Shares of Chinese search engine Baidu have sagged over the past several months. However, that doesn't mean the stock's up to business as usual. In fact the company's performing quite well. Our technology sector analyst, Andrew Tonner, sits down with Brendan Byrnes to break down the one number that's made him a believer that this stock has what it takes to keep the returns going for years to come.

Andrew Tonner and Brendan Byrnes own shares of Baidu. The Motley Fool recommends and owns shares of Baidu. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.