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Baidu, Inc.

Baidu, Inc.

NASDAQ•BIDU
CEO: Mr. Yanhong Li
セクター: Communication Services
業種: Internet Content & Information
上場日: 2005-08-05
Baidu, Inc. provides online marketing and cloud services through an internet platform in the People's Republic of China. It operates in two segments, Baidu Core and iQIYI. The Baidu Core segment offers search-based, feed-based, and other online marketing services; cloud services; and products and other services from AI initiatives. This segment also operates Haokan, a user generated and professionally produced short videos platform. The iQIYI segment operates an online entertainment video platform that offers original, professionally produced, and partner-generated content. The company was incorporated in 2000 and is headquartered in Beijing, the People's Republic of China.
連絡先情報
Baidu Campus, No. 10 Shangdi 10th Street Haidian District, Beijing, 100085, China
86-10-5992-8888
ir.baidu.com
時価総額
$46.46B
PER (TTM)
36.2
30.4
配当利回り
--
52週高値
$165.30
52週安値
$74.71
52週レンジ
69%
順位28Top 16.1%
5.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$4.36B-7.10%
直近4四半期の推移

EPS

-$4.63-251.65%
直近4四半期の推移

フリーCF

-$299.75M-181.44%
直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Total Revenue Stability Total revenues RMB 133.1B (US$ 18.2B) in 2024, showing a 1% decrease from RMB 134.6B in 2023.
AI Cloud Revenue Surge Cloud services revenue RMB 21.9B in 2024, marking a strong 17% increase from RMB 18.7B reported in 2023.
Net Income Attributable Growth Net income attributable to Baidu, Inc. reached RMB 23.8B (US$ 3.3B) in 2024, up from RMB 20.3B in 2023.
Robust Cash Position Maintained Group cash, equivalents, and short-term investments totaled RMB 139.1B (US$ 19.1B) as of December 31, 2024.

リスク要因

VIE Structure Regulatory Risk Contractual arrangements underpinning VIE operations face PRC regulatory uncertainty, risking deconsolidation or operational disruption.
Online Marketing Revenue Decline Baidu Core online marketing revenue RMB 73.0B in 2024, down 3% due to weakness in offline sectors like real estate.
Evolving Cybersecurity Compliance Business faces complex, evolving PRC data privacy and cybersecurity laws, increasing compliance costs and scrutiny.
ADS Price Volatility Concerns Trading price of ADSs and Class A shares remains volatile, potentially affected by market sentiment regardless of performance.

見通し

Continued AI Technology Investment Plan to continue investing significant capital and resources into AI-enabled business operations, especially generative AI.
YY Live Acquisition Integration Acquired YY Live for US$2.1B; realizing anticipated benefits depends on successful integration despite limited prior experience.
Cash Dividend Policy Stated Currently intends to retain most available funds and future earnings to operate and expand business; no cash dividend plan.
Share Repurchase Program Update Board authorized repurchase program up to US$5.0B through December 2025; repurchased US$3.45B in ADSs during 2024.

同業比較

売上高 (TTM)

Charter Communications, Inc.CHTR
$54.77B
-0.6%
Warner Bros. Discovery, Inc.WBD
$37.86B
-4.3%
Live Nation Entertainment, Inc.LYV
$24.57B
+5.4%

粗利益率 (最新四半期)

Live Nation Entertainment, Inc.LYV
85.1%
+60.6pp
Pinterest, Inc.PINS
82.8%
+0.6pp
Warner Bros. Discovery, Inc.WBD
49.5%
+3.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
WBD$69.37B143.11.4%33.6%
BIDU$46.46B36.23.4%21.9%
LYV$36.75B40.8309.8%41.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-2.8%
横ばい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
50%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年2月17日
|
EPS:$1.53
|
売上高:$4.64B
財務レポート
財務データ
全年度

  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月28日|
    売上高: $18.50B-1.1%
    |
    EPS: $9.24+19.1%
    予想を上回る

  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月15日|
    売上高: $19.01B+8.8%
    |
    EPS: $7.89+179.2%
    予想を上回る

  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年3月22日|
    売上高: $19.01B-0.7%
    |
    EPS: $7.89-30.2%
    予想を下回る

  • Form 20-F - FY 2021

    会計期末: 2021年12月31日|提出日: 2022年3月28日|
    売上高: $19.01B+16.3%
    |
    EPS: $7.89-56.5%
    予想を下回る

  • Form 20-F - FY 2020

    会計期末: 2020年12月31日|提出日: 2021年3月9日|
    売上高: $19.01B-0.3%
    |
    EPS: $7.89+916.0%
    予想を上回る