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AFFILIATED MANAGERS GROUP, INC.（AMG）とUNITED THERAPEUTICS Corp（UTHR）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
UNITED THERAPEUTICS Corpの直近四半期売上が大きい（$790.2M 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 46.1%、差は16.3%）。UNITED THERAPEUTICS Corpの前年同期比売上増加率が高い（7.4% 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 $173.3M）。過去8四半期でUNITED THERAPEUTICS Corpの売上複合成長率が高い（8.0% 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。
ユナイテッド・セラピューティクスは米国のバイオテクノロジー企業で、異種移植を含む臓器移植関連の医薬品や技術を開発しています。主力製品の多くは肺疾患治療や臓器製造分野向けで、メリーランド州とノースカロライナ州に2つの本社を置き、米国各地やカナダにも拠点を構えています。
AMG vs UTHR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $790.2M |
| 純利益 | $347.5M | $364.3M |
| 粗利率 | — | 86.9% |
| 営業利益率 | 94.4% | 45.1% |
| 純利益率 | 62.4% | 46.1% |
| 売上前年比 | 6.2% | 7.4% |
| 純利益前年比 | 114.2% | 20.9% |
| EPS（希薄化後） | $10.87 | $7.66 |
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 | $790.2M | ||
| Q3 25 | $528.0M | $799.5M | ||
| Q2 25 | $493.2M | $798.6M | ||
| Q1 25 | $496.6M | $794.4M | ||
| Q4 24 | $524.3M | $735.9M | ||
| Q3 24 | $516.4M | $748.9M | ||
| Q2 24 | $500.3M | $714.9M | ||
| Q1 24 | $499.9M | $677.7M |
| Q4 25 | $347.5M | $364.3M | ||
| Q3 25 | $212.4M | $338.7M | ||
| Q2 25 | $84.3M | $309.5M | ||
| Q1 25 | $72.4M | $322.2M | ||
| Q4 24 | $162.2M | $301.3M | ||
| Q3 24 | $123.6M | $309.1M | ||
| Q2 24 | $76.0M | $278.1M | ||
| Q1 24 | $149.8M | $306.6M |
| Q4 25 | — | 86.9% | ||
| Q3 25 | — | 87.4% | ||
| Q2 25 | — | 89.0% | ||
| Q1 25 | — | 88.4% | ||
| Q4 24 | — | 89.7% | ||
| Q3 24 | — | 88.9% | ||
| Q2 24 | — | 89.1% | ||
| Q1 24 | — | 89.2% |
| Q4 25 | 94.4% | 45.1% | ||
| Q3 25 | 68.7% | 48.6% | ||
| Q2 25 | 34.8% | 45.6% | ||
| Q1 25 | 25.5% | 48.2% | ||
| Q4 24 | 52.2% | 48.6% | ||
| Q3 24 | 42.0% | 45.8% | ||
| Q2 24 | 35.6% | 44.7% | ||
| Q1 24 | 50.8% | 52.6% |
| Q4 25 | 62.4% | 46.1% | ||
| Q3 25 | 40.2% | 42.4% | ||
| Q2 25 | 17.1% | 38.8% | ||
| Q1 25 | 14.6% | 40.6% | ||
| Q4 24 | 30.9% | 40.9% | ||
| Q3 24 | 23.9% | 41.3% | ||
| Q2 24 | 15.2% | 38.9% | ||
| Q1 24 | 30.0% | 45.2% |
| Q4 25 | $10.87 | $7.66 | ||
| Q3 25 | $6.87 | $7.16 | ||
| Q2 25 | $2.80 | $6.41 | ||
| Q1 25 | $2.20 | $6.63 | ||
| Q4 24 | $4.95 | $6.23 | ||
| Q3 24 | $3.78 | $6.39 | ||
| Q2 24 | $2.26 | $5.85 | ||
| Q1 24 | $4.14 | $6.17 |
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 | $2.9B |
| 総負債低いほど良い | $2.7B | — |
| 株主資本純資産 | $3.2B | $7.1B |
| 総資産 | $9.2B | $7.9B |
