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Side-by-side financial comparison of Baidu, Inc. (BIDU) and IMPERIAL OIL LTD (IMO). Click either name above to swap in a different company.
IMPERIAL OIL LTD is the larger business by last-quarter revenue ($8.2B vs $5.0B, roughly 1.6× Baidu, Inc.). Baidu, Inc. runs the higher net margin — 6.0% vs 4.4%, a 1.6% gap on every dollar of revenue. On growth, Baidu, Inc. posted the faster year-over-year revenue change (14.0% vs -10.5%). Over the past eight quarters, Baidu, Inc.'s revenue compounded faster (7.5% CAGR vs -4.2%).
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.
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
BIDU vs IMO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.0B | $8.2B |
| Net Profit | $300.0M | $359.2M |
| Gross Margin | 41.0% | — |
| Operating Margin | 4.1% | 5.6% |
| Net Margin | 6.0% | 4.4% |
| Revenue YoY | 14.0% | -10.5% |
| Net Profit YoY | -47.1% | -59.8% |
| EPS (diluted) | $0.53 | — |
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 | $8.2B | ||
| Q3 25 | $4.4B | $8.8B | ||
| Q2 25 | $4.6B | $8.2B | ||
| Q1 25 | $4.5B | $9.1B | ||
| Q4 24 | $4.4B | $9.2B | ||
| Q3 24 | $4.8B | $9.7B | ||
| Q2 24 | $4.7B | $9.8B | ||
| Q1 24 | $4.4B | $9.0B |
| Q4 25 | $300.0M | $359.2M | ||
| Q3 25 | $-1.6B | $393.5M | ||
| Q2 25 | $1.0B | $692.8M | ||
| Q1 25 | $1.1B | $940.2M | ||
| Q4 24 | $567.0M | $894.3M | ||
| Q3 24 | $1.1B | $903.0M | ||
| Q2 24 | $768.0M | $827.1M | ||
| Q1 24 | $811.0M | $872.4M |
| 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% | 5.6% | ||
| Q3 25 | -48.4% | 5.8% | ||
| Q2 25 | 10.0% | 11.1% | ||
| Q1 25 | 13.9% | 13.5% | ||
| Q4 24 | 11.1% | 12.5% | ||
| Q3 24 | 17.6% | 12.1% | ||
| Q2 24 | 17.5% | 11.1% | ||
| Q1 24 | 17.4% | 12.8% |
| Q4 25 | 6.0% | 4.4% | ||
| Q3 25 | -36.3% | 4.5% | ||
| Q2 25 | 22.2% | 8.4% | ||
| Q1 25 | 24.1% | 10.3% | ||
| Q4 24 | 12.8% | 9.7% | ||
| Q3 24 | 23.2% | 9.3% | ||
| Q2 24 | 16.4% | 8.5% | ||
| Q1 24 | 18.6% | 9.7% |
| Q4 25 | $0.53 | — | ||
| Q3 25 | $-4.76 | — | ||
| Q2 25 | $2.84 | — | ||
| Q1 25 | $2.98 | — | ||
| Q4 24 | $1.95 | — | ||
| Q3 24 | $3.08 | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $2.07 | — |
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 | $833.7M |
| Total DebtLower is stronger | $5.9B | $2.9B |
| Stockholders' EquityBook value | $38.1B | $16.2B |
| Total Assets | $64.2B | $30.9B |
| Debt / EquityLower = less leverage | 0.16× | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.5B | $833.7M | ||
| Q3 25 | $17.5B | $1.4B | ||
| Q2 25 | $17.3B | $1.7B | ||
| Q1 25 | $19.5B | $1.3B | ||
| Q4 24 | $17.5B | $714.7M | ||
| Q3 24 | $18.9B | $1.1B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $858.5M |
| Q4 25 | $5.9B | $2.9B | ||
| Q3 25 | $2.5B | $2.9B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | $2.3B | $2.9B | ||
| Q4 24 | $4.9B | $2.9B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $38.1B | $16.2B | ||
| Q3 25 | $38.6B | $17.3B | ||
| Q2 25 | $39.8B | $18.2B | ||
| Q1 25 | $38.6B | $17.8B | ||
| Q4 24 | $36.1B | $17.1B | ||
| Q3 24 | $38.5B | $17.3B | ||
| Q2 24 | — | $17.5B | ||
| Q1 24 | — | $16.9B |
| Q4 25 | $64.2B | $30.9B | ||
| Q3 25 | $62.4B | $31.4B | ||
| Q2 25 | $62.9B | $32.2B | ||
| Q1 25 | $62.6B | $32.0B | ||
| Q4 24 | $58.6B | $31.3B | ||
| Q3 24 | $59.5B | $31.0B | ||
| Q2 24 | — | $32.2B | ||
| Q1 24 | — | $31.0B |
| Q4 25 | 0.16× | 0.18× | ||
| Q3 25 | 0.07× | 0.17× | ||
| Q2 25 | 0.06× | 0.16× | ||
| Q1 25 | 0.06× | 0.16× | ||
| Q4 24 | 0.14× | 0.17× | ||
| Q3 24 | 0.05× | 0.17× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.17× |
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 | $1.4B |
| Free Cash FlowOCF − Capex | — | $938.8M |
| FCF MarginFCF / Revenue | — | 11.4% |
| Capex IntensityCapex / Revenue | — | 5.6% |
| Cash ConversionOCF / Net Profit | 5.08× | 3.90× |
| TTM Free Cash FlowTrailing 4 quarters | — | $3.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $-6.3B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $4.0B | $1.3B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $5.3B | $1.2B | ||
| Q1 24 | — | $785.5M |
| Q4 25 | — | $938.8M | ||
| Q3 25 | — | $944.6M | ||
| Q2 25 | — | $725.6M | ||
| Q1 25 | — | $824.2M | ||
| Q4 24 | — | $997.2M | ||
| Q3 24 | — | $730.7M | ||
| Q2 24 | — | $852.6M | ||
| Q1 24 | — | $422.7M |
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 8.8% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 8.7% | ||
| Q1 24 | — | 4.7% |
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 4.0% |
| Q4 25 | 5.08× | 3.90× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | -6.26× | 1.54× | ||
| Q1 25 | — | 1.19× | ||
| Q4 24 | 7.12× | 1.46× | ||
| Q3 24 | — | 1.20× | ||
| Q2 24 | 6.88× | 1.44× | ||
| Q1 24 | — | 0.90× |
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% |
IMO
Segment breakdown not available.
