Advertisement
BIDU vs BILI
Which Stock Would AI Choose? Baidu (BIDU) vs. Bilibili (BILI) Stock Comparison
Key Takeaways
- Both BIDU and BILI are China-based American depositary receipts (ADRs) trading well below their 52-week highs amid a broad pullback in Chinese internet names.
- BIDU is pivoting toward artificial intelligence (AI) and cloud infrastructure, but overall revenue is still declining on a year-over-year basis.
- BILI is earlier in its monetization cycle, showing positive revenue growth and a swing to profitability, but at a much smaller market capitalization.
- The two companies serve different investor profiles: Baidu is a diversified search-and-AI leader, while Bilibili is a youth-focused video and community platform.
- Relative momentum, sector exposure, and valuation metrics currently diverge meaningfully between the two stocks.
Introduction
Investors evaluating Chinese internet equities often encounter two very different businesses sharing the same Nasdaq listing venue. Baidu, traded as BIDU, is a diversified technology company built around search, cloud, and autonomous driving. Bilibili, traded as BILI, is an online video and community platform popular with younger users. This stock comparison is relevant for traders and investors weighing exposure to China's consumer internet and AI sectors, whether they are focused on growth, value, or momentum. Understanding how these two names differ in business model, growth drivers, and market positioning can help clarify which better matches a given strategy.
BIDU Overview and Recent Performance
Baidu, Inc. is a Beijing-headquartered internet and AI company operating through two segments: Baidu General Business (search, mobile ecosystem, AI cloud, and intelligent driving) and iQIYI, its video-streaming subsidiary. In recent weeks, the stock has traded near the lower end of its 52-week range, reflecting a meaningful decline from its prior-year highs and a broader de-rating across Chinese technology ADRs. Its 5-year beta of roughly 0.58 indicates lower volatility relative to the broader market.
The most notable recent development is Baidu's accelerating shift toward AI. In its latest reported quarter, core AI-related revenue grew sharply year over year, with AI cloud infrastructure revenue expanding at a strong double-digit pace, while legacy online marketing revenue continued to soften. As a result, total revenue remains slightly lower on a year-over-year basis, and trailing twelve-month earnings have turned negative on a GAAP (generally accepted accounting principles) basis. Baidu also holds a substantial cash position, which supports its heavy investments in AI models, the ERNIE assistant, and the Apollo Go autonomous ride-hailing service. Investor sentiment has additionally been influenced by reported securities-related litigation, a factor that can weigh on near-term price behavior.
BILI Overview and Recent Performance
Bilibili, Inc. operates a leading Chinese online entertainment platform known for video sharing, live broadcasting, and content centered on animation, comics, and games (ACG), with a large Generation Z user base. In recent weeks, BILI has also traded near the low end of its 52-week range, down substantially from its prior-year peak, with a 5-year beta of approximately 0.65.
Unlike Baidu, Bilibili has maintained positive top-line momentum. Recent quarterly revenue grew in the high single digits year over year, led by advertising revenue expanding at a strong double-digit rate and value-added services growing steadily. The company has also achieved a swing to profitability on a trailing basis, with gross margin improving for more than a dozen consecutive quarters. Daily active users (DAUs) and monthly active users (MAUs) have continued to rise, and time spent on the platform has increased. Games revenue, however, has declined year over year, and Bilibili's much smaller market capitalization and earlier-stage monetization profile mean its results can be more sensitive to shifts in user engagement and advertising demand.
Trending AI Robots
For traders seeking a systematic, data-driven approach to stocks like these, Tickeron's Trending AI Robots page offers a curated view of its AI trading bots. Tickeron maintains a large library of AI trading bots that collectively trade thousands of different tickers; the platform currently features a selection of 21 best trending bots chosen from a total of 324 available, with others filtered out until market conditions make them suitable. Each bot has its own trading style, strategy, timeframe, win rate, profit factor, and set of tickers, so performance and risk profiles vary widely. Visitors can review realized returns, equity charts, and average trade durations to identify strategies aligned with their goals. Explore the Trending AI Robots section to see which strategies currently lead.
