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AFFILIATED MANAGERS GROUP, INC.（AMG）とMonolithic Power Systems（MPWR）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
Monolithic Power Systemsの直近四半期売上が大きい（$751.2M 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 22.9%、差は39.6%）。Monolithic Power Systemsの前年同期比売上増加率が高い（20.8% vs 6.2%）。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 $63.9M）。過去8四半期でMonolithic Power Systemsの売上複合成長率が高い（28.1% 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。
モノリシックパワーシステムズ（略称MPS）は米国の上場企業で、本社をワシントン州カークランドに置き、高性能電源管理向け半導体の開発・製造・販売を主力事業としています。現在世界15カ所以上に拠点を設け、世界各地の顧客にサービスを提供しています。
AMG vs MPWR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $751.2M |
| 純利益 | $347.5M | $171.7M |
| 粗利率 | — | 55.2% |
| 営業利益率 | 94.4% | 26.6% |
| 純利益率 | 62.4% | 22.9% |
| 売上前年比 | 6.2% | 20.8% |
| 純利益前年比 | 114.2% | -86.3% |
| EPS（希薄化後） | $10.87 | $3.50 |
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 | $751.2M | ||
| Q3 25 | $528.0M | $737.2M | ||
| Q2 25 | $493.2M | $664.6M | ||
| Q1 25 | $496.6M | $637.6M | ||
| Q4 24 | $524.3M | $621.7M | ||
| Q3 24 | $516.4M | $620.1M | ||
| Q2 24 | $500.3M | $507.4M | ||
| Q1 24 | $499.9M | $457.9M |
| Q4 25 | $347.5M | $171.7M | ||
| Q3 25 | $212.4M | $179.8M | ||
| Q2 25 | $84.3M | $135.0M | ||
| Q1 25 | $72.4M | $135.1M | ||
| Q4 24 | $162.2M | $1.3B | ||
| Q3 24 | $123.6M | $144.4M | ||
| Q2 24 | $76.0M | $100.4M | ||
| Q1 24 | $149.8M | $92.5M |
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 55.1% | ||
| Q2 25 | — | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.3% | ||
| Q1 24 | — | 55.1% |
| Q4 25 | 94.4% | 26.6% | ||
| Q3 25 | 68.7% | 26.5% | ||
| Q2 25 | 34.8% | 24.8% | ||
| Q1 25 | 25.5% | 26.5% | ||
| Q4 24 | 52.2% | 26.3% | ||
| Q3 24 | 42.0% | 26.5% | ||
| Q2 24 | 35.6% | 23.0% | ||
| Q1 24 | 50.8% | 20.9% |
| Q4 25 | 62.4% | 22.9% | ||
| Q3 25 | 40.2% | 24.4% | ||
| Q2 25 | 17.1% | 20.3% | ||
| Q1 25 | 14.6% | 21.2% | ||
| Q4 24 | 30.9% | 201.8% | ||
| Q3 24 | 23.9% | 23.3% | ||
| Q2 24 | 15.2% | 19.8% | ||
| Q1 24 | 30.0% | 20.2% |
| Q4 25 | $10.87 | $3.50 | ||
| Q3 25 | $6.87 | $3.74 | ||
| Q2 25 | $2.80 | $2.81 | ||
| Q1 25 | $2.20 | $2.81 | ||
| Q4 24 | $4.95 | $25.71 | ||
| Q3 24 | $3.78 | $2.95 | ||
| Q2 24 | $2.26 | $2.05 | ||
| Q1 24 | $4.14 | $1.89 |
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 | $1.3B |
| 総負債低いほど良い | $2.7B | — |
| 株主資本純資産 | $3.2B | $3.5B |
| 総資産 | $9.2B | $4.2B |
| 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 | $1.3B | ||
| Q3 25 | $476.1M | $1.3B | ||
| Q2 25 | $361.0M | $1.1B | ||
| Q1 25 | $816.5M | $1.0B | ||
| Q4 24 | $950.0M | $862.9M | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $865.5M | $1.3B | ||
| Q1 24 | $793.4M | $1.3B |
| 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 | $3.5B | ||
| Q3 25 | $3.3B | $3.4B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.2B | $3.1B | ||
| Q4 24 | $3.3B | $3.0B | ||
| Q3 24 | $3.3B | $2.4B | ||
| Q2 24 | $3.3B | $2.2B | ||
| Q1 24 | $3.6B | $2.1B |
| Q4 25 | $9.2B | $4.2B | ||
| Q3 25 | $8.9B | $4.1B | ||
| Q2 25 | $8.8B | $3.9B | ||
| Q1 25 | $8.7B | $3.7B | ||
| Q4 24 | $8.8B | $3.5B | ||
| Q3 24 | $8.9B | $2.9B | ||
| Q2 24 | $8.8B | $2.6B | ||
| Q1 24 | $9.0B | $2.6B |
| 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 | $104.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $63.9M |
| FCFマージンFCF / 売上 | 45.7% | 8.5% |
| 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× | 0.61× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $666.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $104.9M | ||
| Q3 25 | $277.1M | $239.3M | ||
| Q2 25 | $230.8M | $237.6M | ||
| Q1 25 | $208.9M | $256.4M | ||
| Q4 24 | $212.5M | $167.7M | ||
| Q3 24 | $265.2M | $231.7M | ||
| Q2 24 | $245.2M | $141.0M | ||
| Q1 24 | $209.2M | $248.1M |
| Q4 25 | $254.5M | $63.9M | ||
| Q3 25 | $275.9M | $196.8M | ||
| Q2 25 | $229.4M | $189.5M | ||
| Q1 25 | $207.3M | $216.0M | ||
| Q4 24 | $211.4M | $102.9M | ||
| Q3 24 | $264.5M | $197.9M | ||
| Q2 24 | $244.6M | $109.5M | ||
| Q1 24 | $208.2M | $232.1M |
| Q4 25 | 45.7% | 8.5% | ||
| Q3 25 | 52.3% | 26.7% | ||
| Q2 25 | 46.5% | 28.5% | ||
| Q1 25 | 41.7% | 33.9% | ||
| Q4 24 | 40.3% | 16.5% | ||
| Q3 24 | 51.2% | 31.9% | ||
| Q2 24 | 48.9% | 21.6% | ||
| Q1 24 | 41.6% | 50.7% |
| Q4 25 | 0.3% | 5.5% | ||
| Q3 25 | 0.2% | 5.8% | ||
| Q2 25 | 0.3% | 7.2% | ||
| Q1 25 | 0.3% | 6.3% | ||
| Q4 24 | 0.2% | 10.4% | ||
| Q3 24 | 0.1% | 5.5% | ||
| Q2 24 | 0.1% | 6.2% | ||
| Q1 24 | 0.2% | 3.5% |
| Q4 25 | 0.74× | 0.61× | ||
| Q3 25 | 1.30× | 1.33× | ||
| Q2 25 | 2.74× | 1.76× | ||
| Q1 25 | 2.89× | 1.90× | ||
| Q4 24 | 1.31× | 0.13× | ||
| Q3 24 | 2.15× | 1.60× | ||
| Q2 24 | 3.23× | 1.40× | ||
| Q1 24 | 1.40× | 2.68× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
