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ビリビリ（BILI）とInstalled Building Products, Inc.（IBP）の財務データ比較。上の社名をクリックして会社を切り替えられます
ビリビリの直近四半期売上が大きい（$1.3B vs $747.5M、Installed Building Products, Inc.の約1.7倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 6.0%、差は4.3%）。ビリビリの前年同期比売上増加率が高い（26.2% vs -0.4%）。過去8四半期でビリビリの売上複合成長率が高い（27.3% vs 3.9%）
ビリビリ（ネットユーザーから「Bサイト」とも呼ばれる）は上海に本社を置く中国の大手動画共有プラットフォームです。ユーザーは動画の投稿・視聴に加え、動画上にコメントを重ねて表示する弾幕機能で他の視聴者と交流でき、特に若者世代に人気が高いです。
Installed Building Products, Inc.は米国の大手建築製品取付サービス企業で、断熱材、雨どい、ガレージドア、防火システム、窓装飾品などの取付サービスを提供し、住宅新築、改修、商業建築の各分野で米国の広範な地域に事業を展開しています。
BILI vs IBP — 直接比較
売上が大きい
BILI
1.7倍大きい
$747.5M
売上成長率が高い
BILI
+26.5%の差
-0.4%
純利益率が高い
IBP
純利益率が4.3%高い
6.0%
2年売上CAGRが高い
BILI
2年複合成長率
3.9%
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.3B | $747.5M |
| 純利益 | $75.7M | $76.6M |
| 粗利率 | 37.0% | 35.0% |
| 営業利益率 | 5.8% | 14.6% |
| 純利益率 | 6.0% | 10.2% |
| 売上前年比 | 26.2% | -0.4% |
| 純利益前年比 | 143.0% | 14.5% |
| EPS（希薄化後） | $1.14 | $2.81 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上BILIIBP
| Q4 25 | $1.3B | $747.5M | ||
| Q3 25 | $1.1B | $778.2M | ||
| Q2 25 | $1.0B | $760.3M | ||
| Q1 25 | $965.1M | $684.8M | ||
| Q4 24 | $1.0B | $750.2M | ||
| Q3 24 | $1.0B | $760.6M | ||
| Q2 24 | $843.1M | $737.6M | ||
| Q1 24 | $784.5M | $692.9M |
純利益BILIIBP
| Q4 25 | $75.7M | $76.6M | ||
| Q3 25 | $65.9M | $74.4M | ||
| Q2 25 | $30.5M | $69.0M | ||
| Q1 25 | $-1.5M | $45.4M | ||
| Q4 24 | $-176.0M | $66.9M | ||
| Q3 24 | $11.4M | $68.6M | ||
| Q2 24 | $83.7M | $65.2M | ||
| Q1 24 | $-105.9M | $55.9M |
粗利率BILIIBP
| Q4 25 | 37.0% | 35.0% | ||
| Q3 25 | 36.7% | 34.0% | ||
| Q2 25 | 36.5% | 34.2% | ||
| Q1 25 | 36.3% | 32.7% | ||
| Q4 24 | 36.2% | 33.6% | ||
| Q3 24 | 34.9% | 33.8% | ||
| Q2 24 | 29.9% | 34.1% | ||
| Q1 24 | 28.3% | 33.8% |
営業利益率BILIIBP
| Q4 25 | 5.8% | 14.6% | ||
| Q3 25 | 4.6% | 13.7% | ||
| Q2 25 | 3.4% | 13.3% | ||
| Q1 25 | 0.2% | 10.2% | ||
| Q4 24 | -16.0% | 13.1% | ||
| Q3 24 | 0.9% | 13.3% | ||
| Q2 24 | 9.5% | 12.9% | ||
| Q1 24 | -14.5% | 12.7% |
純利益率BILIIBP
| Q4 25 | 6.0% | 10.2% | ||
| Q3 25 | 6.1% | 9.6% | ||
| Q2 25 | 3.0% | 9.1% | ||
| Q1 25 | -0.2% | 6.6% | ||
| Q4 24 | -17.5% | 8.9% | ||
| Q3 24 | 1.1% | 9.0% | ||
| Q2 24 | 9.9% | 8.8% | ||
| Q1 24 | -13.5% | 8.1% |
EPS（希薄化後）BILIIBP
| Q4 25 | $1.14 | $2.81 | ||
| Q3 25 | $1.05 | $2.74 | ||
| Q2 25 | $0.51 | $2.52 | ||
| Q1 25 | $0.00 | $1.64 | ||
| Q4 24 | $0.21 | $2.39 | ||
| Q3 24 | $-0.03 | $2.44 | ||
| Q2 24 | $-0.20 | $2.30 | ||
| Q1 24 | $-1.80 | $1.97 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $2.7B | $321.9M |
| 総負債低いほど良い | $1.4B | $886.6M |
| 株主資本純資産 | $2.2B | $709.9M |
| 総資産 | $5.9B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.62× | 1.25× |
8四半期トレンド — 暦四半期で整列
現金・短期投資BILIIBP
| Q4 25 | $2.7B | $321.9M | ||
| Q3 25 | $2.4B | $333.3M | ||
| Q2 25 | — | $305.2M | ||
