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Aveanna Healthcare Holdings, Inc.（AVAH）とエムエスシーアイ（MSCI）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
エムエスシーアイの直近四半期売上が大きい（$822.5M vs $621.9M、Aveanna Healthcare Holdings, Inc.の約1.3倍）。エムエスシーアイの純利益率が高く（34.6% vs 2.3%、差は32.3%）。Aveanna Healthcare Holdings, Inc.の前年同期比売上増加率が高い（22.2% vs 10.6%）。過去8四半期でAveanna Healthcare Holdings, Inc.の売上複合成長率が高い（14.0% vs 10.0%）
Aveanna Healthcare Holdings, Inc.は米国の代表的な在宅・地域密着型医療サービス事業者で、小児在宅看護、成人向け介護、ホスピス、輸液療法などを提供しています。全米に広がる地域ケアセンター網を通じ、公的・民間保険加入者を中心にサービスを提供しています。
エムエスシーアイ（MSCI Inc.）はニューヨークに本社を置く米国の金融企業で、株式・固定収入・不動産指数、マルチアセットポートフォリオ分析ツール、ESG及び気候金融商品をグローバルに提供し、MSCI世界指数、MSCI新興国指数、MSCI ACWI指数などを運用しています。
AVAH vs MSCI — 直接比較
損益計算書 — Q3 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $621.9M | $822.5M |
| 純利益 | $14.1M | $284.7M |
| 粗利率 | 32.6% | — |
| 営業利益率 | 8.6% | 56.4% |
| 純利益率 | 2.3% | 34.6% |
| 売上前年比 | 22.2% | 10.6% |
| 純利益前年比 | 132.8% | -6.8% |
| EPS（希薄化後） | $0.06 | $3.81 |
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 | — | $822.5M | ||
| Q3 25 | $621.9M | $793.4M | ||
| Q2 25 | $589.6M | $772.7M | ||
| Q1 25 | $559.2M | $745.8M | ||
| Q4 24 | $519.9M | $743.5M | ||
| Q3 24 | $509.0M | $724.7M | ||
| Q2 24 | $505.0M | $707.9M | ||
| Q1 24 | $490.7M | $680.0M |
| Q4 25 | — | $284.7M | ||
| Q3 25 | $14.1M | $325.4M | ||
| Q2 25 | $27.0M | $303.6M | ||
| Q1 25 | $5.2M | $288.6M | ||
| Q4 24 | $29.2M | $305.5M | ||
| Q3 24 | $-42.8M | $280.9M | ||
| Q2 24 | $13.9M | $266.8M | ||
| Q1 24 | $-11.2M | $256.0M |
| Q4 25 | — | — | ||
| Q3 25 | 32.6% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 32.8% | — | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 31.4% | — | ||
| Q2 24 | 31.3% | — | ||
| Q1 24 | 29.7% | — |
| Q4 25 | — | 56.4% | ||
| Q3 25 | 8.6% | 56.4% | ||
| Q2 25 | 13.6% | 55.0% | ||
| Q1 25 | 9.3% | 50.6% | ||
| Q4 24 | 8.8% | 54.5% | ||
| Q3 24 | 6.7% | 55.4% | ||
| Q2 24 | 7.4% | 54.0% | ||
| Q1 24 | 4.7% | 49.9% |
| Q4 25 | — | 34.6% | ||
| Q3 25 | 2.3% | 41.0% | ||
| Q2 25 | 4.6% | 39.3% | ||
| Q1 25 | 0.9% | 38.7% | ||
| Q4 24 | 5.6% | 41.1% | ||
| Q3 24 | -8.4% | 38.8% | ||
| Q2 24 | 2.8% | 37.7% | ||
| Q1 24 | -2.3% | 37.6% |
| Q4 25 | — | $3.81 | ||
| Q3 25 | $0.06 | $4.25 | ||
| Q2 25 | $0.13 | $3.92 | ||
| Q1 25 | $0.03 | $3.71 | ||
| Q4 24 | $0.15 | $3.89 | ||
| Q3 24 | $-0.22 | $3.57 | ||
| Q2 24 | $0.07 | $3.37 | ||
| Q1 24 | $-0.06 | $3.22 |
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 | $145.9M | $515.3M |
