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AFFILIATED MANAGERS GROUP, INC.（AMG）とBLUE OWL CAPITAL INC.（OWL）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
BLUE OWL CAPITAL INC.の直近四半期売上が大きい（$755.6M vs $556.6M、AFFILIATED MANAGERS GROUP, INC.の約1.4倍）。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く（62.4% vs 6.3%、差は56.1%）。BLUE OWL CAPITAL INC.の前年同期比売上増加率が高い（19.7% vs 6.2%）。BLUE OWL CAPITAL INC.の直近四半期フリーキャッシュフローが多い（$359.1M vs $254.5M）。過去8四半期でBLUE OWL CAPITAL INC.の売上複合成長率が高い（21.3% 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。
ブルーオウル・キャピタル社は米国のオルタナティブ投資向け資産運用会社で、ニューヨーク証券取引所に銘柄コード「OWL」で上場しています。本社をニューヨークに置き、ロンドン、ドバイ、香港などにも拠点を構え、グローバルに事業を展開しています。
AMG vs OWL — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $755.6M |
| 純利益 | $347.5M | $47.7M |
| 粗利率 | — | — |
| 営業利益率 | 94.4% | 22.2% |
| 純利益率 | 62.4% | 6.3% |
| 売上前年比 | 6.2% | 19.7% |
| 純利益前年比 | 114.2% | 129.8% |
| EPS（希薄化後） | $10.87 | $0.07 |
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 | $755.6M | ||
| Q3 25 | $528.0M | $728.0M | ||
| Q2 25 | $493.2M | $703.1M | ||
| Q1 25 | $496.6M | $683.5M | ||
| Q4 24 | $524.3M | $631.4M | ||
| Q3 24 | $516.4M | $600.9M | ||
| Q2 24 | $500.3M | $549.8M | ||
| Q1 24 | $499.9M | $513.3M |
| Q4 25 | $347.5M | $47.7M | ||
| Q3 25 | $212.4M | $6.3M | ||
| Q2 25 | $84.3M | $17.4M | ||
| Q1 25 | $72.4M | $7.4M | ||
| Q4 24 | $162.2M | $20.7M | ||
| Q3 24 | $123.6M | $29.8M | ||
| Q2 24 | $76.0M | $33.9M | ||
| Q1 24 | $149.8M | $25.1M |
| Q4 25 | 94.4% | 22.2% | ||
| Q3 25 | 68.7% | 7.6% | ||
| Q2 25 | 34.8% | 12.0% | ||
| Q1 25 | 25.5% | 5.9% | ||
| Q4 24 | 52.2% | 11.7% | ||
| Q3 24 | 42.0% | 18.7% | ||
| Q2 24 | 35.6% | 28.4% | ||
| Q1 24 | 50.8% | 24.7% |
| Q4 25 | 62.4% | 6.3% | ||
| Q3 25 | 40.2% | 0.9% | ||
| Q2 25 | 17.1% | 2.5% | ||
| Q1 25 | 14.6% | 1.1% | ||
| Q4 24 | 30.9% | 3.3% | ||
| Q3 24 | 23.9% | 5.0% | ||
| Q2 24 | 15.2% | 6.2% | ||
| Q1 24 | 30.0% | 4.9% |
| Q4 25 | $10.87 | $0.07 | ||
| Q3 25 | $6.87 | $0.01 | ||
| Q2 25 | $2.80 | $0.02 | ||
| Q1 25 | $2.20 | $0.00 | ||
| Q4 24 | $4.95 | $0.06 | ||
| Q3 24 | $3.78 | $0.04 | ||
| Q2 24 | $2.26 | $0.06 | ||
| Q1 24 | $4.14 | $0.04 |
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 | $194.5M |
| 総負債低いほど良い | $2.7B | $3.3B |
| 株主資本純資産 | $3.2B | $2.2B |
| 総資産 | $9.2B | $12.5B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | 1.51× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $586.0M | $194.5M | ||
| Q3 25 | $476.1M | $137.3M | ||
| Q2 25 | $361.0M | $117.6M | ||
| Q1 25 | $816.5M | $97.6M | ||
| Q4 24 | $950.0M | $152.1M | ||
| Q3 24 | $1.0B | $115.9M | ||
| Q2 24 | $865.5M | $436.8M | ||