| Q1 25 | $1.9B | $298.7M | ||
| Q4 24 | $1.8B | $327.6M | ||
| Q3 24 | $11.7B | $406.2M | ||
| Q2 24 | — | $380.3M | ||
| Q1 24 | $1.1B | $399.9M |
総負債BILIIBP
| Q4 25 | $1.4B | $886.6M | ||
| Q3 25 | $1.4B | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | $700.3M | $872.4M | ||
| Q4 24 | $662.5M | $874.8M | ||
| Q3 24 | $4.3B | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | $684.5M | $875.0M |
株主資本BILIIBP
| Q4 25 | $2.2B | $709.9M | ||
| Q3 25 | $2.1B | $678.6M | ||
| Q2 25 | — | $664.5M | ||
| Q1 25 | $2.0B | $660.9M | ||
| Q4 24 | $1.9B | $705.3M | ||
| Q3 24 | $13.7B | $716.4M | ||
| Q2 24 | — | $685.3M | ||
| Q1 24 | $1.9B | $679.2M |
総資産BILIIBP
| Q4 25 | $5.9B | $2.1B | ||
| Q3 25 | $5.6B | $2.1B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | $4.6B | $2.0B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $32.0B | $2.1B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | $4.2B | $2.0B |
負債/資本比率BILIIBP
| Q4 25 | 0.62× | 1.25× | ||
| Q3 25 | 0.65× | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | 0.35× | 1.32× | ||
| Q4 24 | 0.34× | 1.24× | ||
| Q3 24 | 0.31× | 1.22× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | 0.36× | 1.29× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $263.1M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $49.3M |
| FCFマージンFCF / 売上 | — | 6.6% |
| 設備投資強度設備投資 / 売上 | — | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 3.47× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | — | $300.8M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローBILIIBP
| Q4 25 | $263.1M | $64.9M | ||
| Q3 25 | $283.2M | $124.0M | ||
| Q2 25 | $277.7M | $90.4M | ||
| Q1 25 | $179.4M | $92.1M | ||
| Q4 24 | $191.9M | $74.8M | ||
| Q3 24 | $2.2B | $101.4M | ||
| Q2 24 | — | $79.0M | ||
| Q1 24 | $88.3M | $84.8M |
フリーキャッシュフローBILIIBP
| Q4 25 | — | $49.3M | ||
| Q3 25 | — | $104.8M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | $174.5M | $71.9M | ||
| Q4 24 | — | $52.9M | ||
| Q3 24 | — | $77.3M | ||
| Q2 24 | — | $58.2M | ||
| Q1 24 | — | $63.0M |
FCFマージンBILIIBP
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | 18.1% | 10.5% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 7.9% | ||
| Q1 24 | — | 9.1% |
設備投資強度BILIIBP
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 0.5% | 2.9% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 3.1% |
キャッシュ転換率BILIIBP
| Q4 25 | 3.47× | 0.85× | ||
| Q3 25 | 4.30× | 1.67× | ||
| Q2 25 | 9.11× | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 195.23× | 1.48× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | — | 1.52× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BILI
| Value-added services (VAS) | $466.4M | 37% |
| Advertising | $435.0M | 34% |
| Mobile games | $220.3M | 17% |
| Other | $80.8M | 6% |
| IP derivatives and others | $68.2M | 5% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