| 総負債低いほど良い | $1.3B | $6.2B |
| 株主資本純資産 | $9.2M | $-2.7B |
| 総資産 | $1.8B | $5.7B |
| 負債/資本比率低いほどレバレッジが低い | 141.83× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $515.3M | ||
| Q3 25 | $145.9M | $400.1M | ||
| Q2 25 | $100.7M | $347.3M | ||
| Q1 25 | $71.5M | $360.7M | ||
| Q4 24 | $84.3M | $409.4M | ||
| Q3 24 | $78.5M | $501.0M | ||
| Q2 24 | $47.7M | $451.4M | ||
| Q1 24 | $42.6M | $519.3M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | $1.3B | $5.5B | ||
| Q2 25 | $1.3B | $4.5B | ||
| Q1 25 | $1.3B | $4.5B | ||
| Q4 24 | $1.3B | $4.5B | ||
| Q3 24 | $1.3B | $4.5B | ||
| Q2 24 | $1.3B | $4.5B | ||
| Q1 24 | $1.3B | $4.5B |
| Q4 25 | — | $-2.7B | ||
| Q3 25 | $9.2M | $-1.9B | ||
| Q2 25 | $-12.0M | $-886.2M | ||
| Q1 25 | $-100.1M | $-958.6M | ||
| Q4 24 | $-123.6M | $-940.0M | ||
| Q3 24 | $-156.4M | $-751.0M | ||
| Q2 24 | $-119.0M | $-734.5M | ||
| Q1 24 | $-136.3M | $-650.5M |
| Q4 25 | — | $5.7B | ||
| Q3 25 | $1.8B | $5.4B | ||
| Q2 25 | $1.8B | $5.4B | ||
| Q1 25 | $1.7B | $5.3B | ||
| Q4 24 | $1.7B | $5.4B | ||
| Q3 24 | $1.6B | $5.4B | ||
| Q2 24 | $1.7B | $5.5B | ||
| Q1 24 | $1.6B | $5.5B |
| Q4 25 | — | — | ||
| Q3 25 | 141.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.2M | $501.1M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $488.7M |
| FCFマージンFCF / 売上 | — | 59.4% |
| 設備投資強度設備投資 / 売上 | — | 1.5% |
| キャッシュ転換率営業CF / 純利益 | 2.36× | 1.76× |
| 直近12ヶ月FCF直近4四半期 | — | $1.5B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $501.1M | ||
| Q3 25 | $33.2M | $449.4M | ||
| Q2 25 | $51.6M | $336.1M | ||
| Q1 25 | $-8.6M | $301.7M | ||
| Q4 24 | $13.4M | $430.6M | ||
| Q3 24 | $29.4M | $421.6M | ||
| Q2 24 | $1.8M | $349.2M | ||
| Q1 24 | $-12.0M | $300.1M |
| Q4 25 | — | $488.7M | ||
| Q3 25 | — | $445.5M | ||
| Q2 25 | — | $324.7M | ||
| Q1 25 | — | $290.2M | ||
| Q4 24 | — | $416.4M | ||
| Q3 24 | — | $415.0M | ||
| Q2 24 | — | $340.6M | ||
| Q1 24 | — | $295.9M |
| Q4 25 | — | 59.4% | ||
| Q3 25 | — | 56.2% | ||
| Q2 25 | — | 42.0% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 56.0% | ||
| Q3 24 | — | 57.3% | ||
| Q2 24 | — | 48.1% | ||
| Q1 24 | — | 43.5% |
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | — | 1.76× | ||
| Q3 25 | 2.36× | 1.38× | ||
| Q2 25 | 1.91× | 1.11× | ||
| Q1 25 | -1.66× | 1.05× | ||
| Q4 24 | 0.46× | 1.41× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | 0.13× | 1.31× | ||
| Q1 24 | — | 1.17× |
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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
