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AFFILIATED MANAGERS GROUP, INC.（AMG）とUbiquiti Inc.（UI）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
Ubiquiti Inc.の直近四半期売上が大きい（$814.9M 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 28.7%、差は33.8%）。Ubiquiti Inc.の前年同期比売上増加率が高い（35.8% vs 6.2%）。Ubiquiti Inc.の直近四半期フリーキャッシュフローが多い（$260.3M vs $254.5M）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% 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。
Ubiquiti Inc.は2003年に米国カリフォルニア州サンノゼで設立されたテクノロジー企業で、現在はニューヨークに本社を置いています。複数のブランドを展開し、企業および一般家庭向けの有線・無線データ通信機器の製造・販売を事業の柱としています。
AMG vs UI — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $814.9M |
| 純利益 | $347.5M | $233.6M |
| 粗利率 | — | 45.9% |
| 営業利益率 | 94.4% | 35.9% |
| 純利益率 | 62.4% | 28.7% |
| 売上前年比 | 6.2% | 35.8% |
| 純利益前年比 | 114.2% | 70.8% |
| EPS（希薄化後） | $10.87 | $3.86 |
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 | $814.9M | ||
| Q3 25 | $528.0M | $733.8M | ||
| Q2 25 | $493.2M | $759.2M | ||
| Q1 25 | $496.6M | $664.2M | ||
| Q4 24 | $524.3M | $599.9M | ||
| Q3 24 | $516.4M | $550.3M | ||
| Q2 24 | $500.3M | $507.5M | ||
| Q1 24 | $499.9M | $493.0M |
| Q4 25 | $347.5M | $233.6M | ||
| Q3 25 | $212.4M | $207.9M | ||
| Q2 25 | $84.3M | $266.7M | ||
| Q1 25 | $72.4M | $180.4M | ||
| Q4 24 | $162.2M | $136.8M | ||
| Q3 24 | $123.6M | $128.0M | ||
| Q2 24 | $76.0M | $103.8M | ||
| Q1 24 | $149.8M | $76.3M |
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% | ||
| Q1 24 | — | 35.3% |
| Q4 25 | 94.4% | 35.9% | ||
| Q3 25 | 68.7% | 35.7% | ||
| Q2 25 | 34.8% | 34.4% | ||
| Q1 25 | 25.5% | 34.2% | ||
| Q4 24 | 52.2% | 29.8% | ||
| Q3 24 | 42.0% | 30.7% | ||
| Q2 24 | 35.6% | 27.3% | ||
| Q1 24 | 50.8% | 22.6% |
| Q4 25 | 62.4% | 28.7% | ||
| Q3 25 | 40.2% | 28.3% | ||
| Q2 25 | 17.1% | 35.1% | ||
| Q1 25 | 14.6% | 27.2% | ||
| Q4 24 | 30.9% | 22.8% | ||
| Q3 24 | 23.9% | 23.3% | ||
| Q2 24 | 15.2% | 20.5% | ||
| Q1 24 | 30.0% | 15.5% |
| Q4 25 | $10.87 | $3.86 | ||
| Q3 25 | $6.87 | $3.43 | ||
| Q2 25 | $2.80 | $4.40 | ||
| Q1 25 | $2.20 | $2.98 | ||
| Q4 24 | $4.95 | $2.26 | ||
| Q3 24 | $3.78 | $2.12 | ||
| Q2 24 | $2.26 | $1.72 | ||
| Q1 24 | $4.14 | $1.26 |
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 | $302.8M |
| 総負債低いほど良い | $2.7B | $47.5M |
| 株主資本純資産 | $3.2B | $1.0B |
| 総資産 | $9.2B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | 0.05× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $586.0M | $302.8M | ||
| Q3 25 | $476.1M | $177.2M | ||
| Q2 25 | $361.0M | $149.7M | ||
| Q1 25 | $816.5M | $151.0M | ||
| Q4 24 | $950.0M | $133.1M | ||
| Q3 24 | $1.0B | $165.2M | ||
