Comprehensive Stock Comparison
Compare Baidu, Inc. (BIDU) vs Opera Limited (OPRA) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | OPRA | 21.1% revenue growth vs BIDU's -1.1% |
| Value | BIDU | Lower P/E (2.3x vs 11.3x), PEG 0.04 vs 0.91 |
| Quality / Margins | OPRA | 13.9% net margin vs BIDU's 6.9% |
| Stability / Safety | BIDU | Beta 0.88 vs OPRA's 1.54 |
| Dividends | OPRA | 3.3% yield; 2-year raise streak; BIDU pays no meaningful dividend |
| Momentum (1Y) | BIDU | +48.8% vs OPRA's -25.5% |
| Efficiency (ROA) | OPRA | 7.7% ROA vs BIDU's 2.0%, ROIC 8.3% vs 4.8% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Valuation efficiency (growth/$)
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Baidu operates China's dominant internet search engine and AI-powered online platform. It generates most revenue from online marketing services — primarily search and feed-based ads — with cloud services and AI initiatives contributing growing shares. Its moat stems from its entrenched search dominance in China, massive user data for AI training, and regulatory barriers that limit foreign competition.
Opera Limited is a web browser company offering mobile and desktop browsers with integrated services like news aggregation and gaming features. It generates revenue primarily through advertising—including its Opera Ads platform—and to a lesser extent from gaming services and browser-based cashback rewards. The company's advantage lies in its specialized browser offerings—particularly Opera GX for gamers—and its AI-powered news discovery service that creates a differentiated ecosystem beyond basic browsing.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
OPRA leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). BIDU leads in 3 (Valuation Metrics, Risk & Volatility).
Financial Metrics (TTM)
BIDU is the larger business by revenue, generating $130.5B annually — 223.6x OPRA's $583M. OPRA is the more profitable business, keeping 13.9% of every revenue dollar as net income compared to BIDU's 6.9%. On growth, OPRA holds the edge at +23.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BIDUBaidu, Inc. | OPRAOpera Limited |
|---|---|---|
| RevenueTrailing 12 months | $130.5B | $583M |
| EBITDAEarnings before interest/tax | $4.9B | $107M |
| Net IncomeAfter-tax profit | $9.0B | $81M |
| Free Cash FlowCash after capex | -$15.7B | $88M |
| Gross MarginGross profit ÷ Revenue | +44.7% | +65.4% |
| Operating MarginEBIT ÷ Revenue | -2.6% | +15.3% |
| Net MarginNet income ÷ Revenue | +6.9% | +13.9% |
| FCF MarginFCF ÷ Revenue | -12.0% | +15.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -7.1% | +23.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.6% | 0.0% |
Valuation Metrics
At 13.8x trailing earnings, BIDU trades at a 1% valuation discount to OPRA's 13.9x P/E. Adjusting for growth (PEG ratio), BIDU offers better value at 0.23x vs OPRA's 1.11x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | BIDUBaidu, Inc. | OPRAOpera Limited |
|---|---|---|
| Market CapShares × price | $11.1B | $1.1B |
| Enterprise ValueMkt cap + debt − cash | $19.0B | $1.0B |
| Trailing P/EPrice ÷ TTM EPS | 13.76x | 13.88x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.31x | 11.33x |
| PEG RatioP/E ÷ EPS growth rate | 0.23x | 1.11x |
| EV / EBITDAEnterprise value multiple | 3.63x | 9.30x |
| Price / SalesMarket cap ÷ Revenue | 0.57x | 2.33x |
| Price / BookPrice ÷ Book value/share | 1.12x | 1.19x |
| Price / FCFMarket cap ÷ FCF | 5.78x | 15.06x |
Profitability & Efficiency
OPRA delivers a 8.6% return on equity — every $100 of shareholder capital generates $9 in annual profit, vs $3 for BIDU. OPRA carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to BIDU's 0.28x. On the Piotroski fundamental quality scale (0–9), OPRA scores 6/9 vs BIDU's 5/9, reflecting solid financial health.
| Metric | BIDUBaidu, Inc. | OPRAOpera Limited |
|---|---|---|
| ROE (TTM)Return on equity | +3.1% | +8.6% |
| ROA (TTM)Return on assets | +2.0% | +7.7% |
| ROICReturn on invested capital | +4.8% | +8.3% |
| ROCEReturn on capital employed | +6.3% | +9.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.28x | 0.01x |
| Net DebtTotal debt minus cash | $54.5B | -$117M |
| Cash & Equiv.Liquid assets | $24.8B | $127M |
| Total DebtShort + long-term debt | $79.3B | $10M |
| Interest CoverageEBIT ÷ Interest expense | 9.71x | 172.17x |
Total Returns (with DRIP)
A $10,000 investment in OPRA five years ago would be worth $13,275 today (with dividends reinvested), compared to $4,680 for BIDU. Over the past 12 months, BIDU leads with a +48.8% total return vs OPRA's -25.5%. The 3-year compound annual growth rate (CAGR) favors OPRA at 19.5% vs BIDU's -1.6% — a key indicator of consistent wealth creation.
