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

$39.38B

PER (TTM)

781.4

26.8

配当利回り

52週高値

$165.30

52週安値

$83.30

52週レンジ

40%

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

Q1 2026 データ

売上高

$4.60B+0.00%

直近4四半期の推移

EPS

$1.46+0.00%

直近4四半期の推移

フリーCF

$0.00+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Income Plummets Net income attributable to Baidu RMB 5,589M (US$ 799M) in 2025; major factor was RMB 16.2B long-lived asset impairment.

Total Revenue Declines Total revenue RMB 129.1B (US$ 18.5B) in 2025, down 3% from 2024, driven by online marketing weakness.

Core Business Revenue Dip Baidu General Business revenue RMB 102.5B (US$ 14.7B) in 2025, down 2% due to AI monetization impact.

YY Live Acquisition Closed Completed YY Live acquisition for approximately US$ 2.1B in February 2025, integrating video streaming business.

リスク要因

Major Asset Impairment RMB 16.2B impairment loss recognized on Core asset group in 2025, severely impacting operating results and net income.

PRC Regulatory Uncertainty Contractual arrangements face uncertainty regarding PRC laws; failure to comply risks sanctions or forced restructuring of VIEs.

Online Marketing Demand Revenue decline due to challenging macroeconomic environment and AI transformation impacting customer advertising budgets.

US Trading Prohibition Risk Future PCAOB inspection failures could lead to ADSs prohibition from US trading under HFCAA, affecting liquidity.

見通し

AI Investment Focus Continued heavy investment in AI technology, including generative AI and foundation models like ERNIE 5.0 release.

New Dividend Policy Board approved first dividend policy in Q1 2026; first payment expected in 2026, subject to board discretion.

Apollo Go Expansion Intelligent Driving expands Apollo Go footprint to 26 cities globally as of February 2026, commencing fully driverless operations.

R&D Expense Reduction R&D expenses decreased 8% in 2025 to RMB 20.4B, primarily due to lower personnel-related expenses.

同業比較

売上高 (TTM)

CHTR

$54.64B

-0.9%

WBD

$37.21B

-3.0%

LYV

$25.61B

+12.6%

粗利益率 (最新四半期)

PINS

76.3%

+0.6pp

WBD

47.8%

+3.4pp

TME

44.9%

+0.9pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
WBD	$67.64B	-38.7	-4.9%	1.5%
LYV	$40.15B	479.2	33.0%	40.6%
BIDU	$39.38B	781.4	0.1%	20.9%

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

0.6%

緩やかな成長

4四半期純利益CAGR

-21.3%

収益性の低下

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

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし