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AFFILIATED MANAGERS GROUP, INC.（AMG）とInstalled Building Products, Inc.（IBP）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
Installed Building Products, Inc.の直近四半期売上が大きい（$747.5M vs $556.6M、AFFILIATED MANAGERS GROUP, INC.の約1.3倍）。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く（62.4% vs 10.2%、差は52.2%）。AFFILIATED MANAGERS GROUP, INC.の前年同期比売上増加率が高い（6.2% vs -0.4%）。AFFILIATED MANAGERS GROUP, INC.の直近四半期フリーキャッシュフローが多い（$254.5M vs $49.3M）。過去8四半期でAFFILIATED MANAGERS GROUP, INC.の売上複合成長率が高い（5.5% vs 3.9%）
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。
Installed Building Products, Inc.は米国の大手建築製品取付サービス企業で、断熱材、雨どい、ガレージドア、防火システム、窓装飾品などの取付サービスを提供し、住宅新築、改修、商業建築の各分野で米国の広範な地域に事業を展開しています。
AMG vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $747.5M |
| 純利益 | $347.5M | $76.6M |
| 粗利率 | — | 35.0% |
| 営業利益率 | 94.4% | 14.6% |
| 純利益率 | 62.4% | 10.2% |
| 売上前年比 | 6.2% | -0.4% |
| 純利益前年比 | 114.2% | 14.5% |
| EPS（希薄化後） | $10.87 | $2.81 |
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 | $556.6M | $747.5M | ||
| Q3 25 | $528.0M | $778.2M | ||
| Q2 25 | $493.2M | $760.3M | ||
| Q1 25 | $496.6M | $684.8M | ||
| Q4 24 | $524.3M | $750.2M | ||
| Q3 24 | $516.4M | $760.6M | ||
| Q2 24 | $500.3M | $737.6M | ||
| Q1 24 | $499.9M | $692.9M |
| Q4 25 | $347.5M | $76.6M | ||
| Q3 25 | $212.4M | $74.4M | ||
| Q2 25 | $84.3M | $69.0M | ||
| Q1 25 | $72.4M | $45.4M | ||
| Q4 24 | $162.2M | $66.9M | ||
| Q3 24 | $123.6M | $68.6M | ||
| Q2 24 | $76.0M | $65.2M | ||
| Q1 24 | $149.8M | $55.9M |
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 34.1% | ||
| Q1 24 | — | 33.8% |
| Q4 25 | 94.4% | 14.6% | ||
| Q3 25 | 68.7% | 13.7% | ||
| Q2 25 | 34.8% | 13.3% | ||
| Q1 25 | 25.5% | 10.2% | ||
| Q4 24 | 52.2% | 13.1% | ||
| Q3 24 | 42.0% | 13.3% | ||
| Q2 24 | 35.6% | 12.9% | ||
| Q1 24 | 50.8% | 12.7% |
| Q4 25 | 62.4% | 10.2% | ||
| Q3 25 | 40.2% | 9.6% | ||
| Q2 25 | 17.1% | 9.1% | ||
| Q1 25 | 14.6% | 6.6% | ||
| Q4 24 | 30.9% | 8.9% | ||
| Q3 24 | 23.9% | 9.0% | ||
| Q2 24 | 15.2% | 8.8% | ||
| Q1 24 | 30.0% | 8.1% |
| Q4 25 | $10.87 | $2.81 | ||
| Q3 25 | $6.87 | $2.74 | ||
| Q2 25 | $2.80 | $2.52 | ||
| Q1 25 | $2.20 | $1.64 | ||
| Q4 24 | $4.95 | $2.39 | ||
| Q3 24 | $3.78 | $2.44 | ||
| Q2 24 | $2.26 | $2.30 | ||
| Q1 24 | $4.14 | $1.97 |
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 | $321.9M |
| 総負債低いほど良い | $2.7B | $886.6M |
| 株主資本純資産 | $3.2B | $709.9M |
| 総資産 | $9.2B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $586.0M | $321.9M | ||
| Q3 25 | $476.1M | $333.3M | ||
| Q2 25 | $361.0M | $305.2M | ||
