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Side-by-side financial comparison of Baidu, Inc. (BIDU) and Molson Coors Beverage Company (TAP). Click either name above to swap in a different company.
Baidu, Inc. is the larger business by last-quarter revenue ($5.0B vs $2.7B, roughly 1.9× Molson Coors Beverage Company). Baidu, Inc. runs the higher net margin — 6.0% vs 5.5%, a 0.4% gap on every dollar of revenue. On growth, Baidu, Inc. posted the faster year-over-year revenue change (14.0% vs 2.0%). Over the past eight quarters, Baidu, Inc.'s revenue compounded faster (7.5% CAGR vs -15.8%).
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.
Molson Coors Beverage Company is a Canadian-American multinational drink and brewing company headquartered in Chicago, Illinois and Montreal, Quebec.
BIDU vs TAP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.0B | $2.7B |
| Net Profit | $300.0M | $150.1M |
| Gross Margin | 41.0% | 33.0% |
| Operating Margin | 4.1% | — |
| Net Margin | 6.0% | 5.5% |
| Revenue YoY | 14.0% | 2.0% |
| Net Profit YoY | -47.1% | 25.0% |
| EPS (diluted) | $0.53 | $0.80 |
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.
| Q1 26 | — | $2.7B | ||
| Q4 25 | $5.0B | $3.1B | ||
| Q3 25 | $4.4B | $3.5B | ||
| Q2 25 | $4.6B | $3.7B | ||
| Q1 25 | $4.5B | $2.7B | ||
| Q4 24 | $4.4B | $3.2B | ||
| Q3 24 | $4.8B | $3.6B | ||
| Q2 24 | $4.7B | $3.8B |
| Q1 26 | — | $150.1M | ||
| Q4 25 | $300.0M | $238.3M | ||
| Q3 25 | $-1.6B | $-2.9B | ||
| Q2 25 | $1.0B | $428.7M | ||
| Q1 25 | $1.1B | $121.0M | ||
| Q4 24 | $567.0M | $287.8M | ||
| Q3 24 | $1.1B | $199.8M | ||
| Q2 24 | $768.0M | $427.0M |
| Q1 26 | — | 33.0% | ||
| Q4 25 | 41.0% | 31.0% | ||
| Q3 25 | 41.2% | 33.7% | ||
| Q2 25 | 43.9% | 34.3% | ||
| Q1 25 | 46.1% | 31.6% | ||
| Q4 24 | 49.9% | 32.0% | ||
| Q3 24 | 51.1% | 33.4% | ||
| Q2 24 | 51.7% | 34.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | 10.4% | ||
| Q3 25 | -48.4% | -98.5% | ||
| Q2 25 | 10.0% | 15.6% | ||
| Q1 25 | 13.9% | 6.9% | ||
| Q4 24 | 11.1% | 12.0% | ||
| Q3 24 | 17.6% | 12.5% | ||
| Q2 24 | 17.5% | 15.6% |
| Q1 26 | — | 5.5% | ||
| Q4 25 | 6.0% | 7.6% | ||
| Q3 25 | -36.3% | -84.0% | ||
| Q2 25 | 22.2% | 11.5% | ||
| Q1 25 | 24.1% | 4.5% | ||
| Q4 24 | 12.8% | 8.9% | ||
| Q3 24 | 23.2% | 5.5% | ||
| Q2 24 | 16.4% | 11.1% |
| Q1 26 | — | $0.80 | ||
| Q4 25 | $0.53 | $1.32 | ||
| Q3 25 | $-4.76 | $-14.79 | ||
| Q2 25 | $2.84 | $2.13 | ||
| Q1 25 | $2.98 | $0.59 | ||
| Q4 24 | $1.95 | $1.39 | ||
| Q3 24 | $3.08 | $0.96 | ||
| Q2 24 | — | $2.03 |
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 | $382.6M |
| Total DebtLower is stronger | $5.9B | $3.8B |
| Stockholders' EquityBook value | $38.1B | $10.3B |
| Total Assets | $64.2B | $22.4B |
| Debt / EquityLower = less leverage | 0.16× | 0.38× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $382.6M | ||
| Q4 25 | $16.5B | $896.5M | ||
| Q3 25 | $17.5B | $950.2M | ||
| Q2 25 | $17.3B | $613.8M | ||
| Q1 25 | $19.5B | $412.7M | ||
| Q4 24 | $17.5B | $969.3M | ||
| Q3 24 | $18.9B | $1.0B | ||
| Q2 24 | — | $1.6B |
| Q1 26 | — | $3.8B | ||
| Q4 25 | $5.9B | $6.3B | ||
| Q3 25 | $2.5B | $6.3B | ||
| Q2 25 | $2.4B | $6.3B | ||
| Q1 25 | $2.3B | $6.2B | ||
| Q4 24 | $4.9B | $6.1B | ||
| Q3 24 | $2.1B | $6.2B | ||
| Q2 24 | — | $7.0B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $38.1B | $10.2B | ||
| Q3 25 | $38.6B | $10.3B | ||
| Q2 25 | $39.8B | $13.4B | ||
| Q1 25 | $38.6B | $13.1B | ||
| Q4 24 | $36.1B | $13.1B | ||
| Q3 24 | $38.5B | $13.3B | ||
| Q2 24 | — | $13.2B |
| Q1 26 | — | $22.4B | ||
| Q4 25 | $64.2B | $22.7B | ||
| Q3 25 | $62.4B | $22.9B | ||
| Q2 25 | $62.9B | $26.8B | ||
| Q1 25 | $62.6B | $25.9B | ||
| Q4 24 | $58.6B | $26.1B | ||
| Q3 24 | $59.5B | $26.6B | ||
| Q2 24 | — | $27.4B |
| Q1 26 | — | 0.38× | ||
| Q4 25 | 0.16× | 0.61× | ||
| Q3 25 | 0.07× | 0.61× | ||
| Q2 25 | 0.06× | 0.47× | ||
| Q1 25 | 0.06× | 0.47× | ||
| Q4 24 | 0.14× | 0.47× | ||
| Q3 24 | 0.05× | 0.47× | ||
| Q2 24 | — | 0.53× |
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 | — |
| Free Cash FlowOCF − Capex | — | $-212.9M |
| FCF MarginFCF / Revenue | — | -7.8% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 5.08× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $540.7M | ||
| Q3 25 | — | $616.1M | ||
| Q2 25 | $-6.3B | $718.3M | ||
| Q1 25 | — | $-90.7M | ||
| Q4 24 | $4.0B | $494.5M | ||
| Q3 24 | — | $521.2M | ||
| Q2 24 | $5.3B | $869.2M |
| Q1 26 | — | $-212.9M | ||
| Q4 25 | — | $357.8M | ||
| Q3 25 | — | $483.0M | ||
| Q2 25 | — | $555.0M | ||
| Q1 25 | — | $-328.0M | ||
| Q4 24 | — | $383.4M | ||
| Q3 24 | — | $350.4M | ||
| Q2 24 | — | $691.7M |
| Q1 26 | — | -7.8% | ||
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | -12.2% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 18.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 4.4% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.08× | 2.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | -6.26× | 1.68× | ||
| Q1 25 | — | -0.75× | ||
| Q4 24 | 7.12× | 1.72× | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | 6.88× | 2.04× |
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% |
TAP
Segment breakdown not available.