Head-to-Head Comparison
The clearest contrast between the two is scale and diversification. BIDU is a large-cap franchise with a market capitalization several times that of BILI, spanning search, cloud, AI, and autonomous driving. Its AI pivot offers a long-horizon growth narrative, but current financials still show declining revenue and a negative trailing net income, and it trades on a forward earnings multiple that reflects expectations of a recovery rather than current profitability.
By comparison, BILI is a mid-cap, community-driven platform with a faster current growth rate and positive trailing earnings, yet it carries a higher trailing price-to-earnings (P/E) ratio and a greater dependence on advertising and user engagement. Its forward P/E is lower, reflecting expectations for continued profit expansion. Sector exposure also differs: Baidu leans toward enterprise cloud and AI infrastructure, while Bilibili is tied to consumer entertainment and digital advertising. Risk profiles diverge accordingly, with Baidu facing execution risk on an expensive AI buildout and Bilibili facing monetization and content-quality risks.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely show a relative preference for BILI on momentum and earnings-growth consistency, given its positive revenue trajectory, improving margins, and swing to profitability, even as its share price has fallen. Conversely, BIDU may register as more favorable on stability and balance-sheet strength, supported by its large cash reserves, lower beta, and diversified asset base. Because the two names differ in trend consistency, catalysts, and valuation, a probabilistic assessment would frame Bilibili as the more growth-oriented and currently more profitable option, while Baidu offers a deeper-value, AI-infrastructure positioning. The outcome ultimately depends on which factors an algorithm weights most heavily.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BIDU is a Buy and BILI is a Hold.
BIDU's RSI Indicator recovers from oversold territory
The RSI Indicator for BIDU moved out of oversold territory on November 02, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 33 similar instances when the indicator left oversold territory. In 29 of the 33 cases the stock moved higher. This puts the odds of a move higher at 88%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
The Moving Average Convergence Divergence (MACD) for BIDU just turned positive on October 28, 2026. Looking at past instances where BIDU's MACD turned positive, the stock continued to rise in 34 of 47 cases over the following month. The odds of a continued upward trend are 72%.
Following a +2.12% 3-day Advance, the price is estimated to grow further. Considering data from situations where BIDU advanced for three days, in 194 of 271 cases, the price rose further within the following month. The odds of a continued upward trend are 72%.
BIDU may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BIDU declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 77%.
The Aroon Indicator for BIDU entered a downward trend on November 02, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 35 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.096) is normal, around the industry mean (0.997). P/E Ratio (-5.621) is within average values for comparable stocks, (-43.056). Projected Growth (PEG Ratio) (0.772) is also within normal values, averaging (17.274). Dividend Yield (0.000) settles around the average of (0.994) among similar stocks. P/S Ratio (1.605) is also within normal values, averaging (71.888).
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 80 (best 1 - 100 worst), indicating slightly worse than average price growth. BIDU’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 91 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 98 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BIDU’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
Momentum Indicator for BILI turns negative, indicating new downward trend
BILI saw its Momentum Indicator move below the 0 level on October 14, 2026. This is an indication that the stock could be shifting in to a new downward move. Traders may want to consider selling the stock or exploring put options. Tickeron's A.I.dvisor looked at 90 similar instances where the indicator turned negative. In 77 of the 90 cases, the stock moved further down in the following days. The odds of a decline are at 86%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Moving Average Convergence Divergence Histogram (MACD) for BILI turned negative on October 16, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In 37 of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at 79%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BILI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 80%.
The Aroon Indicator for BILI entered a downward trend on October 19, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where BILI's RSI Indicator exited the oversold zone, 28 of 36 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 78%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 12 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +1.15% 3-day Advance, the price is estimated to grow further. Considering data from situations where BILI advanced for three days, in 209 of 260 cases, the price rose further within the following month. The odds of a continued upward trend are 80%.
BILI may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 48 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.349) is normal, around the industry mean (0.997). P/E Ratio (3.681) is within average values for comparable stocks, (-43.056). Projected Growth (PEG Ratio) (0.324) is also within normal values, averaging (17.274). Dividend Yield (0.000) settles around the average of (0.994) among similar stocks. P/S Ratio (1.453) is also within normal values, averaging (71.888).
