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Addus HomeCare Corp（ADUS）とAffirm Holdings, Inc.（AFRM）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
Affirm Holdings, Inc.の直近四半期売上が大きい（$401.4M vs $373.1M、Addus HomeCare Corpの約1.1倍）。Affirm Holdings, Inc.の純利益率が高く（32.3% vs 8.0%、差は24.3%）。Affirm Holdings, Inc.の前年同期比売上増加率が高い（32.5% vs 25.6%）。Affirm Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$118.0M vs $16.1M）。過去8四半期でAffirm Holdings, Inc.の売上複合成長率が高い（43.5% vs 15.3%）
Addus HomeCare Corpは米国に本拠を置く在宅ケアサービスプロバイダーで、高齢者、障がい者、慢性疾患患者を主な対象に、介護補助、在宅医療支援、ホスピスケアを提供しています。米国複数州で事業を展開し、公的保険運営元、民間保険会社、個人顧客と提携してニーズに合わせたサービスを届けています。
アファーム・ホールディングスは米国の金融テクノロジー企業で、購入時ローンや後払い決済サービス（BNPL）を提供しています。PayPal共同創業者のマックス・レフチンが2012年に設立した米国最大のBNPL事業者で、2025年現在利用者数は約2600万人、年間決済処理額は370億米ドルに上ります。
ADUS vs AFRM — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $373.1M | $401.4M |
| 純利益 | $29.8M | $129.6M |
| 粗利率 | 33.1% | — |
| 営業利益率 | 11.3% | 29.3% |
| 純利益率 | 8.0% | 32.3% |
| 売上前年比 | 25.6% | 32.5% |
| 純利益前年比 | 52.5% | 61.3% |
| EPS（希薄化後） | $1.62 | $0.37 |
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
| Q4 25 | $373.1M | $401.4M | ||
| Q3 25 | $362.3M | $320.5M | ||
| Q2 25 | $349.4M | $306.6M | ||
| Q1 25 | $337.7M | $272.5M | ||
| Q4 24 | $297.1M | $303.0M | ||
| Q3 24 | $289.8M | $231.8M | ||
| Q2 24 | $286.9M | $224.0M | ||
| Q1 24 | $280.7M | $195.0M |
| Q4 25 | $29.8M | $129.6M | ||
| Q3 25 | $22.8M | $80.7M | ||
| Q2 25 | $22.1M | $69.2M | ||
| Q1 25 | $21.2M | $2.8M | ||
| Q4 24 | $19.5M | $80.4M | ||
| Q3 24 | $20.2M | $-100.2M | ||
| Q2 24 | $18.1M | $-45.1M | ||
| Q1 24 | $15.8M | $-133.9M |
| Q4 25 | 33.1% | — | ||
| Q3 25 | 32.2% | — | ||
| Q2 25 | 32.6% | — | ||
| Q1 25 | 31.9% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 31.8% | — | ||
| Q2 24 | 32.5% | — | ||
| Q1 24 | 31.4% | — |
| Q4 25 | 11.3% | 29.3% | ||
| Q3 25 | 9.1% | 19.9% | ||
| Q2 25 | 9.4% | 18.9% | ||
| Q1 25 | 9.0% | -3.1% | ||
| Q4 24 | 9.1% | -1.4% | ||
| Q3 24 | 9.0% | -57.2% | ||
| Q2 24 | 9.1% | -32.8% | ||
| Q1 24 | 8.4% | -82.5% |
| Q4 25 | 8.0% | 32.3% | ||
| Q3 25 | 6.3% | 25.2% | ||
| Q2 25 | 6.3% | 22.6% | ||
| Q1 25 | 6.3% | 1.0% | ||
| Q4 24 | 6.6% | 26.5% | ||
| Q3 24 | 7.0% | -43.2% | ||
| Q2 24 | 6.3% | -20.2% | ||
| Q1 24 | 5.6% | -68.7% |
| Q4 25 | $1.62 | $0.37 | ||
| Q3 25 | $1.24 | $0.23 | ||
| Q2 25 | $1.20 | $0.22 | ||
| Q1 25 | $1.16 | $0.01 | ||
| Q4 24 | $1.06 | $0.23 | ||
| Q3 24 | $1.10 | $-0.31 | ||
| Q2 24 | $1.10 | $-0.13 | ||
| Q1 24 | $0.97 | $-0.43 |
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 | — | $1.5B |
| 総負債低いほど良い | $121.0M | $9.0B |
| 株主資本純資産 | $1.1B | $3.5B |
| 総資産 | $1.4B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.11× | 2.54× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | $97.0M | $1.4B | ||