| Q2 24 | $865.5M | $126.3M | ||
| Q1 24 | $793.4M | $102.5M |
| Q4 25 | $2.7B | $47.5M | ||
| Q3 25 | $2.4B | $133.8M | ||
| Q2 25 | $2.6B | $250.0M | ||
| Q1 25 | $2.6B | $340.0M | ||
| Q4 24 | $2.6B | $406.3M | ||
| Q3 24 | $2.6B | $552.5M | ||
| Q2 24 | $2.5B | $708.1M | ||
| Q1 24 | $2.5B | $877.5M |
| Q4 25 | $3.2B | $1.0B | ||
| Q3 25 | $3.3B | $828.4M | ||
| Q2 25 | $3.2B | $668.3M | ||
| Q1 25 | $3.2B | $436.1M | ||
| Q4 24 | $3.3B | $290.4M | ||
| Q3 24 | $3.3B | $188.1M | ||
| Q2 24 | $3.3B | $95.1M | ||
| Q1 24 | $3.6B | $25.9M |
| Q4 25 | $9.2B | $1.6B | ||
| Q3 25 | $8.9B | $1.5B | ||
| Q2 25 | $8.8B | $1.5B | ||
| Q1 25 | $8.7B | $1.3B | ||
| Q4 24 | $8.8B | $1.2B | ||
| Q3 24 | $8.9B | $1.2B | ||
| Q2 24 | $8.8B | $1.2B | ||
| Q1 24 | $9.0B | $1.2B |
| Q4 25 | 0.83× | 0.05× | ||
| Q3 25 | 0.71× | 0.16× | ||
| Q2 25 | 0.81× | 0.37× | ||
| Q1 25 | 0.82× | 0.78× | ||
| Q4 24 | 0.78× | 1.40× | ||
| Q3 24 | 0.79× | 2.94× | ||
| Q2 24 | 0.76× | 7.45× | ||
| Q1 24 | 0.70× | 33.92× |
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 | $263.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $260.3M |
| FCFマージンFCF / 売上 | 45.7% | 31.9% |
| 設備投資強度設備投資 / 売上 | 0.3% | 0.4% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 1.13× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $699.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $263.9M | ||
| Q3 25 | $277.1M | $198.5M | ||
| Q2 25 | $230.8M | $130.4M | ||
| Q1 25 | $208.9M | $123.6M | ||
| Q4 24 | $212.5M | $152.4M | ||
| Q3 24 | $265.2M | $233.7M | ||
| Q2 24 | $245.2M | $231.4M | ||
| Q1 24 | $209.2M | $163.9M |
| Q4 25 | $254.5M | $260.3M | ||
| Q3 25 | $275.9M | $193.3M | ||
| Q2 25 | $229.4M | $125.2M | ||
| Q1 25 | $207.3M | $120.7M | ||
| Q4 24 | $211.4M | $150.4M | ||
| Q3 24 | $264.5M | $231.1M | ||
| Q2 24 | $244.6M | $229.5M | ||
| Q1 24 | $208.2M | $160.6M |
| Q4 25 | 45.7% | 31.9% | ||
| Q3 25 | 52.3% | 26.3% | ||
| Q2 25 | 46.5% | 16.5% | ||
| Q1 25 | 41.7% | 18.2% | ||
| Q4 24 | 40.3% | 25.1% | ||
| Q3 24 | 51.2% | 42.0% | ||
| Q2 24 | 48.9% | 45.2% | ||
| Q1 24 | 41.6% | 32.6% |
| Q4 25 | 0.3% | 0.4% | ||
| Q3 25 | 0.2% | 0.7% | ||
| Q2 25 | 0.3% | 0.7% | ||
| Q1 25 | 0.3% | 0.4% | ||
| Q4 24 | 0.2% | 0.3% | ||
| Q3 24 | 0.1% | 0.5% | ||
| Q2 24 | 0.1% | 0.4% | ||
| Q1 24 | 0.2% | 0.7% |
| Q4 25 | 0.74× | 1.13× | ||
| Q3 25 | 1.30× | 0.95× | ||
| Q2 25 | 2.74× | 0.49× | ||
| Q1 25 | 2.89× | 0.68× | ||
| Q4 24 | 1.31× | 1.11× | ||
| Q3 24 | 2.15× | 1.83× | ||
| Q2 24 | 3.23× | 2.23× | ||
| Q1 24 | 1.40× | 2.15× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
