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Affirm Holdings, Inc.（AFRM）とAveanna Healthcare Holdings, Inc.（AVAH）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
Aveanna Healthcare Holdings, Inc.の直近四半期売上が大きい（$621.9M vs $401.4M、Affirm Holdings, Inc.の約1.5倍）。Affirm Holdings, Inc.の純利益率が高く（32.3% vs 2.3%、差は30.0%）。Affirm Holdings, Inc.の前年同期比売上増加率が高い（32.5% vs 22.2%）。過去8四半期でAffirm Holdings, Inc.の売上複合成長率が高い（43.5% vs 14.0%）
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。
Aveanna Healthcare Holdings, Inc.は米国の代表的な在宅・地域密着型医療サービス事業者で、小児在宅看護、成人向け介護、ホスピス、輸液療法などを提供しています。全米に広がる地域ケアセンター網を通じ、公的・民間保険加入者を中心にサービスを提供しています。
AFRM vs AVAH — 直接比較
損益計算書 — Q2 FY2026 vs Q3 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $401.4M | $621.9M |
| 純利益 | $129.6M | $14.1M |
| 粗利率 | — | 32.6% |
| 営業利益率 | 29.3% | 8.6% |
| 純利益率 | 32.3% | 2.3% |
| 売上前年比 | 32.5% | 22.2% |
| 純利益前年比 | 61.3% | 132.8% |
| EPS（希薄化後） | $0.37 | $0.06 |
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 | $401.4M | — | ||
| Q3 25 | $320.5M | $621.9M | ||
| Q2 25 | $306.6M | $589.6M | ||
| Q1 25 | $272.5M | $559.2M | ||
| Q4 24 | $303.0M | $519.9M | ||
| Q3 24 | $231.8M | $509.0M | ||
| Q2 24 | $224.0M | $505.0M | ||
| Q1 24 | $195.0M | $490.7M |
| Q4 25 | $129.6M | — | ||
| Q3 25 | $80.7M | $14.1M | ||
| Q2 25 | $69.2M | $27.0M | ||
| Q1 25 | $2.8M | $5.2M | ||
| Q4 24 | $80.4M | $29.2M | ||
| Q3 24 | $-100.2M | $-42.8M | ||
| Q2 24 | $-45.1M | $13.9M | ||
| Q1 24 | $-133.9M | $-11.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | — | 31.4% | ||
| Q2 24 | — | 31.3% | ||
| Q1 24 | — | 29.7% |
| Q4 25 | 29.3% | — | ||
| Q3 25 | 19.9% | 8.6% | ||
| Q2 25 | 18.9% | 13.6% | ||
| Q1 25 | -3.1% | 9.3% | ||
| Q4 24 | -1.4% | 8.8% | ||
| Q3 24 | -57.2% | 6.7% | ||
| Q2 24 | -32.8% | 7.4% | ||
| Q1 24 | -82.5% | 4.7% |
| Q4 25 | 32.3% | — | ||
| Q3 25 | 25.2% | 2.3% | ||
| Q2 25 | 22.6% | 4.6% | ||
| Q1 25 | 1.0% | 0.9% | ||
| Q4 24 | 26.5% | 5.6% | ||
| Q3 24 | -43.2% | -8.4% | ||
| Q2 24 | -20.2% | 2.8% | ||
| Q1 24 | -68.7% | -2.3% |
| Q4 25 | $0.37 | — | ||
| Q3 25 | $0.23 | $0.06 | ||
| Q2 25 | $0.22 | $0.13 | ||
| Q1 25 | $0.01 | $0.03 | ||
| Q4 24 | $0.23 | $0.15 | ||
| Q3 24 | $-0.31 | $-0.22 | ||
| Q2 24 | $-0.13 | $0.07 | ||
| Q1 24 | $-0.43 | $-0.06 |
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 | $145.9M |
| 総負債低いほど良い | $9.0B | $1.3B |
| 株主資本純資産 | $3.5B | $9.2M |
| 総資産 | $13.0B | $1.8B |
| 負債/資本比率低いほどレバレッジが低い | 2.54× | 141.83× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | $145.9M | ||
| Q2 25 | $1.4B | $100.7M | ||
| Q1 25 | $1.4B | $71.5M | ||