| Metric | BIDUBaidu, Inc. | OPRAOpera Limited |
|---|---|---|
| YTD ReturnYear-to-date | -11.7% | -6.7% |
| 1-Year ReturnPast 12 months | +48.8% | -25.5% |
| 3-Year ReturnCumulative with dividends | -4.8% | +70.5% |
| 5-Year ReturnCumulative with dividends | -53.2% | +32.8% |
| 10-Year ReturnCumulative with dividends | -23.7% | +22.1% |
| CAGR (3Y)Annualised 3-year return | -1.6% | +19.5% |
Risk & Volatility
BIDU is the less volatile stock with a 0.88 beta — it tends to amplify market swings less than OPRA's 1.54 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BIDU currently trades 80.2% from its 52-week high vs OPRA's 59.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BIDUBaidu, Inc. | OPRAOpera Limited |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.88x | 1.54x |
| 52-Week HighHighest price in past year | $165.30 | $21.06 |
| 52-Week LowLowest price in past year | $74.71 | $11.71 |
| % of 52W HighCurrent price vs 52-week peak | +80.2% | +59.3% |
| RSI (14)Momentum oscillator 0–100 | 36.1 | 44.6 |
| Avg Volume (50D)Average daily shares traded | 2.7M | 604K |
Analyst Outlook
Wall Street rates BIDU as "Buy" and OPRA as "Buy". Consensus price targets imply 72.1% upside for OPRA (target: $22) vs 19.5% for BIDU (target: $159). OPRA is the only dividend payer here at 3.34% yield — a key consideration for income-focused portfolios.
| Metric | BIDUBaidu, Inc. | OPRAOpera Limited |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $158.55 | $21.50 |
| # AnalystsCovering analysts | 52 | 7 |
| Dividend YieldAnnual dividend ÷ price | — | +3.3% |
| Dividend StreakConsecutive years of raises | 3 | 2 |
| Dividend / ShareAnnual DPS | — | $0.42 |
| Buyback YieldShare repurchases ÷ mkt cap | +8.4% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 20 | Feb 26 | Change |
|---|---|---|---|
| Baidu, Inc. (BIDU) | 100 | 123.9 | +23.9% |
| Opera Limited (OPRA) | 100 | 169.88 | +69.9% |
Opera Limited (OPRA) returned +33% over 5 years vs Baidu, Inc. (BIDU)'s -53%. A $10,000 investment in OPRA 5 years ago would be worth $13,275 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Baidu, Inc. (BIDU) | $66.4B | $133.1B | +100.5% |
| Opera Limited (OPRA) | $107M | $481M | +348.0% |
Baidu, Inc.'s revenue grew from $66.4B (2015) to $133.1B (2024) — a 8.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Baidu, Inc. (BIDU) | 50.7% | 17.8% | -64.8% |
| Opera Limited (OPRA) | -14.7% | 16.8% | +214.0% |
Baidu, Inc.'s net margin went from 51% (2015) to 18% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| Baidu, Inc. (BIDU) | 4.5 | 1.3 | -71.1% |
| Opera Limited (OPRA) | 16.4 | 21 | +28.0% |
Baidu, Inc. has traded in a 1x–20x P/E range over 8 years; current trailing P/E is ~14x. Opera Limited has traded in a 6x–45x P/E range over 6 years; current trailing P/E is ~14x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Baidu, Inc. (BIDU) | 118.56 | 65.92 | -44.4% |
| Opera Limited (OPRA) | -0.14 | 0.9 | +742.9% |
Baidu, Inc.'s EPS grew from $118.56 (2015) to $65.92 (2024) — a -6% CAGR.
Chart 6Free Cash Flow — 5 Years
Baidu, Inc. generated $13B FCF in 2024 (+47% vs 2021). Opera Limited generated $74M FCF in 2024 (+260% vs 2021).
BIDU vs OPRA: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BIDU or OPRA a better buy right now?
Baidu, Inc. (BIDU) offers the better valuation at 13.8x trailing P/E (2.3x forward), making it the more compelling value choice. Analysts rate Baidu, Inc. (BIDU) a "Buy" — based on 52 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BIDU or OPRA?
On trailing P/E, Baidu, Inc. (BIDU) is the cheapest at 13.8x versus Opera Limited at 13.9x. On forward P/E, Baidu, Inc. is actually cheaper at 2.3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Baidu, Inc. wins at 0.04x versus Opera Limited's 0.91x — a PEG below 1.0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BIDU or OPRA?
Over the past 5 years, Opera Limited (OPRA) delivered a total return of +32.8%, compared to -53.2% for Baidu, Inc. (BIDU). A $10,000 investment in OPRA five years ago would be worth approximately $13K today (assuming dividends reinvested). Over 10 years, the gap is even starker: OPRA returned +22.1% versus BIDU's -23.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BIDU or OPRA?
By beta (market sensitivity over 5 years), Baidu, Inc. (BIDU) is the lower-risk stock at 0.88β versus Opera Limited's 1.54β — meaning OPRA is approximately 76% more volatile than BIDU relative to the S&P 500. On balance sheet safety, Opera Limited (OPRA) carries a lower debt/equity ratio of 1% versus 28% for Baidu, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — BIDU or OPRA?
Baidu, Inc. (BIDU) is the more profitable company, earning 17.8% net margin versus 16.8% for Opera Limited — meaning it keeps 17.8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OPRA leads at 19.2% versus 16.0% for BIDU. At the gross margin level — before operating expenses — OPRA leads at 72.4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is BIDU or OPRA more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential. By this metric, Baidu, Inc. (BIDU) is the more undervalued stock at a PEG of 0.04x versus Opera Limited's 0.91x. A PEG below 1.0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Baidu, Inc. (BIDU) trades at 2.3x forward P/E versus 11.3x for Opera Limited — 9.0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OPRA: 72.1% to $21.50.
07Which pays a better dividend — BIDU or OPRA?
In this comparison, OPRA (3.3% yield) pays a dividend. BIDU does not pay a meaningful dividend and should not be held primarily for income.
08Is BIDU or OPRA better for a retirement portfolio?
For long-horizon retirement investors, Baidu, Inc. (BIDU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.88)). Opera Limited (OPRA) carries a higher beta of 1.54 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BIDU: -23.7%, OPRA: +22.1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BIDU and OPRA?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. OPRA pays a dividend while BIDU does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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