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Astrana Health, Inc.（ASTH）とScience Applications International Corp（SAIC）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
Science Applications International Corpの直近四半期売上が大きい（$1.9B vs $950.5M、Astrana Health, Inc.の約2.0倍）。Science Applications International Corpの純利益率が高く（4.2% vs 0.7%、差は3.5%）。Astrana Health, Inc.の前年同期比売上増加率が高い（42.9% vs 2.6%）。Science Applications International Corpの直近四半期フリーキャッシュフローが多い（$120.0M vs $-6.0M）。過去8四半期でAstrana Health, Inc.の売上複合成長率が高い（53.3% vs 2.3%）
アストラナヘルス社は米国に本拠を置く価値基準型医療サービスプロバイダーで、主に米国全土の連邦医療保険対象高齢者層にサービスを提供している。訪問型プライマリケア、慢性疾患管理、ケアコーディネーションを通じ、患者の健康状態改善と不要な医療費削減を目指している。
科学応用国際公社（SAIC）は米国バージニア州レストンに本社を置くテクノロジー企業で、政府機関向けの業務支援サービスや情報技術サポートを提供しており、公共部門向けテクノロジーサービス分野で高い実績を持っています。
ASTH vs SAIC — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $950.5M | $1.9B |
| 純利益 | $6.6M | $78.0M |
| 粗利率 | — | 12.2% |
| 営業利益率 | 1.9% | 6.9% |
| 純利益率 | 0.7% | 4.2% |
| 売上前年比 | 42.9% | 2.6% |
| 純利益前年比 | 184.4% | -3.7% |
| EPS（希薄化後） | $0.12 | $1.69 |
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 | $950.5M | $1.9B | ||
| Q3 25 | $956.0M | — | ||
| Q2 25 | $654.8M | $1.9B | ||
| Q1 25 | $620.4M | — | ||
| Q4 24 | $665.2M | $2.0B | ||
| Q3 24 | $478.7M | $1.8B | ||
| Q2 24 | $486.3M | $1.8B | ||
| Q1 24 | $404.4M | $1.7B |
| Q4 25 | $6.6M | $78.0M | ||
| Q3 25 | $373.0K | — | ||
| Q2 25 | $9.4M | $68.0M | ||
| Q1 25 | $6.7M | — | ||
| Q4 24 | $-7.8M | $106.0M | ||
| Q3 24 | $16.1M | $81.0M | ||
| Q2 24 | $19.2M | $77.0M | ||
| Q1 24 | $14.8M | $39.0M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | — | 11.5% | ||
| Q1 24 | — | 11.1% |
| Q4 25 | 1.9% | 6.9% | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 3.1% | 6.4% | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.1% | 8.1% | ||
| Q3 24 | 5.9% | 7.4% | ||
| Q2 24 | 6.2% | 7.1% | ||
| Q1 24 | 7.5% | 4.5% |
| Q4 25 | 0.7% | 4.2% | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 1.4% | 3.6% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | -1.2% | 5.4% | ||
| Q3 24 | 3.4% | 4.5% | ||
| Q2 24 | 3.9% | 4.2% | ||
| Q1 24 | 3.7% | 2.2% |
| Q4 25 | $0.12 | $1.69 | ||
| Q3 25 | $0.01 | — | ||
| Q2 25 | $0.19 | $1.42 | ||
| Q1 25 | $0.14 | — | ||
| Q4 24 | $-0.14 | $2.13 | ||
| Q3 24 | $0.33 | $1.58 | ||
| Q2 24 | $0.40 | $1.48 | ||
| Q1 24 | $0.31 | $0.77 |
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 | $429.5M | $45.0M |
| 総負債低いほど良い | — | $2.5B |
| 株主資本純資産 | $779.3M | $1.5B |
| 総資産 | $2.2B | $5.4B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.64× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $429.5M | $45.0M | ||
| Q3 25 | $463.4M | — | ||
| Q2 25 | $342.1M | $47.0M | ||
| Q1 25 | $260.9M | — | ||
| Q4 24 | $290.8M | $46.0M | ||
| Q3 24 | $350.3M | $48.0M | ||
| Q2 24 | $327.7M | $49.0M | ||
| Q1 24 | $337.3M | $94.0M |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
| Q4 25 | $779.3M | $1.5B | ||
| Q3 25 | $775.5M | — | ||
| Q2 25 | $765.5M | $1.5B | ||
| Q1 25 | $745.4M | — | ||
| Q4 24 | $712.7M | $1.6B | ||
| Q3 24 | $704.6M | $1.6B | ||
| Q2 24 | $678.9M | $1.8B | ||
| Q1 24 | $653.5M | $1.8B |
| Q4 25 | $2.2B | $5.4B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $1.4B | $5.2B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.4B | $5.3B | ||
| Q3 24 | $1.3B | $5.3B | ||
| Q2 24 | $1.3B | $5.3B | ||
| Q1 24 | $1.2B | $5.3B |
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | — | 1.18× | ||
| Q1 24 | — | 1.18× |
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 | $-2.9M | $129.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $-6.0M | $120.0M |
| FCFマージンFCF / 売上 | -0.6% | 6.4% |
| 設備投資強度設備投資 / 売上 | 0.3% | 0.5% |
| キャッシュ転換率営業CF / 純利益 | -0.44× | 1.65× |
| 直近12ヶ月FCF直近4四半期 | $104.5M | $478.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-2.9M | $129.0M | ||
| Q3 25 | $10.0M | — | ||
| Q2 25 | $90.9M | $100.0M | ||
| Q1 25 | $16.6M | — | ||
| Q4 24 | $-10.9M | $143.0M | ||
| Q3 24 | $34.0M | $138.0M | ||
| Q2 24 | $23.2M | $98.0M | ||
| Q1 24 | $6.0M | $63.0M |
| Q4 25 | $-6.0M | $120.0M | ||
| Q3 25 | $7.4M | — | ||
| Q2 25 | $89.5M | $92.0M | ||
| Q1 25 | $13.6M | — | ||
| Q4 24 | $-13.5M | $134.0M | ||
| Q3 24 | $31.7M | $132.0M | ||
| Q2 24 | $20.4M | $92.0M | ||
| Q1 24 | $5.6M | $52.0M |
| Q4 25 | -0.6% | 6.4% | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 13.7% | 4.9% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | -2.0% | 6.8% | ||
| Q3 24 | 6.6% | 7.3% | ||
| Q2 24 | 4.2% | 5.0% | ||
| Q1 24 | 1.4% | 3.0% |
| Q4 25 | 0.3% | 0.5% | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.2% | 0.4% | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.4% | 0.5% | ||
| Q3 24 | 0.5% | 0.3% | ||
| Q2 24 | 0.6% | 0.3% | ||
| Q1 24 | 0.1% | 0.6% |
| Q4 25 | -0.44× | 1.65× | ||
| Q3 25 | 26.69× | — | ||
| Q2 25 | 9.65× | 1.47× | ||
| Q1 25 | 2.48× | — | ||
| Q4 24 | — | 1.35× | ||
| Q3 24 | 2.11× | 1.70× | ||
| Q2 24 | 1.21× | 1.27× | ||
| Q1 24 | 0.40× | 1.62× |
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
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
SAIC
| Prime Contractor | $1.3B | 71% |
| Civilian | $427.0M | 23% |
| Subcontractor | $116.0M | 6% |
| Commercial State And Local Agencies | $7.0M | 0% |