| 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 | $2.9B | ||
| Q3 25 | $476.1M | $2.8B | ||
| Q2 25 | $361.0M | $3.0B | ||
| Q1 25 | $816.5M | $3.3B | ||
| Q4 24 | $950.0M | $3.3B | ||
| Q3 24 | $1.0B | $3.3B | ||
| Q2 24 | $865.5M | $3.0B | ||
| Q1 24 | $793.4M | $2.7B |
| 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 | $7.1B | ||
| Q3 25 | $3.3B | $6.6B | ||
| Q2 25 | $3.2B | $7.2B | ||
| Q1 25 | $3.2B | $6.8B | ||
| Q4 24 | $3.3B | $6.4B | ||
| Q3 24 | $3.3B | $6.1B | ||
| Q2 24 | $3.3B | $5.7B | ||
| Q1 24 | $3.6B | $5.3B |
| Q4 25 | $9.2B | $7.9B | ||
| Q3 25 | $8.9B | $7.4B | ||
| Q2 25 | $8.8B | $7.9B | ||
| Q1 25 | $8.7B | $7.7B | ||
| Q4 24 | $8.8B | $7.4B | ||
| Q3 24 | $8.9B | $7.1B | ||
| Q2 24 | $8.8B | $6.7B | ||
| Q1 24 | $9.0B | $6.5B |
| 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 | $346.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $173.3M |
| FCFマージンFCF / 売上 | 45.7% | 21.9% |
| 設備投資強度設備投資 / 売上 | 0.3% | 21.9% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 0.95× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $346.2M | ||
| Q3 25 | $277.1M | $562.1M | ||
| Q2 25 | $230.8M | $191.7M | ||
| Q1 25 | $208.9M | $461.2M | ||
| Q4 24 | $212.5M | $341.2M | ||
| Q3 24 | $265.2M | $377.2M | ||
| Q2 24 | $245.2M | $232.2M | ||
| Q1 24 | $209.2M | $376.5M |
| Q4 25 | $254.5M | $173.3M | ||
| Q3 25 | $275.9M | $351.6M | ||
| Q2 25 | $229.4M | $129.5M | ||
| Q1 25 | $207.3M | $386.3M | ||
| Q4 24 | $211.4M | $254.5M | ||
| Q3 24 | $264.5M | $300.7M | ||
| Q2 24 | $244.6M | $187.1M | ||
| Q1 24 | $208.2M | $338.3M |
| Q4 25 | 45.7% | 21.9% | ||
| Q3 25 | 52.3% | 44.0% | ||
| Q2 25 | 46.5% | 16.2% | ||
| Q1 25 | 41.7% | 48.6% | ||
| Q4 24 | 40.3% | 34.6% | ||
| Q3 24 | 51.2% | 40.2% | ||
| Q2 24 | 48.9% | 26.2% | ||
| Q1 24 | 41.6% | 49.9% |
| Q4 25 | 0.3% | 21.9% | ||
| Q3 25 | 0.2% | 26.3% | ||
| Q2 25 | 0.3% | 7.8% | ||
| Q1 25 | 0.3% | 9.4% | ||
| Q4 24 | 0.2% | 11.8% | ||
| Q3 24 | 0.1% | 10.2% | ||
| Q2 24 | 0.1% | 6.3% | ||
| Q1 24 | 0.2% | 5.6% |
| Q4 25 | 0.74× | 0.95× | ||
| Q3 25 | 1.30× | 1.66× | ||
| Q2 25 | 2.74× | 0.62× | ||
| Q1 25 | 2.89× | 1.43× | ||
| Q4 24 | 1.31× | 1.13× | ||
| Q3 24 | 2.15× | 1.22× | ||
| Q2 24 | 3.23× | 0.83× | ||
| Q1 24 | 1.40× | 1.23× |
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
UTHR
| Tyvaso DPI | $338.6M | 43% |
| Remodulin | $128.0M | 16% |
| Nebulized Tyvaso | $125.7M | 16% |
| Orenitram | $121.2M | 15% |
| Unituxin | $62.3M | 8% |
| Adcirca | $7.8M | 1% |
| Other | $6.6M | 1% |