| Q1 24 | $793.4M | $155.8M |
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.4B | $3.2B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.6B | $3.2B | ||
| Q4 24 | $2.6B | $2.6B | ||
| Q3 24 | $2.6B | $2.5B | ||
| Q2 24 | $2.5B | $2.5B | ||
| Q1 24 | $2.5B | $2.1B |
| Q4 25 | $3.2B | $2.2B | ||
| Q3 25 | $3.3B | $2.3B | ||
| Q2 25 | $3.2B | $2.4B | ||
| Q1 25 | $3.2B | $2.3B | ||
| Q4 24 | $3.3B | $2.1B | ||
| Q3 24 | $3.3B | $2.0B | ||
| Q2 24 | $3.3B | $1.7B | ||
| Q1 24 | $3.6B | $1.6B |
| Q4 25 | $9.2B | $12.5B | ||
| Q3 25 | $8.9B | $12.5B | ||
| Q2 25 | $8.8B | $12.3B | ||
| Q1 25 | $8.7B | $12.3B | ||
| Q4 24 | $8.8B | $11.0B | ||
| Q3 24 | $8.9B | $10.8B | ||
| Q2 24 | $8.8B | $9.7B | ||
| Q1 24 | $9.0B | $9.0B |
| Q4 25 | 0.83× | 1.51× | ||
| Q3 25 | 0.71× | 1.41× | ||
| Q2 25 | 0.81× | 1.38× | ||
| Q1 25 | 0.82× | 1.37× | ||
| Q4 24 | 0.78× | 1.22× | ||
| Q3 24 | 0.79× | 1.27× | ||
| Q2 24 | 0.76× | 1.41× | ||
| Q1 24 | 0.70× | 1.26× |
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 | $382.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $359.1M |
| FCFマージンFCF / 売上 | 45.7% | 47.5% |
| 設備投資強度設備投資 / 売上 | 0.3% | 3.1% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 8.03× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $1.2B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $382.9M | ||
| Q3 25 | $277.1M | $433.1M | ||
| Q2 25 | $230.8M | $422.5M | ||
| Q1 25 | $208.9M | $17.6M | ||
| Q4 24 | $212.5M | $324.0M | ||
| Q3 24 | $265.2M | $326.0M | ||
| Q2 24 | $245.2M | $302.3M | ||
| Q1 24 | $209.2M | $47.2M |
| Q4 25 | $254.5M | $359.1M | ||
| Q3 25 | $275.9M | $422.5M | ||
| Q2 25 | $229.4M | $412.5M | ||
| Q1 25 | $207.3M | $4.2M | ||
| Q4 24 | $211.4M | $310.1M | ||
| Q3 24 | $264.5M | $314.8M | ||
| Q2 24 | $244.6M | $269.4M | ||
| Q1 24 | $208.2M | $41.1M |
| Q4 25 | 45.7% | 47.5% | ||
| Q3 25 | 52.3% | 58.0% | ||
| Q2 25 | 46.5% | 58.7% | ||
| Q1 25 | 41.7% | 0.6% | ||
| Q4 24 | 40.3% | 49.1% | ||
| Q3 24 | 51.2% | 52.4% | ||
| Q2 24 | 48.9% | 49.0% | ||
| Q1 24 | 41.6% | 8.0% |
| Q4 25 | 0.3% | 3.1% | ||
| Q3 25 | 0.2% | 1.5% | ||
| Q2 25 | 0.3% | 1.4% | ||
| Q1 25 | 0.3% | 2.0% | ||
| Q4 24 | 0.2% | 2.2% | ||
| Q3 24 | 0.1% | 1.9% | ||
| Q2 24 | 0.1% | 6.0% | ||
| Q1 24 | 0.2% | 1.2% |
| Q4 25 | 0.74× | 8.03× | ||
| Q3 25 | 1.30× | 68.64× | ||
| Q2 25 | 2.74× | 24.25× | ||
| Q1 25 | 2.89× | 2.37× | ||
| Q4 24 | 1.31× | 15.62× | ||
| Q3 24 | 2.15× | 10.94× | ||
| Q2 24 | 3.23× | 8.91× | ||
| Q1 24 | 1.40× | 1.88× |
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
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
