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AFFILIATED MANAGERS GROUP, INC.(AMG)とF5, Inc.(FFIV)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
F5, Inc.の直近四半期売上が大きい($811.7M vs $556.6M、AFFILIATED MANAGERS GROUP, INC.の約1.5倍)。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く(62.4% vs 18.2%、差は44.2%)。F5, Inc.の前年同期比売上増加率が高い(11.0% vs 6.2%)。過去8四半期でF5, Inc.の売上複合成長率が高い(8.0% vs 5.5%)
Affiliated Managers Group(略称AMG)は1993年に創業した米国の金融サービス会社で、本社はフロリダ州ウェストパームビーチに所在している。同社株はニューヨーク証券取引所に上場し、ティッカーコードはAMGで、S&P400米国中堅企業指数の構成銘柄の一つでもある。
F5, Inc.は米国のテクノロジー企業で、アプリケーションセキュリティ、マルチクラウド管理、オンライン詐欺対策、アプリケーションデリバリーネットワーク(ADN)を専門とし、アプリの可用性・パフォーマンス向上、ネットワークセキュリティ、アクセス認可管理などのソリューションも提供しています。
AMG vs FFIV — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $556.6M | $811.7M |
| 純利益 | $347.5M | $148.0M |
| 粗利率 | — | 81.4% |
| 営業利益率 | 94.4% | 22.1% |
| 純利益率 | 62.4% | 18.2% |
| 売上前年比 | 6.2% | 11.0% |
| 純利益前年比 | 114.2% | 1.5% |
| EPS(希薄化後) | $10.87 | $2.58 |
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 | — | $811.7M | ||
| Q4 25 | $556.6M | $822.5M | ||
| Q3 25 | $528.0M | $810.1M | ||
| Q2 25 | $493.2M | $780.4M | ||
| Q1 25 | $496.6M | $731.1M | ||
| Q4 24 | $524.3M | $766.5M | ||
| Q3 24 | $516.4M | $746.7M | ||
| Q2 24 | $500.3M | $695.5M |
| Q1 26 | — | $148.0M | ||
| Q4 25 | $347.5M | $180.1M | ||
| Q3 25 | $212.4M | $190.5M | ||
| Q2 25 | $84.3M | $189.9M | ||
| Q1 25 | $72.4M | $145.5M | ||
| Q4 24 | $162.2M | $166.4M | ||
| Q3 24 | $123.6M | $165.3M | ||
| Q2 24 | $76.0M | $144.1M |
| Q1 26 | — | 81.4% | ||
| Q4 25 | — | 81.5% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 81.0% | ||
| Q1 25 | — | 80.7% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.8% | ||
| Q2 24 | — | 80.4% |
| Q1 26 | — | 22.1% | ||
| Q4 25 | 94.4% | 26.0% | ||
| Q3 25 | 68.7% | 25.4% | ||
| Q2 25 | 34.8% | 25.2% | ||
| Q1 25 | 25.5% | 21.7% | ||
| Q4 24 | 52.2% | 26.8% | ||
| Q3 24 | 42.0% | 25.6% | ||
| Q2 24 | 35.6% | 23.4% |
| Q1 26 | — | 18.2% | ||
| Q4 25 | 62.4% | 21.9% | ||
| Q3 25 | 40.2% | 23.5% | ||
| Q2 25 | 17.1% | 24.3% | ||
| Q1 25 | 14.6% | 19.9% | ||
| Q4 24 | 30.9% | 21.7% | ||
| Q3 24 | 23.9% | 22.1% | ||
| Q2 24 | 15.2% | 20.7% |
| Q1 26 | — | $2.58 | ||
| Q4 25 | $10.87 | $3.10 | ||
| Q3 25 | $6.87 | $3.25 | ||
| Q2 25 | $2.80 | $3.25 | ||
| Q1 25 | $2.20 | $2.48 | ||
| Q4 24 | $4.95 | $2.82 | ||
| Q3 24 | $3.78 | $2.79 | ||
| Q2 24 | $2.26 | $2.44 |
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 | $586.0M | $1.4B |
| 総負債低いほど良い | $2.7B | — |
| 株主資本純資産 | $3.2B | $3.6B |
| 総資産 | $9.2B | $6.5B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $1.4B | ||
| Q4 25 | $586.0M | $1.2B | ||
| Q3 25 | $476.1M | $1.3B | ||
| Q2 25 | $361.0M | $1.4B | ||
| Q1 25 | $816.5M | $1.3B | ||
| Q4 24 | $950.0M | $1.2B | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $865.5M | $935.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $3.2B | $3.5B | ||
| Q3 25 | $3.3B | $3.6B | ||
| Q2 25 | $3.2B | $3.5B | ||
| Q1 25 | $3.2B | $3.3B | ||
| Q4 24 | $3.3B | $3.2B | ||
| Q3 24 | $3.3B | $3.1B | ||
| Q2 24 | $3.3B | $3.0B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $9.2B | $6.3B | ||
| Q3 25 | $8.9B | $6.3B | ||
| Q2 25 | $8.8B | $6.1B | ||
| Q1 25 | $8.7B | $5.9B | ||
| Q4 24 | $8.8B | $5.9B | ||
| Q3 24 | $8.9B | $5.6B | ||
| Q2 24 | $8.8B | $5.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — |
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 | $256.4M | $525.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | — |
| FCFマージンFCF / 売上 | 45.7% | — |
| 設備投資強度設備投資 / 売上 | 0.3% | — |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 3.55× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $525.1M | ||
| Q4 25 | $256.4M | $159.2M | ||
| Q3 25 | $277.1M | $208.1M | ||
| Q2 25 | $230.8M | $282.2M | ||
| Q1 25 | $208.9M | $256.6M | ||
| Q4 24 | $212.5M | $202.8M | ||
| Q3 24 | $265.2M | $246.5M | ||
| Q2 24 | $245.2M | $159.0M |
| Q1 26 | — | — | ||
| Q4 25 | $254.5M | $149.5M | ||
| Q3 25 | $275.9M | $191.9M | ||
| Q2 25 | $229.4M | $273.7M | ||
| Q1 25 | $207.3M | $246.1M | ||
| Q4 24 | $211.4M | $194.7M | ||
| Q3 24 | $264.5M | $240.4M | ||
| Q2 24 | $244.6M | $153.1M |
| Q1 26 | — | — | ||
| Q4 25 | 45.7% | 18.2% | ||
| Q3 25 | 52.3% | 23.7% | ||
| Q2 25 | 46.5% | 35.1% | ||
| Q1 25 | 41.7% | 33.7% | ||
| Q4 24 | 40.3% | 25.4% | ||
| Q3 24 | 51.2% | 32.2% | ||
| Q2 24 | 48.9% | 22.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.2% | ||
| Q3 25 | 0.2% | 2.0% | ||
| Q2 25 | 0.3% | 1.1% | ||
| Q1 25 | 0.3% | 1.4% | ||
| Q4 24 | 0.2% | 1.1% | ||
| Q3 24 | 0.1% | 0.8% | ||
| Q2 24 | 0.1% | 0.8% |
| Q1 26 | — | 3.55× | ||
| Q4 25 | 0.74× | 0.88× | ||
| Q3 25 | 1.30× | 1.09× | ||
| Q2 25 | 2.74× | 1.49× | ||
| Q1 25 | 2.89× | 1.76× | ||
| Q4 24 | 1.31× | 1.22× | ||
| Q3 24 | 2.15× | 1.49× | ||
| Q2 24 | 3.23× | 1.10× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図