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 69 (best 1 - 100 worst), indicating slightly better than average sales and a considerably profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 83 (best 1 - 100 worst), indicating slightly worse than average price growth. BILI’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 97 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BILI’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
BIDU | BILI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 57 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 35 Fair valued | 48 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 91 | 69 | |
PRICE GROWTH RATING 1..100 | 80 | 83 | |
P/E GROWTH RATING 1..100 | 98 | 97 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BIDU's Valuation (35) in the Internet Software Or Services industry is in the same range as BILI (48). This means that BIDU’s stock grew similarly to BILI’s over the last 12 months.
BIDU's Profit vs Risk Rating (100) in the Internet Software Or Services industry is in the same range as BILI (100). This means that BIDU’s stock grew similarly to BILI’s over the last 12 months.
BILI's SMR Rating (69) in the Internet Software Or Services industry is in the same range as BIDU (91). This means that BILI’s stock grew similarly to BIDU’s over the last 12 months.
BIDU's Price Growth Rating (80) in the Internet Software Or Services industry is in the same range as BILI (83). This means that BIDU’s stock grew similarly to BILI’s over the last 12 months.
BILI's P/E Growth Rating (97) in the Internet Software Or Services industry is in the same range as BIDU (98). This means that BILI’s stock grew similarly to BIDU’s over the last 12 months.
| BIDU | BILI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 88% | 2 days ago 78% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 75% |
| Momentum ODDS (%) | N/A | 2 days ago 86% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 76% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 74% | 2 days ago 84% |
| Advances ODDS (%) | 7 days ago 72% | 28 days ago 80% |
| Declines ODDS (%) | 5 days ago 77% | 5 days ago 80% |
| BollingerBands ODDS (%) | 2 days ago 70% | 2 days ago 80% |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 81% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BIDU’s FA Score shows that 0 FA rating(s) are green while BILI’s FA Score has 0 green FA rating(s).
- BIDU’s FA Score: 0 green, 5 red.
- BILI’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BIDU’s TA Score shows that 5 TA indicator(s) are bullish while BILI’s TA Score has 4 bullish TA indicator(s).
- BIDU’s TA Score: 5 bullish, 2 bearish.
- BILI’s TA Score: 4 bullish, 4 bearish.
Price Growth
BIDU (@Internet Software/Services) experienced а -1.22% price change this week, while BILI (@Internet Software/Services) price change was +1.27% for the same time period.
The average weekly price growth across all stocks in the @Internet Software/Services industry was +0.09%. For the same industry, the average monthly price growth was -0.65%, and the average quarterly price growth was -16.47%.
Reported Earning Dates
BIDU is expected to report earnings on Nov 16, 2026.
BILI is expected to report earnings on Nov 12, 2026.
Industries' Descriptions
@Internet Software/Services (+0.09% weekly)Companies in this industry typically license software on a subscription basis and it is centrally hosted. Such products usually go by the names web-based software, on-demand software and hosted software. Cloud computing has emerged as a major force in this space, making it possible to save files to a remote database (without requiring them to be saved on local storage device); as long as a device has access to the web, it can access the data and the software programs to run it. This has in many cases facilitated cost efficiency, speed and security of data for businesses and consumers. Alphabet Inc., Facebook, Inc. and Yahoo! Inc. are some well-known names in the internet software/services industry.
Advertisement
BILI and
Correlation & Price change
A.I.dvisor indicates that over the last year, BILI has been loosely correlated with WB. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if BILI jumps, then WB could also see price increases.
| Ticker / NAME | Correlation To BILI | 1D Price Change % | ||
|---|---|---|---|---|
| BILI | 100% | +6.55% | ||
| WB - BILI | 58% Loosely correlated | +2.25% | ||
| YMM - BILI | 57% Loosely correlated | +4.18% | ||
| BIDU - BILI | 50% Loosely correlated | +0.65% | ||
| NTES - BILI | 48% Loosely correlated | +1.63% | ||
| TUYA - BILI | 45% Loosely correlated | N/A | ||
More | ||||