| Q1 25 | $816.5M | $298.7M | ||
| Q4 24 | $950.0M | $327.6M | ||
| Q3 24 | $1.0B | $406.2M | ||
| Q2 24 | $865.5M | $380.3M | ||
| Q1 24 | $793.4M | $399.9M |
| Q4 25 | $2.7B | $886.6M | ||
| Q3 25 | $2.4B | $880.8M | ||
| Q2 25 | $2.6B | $876.1M | ||
| Q1 25 | $2.6B | $872.4M | ||
| Q4 24 | $2.6B | $874.8M | ||
| Q3 24 | $2.6B | $872.3M | ||
| Q2 24 | $2.5B | $875.8M | ||
| Q1 24 | $2.5B | $875.0M |
| Q4 25 | $3.2B | $709.9M | ||
| Q3 25 | $3.3B | $678.6M | ||
| Q2 25 | $3.2B | $664.5M | ||
| Q1 25 | $3.2B | $660.9M | ||
| Q4 24 | $3.3B | $705.3M | ||
| Q3 24 | $3.3B | $716.4M | ||
| Q2 24 | $3.3B | $685.3M | ||
| Q1 24 | $3.6B | $679.2M |
| Q4 25 | $9.2B | $2.1B | ||
| Q3 25 | $8.9B | $2.1B | ||
| Q2 25 | $8.8B | $2.0B | ||
| Q1 25 | $8.7B | $2.0B | ||
| Q4 24 | $8.8B | $2.1B | ||
| Q3 24 | $8.9B | $2.1B | ||
| Q2 24 | $8.8B | $2.0B | ||
| Q1 24 | $9.0B | $2.0B |
| Q4 25 | 0.83× | 1.25× | ||
| Q3 25 | 0.71× | 1.30× | ||
| Q2 25 | 0.81× | 1.32× | ||
| Q1 25 | 0.82× | 1.32× | ||
| Q4 24 | 0.78× | 1.24× | ||
| Q3 24 | 0.79× | 1.22× | ||
| Q2 24 | 0.76× | 1.28× | ||
| Q1 24 | 0.70× | 1.29× |
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 | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $49.3M |
| FCFマージンFCF / 売上 | 45.7% | 6.6% |
| 設備投資強度設備投資 / 売上 | 0.3% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $64.9M | ||
| Q3 25 | $277.1M | $124.0M | ||
| Q2 25 | $230.8M | $90.4M | ||
| Q1 25 | $208.9M | $92.1M | ||
| Q4 24 | $212.5M | $74.8M | ||
| Q3 24 | $265.2M | $101.4M | ||
| Q2 24 | $245.2M | $79.0M | ||
| Q1 24 | $209.2M | $84.8M |
| Q4 25 | $254.5M | $49.3M | ||
| Q3 25 | $275.9M | $104.8M | ||
| Q2 25 | $229.4M | $74.8M | ||
| Q1 25 | $207.3M | $71.9M | ||
| Q4 24 | $211.4M | $52.9M | ||
| Q3 24 | $264.5M | $77.3M | ||
| Q2 24 | $244.6M | $58.2M | ||
| Q1 24 | $208.2M | $63.0M |
| Q4 25 | 45.7% | 6.6% | ||
| Q3 25 | 52.3% | 13.5% | ||
| Q2 25 | 46.5% | 9.8% | ||
| Q1 25 | 41.7% | 10.5% | ||
| Q4 24 | 40.3% | 7.1% | ||
| Q3 24 | 51.2% | 10.2% | ||
| Q2 24 | 48.9% | 7.9% | ||
| Q1 24 | 41.6% | 9.1% |
| Q4 25 | 0.3% | 2.1% | ||
| Q3 25 | 0.2% | 2.5% | ||
| Q2 25 | 0.3% | 2.1% | ||
| Q1 25 | 0.3% | 2.9% | ||
| Q4 24 | 0.2% | 2.9% | ||
| Q3 24 | 0.1% | 3.2% | ||
| Q2 24 | 0.1% | 2.8% | ||
| Q1 24 | 0.2% | 3.1% |
| Q4 25 | 0.74× | 0.85× | ||
| Q3 25 | 1.30× | 1.67× | ||
| Q2 25 | 2.74× | 1.31× | ||
| Q1 25 | 2.89× | 2.03× | ||
| Q4 24 | 1.31× | 1.12× | ||
| Q3 24 | 2.15× | 1.48× | ||
| Q2 24 | 3.23× | 1.21× | ||
| Q1 24 | 1.40× | 1.52× |
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
AMG
セグメントデータなし
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
