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アカマイ・テクノロジーズ（AKAM）とJefferies Financial Group Inc.（JEF）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
Jefferies Financial Group Inc.の直近四半期売上が大きい（$1.7B vs $1.1B、アカマイ・テクノロジーズの約1.5倍）。Jefferies Financial Group Inc.の純利益率が高く（12.6% vs 7.8%、差は4.9%）。Jefferies Financial Group Inc.の直近四半期フリーキャッシュフローが多い（$1.9B vs $234.9M）
アカマイ・テクノロジーズは米国をはじめ世界各国で、コンテンツや業務アプリケーションのセキュリティ保護、配信、パフォーマンス最適化を実現するクラウドサービスを提供しています。インフラ、Webサイト、アプリ、API、ユーザーをサイバー攻撃から守り性能向上を支援するほか、動的サイトやアプリ向けのWeb・モバイル性能改善ソリューションも展開しています。
ジェフェリーズ・フィナンシャル・グループはニューヨークに本拠を置く米国の金融サービス企業で、ニューヨーク証券取引所に上場しており、フォーチュン1000に選ばれています。
AKAM vs JEF — 直接比較
売上が大きい
JEF
1.5倍大きい
$1.1B
純利益率が高い
JEF
純利益率が4.9%高い
7.8%
フリーキャッシュフローが多い
JEF
FCF $1.7B多い
$234.9M
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $1.7B |
| 純利益 | $85.1M | $211.3M |
| 粗利率 | 58.7% | 95.7% |
| 営業利益率 | 8.7% | 15.2% |
| 純利益率 | 7.8% | 12.6% |
| 売上前年比 | 7.4% | — |
| 純利益前年比 | -39.2% | — |
| EPS（希薄化後） | $0.57 | $0.85 |
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AKAMJEF
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $979.6M | $1.0B | ||
| Q1 24 | $987.0M | $971.2M |
純利益AKAMJEF
| Q4 25 | $85.1M | $211.3M | ||
| Q3 25 | $140.2M | $242.5M | ||
| Q2 25 | $103.6M | $91.4M | ||
| Q1 25 | $123.2M | $136.8M | ||
| Q4 24 | $139.9M | — | ||
| Q3 24 | $57.9M | $181.0M | ||
| Q2 24 | $131.7M | $154.7M | ||
| Q1 24 | $175.4M | $156.4M |
粗利率AKAMJEF
| Q4 25 | 58.7% | 95.7% | ||
| Q3 25 | 59.3% | 97.7% | ||
| Q2 25 | 59.1% | 96.5% | ||
| Q1 25 | 58.7% | 96.4% | ||
| Q4 24 | 59.4% | — | ||
| Q3 24 | 59.3% | 96.9% | ||
| Q2 24 | 58.9% | 96.4% | ||
| Q1 24 | 60.0% | 96.4% |
営業利益率AKAMJEF
| Q4 25 | 8.7% | 15.2% | ||
| Q3 25 | 15.7% | 22.1% | ||
| Q2 25 | 14.5% | 11.0% | ||
| Q1 25 | 15.2% | 13.2% | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 7.0% | 20.7% | ||
| Q2 24 | 15.1% | 22.0% | ||
| Q1 24 | 16.9% | 22.7% |
純利益率AKAMJEF
| Q4 25 | 7.8% | 12.6% | ||
| Q3 25 | 13.3% | 16.1% | ||
| Q2 25 | 9.9% | 7.4% | ||
| Q1 25 | 12.1% | 12.0% | ||
| Q4 24 | 13.7% | — | ||
| Q3 24 | 5.8% | 14.8% | ||
| Q2 24 | 13.4% | 14.9% | ||
| Q1 24 | 17.8% | 16.1% |
EPS（希薄化後）AKAMJEF
| Q4 25 | $0.57 | $0.85 | ||
| Q3 25 | $0.97 | $1.01 | ||
| Q2 25 | $0.71 | $0.40 | ||
| Q1 25 | $0.82 | $0.57 | ||
| Q4 24 | $0.92 | — | ||
| Q3 24 | $0.38 | $0.75 | ||
| Q2 24 | $0.86 | $0.64 | ||
| Q1 24 | $1.11 | $0.66 |
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 | $1.2B | $14.0B |
| 総負債低いほど良い | — | $15.9B |
| 株主資本純資産 | $5.0B | $10.6B |
| 総資産 | $11.5B | $76.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.50× |
8四半期トレンド — 暦四半期で整列
現金・短期投資AKAMJEF
| Q4 25 | $1.2B | $14.0B | ||
| Q3 25 | $1.1B | $11.5B | ||
| Q2 25 | $966.6M | $11.3B | ||
| Q1 25 | $1.3B | $11.2B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | $10.6B | ||
| Q2 24 | $1.6B | $10.8B | ||
| Q1 24 | $1.7B | $7.6B |
総負債AKAMJEF
| Q4 25 | — | $15.9B | ||
| Q3 25 | — | $16.0B | ||
| Q2 25 | — | $15.4B | ||
| Q1 25 | — | $14.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $12.9B | ||
| Q2 24 | — | $12.7B | ||
| Q1 24 | — | $9.9B |
株主資本AKAMJEF
| Q4 25 | $5.0B | $10.6B | ||
| Q3 25 | $4.7B | $10.4B | ||
| Q2 25 | $4.5B | $10.3B | ||
| Q1 25 | $4.6B | $10.2B | ||
| Q4 24 | $4.9B | — | ||
| Q3 24 | $4.8B | $10.0B | ||
| Q2 24 | $4.8B | $9.9B | ||
| Q1 24 | $4.6B | $9.8B |
総資産AKAMJEF
| Q4 25 | $11.5B | $76.0B | ||
| Q3 25 | $10.8B | $69.3B | ||
| Q2 25 | $10.5B | $67.3B | ||
| Q1 25 | $10.0B | $70.2B | ||
| Q4 24 | $10.4B | — | ||
| Q3 24 | $10.2B | $63.3B | ||
| Q2 24 | $10.1B | $63.0B | ||
| Q1 24 | $9.9B | $60.9B |
負債/資本比率AKAMJEF
| Q4 25 | — | 1.50× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 1.49× | ||
| Q1 25 | — | 1.45× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.01× |
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 | $366.6M | $2.0B |
| フリーキャッシュフロー営業CF - 設備投資 | $234.9M | $1.9B |
| FCFマージンFCF / 売上 | 21.5% | 114.2% |
| 設備投資強度設備投資 / 売上 | 12.0% | 3.4% |
| キャッシュ転換率営業CF / 純利益 | 4.31× | 9.30× |
| 直近12ヶ月FCF直近4四半期 | $1.0B | $-1.7B |
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AKAMJEF
| Q4 25 | $366.6M | $2.0B | ||
| Q3 25 | $441.8M | $184.2M | ||
| Q2 25 | $459.1M | $-978.3M | ||
| Q1 25 | $251.2M | $-2.7B | ||
| Q4 24 | $343.8M | — | ||
| Q3 24 | $392.5M | — | ||
| Q2 24 | $431.0M | — | ||
| Q1 24 | $351.9M | $-1.3B |
フリーキャッシュフローAKAMJEF
| Q4 25 | $234.9M | $1.9B | ||
| Q3 25 | $329.1M | $126.0M | ||
| Q2 25 | $313.6M | $-1.0B | ||
| Q1 25 | $133.4M | $-2.7B | ||
| Q4 24 | $250.9M | — | ||
| Q3 24 | $279.7M | — | ||
| Q2 24 | $340.0M | — | ||
| Q1 24 | $258.1M | $-1.4B |
FCFマージンAKAMJEF
| Q4 25 | 21.5% | 114.2% | ||
| Q3 25 | 31.2% | 8.4% | ||
| Q2 25 | 30.1% | -83.3% | ||
| Q1 25 | 13.1% | -237.2% | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 27.8% | — | ||
| Q2 24 | 34.7% | — | ||
| Q1 24 | 26.2% | -139.4% |
設備投資強度AKAMJEF
| Q4 25 | 12.0% | 3.4% | ||
| Q3 25 | 10.7% | 3.9% | ||
| Q2 25 | 13.9% | 3.6% | ||
| Q1 25 | 11.6% | 4.3% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 9.3% | — | ||
| Q1 24 | 9.5% | 9.9% |
キャッシュ転換率AKAMJEF
| Q4 25 | 4.31× | 9.30× | ||
| Q3 25 | 3.15× | 0.76× | ||
| Q2 25 | 4.43× | -10.70× | ||
| Q1 25 | 2.04× | -19.48× | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | — | ||
| Q1 24 | 2.01× | -8.04× |
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
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
