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AFFILIATED MANAGERS GROUP, INC.(AMG)とJ&J SNACK FOODS CORP(JJSF)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
AFFILIATED MANAGERS GROUP, INC.の直近四半期売上が大きい($556.6M vs $343.8M、J&J SNACK FOODS CORPの約1.6倍)。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く(62.4% vs 0.3%、差は62.2%)。AFFILIATED MANAGERS GROUP, INC.の前年同期比売上増加率が高い(6.2% vs -5.2%)。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 $17.0M)。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 -2.2%)
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。
J&Jスナックフーズ社は米国の有名なブランドスナック菓子・冷凍飲料の製造・販売・流通業者で、本社はニュージャージー州マウントローレルに所在します。米国44州、メキシコ、カナダに175を超える生産・保管・流通拠点を構え、ナスダックグローバルセレクト市場に上場し、国内外の市場に事業を展開しています。
AMG vs JJSF — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $556.6M | $343.8M |
| 純利益 | $347.5M | $883.0K |
| 粗利率 | — | 27.9% |
| 営業利益率 | 94.4% | 0.2% |
| 純利益率 | 62.4% | 0.3% |
| 売上前年比 | 6.2% | -5.2% |
| 純利益前年比 | 114.2% | -82.8% |
| EPS(希薄化後) | $10.87 | $0.05 |
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 | $343.8M | ||
| Q3 25 | $528.0M | $410.2M | ||
| Q2 25 | $493.2M | $454.3M | ||
| Q1 25 | $496.6M | $356.1M | ||
| Q4 24 | $524.3M | $362.6M | ||
| Q3 24 | $516.4M | $426.8M | ||
| Q2 24 | $500.3M | $440.0M | ||
| Q1 24 | $499.9M | $359.7M |
| Q4 25 | $347.5M | $883.0K | ||
| Q3 25 | $212.4M | $11.4M | ||
| Q2 25 | $84.3M | $44.2M | ||
| Q1 25 | $72.4M | $4.8M | ||
| Q4 24 | $162.2M | $5.1M | ||
| Q3 24 | $123.6M | $29.6M | ||
| Q2 24 | $76.0M | $36.3M | ||
| Q1 24 | $149.8M | $13.3M |
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 31.8% | ||
| Q2 24 | — | 33.6% | ||
| Q1 24 | — | 30.1% |
| Q4 25 | 94.4% | 0.2% | ||
| Q3 25 | 68.7% | 2.8% | ||
| Q2 25 | 34.8% | 13.3% | ||
| Q1 25 | 25.5% | 1.7% | ||
| Q4 24 | 52.2% | 1.7% | ||
| Q3 24 | 42.0% | 9.3% | ||
| Q2 24 | 35.6% | 11.4% | ||
| Q1 24 | 50.8% | 5.0% |
| Q4 25 | 62.4% | 0.3% | ||
| Q3 25 | 40.2% | 2.8% | ||
| Q2 25 | 17.1% | 9.7% | ||
| Q1 25 | 14.6% | 1.4% | ||
| Q4 24 | 30.9% | 1.4% | ||
| Q3 24 | 23.9% | 6.9% | ||
| Q2 24 | 15.2% | 8.3% | ||
| Q1 24 | 30.0% | 3.7% |
| Q4 25 | $10.87 | $0.05 | ||
| Q3 25 | $6.87 | $0.59 | ||
| Q2 25 | $2.80 | $2.26 | ||
| Q1 25 | $2.20 | $0.25 | ||
| Q4 24 | $4.95 | $0.26 | ||
| Q3 24 | $3.78 | $1.52 | ||
| Q2 24 | $2.26 | $1.87 | ||
| Q1 24 | $4.14 | $0.69 |
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 | $66.8M |
| 総負債低いほど良い | $2.7B | — |
| 株主資本純資産 | $3.2B | $912.9M |
| 総資産 | $9.2B | $1.3B |
| 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
| Q4 25 | $586.0M | $66.8M | ||
| Q3 25 | $476.1M | $105.9M | ||
| Q2 25 | $361.0M | $77.4M | ||
| Q1 25 | $816.5M | $48.5M | ||
| Q4 24 | $950.0M | $73.6M | ||
| Q3 24 | $1.0B | $73.4M | ||
| Q2 24 | $865.5M | $64.0M | ||
| Q1 24 | $793.4M | $43.6M |
| 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 24 | $2.5B | — |
| Q4 25 | $3.2B | $912.9M | ||
| Q3 25 | $3.3B | $966.7M | ||
| Q2 25 | $3.2B | $969.9M | ||
| Q1 25 | $3.2B | $935.0M | ||
| Q4 24 | $3.3B | $946.8M | ||
| Q3 24 | $3.3B | $957.0M | ||
| Q2 24 | $3.3B | $937.9M | ||
| Q1 24 | $3.6B | $915.7M |
| Q4 25 | $9.2B | $1.3B | ||
| Q3 25 | $8.9B | $1.4B | ||
| Q2 25 | $8.8B | $1.4B | ||
| Q1 25 | $8.7B | $1.4B | ||
| Q4 24 | $8.8B | $1.3B | ||
| Q3 24 | $8.9B | $1.4B | ||
| Q2 24 | $8.8B | $1.4B | ||
| Q1 24 | $9.0B | $1.3B |
| 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× | — | ||
| Q1 24 | 0.70× | — |
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 | $36.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $17.0M |
| FCFマージンFCF / 売上 | 45.7% | 4.9% |
| 設備投資強度設備投資 / 売上 | 0.3% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 40.73× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $83.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $36.0M | ||
| Q3 25 | $277.1M | $66.4M | ||
| Q2 25 | $230.8M | $51.2M | ||
| Q1 25 | $208.9M | $12.3M | ||
| Q4 24 | $212.5M | $35.2M | ||
| Q3 24 | $265.2M | $46.3M | ||
| Q2 24 | $245.2M | $65.0M | ||
| Q1 24 | $209.2M | $12.7M |
| Q4 25 | $254.5M | $17.0M | ||
| Q3 25 | $275.9M | $44.8M | ||
| Q2 25 | $229.4M | $28.5M | ||
| Q1 25 | $207.3M | $-7.2M | ||
| Q4 24 | $211.4M | $16.1M | ||
| Q3 24 | $264.5M | $29.1M | ||
| Q2 24 | $244.6M | $45.3M | ||
| Q1 24 | $208.2M | $-4.0M |
| Q4 25 | 45.7% | 4.9% | ||
| Q3 25 | 52.3% | 10.9% | ||
| Q2 25 | 46.5% | 6.3% | ||
| Q1 25 | 41.7% | -2.0% | ||
| Q4 24 | 40.3% | 4.4% | ||
| Q3 24 | 51.2% | 6.8% | ||
| Q2 24 | 48.9% | 10.3% | ||
| Q1 24 | 41.6% | -1.1% |
| Q4 25 | 0.3% | 5.5% | ||
| Q3 25 | 0.2% | 5.3% | ||
| Q2 25 | 0.3% | 5.0% | ||
| Q1 25 | 0.3% | 5.5% | ||
| Q4 24 | 0.2% | 5.3% | ||
| Q3 24 | 0.1% | 4.0% | ||
| Q2 24 | 0.1% | 4.5% | ||
| Q1 24 | 0.2% | 4.6% |
| Q4 25 | 0.74× | 40.73× | ||
| Q3 25 | 1.30× | 5.84× | ||
| Q2 25 | 2.74× | 1.16× | ||
| Q1 25 | 2.89× | 2.55× | ||
| Q4 24 | 1.31× | 6.84× | ||
| Q3 24 | 2.15× | 1.56× | ||
| Q2 24 | 3.23× | 1.79× | ||
| Q1 24 | 1.40× | 0.96× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |