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Side-by-side financial comparison of Baidu, Inc. (BIDU) and C.H. Robinson (CHRW). Click either name above to swap in a different company.
Baidu, Inc. is the larger business by last-quarter revenue ($5.0B vs $3.9B, roughly 1.3× C.H. Robinson). Baidu, Inc. runs the higher net margin — 6.0% vs 3.5%, a 2.5% gap on every dollar of revenue. On growth, Baidu, Inc. posted the faster year-over-year revenue change (14.0% vs -6.5%). Over the past eight quarters, Baidu, Inc.'s revenue compounded faster (7.5% CAGR vs -5.8%).
Baidu, Inc. is a Chinese multinational technology company specializing in Internet services and artificial intelligence. It holds a dominant position in China's search engine market, and provides a wide variety of other internet services such as Baidu App, Baidu Baike, iQIYI, and Baidu Tieba.
C.H. Robinson Worldwide, Inc. is an American transportation company that includes third-party logistics (3PL). The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, less than truckload, air freight, intermodal, and ocean transportation.
BIDU vs CHRW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.0B | $3.9B |
| Net Profit | $300.0M | $136.3M |
| Gross Margin | 41.0% | — |
| Operating Margin | 4.1% | 4.6% |
| Net Margin | 6.0% | 3.5% |
| Revenue YoY | 14.0% | -6.5% |
| Net Profit YoY | -47.1% | -8.7% |
| EPS (diluted) | $0.53 | $1.12 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $5.0B | $3.9B | ||
| Q3 25 | $4.4B | $4.1B | ||
| Q2 25 | $4.6B | $4.1B | ||
| Q1 25 | $4.5B | $4.0B | ||
| Q4 24 | $4.4B | $4.2B | ||
| Q3 24 | $4.8B | $4.6B | ||
| Q2 24 | $4.7B | $4.5B | ||
| Q1 24 | $4.4B | $4.4B |
| Q4 25 | $300.0M | $136.3M | ||
| Q3 25 | $-1.6B | $163.0M | ||
| Q2 25 | $1.0B | $152.5M | ||
| Q1 25 | $1.1B | $135.3M | ||
| Q4 24 | $567.0M | $149.3M | ||
| Q3 24 | $1.1B | $97.2M | ||
| Q2 24 | $768.0M | $126.3M | ||
| Q1 24 | $811.0M | $92.9M |
| Q4 25 | 41.0% | — | ||
| Q3 25 | 41.2% | — | ||
| Q2 25 | 43.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 49.9% | — | ||
| Q3 24 | 51.1% | — | ||
| Q2 24 | 51.7% | — | ||
| Q1 24 | 51.5% | — |
| Q4 25 | 4.1% | 4.6% | ||
| Q3 25 | -48.4% | 5.3% | ||
| Q2 25 | 10.0% | 5.2% | ||
| Q1 25 | 13.9% | 4.4% | ||
| Q4 24 | 11.1% | 4.4% | ||
| Q3 24 | 17.6% | 3.9% | ||
| Q2 24 | 17.5% | 4.0% | ||
| Q1 24 | 17.4% | 2.9% |
| Q4 25 | 6.0% | 3.5% | ||
| Q3 25 | -36.3% | 3.9% | ||
| Q2 25 | 22.2% | 3.7% | ||
| Q1 25 | 24.1% | 3.3% | ||
| Q4 24 | 12.8% | 3.6% | ||
| Q3 24 | 23.2% | 2.1% | ||
| Q2 24 | 16.4% | 2.8% | ||
| Q1 24 | 18.6% | 2.1% |
| Q4 25 | $0.53 | $1.12 | ||
| Q3 25 | $-4.76 | $1.34 | ||
| Q2 25 | $2.84 | $1.26 | ||
| Q1 25 | $2.98 | $1.11 | ||
| Q4 24 | $1.95 | $1.23 | ||
| Q3 24 | $3.08 | $0.80 | ||
| Q2 24 | — | $1.05 | ||
| Q1 24 | $2.07 | $0.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $16.5B | $160.9M |
| Total DebtLower is stronger | $5.9B | $1.1B |
| Stockholders' EquityBook value | $38.1B | $1.8B |
| Total Assets | $64.2B | $5.1B |
| Debt / EquityLower = less leverage | 0.16× | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.5B | $160.9M | ||
| Q3 25 | $17.5B | $136.8M | ||
| Q2 25 | $17.3B | $156.0M | ||
| Q1 25 | $19.5B | $129.9M | ||
| Q4 24 | $17.5B | $145.8M | ||
| Q3 24 | $18.9B | $131.7M | ||
| Q2 24 | — | $113.2M | ||
| Q1 24 | — | $121.8M |
| Q4 25 | $5.9B | $1.1B | ||
| Q3 25 | $2.5B | $1.2B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $4.9B | $1.4B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.7B |
| Q4 25 | $38.1B | $1.8B | ||
| Q3 25 | $38.6B | $1.9B | ||
| Q2 25 | $39.8B | $1.8B | ||
| Q1 25 | $38.6B | $1.7B | ||
| Q4 24 | $36.1B | $1.7B | ||
| Q3 24 | $38.5B | $1.6B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $64.2B | $5.1B | ||
| Q3 25 | $62.4B | $5.2B | ||
| Q2 25 | $62.9B | $5.3B | ||
| Q1 25 | $62.6B | $5.2B | ||
| Q4 24 | $58.6B | $5.3B | ||
| Q3 24 | $59.5B | $5.6B | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $5.5B |
| Q4 25 | 0.16× | 0.59× | ||
| Q3 25 | 0.07× | 0.64× | ||
| Q2 25 | 0.06× | 0.76× | ||
| Q1 25 | 0.06× | 0.80× | ||
| Q4 24 | 0.14× | 0.80× | ||
| Q3 24 | 0.05× | 0.95× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | 1.19× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.5B | $305.4M |
| Free Cash FlowOCF − Capex | — | $302.4M |
| FCF MarginFCF / Revenue | — | 7.7% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 5.08× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $894.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $305.4M | ||
| Q3 25 | — | $275.4M | ||
| Q2 25 | $-6.3B | $227.1M | ||
| Q1 25 | — | $106.5M | ||
| Q4 24 | $4.0B | $267.9M | ||
| Q3 24 | — | $108.1M | ||
| Q2 24 | $5.3B | $166.4M | ||
| Q1 24 | — | $-33.3M |
| Q4 25 | — | $302.4M | ||
| Q3 25 | — | $269.5M | ||
| Q2 25 | — | $219.8M | ||
| Q1 25 | — | $103.2M | ||
| Q4 24 | — | $265.3M | ||
| Q3 24 | — | $103.3M | ||
| Q2 24 | — | $159.8M | ||
| Q1 24 | — | $-41.9M |
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 3.6% | ||
| Q1 24 | — | -1.0% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.2% |
| Q4 25 | 5.08× | 2.24× | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | -6.26× | 1.49× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | 7.12× | 1.79× | ||
| Q3 24 | — | 1.11× | ||
| Q2 24 | 6.88× | 1.32× | ||
| Q1 24 | — | -0.36× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BIDU
| Legacy Business | $1.8B | 35% |
| Baidu Core AI-powered Business | $1.6B | 32% |
| Other | $1.3B | 26% |
| Others | $357.5M | 7% |
CHRW
| North American Service Transportation NAST | $2.8B | 72% |
| Global Forwarding | $731.0M | 19% |
| Sourcing | $340.9M | 9% |