| Q4 24 | $98.9M | $1.2B | ||
| Q3 24 | $222.9M | $1.0B | ||
| Q2 24 | $173.3M | $1.0B | ||
| Q1 24 | $76.7M | $1.3B |
| Q4 25 | $121.0M | $9.0B | ||
| Q3 25 | $150.6M | $7.7B | ||
| Q2 25 | $169.1M | $7.6B | ||
| Q1 25 | — | $7.1B | ||
| Q4 24 | $218.4M | $7.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | — |
| Q4 25 | $1.1B | $3.5B | ||
| Q3 25 | $1.0B | $3.3B | ||
| Q2 25 | $1.0B | $3.1B | ||
| Q1 25 | $995.4M | $2.9B | ||
| Q4 24 | $970.5M | $2.8B | ||
| Q3 24 | $947.6M | $2.8B | ||
| Q2 24 | $921.7M | $2.7B | ||
| Q1 24 | $725.1M | $2.6B |
| Q4 25 | $1.4B | $13.0B | ||
| Q3 25 | $1.4B | $11.5B | ||
| Q2 25 | $1.4B | $11.2B | ||
| Q1 25 | $1.4B | $10.4B | ||
| Q4 24 | $1.4B | $10.5B | ||
| Q3 24 | $1.2B | $10.1B | ||
| Q2 24 | $1.1B | $9.5B | ||
| Q1 24 | $1.0B | $9.2B |
| Q4 25 | 0.11× | 2.54× | ||
| Q3 25 | 0.14× | 2.35× | ||
| Q2 25 | 0.17× | 2.48× | ||
| Q1 25 | — | 2.49× | ||
| Q4 24 | 0.23× | 2.62× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.67× | ||
| Q1 24 | — | — |
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 | $18.8M | $173.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $16.1M | $118.0M |
| FCFマージンFCF / 売上 | 4.3% | 29.4% |
| 設備投資強度設備投資 / 売上 | 0.7% | 13.9% |
| キャッシュ転換率営業CF / 純利益 | 0.63× | 1.34× |
| 直近12ヶ月FCF直近4四半期 | $103.8M | $619.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $18.8M | $173.7M | ||
| Q3 25 | $51.3M | $374.6M | ||
| Q2 25 | $22.5M | $74.6M | ||
| Q1 25 | $18.9M | $210.4M | ||
| Q4 24 | $10.4M | $312.0M | ||
| Q3 24 | $48.5M | $196.9M | ||
| Q2 24 | $18.8M | $68.8M | ||
| Q1 24 | $38.7M | $208.2M |
| Q4 25 | $16.1M | $118.0M | ||
| Q3 25 | $49.3M | $320.2M | ||
| Q2 25 | $21.3M | $23.5M | ||
| Q1 25 | $17.1M | $157.4M | ||
| Q4 24 | $8.7M | $268.1M | ||
| Q3 24 | $46.6M | $152.7M | ||
| Q2 24 | $17.7M | $30.5M | ||
| Q1 24 | $37.3M | $161.7M |
| Q4 25 | 4.3% | 29.4% | ||
| Q3 25 | 13.6% | 99.9% | ||
| Q2 25 | 6.1% | 7.7% | ||
| Q1 25 | 5.1% | 57.7% | ||
| Q4 24 | 2.9% | 88.5% | ||
| Q3 24 | 16.1% | 65.9% | ||
| Q2 24 | 6.2% | 13.6% | ||
| Q1 24 | 13.3% | 82.9% |
| Q4 25 | 0.7% | 13.9% | ||
| Q3 25 | 0.5% | 17.0% | ||
| Q2 25 | 0.4% | 16.7% | ||
| Q1 25 | 0.6% | 19.5% | ||
| Q4 24 | 0.6% | 14.5% | ||
| Q3 24 | 0.7% | 19.0% | ||
| Q2 24 | 0.4% | 17.1% | ||
| Q1 24 | 0.5% | 23.8% |
| Q4 25 | 0.63× | 1.34× | ||
| Q3 25 | 2.24× | 4.64× | ||
| Q2 25 | 1.02× | 1.08× | ||
| Q1 25 | 0.89× | 75.03× | ||
| Q4 24 | 0.53× | 3.88× | ||
| Q3 24 | 2.41× | — | ||
| Q2 24 | 1.04× | — | ||
| Q1 24 | 2.44× | — |
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
ADUS
| Personal Care | $286.0M | 77% |
| Hospice | $70.0M | 19% |
| Home Health | $17.1M | 5% |
AFRM
| Merchant Network | $328.4M | 82% |
| Virtual Card Network | $73.0M | 18% |
| Commercial Agreement Amazon | $1.9M | 0% |