| Q4 24 | $1.2B | $84.3M | ||
| Q3 24 | $1.0B | $78.5M | ||
| Q2 24 | $1.0B | $47.7M | ||
| Q1 24 | $1.3B | $42.6M |
| Q4 25 | $9.0B | — | ||
| Q3 25 | $7.7B | $1.3B | ||
| Q2 25 | $7.6B | $1.3B | ||
| Q1 25 | $7.1B | $1.3B | ||
| Q4 24 | $7.3B | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $1.8B | $1.3B | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.3B | $9.2M | ||
| Q2 25 | $3.1B | $-12.0M | ||
| Q1 25 | $2.9B | $-100.1M | ||
| Q4 24 | $2.8B | $-123.6M | ||
| Q3 24 | $2.8B | $-156.4M | ||
| Q2 24 | $2.7B | $-119.0M | ||
| Q1 24 | $2.6B | $-136.3M |
| Q4 25 | $13.0B | — | ||
| Q3 25 | $11.5B | $1.8B | ||
| Q2 25 | $11.2B | $1.8B | ||
| Q1 25 | $10.4B | $1.7B | ||
| Q4 24 | $10.5B | $1.7B | ||
| Q3 24 | $10.1B | $1.6B | ||
| Q2 24 | $9.5B | $1.7B | ||
| Q1 24 | $9.2B | $1.6B |
| Q4 25 | 2.54× | — | ||
| Q3 25 | 2.35× | 141.83× | ||
| Q2 25 | 2.48× | — | ||
| Q1 25 | 2.49× | — | ||
| Q4 24 | 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 | $173.7M | $33.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $118.0M | — |
| FCFマージンFCF / 売上 | 29.4% | — |
| 設備投資強度設備投資 / 売上 | 13.9% | — |
| キャッシュ転換率営業CF / 純利益 | 1.34× | 2.36× |
| 直近12ヶ月FCF直近4四半期 | $619.1M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $173.7M | — | ||
| Q3 25 | $374.6M | $33.2M | ||
| Q2 25 | $74.6M | $51.6M | ||
| Q1 25 | $210.4M | $-8.6M | ||
| Q4 24 | $312.0M | $13.4M | ||
| Q3 24 | $196.9M | $29.4M | ||
| Q2 24 | $68.8M | $1.8M | ||
| Q1 24 | $208.2M | $-12.0M |
| Q4 25 | $118.0M | — | ||
| Q3 25 | $320.2M | — | ||
| Q2 25 | $23.5M | — | ||
| Q1 25 | $157.4M | — | ||
| Q4 24 | $268.1M | — | ||
| Q3 24 | $152.7M | — | ||
| Q2 24 | $30.5M | — | ||
| Q1 24 | $161.7M | — |
| Q4 25 | 29.4% | — | ||
| Q3 25 | 99.9% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 57.7% | — | ||
| Q4 24 | 88.5% | — | ||
| Q3 24 | 65.9% | — | ||
| Q2 24 | 13.6% | — | ||
| Q1 24 | 82.9% | — |
| Q4 25 | 13.9% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 16.7% | — | ||
| Q1 25 | 19.5% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 19.0% | — | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | 23.8% | — |
| Q4 25 | 1.34× | — | ||
| Q3 25 | 4.64× | 2.36× | ||
| Q2 25 | 1.08× | 1.91× | ||
| Q1 25 | 75.03× | -1.66× | ||
| Q4 24 | 3.88× | 0.46× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.13× | ||
| Q1 24 | — | — |
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
AFRM
| Merchant Network | $328.4M | 82% |
| Virtual Card Network | $73.0M | 18% |
| Commercial Agreement Amazon | $1.9M | 0% |
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
