任意の製品分析
許可いただいた場合、プライバシーに配慮した限定的な分析を使用し、どのリサーチ経路が有効かを把握します。広告トラッカーやセッション録画は使用しません。この選択は設定で変更できます。詳しくは プライバシーポリシー.
Baxter International Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $11.8B | |
|---|---|---|
| P/E (forward) | 11.2x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $12.15B | $10.06B | $10.36B | $10.64B | $11.24B | -1.9% |
| Gross profit | $4.72B | $3.55B | $4.15B | $3.98B | $3.38B | -8.0% |
| Operating income | $1.35B | $-2.85B | $707.0M | $14.0M | $-308.0M | — |
| Net income | $1.28B | $-2.43B | $2.66B | $-649.0M | $-957.0M | — |
| EPS (diluted) | $2.53 | $-4.83 | $5.23 | $-1.27 | $-1.87 | — |
| EBITDA | $2.19B | $-1.76B | $1.73B | $1.12B | $766.0M | -23.1% |
| R&D | $531.0M | $450.0M | $518.0M | $590.0M | $518.0M | -0.6% |
| SG&A | $2.85B | $3.10B | $2.95B | $2.97B | $2.89B | +0.4% |
Recent company headlines from major financial publishers.
Under the base path, Baxter delivers gradual operational improvements where operating margins normalize toward historical levels and international healthcare tenders sustain volume demand. Shares reach $26.92 with an estimated return of 18.1% at an assigned likelihood of 45.0%. Confirmation requires meeting forward consensus adjusted diluted earnings targets.
The bull path envisions accelerated supply chain streamlining that restores operating profitability toward sector benchmarks, enabling rapid debt repayment and multiple expansion. Under this outcome, shares reach $35.73 delivering a return of 56.7% with a probability of 25.0%. Confirmation would appear through consecutive quarterly margin beats.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 5.8% | $30.9 | $30.9 | $30.9 | $30.9 | $30.9 |
| 6.8% | $28.8 | $28.8 | $28.8 | $28.8 | $28.8 |
| 7.8% | $26.9 | $26.9 | $26.9 | $26.9 | $26.9 |
| 8.8% | $25.1 | $25.1 | $25.1 | $25.1 | $25.1 |
| 9.8% | $23.4 | $23.4 | $23.4 | $23.4 | $23.4 |
Upcoming earnings date and setup when available.
各月に公開されたリサーチ版が示したレーティングです。レーティングは分析時点の株価を公正価値と比較したもので、判断が当たったかどうかの記録ではありません。
| 年 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |