vs
Antero Midstream Corp（AM）とPrivia Health Group, Inc.（PRVA）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
Privia Health Group, Inc.の直近四半期売上が大きい（$603.8M vs $291.1M、Antero Midstream Corpの約2.1倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 0.6%、差は40.9%）。Privia Health Group, Inc.の前年同期比売上増加率が高い（25.8% vs -7.3%）。過去8四半期でPrivia Health Group, Inc.の売上複合成長率が高い（19.6% vs 3.9%）
Antero Midstream Corpは米国のエネルギー企業で、デラウェア州に法人登録され、本社をコロラド州デンバーに置く。同社の石油・天然ガス埋蔵量は全てアパラチア盆地にあり、水圧破砕技術を用いて採掘を行っている。
Privia Health Group, Inc.は米国に本拠を置く医療テクノロジー・サービス企業で、独立診療所、医療システム、保険者向けに価値基準型医療の実践を支援します。人口健康管理ツール、患者エンゲージメント基盤、ケア調整支援、業務フロー最適化ソリューションを提供し、診療成果の向上と運用コスト削減を促します。
AM vs PRVA — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $603.8M |
| 純利益 | $120.7M | $3.7M |
| 粗利率 | — | 20.8% |
| 営業利益率 | 60.9% | 1.2% |
| 純利益率 | 41.5% | 0.6% |
| 売上前年比 | -7.3% | 25.8% |
| 純利益前年比 | 2.1% | -27.4% |
| EPS（希薄化後） | $0.25 | $0.02 |
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
| Q1 26 | $291.1M | $603.8M | ||
| Q4 25 | $297.0M | $541.2M | ||
| Q3 25 | $294.8M | $580.4M | ||
| Q2 25 | $305.5M | $521.2M | ||
| Q1 25 | $291.1M | $480.1M | ||
| Q4 24 | $287.5M | $460.9M | ||
| Q3 24 | $269.9M | $437.9M | ||
| Q2 24 | $269.8M | $422.3M |
| Q1 26 | $120.7M | $3.7M | ||
| Q4 25 | $51.9M | $9.2M | ||
| Q3 25 | $116.0M | $6.9M | ||
| Q2 25 | $124.5M | $2.7M | ||
| Q1 25 | $120.7M | $4.2M | ||
| Q4 24 | $111.2M | $4.4M | ||
| Q3 24 | $99.7M | $3.5M | ||
| Q2 24 | $86.0M | $3.5M |
| Q1 26 | — | 20.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 60.9% | 1.2% | ||
| Q4 25 | 33.8% | 2.1% | ||
| Q3 25 | 61.2% | 2.5% | ||
| Q2 25 | 61.0% | 0.6% | ||
| Q1 25 | 60.9% | 1.1% | ||
| Q4 24 | 61.8% | 1.1% | ||
| Q3 24 | 60.2% | 1.3% | ||
| Q2 24 | 56.6% | 1.2% |
| Q1 26 | 41.5% | 0.6% | ||
| Q4 25 | 17.5% | 1.7% | ||
| Q3 25 | 39.3% | 1.2% | ||
| Q2 25 | 40.8% | 0.5% | ||
| Q1 25 | 41.5% | 0.9% | ||
| Q4 24 | 38.7% | 1.0% | ||
| Q3 24 | 37.0% | 0.8% | ||
| Q2 24 | 31.9% | 0.8% |
| Q1 26 | $0.25 | $0.02 | ||
| Q4 25 | $0.11 | $0.08 | ||
| Q3 25 | $0.24 | $0.05 | ||
| Q2 25 | $0.26 | $0.02 | ||
| Q1 25 | $0.25 | $0.03 | ||
| Q4 24 | $0.23 | $0.03 | ||
| Q3 24 | $0.21 | $0.03 | ||
| Q2 24 | $0.18 | $0.03 |
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 | $180.4M | $419.5M |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.0B | $805.9M |
| 総資産 | $5.9B | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | $419.5M | ||
| Q4 25 | $180.4M | $479.7M | ||
| Q3 25 | — | $441.4M | ||
| Q2 25 | — | $390.1M | ||
| Q1 25 | — | $469.3M | ||
| Q4 24 | — | $491.1M | ||
| Q3 24 | — | $422.0M | ||
| Q2 24 | — | $387.4M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
| Q1 26 | $2.0B | $805.9M | ||
| Q4 25 | $2.0B | $737.2M | ||
| Q3 25 | $2.1B | $709.1M | ||
| Q2 25 | $2.1B | $682.9M | ||
| Q1 25 | $2.1B | $659.4M | ||
| Q4 24 | $2.1B | $635.2M | ||
| Q3 24 | $2.1B | $614.9M | ||
| Q2 24 | $2.1B | $595.4M |
| Q1 26 | $5.9B | $1.4B | ||
| Q4 25 | $5.9B | $1.4B | ||
| Q3 25 | $5.7B | $1.4B | ||
| Q2 25 | $5.7B | $1.3B | ||
| Q1 25 | $5.8B | $1.2B | ||
| Q4 24 | $5.8B | $1.1B | ||
| Q3 24 | $5.8B | $1.1B | ||
| Q2 24 | $5.8B | $1.1B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.50× | — |
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 | $198.9M | $-49.5M |
| フリーキャッシュフロー営業CF - 設備投資 | — | — |
| FCFマージンFCF / 売上 | — | — |
| 設備投資強度設備投資 / 売上 | 11.1% | — |
| キャッシュ転換率営業CF / 純利益 | 1.65× | -13.33× |
| 直近12ヶ月FCF直近4四半期 | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | $-49.5M | ||
| Q4 25 | $255.5M | $127.5M | ||
| Q3 25 | $212.8M | $52.0M | ||
| Q2 25 | $265.2M | $8.0M | ||
| Q1 25 | $198.9M | $-24.1M | ||
| Q4 24 | $232.7M | $74.8M | ||
| Q3 24 | $184.9M | $33.2M | ||
| Q2 24 | $215.8M | $34.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $184.3M | — | ||
| Q2 24 | $147.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 68.3% | — | ||
| Q2 24 | 54.6% | — |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 25.4% | — |
| Q1 26 | 1.65× | -13.33× | ||
| Q4 25 | 4.92× | 13.93× | ||
| Q3 25 | 1.84× | 7.58× | ||
| Q2 25 | 2.13× | 2.97× | ||
| Q1 25 | 1.65× | -5.70× | ||
| Q4 24 | 2.09× | 17.00× | ||
| Q3 24 | 1.85× | 9.38× | ||
| Q2 24 | 2.51× | 9.94× |
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
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
PRVA
| FFS-patient care | $391.1M | 65% |
| Capitated revenue | $86.1M | 14% |
| Other | $75.0M | 12% |
| FFS-administrative services | $31.4M | 5% |
| Care management fees (PMPM) | $17.9M | 3% |
| Other revenue | $2.3M | 0% |
