.1%77.5% 12.7%
Downside volatility, 1Y 98.4%45.1%72.3% 12.7%
Beta vs S&P 500, 1Y 3.281.663.27 1.00
Return / volatility, 1Y -0.14-0.79-0.82 0.98
Max drawdown, 5Y -93.0%-55.3%-95.0% -25.4%
From 52-week high -62.1%-51.1%-65.7% -0.9%
52-week high $25.48$162.52$7.17 $779.14
52-week low $7.02$77.20$2.12 $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.

MultipleSPIRBIDUBBAI
P/E now vs peer median 6.8xmedian 37.9x -5.7xmedian 37.9x -6.6xmedian 37.9x
P/S now vs peer median 6.0xmedian 4.4x 1.5xmedian 4.4x 8.3xmedian 4.4x
EV/EBITDA now vs peer median —median 34.5x —median 34.5x -4.4xmedian 34.5x
P/FCF now vs peer median —median 26.6x 5.7xmedian 26.6x -16.3xmedian 26.6x
P/B now vs peer median 2.7xmedian 3.4x 0.7xmedian 3.4x 1.7xmedian 3.4x
PEG now vs peer median 0.21median 1.24 0.10median 1.24 -1.69median 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 monthsSPIRBIDUBBAI
Revenue $65.73M $18.33B $142.07M
Gross profit $26.61M $1.81B $42.91M
Operating income -$87.59M -$999.00M -$233.30M
Net income $54.85M -$543.00M -$180.20M
Free cash flow – $4.78B -$72.72M
R&D $36.19M $2.84B $23.30M
EPS (diluted) $1.43 $-11.24 $-0.38
Cash & equivalents $38.81M $3.61B $77.11M
Total debt – $10.97B $16.69M
Shares (diluted) 38.30M 42.88M 480.32M
Enterprise value -$16.74M -$72.77B -$315.98K

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
MetricSPIRBIDUBBAI
P/E 6.8x -5.7x -6.6x
P/FCF – 5.7x -16.3x
P/Operating cash flow – 18.3x -16.5x
P/S 6.0x 1.5x 8.3x
P/B 2.7x 0.7x 1.7x
P/Tangible book 2.9x 0.7x 2.1x
EV/EBITDA – – -4.4x
EV/EBIT -3.4x -13.5x -3.9x
EV/Revenue 4.6x 0.7x 6.4x
EV/FCF – 2.8x -12.6x
EV/Operating cash flow – 9.1x -12.7x
PEG (3Y EPS CAGR) 0.21 0.10 -1.69

Growth

14 metrics
MetricSPIRBIDUBBAI
Revenue growth (1Y) -29.5% -0.9% -1.5%
Revenue CAGR (3Y) -8.1% -0.5% -2.9%
Gross profit growth (1Y) -29.8% 12,345% 9.1%
Gross profit CAGR (3Y) 6.9% -36.6% 2.9%
Operating income growth (1Y) 6.7% -140.6% -64.9%
Operating income CAGR (3Y) -7.1% -32.9% -60.1%
Net income growth (1Y) 57.5% -114.0% 57.7%
Net income CAGR (3Y) 38.2% -30.7% -39.3%
EPS growth (1Y) 22.6% -201.2% 60.6%
EPS CAGR (3Y) 32.1% -55.3% 3.9%
Operating cash flow growth (1Y) – 2,449% -105.0%
Operating cash flow CAGR (3Y) – -31.9% -35.5%
Free cash flow growth (1Y) – 236.1% -105.6%
Free cash flow CAGR (3Y) – -6.5% -36.2%

Profitability

14 metrics
MetricSPIRBIDUBBAI
Gross margin 40.5% 9.9% 30.2%
EBITDA margin – – -145.2%
Operating margin -133.3% -5.5% -164.2%
Pretax margin 89.4% -2.3% -142.6%
Net margin 83.1% -2.6% -126.8%
FCF margin – 26.1% -51.2%
Operating cash flow margin – 8.1% -50.4%
Return on equity 42.7% -1.3% -24.8%
Return on assets 25.1% -0.8% -22.5%
Return on invested capital – -2.0% -28.0%
Return on capital employed -54.7% -1.8% -32.0%
Asset turnover 0.3x 0.3x 0.2x
Cash conversion (OCF / net income) – -2.7x 0.4x
Stock comp / revenue 25.6% – 13.4%

Financial Health

11 metrics
MetricSPIRBIDUBBAI
Debt / assets – 15.8% 2.2%
Debt / equity – 0.3x 0.0x
Net debt / EBITDA – – 1.3x
Debt / FCF – 2.3x -0.2x
Liabilities / assets 36.3% 40.1% 10.1%
Equity / assets 63.7% 59.9% 89.9%
Interest coverage -51.9x -2.7x -47.5x
Current ratio 1.9x 2.3x 4.9x
Quick ratio 1.8x 2.0x 4.6x
Cash ratio 1.6x 1.9x 4.0x
Altman Z-score -1.15 – 6.98

Shareholder Returns

7 metrics
MetricSPIRBIDUBBAI
Dividend yield – – –
Net buyback yield – – -0.3%
Shareholder yield – – -0.3%
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.

ConsensusSPIRBIDUBBAI
Forward P/E – 14.7xFY2026 –
EPS, next fiscal year $-1.24FY2026 $5.42FY2026 $-0.25FY2026
EPS growth, next FY – -29.1%FY2026 –
EPS growth, the year after – +21.8% –
Revenue, next fiscal year $76.07MFY2026 $19.51BFY2026 $108.97MFY2026
Revenue growth, next FY +6.2%FY2026 +5.7%FY2026 -14.6%FY2026
Revenue growth, the year after +39.3% -0.6% +23.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSPIRBIDUBBAI
Held by institutions 55.0% 17.5% 39.1%
Institutions holding 131 490 328
Change in shares held, QoQ +62.9% +8.1% +1.0%
Institutions buying 95 236 185
Institutions selling 21 144 90
Buyers to sellers 4.52 1.64 2.06

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.

SPIRBIDUBBAI
SPIR 1.00 0.17 0.47
BIDU 0.17 1.00 0.33
BBAI 0.47 0.33 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SPIR, BIDU and BBAI?

Baidu (BIDU) is the largest by market capitalisation: Spire Global (SPIR) $371.08M, Baidu (BIDU) $2.69B, BigBear.ai Holdings (BBAI) $1.24B.

Which company is growing faster?

Baidu (BIDU) grew revenue fastest over the trailing twelve months: Spire Global (SPIR) -29.5%, Baidu (BIDU) -0.9%, BigBear.ai Holdings (BBAI) -1.5%.

Which company is more profitable?

Spire Global (SPIR) has the highest net margin (Spire Global (SPIR) 83.1%, Baidu (BIDU) -2.6%, BigBear.ai Holdings (BBAI) -126.8%). On return on invested capital, Baidu (BIDU) leads (Baidu (BIDU) -2.0%, BigBear.ai Holdings (BBAI) -28.0%).

Which stock has performed better?

Over the past year Spire Global (SPIR) returned the most: Spire Global (SPIR) -14.2%, Baidu (BIDU) -37.3%, BigBear.ai Holdings (BBAI) -63.7%. Over five years, Baidu (BIDU) compounded fastest (Spire Global (SPIR) -26.6%/yr, Baidu (BIDU) -13.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Baidu (BIDU) has been the steadiest (Spire Global (SPIR) 100.2%, Baidu (BIDU) 47.1%, BigBear.ai Holdings (BBAI) 77.5%). Volatility measures how widely the price swings, not the risk of the business.

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

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 6. 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.