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AFFILIATED MANAGERS GROUP, INC.（AMG）とWillScot Holdings Corp（WSC）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
WillScot Holdings Corpの直近四半期売上が大きい（$566.0M vs $556.6M、AFFILIATED MANAGERS GROUP, INC.の約1.0倍）。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く（62.4% vs -33.1%、差は95.5%）。AFFILIATED MANAGERS GROUP, INC.の前年同期比売上増加率が高い（6.2% vs -6.1%）。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 $149.7M）。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 -1.8%）
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。
WillScotホールディングス・コーポレーションは北米で有数のモジュール式スペースおよびポータブルストレージサービスプロバイダーで、建設、商業開発、教育、医療、政府プロジェクト、イベントなど多岐にわたる分野の顧客に、柔軟で拡張性の高い仮設・半永久的スペースソリューションを提供しています。
AMG vs WSC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $566.0M |
| 純利益 | $347.5M | $-187.3M |
| 粗利率 | — | 50.4% |
| 営業利益率 | 94.4% | -32.5% |
| 純利益率 | 62.4% | -33.1% |
| 売上前年比 | 6.2% | -6.1% |
| 純利益前年比 | 114.2% | -310.0% |
| EPS（希薄化後） | $10.87 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $528.0M | $566.8M | ||
| Q2 25 | $493.2M | $589.1M | ||
| Q1 25 | $496.6M | $559.6M | ||
| Q4 24 | $524.3M | $602.5M | ||
| Q3 24 | $516.4M | $601.4M | ||
| Q2 24 | $500.3M | $604.6M | ||
| Q1 24 | $499.9M | $587.2M |
| Q4 25 | $347.5M | $-187.3M | ||
| Q3 25 | $212.4M | $43.3M | ||
| Q2 25 | $84.3M | $47.9M | ||
| Q1 25 | $72.4M | $43.1M | ||
| Q4 24 | $162.2M | $89.2M | ||
| Q3 24 | $123.6M | $-70.5M | ||
| Q2 24 | $76.0M | $-46.9M | ||
| Q1 24 | $149.8M | $56.2M |
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% | ||
| Q1 24 | — | 54.0% |
| Q4 25 | 94.4% | -32.5% | ||
| Q3 25 | 68.7% | 21.0% | ||
| Q2 25 | 34.8% | 21.5% | ||
| Q1 25 | 25.5% | 21.3% | ||
| Q4 24 | 52.2% | 28.9% | ||
| Q3 24 | 42.0% | -5.9% | ||
| Q2 24 | 35.6% | -0.9% | ||
| Q1 24 | 50.8% | 22.1% |
| Q4 25 | 62.4% | -33.1% | ||
| Q3 25 | 40.2% | 7.6% | ||
| Q2 25 | 17.1% | 8.1% | ||
| Q1 25 | 14.6% | 7.7% | ||
| Q4 24 | 30.9% | 14.8% | ||
| Q3 24 | 23.9% | -11.7% | ||
| Q2 24 | 15.2% | -7.7% | ||
| Q1 24 | 30.0% | 9.6% |
| Q4 25 | $10.87 | $-1.02 | ||
| Q3 25 | $6.87 | $0.24 | ||
| Q2 25 | $2.80 | $0.26 | ||
| Q1 25 | $2.20 | $0.23 | ||
| Q4 24 | $4.95 | $0.48 | ||
| Q3 24 | $3.78 | $-0.37 | ||
| Q2 24 | $2.26 | $-0.25 | ||
| Q1 24 | $4.14 | $0.29 |
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 | $14.6M |
| 総負債低いほど良い | $2.7B | $3.6B |
| 株主資本純資産 | $3.2B | $856.3M |
| 総資産 | $9.2B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $586.0M | $14.6M | ||
| Q3 25 | $476.1M | $14.8M | ||
| Q2 25 | $361.0M | $12.8M | ||
| Q1 25 | $816.5M | $10.7M | ||
