Comparing Google, Baidu & Yandex: Search Engine Stocks

  • Baidu delivered the best revenue growth in 2014.
  • Yandex was the most profitable of the three companies.
  • Baidu's stock gained by 40% while Yandex has fallen by as much in the last 12 months.
  • Valuations of the three stocks offer opportunities for different sets of investors.
  • Yandex valuations are attractive, but the stock is risky bet right now.

Comparing Search Engine Stocks : Video Transcript

Welcome to this videograph comparing search engine stocks, Google (NASDAQ:GOOG), Baidu (NASDAQ:BIDU) and Yandex (NASDAQ:YNDX).

Google Baidu Yandex Comparion: Stock Returns

It's been a year of contrasting fortunes for search engine stocks. Baidu's stock returned a little over 40%, even as Yandex fell by nearly as much, while Google is more or less where it was a year ago.

Google Yandex Baidu Comparion: Revenue Growth

While all of these companies are financially robust, Baidu was the fastest growing among them. Yandex saw growth rates dip towards the end of the year, but managed to grow at a decent pace, given the weak macro economic environment in Russia.

Google Baidu Yandex Comparion: Profit Margins

Despite its woes, Yandex was the most profitable of the three. And Baidu saw margins contract during the year. However, at large, the three search giants continued to deliver healthy profit margins.

Google Yandex Baidu Comparion: Valuations

In terms of valuations, Yandex is the most attractive search engine stock, but is a risky investment right now, given the uncertainties that surround the Russian economy. While we see a significant upside potential for Baidu, it is currently the most expensive of the three. And of course, Google offers steady growth and profitability, for the more conservative investors.

You can see our Baidu stock analysis, Yandex stock analysis and Google stock analysis videos for a detailed roundup of fundamentals like free cach flow margins, operating cash flows, daily updated stock price movement and valuations among other things.

Vikram Nagarkar Vikram Nagarkar   on Amigobulls :

Neither Amigobulls, nor any members of its staff hold positions in any of the stocks discussed in this post. The author may not be a certified/registered investment advisor, and the opinions expressed should not be treated as investment advice.

Buying and selling of securities carries the risk of monetary losses.Readers/Viewers are advised to carry out their own due diligence and consult their investment advisors before making any investment decisions.

Neither Amigobulls, nor the author have any business relationship with any of the companies covered in this post.

show more

Comments on this article and GOOG stock

Do share this awesome post