Critical survey: Baidu (NASDAQ: BIDU) and KnowBe4 (NASDAQ: KNBE)

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Baidu (NASDAQ: BIDUGet a rating) and KnowBe4 (NASDAQ: KNBEGet a rating) are both IT and technology companies, but which is the best investment? We will compare the two companies based on their risk strength, valuation, analyst recommendations, institutional ownership, earnings, profitability and dividends.

Benefits and evaluation

This table compares the revenue, earnings per share and valuation of Baidu and KnowBe4.

Gross revenue Price/sales ratio Net revenue Earnings per share Price/earnings ratio
Baidu $19.54 billion 1.91 $1.61 billion $4.23 25.50
KnowBe4 $246.30 million 11.72 -$11.85 million ($0.11) -150.26

Baidu has higher revenue and profit than KnowBe4. KnowBe4 trades at a lower price-to-earnings ratio than Baidu, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares the net margins, return on equity and return on assets of Baidu and KnowBe4.

Net margins Return on equity return on assets
Baidu 7.90% 5.54% 3.27%
KnowBe4 -4.81% -0.66% -0.23%

Institutional and insider ownership

71.8% of Baidu shares are held by institutional investors. In comparison, 73.4% of KnowBe4 shares are held by institutional investors. 16.7% of Baidu shares are held by insiders. By comparison, 5.0% of KnowBe4 shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers, and hedge funds believe a company is poised for long-term growth.

Analyst Notes

This is a summary of recent recommendations for Baidu and KnowBe4, as provided by MarketBeat.

Sales Ratings Hold odds Buy reviews Strong buy odds Rating
Baidu 1 3 14 0 2.72
KnowBe4 0 3 ten 0 2.77

Baidu currently has a consensus price target of $246.44, indicating a potential upside of 128.44%. KnowBe4 has a consensus price target of $28.38, indicating a potential upside of 71.72%. Given Baidu’s likely higher upside, stock analysts clearly believe that Baidu is more favorable than KnowBe4.

Summary

Baidu beats KnowBe4 on 10 out of 13 factors compared between the two stocks.

About Baidu (Get a rating)

Baidu, Inc. provides Internet search services in China. It operates through Baidu Core and iQIYI segments. The company offers the Baidu app for accessing search, feeds and other services using mobile devices; Baidu Search to access its search and other services; Baidu Feed which provides users with a personalized schedule based on their demographics and interests; and Haokan, a short video app. It also provides Baidu Knows, an online community where users can ask other users questions; Baidu Wiki; Baidu Healthcare Wiki; Baidu Wenku; scholar Baidu; Baidu experience; Baidu Post; Baidu Maps, a voice-enabled mobile application that provides travel-related services; Baidu promenade; Baijiahao; and DuerOS, an intelligent assistant platform. In addition, it offers online marketing services, which include pay-for-performance, auction-based services that allow clients to bid for priority placement of paid sponsored links and reach users who are looking for information about their products or services; other marketing services which include display-based marketing services and other online marketing services based on performance criteria other than cost per click; mobile ecosystem, a portfolio of apps, including Baidu App, Haokan and Baidu Post; various cloud services and solutions, such as platform as a service, software as a service, and infrastructure as a service; self-driving services, including maps, automated valet parking, self-driving navigation driver, electric vehicles and robotaxi fleets, and Xiaodu smart devices. Additionally, the Company provides iQIYI, an online entertainment service, including original and licensed content; other video content and subscription; and online advertising services. Baidu, Inc. has a strategic partnership with Zhejiang Geely Holding Group. The company was formerly known as Baidu.com, Inc. Baidu, Inc. was incorporated in 2000 and is headquartered in Beijing, China.

About KnowBe4 (Get a rating)

KnowBe4, Inc. engages in the development, marketing and sale of its software-based security awareness platform as a service. The company provides a platform integrating security awareness training and phishing simulation with analytics and reporting that helps organizations manage the ongoing problem of social engineering. Its products include Kevin Mitnick Security Awareness Training, a security awareness training product; Compliance Plus, a compliance training product, which enables organizations to provide their employees with relevant, timely and engaging compliance content on a range of topics from data privacy to diversity, equity and diversity. ‘inclusion ; PhishER, its security orchestration, automation and response product, which enables security professionals to prioritize and automate security workflows in response to attacks targeting the human layer; and KnowBe4 Compliance Manager, its governance, risk and compliance product that enables organizations to analyze security risks and automate the management of compliance and audit functions. The company also offers Security Coach, a solution to address human behavior risks through human detection and response; and PasswordIQ which would be used to mitigate risks related to password hygiene issues, such as weak or breached passwords. It serves its customers directly through internal sales teams for enterprises and small and medium enterprises, as well as indirectly through channel partners and managed service providers. The company was formerly known as SEQRIT, LLC and changed its name to KnowBe4, Inc. in January 2016. KnowBe4, Inc. was founded in 2010 and is headquartered in Clearwater, Florida.



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