| Q4 24 | $950.0M | $9.0M | ||
| Q3 24 | $1.0B | $11.0M | ||
| Q2 24 | $865.5M | $5.9M | ||
| Q1 24 | $793.4M | $13.1M |
| Q4 25 | $2.7B | $3.6B | ||
| Q3 25 | $2.4B | $3.6B | ||
| Q2 25 | $2.6B | $3.7B | ||
| Q1 25 | $2.6B | $3.6B | ||
| Q4 24 | $2.6B | $3.7B | ||
| Q3 24 | $2.6B | $3.6B | ||
| Q2 24 | $2.5B | $3.5B | ||
| Q1 24 | $2.5B | $3.5B |
| Q4 25 | $3.2B | $856.3M | ||
| Q3 25 | $3.3B | $1.1B | ||
| Q2 25 | $3.2B | $1.0B | ||
| Q1 25 | $3.2B | $1.0B | ||
| Q4 24 | $3.3B | $1.0B | ||
| Q3 24 | $3.3B | $1.1B | ||
| Q2 24 | $3.3B | $1.2B | ||
| Q1 24 | $3.6B | $1.3B |
| Q4 25 | $9.2B | $5.8B | ||
| Q3 25 | $8.9B | $6.1B | ||
| Q2 25 | $8.8B | $6.1B | ||
| Q1 25 | $8.7B | $6.0B | ||
| Q4 24 | $8.8B | $6.0B | ||
| Q3 24 | $8.9B | $6.0B | ||
| Q2 24 | $8.8B | $6.0B | ||
| Q1 24 | $9.0B | $6.2B |
| Q4 25 | 0.83× | 4.15× | ||
| Q3 25 | 0.71× | 3.39× | ||
| Q2 25 | 0.81× | 3.55× | ||
| Q1 25 | 0.82× | 3.56× | ||
| Q4 24 | 0.78× | 3.62× | ||
| Q3 24 | 0.79× | 3.42× | ||
| Q2 24 | 0.76× | 2.88× | ||
| Q1 24 | 0.70× | 2.63× |
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 | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $149.7M |
| FCFマージンFCF / 売上 | 45.7% | 26.5% |
| 設備投資強度設備投資 / 売上 | 0.3% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | — |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $158.9M | ||
| Q3 25 | $277.1M | $191.2M | ||
| Q2 25 | $230.8M | $205.3M | ||
| Q1 25 | $208.9M | $206.6M | ||
| Q4 24 | $212.5M | $178.9M | ||
| Q3 24 | $265.2M | $-1.6M | ||
| Q2 24 | $245.2M | $175.6M | ||
| Q1 24 | $209.2M | $208.7M |
| Q4 25 | $254.5M | $149.7M | ||
| Q3 25 | $275.9M | $186.9M | ||
| Q2 25 | $229.4M | $199.0M | ||
| Q1 25 | $207.3M | $202.0M | ||
| Q4 24 | $211.4M | $176.6M | ||
| Q3 24 | $264.5M | $-4.9M | ||
| Q2 24 | $244.6M | $169.4M | ||
| Q1 24 | $208.2M | $202.1M |
| Q4 25 | 45.7% | 26.5% | ||
| Q3 25 | 52.3% | 33.0% | ||
| Q2 25 | 46.5% | 33.8% | ||
| Q1 25 | 41.7% | 36.1% | ||
| Q4 24 | 40.3% | 29.3% | ||
| Q3 24 | 51.2% | -0.8% | ||
| Q2 24 | 48.9% | 28.0% | ||
| Q1 24 | 41.6% | 34.4% |
| Q4 25 | 0.3% | 1.6% | ||
| Q3 25 | 0.2% | 0.7% | ||
| Q2 25 | 0.3% | 1.1% | ||
| Q1 25 | 0.3% | 0.8% | ||
| Q4 24 | 0.2% | 0.4% | ||
| Q3 24 | 0.1% | 0.6% | ||
| Q2 24 | 0.1% | 1.0% | ||
| Q1 24 | 0.2% | 1.1% |
| Q4 25 | 0.74× | — | ||
| Q3 25 | 1.30× | 4.41× | ||
| Q2 25 | 2.74× | 4.28× | ||
| Q1 25 | 2.89× | 4.80× | ||
| Q4 24 | 1.31× | 2.01× | ||
| Q3 24 | 2.15× | — | ||
| Q2 24 | 3.23× | — | ||
| Q1 24 | 1.40× | 3.71× |
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
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
