vs
AvalonBay Communities(AVB)とMonolithic Power Systems(MPWR)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
AvalonBay Communitiesの直近四半期売上が大きい($767.9M vs $751.2M、Monolithic Power Systemsの約1.0倍)。AvalonBay Communitiesの純利益率が高く(9040.6% vs 22.9%、差は9017.7%)。Monolithic Power Systemsの前年同期比売上増加率が高い(20.8% vs 3.7%)。AvalonBay Communitiesの直近四半期フリーキャッシュフローが多い($1.4B vs $63.9M)。過去8四半期でMonolithic Power Systemsの売上複合成長率が高い(28.1% vs 3.8%)
アバロンベイ・コミュニティーズは上場不動産投資信託(REIT)で、アパート物件を中心に投資事業を展開している。優れた立地のアパートを多数保有・運営し、入居者に高品質な居住サービスを提供しており、北米の住宅不動産投資分野で高い知名度と専門的評価を得ている。
モノリシックパワーシステムズ(略称MPS)は米国の上場企業で、本社をワシントン州カークランドに置き、高性能電源管理向け半導体の開発・製造・販売を主力事業としています。現在世界15カ所以上に拠点を設け、世界各地の顧客にサービスを提供しています。
AVB vs MPWR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $767.9M | $751.2M |
| 純利益 | $166.0M | $171.7M |
| 粗利率 | — | 55.2% |
| 営業利益率 | 64.2% | 26.6% |
| 純利益率 | 9040.6% | 22.9% |
| 売上前年比 | 3.7% | 20.8% |
| 純利益前年比 | -41.2% | -86.3% |
| EPS(希薄化後) | $1.18 | $3.50 |
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 | $767.9M | $751.2M | ||
| Q3 25 | $766.8M | $737.2M | ||
| Q2 25 | $760.2M | $664.6M | ||
| Q1 25 | $745.9M | $637.6M | ||
| Q4 24 | $740.5M | $621.7M | ||
| Q3 24 | $734.3M | $620.1M | ||
| Q2 24 | $726.0M | $507.4M | ||
| Q1 24 | $712.9M | $457.9M |
| Q4 25 | $166.0M | $171.7M | ||
| Q3 25 | $381.3M | $179.8M | ||
| Q2 25 | $268.7M | $135.0M | ||
| Q1 25 | $236.6M | $135.1M | ||
| Q4 24 | $282.1M | $1.3B | ||
| Q3 24 | $372.5M | $144.4M | ||
| Q2 24 | $253.9M | $100.4M | ||
| Q1 24 | $173.4M | $92.5M |
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 55.1% | ||
| Q2 25 | — | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.3% | ||
| Q1 24 | — | 55.1% |
| Q4 25 | 64.2% | 26.6% | ||
| Q3 25 | 65.7% | 26.5% | ||
| Q2 25 | 67.6% | 24.8% | ||
| Q1 25 | 68.5% | 26.5% | ||
| Q4 24 | 63.1% | 26.3% | ||
| Q3 24 | 65.4% | 26.5% | ||
| Q2 24 | 66.6% | 23.0% | ||
| Q1 24 | 67.2% | 20.9% |
| Q4 25 | 9040.6% | 22.9% | ||
| Q3 25 | 49.7% | 24.4% | ||
| Q2 25 | 35.3% | 20.3% | ||
| Q1 25 | 31.7% | 21.2% | ||
| Q4 24 | 38.1% | 201.8% | ||
| Q3 24 | 50.7% | 23.3% | ||
| Q2 24 | 35.0% | 19.8% | ||
| Q1 24 | 24.3% | 20.2% |
| Q4 25 | $1.18 | $3.50 | ||
| Q3 25 | $2.68 | $3.74 | ||
| Q2 25 | $1.88 | $2.81 | ||
| Q1 25 | $1.66 | $2.81 | ||
| Q4 24 | $1.99 | $25.71 | ||
| Q3 24 | $2.61 | $2.95 | ||
| Q2 24 | $1.78 | $2.05 | ||
| Q1 24 | $1.22 | $1.89 |
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 | $187.2M | $1.3B |
| 総負債低いほど良い | $9.3B | — |
| 株主資本純資産 | $11.6B | $3.5B |
| 総資産 | $22.2B | $4.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.80× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $187.2M | $1.3B | ||
| Q3 25 | $123.3M | $1.3B | ||
| Q2 25 | $102.8M | $1.1B | ||
| Q1 25 | $53.3M | $1.0B | ||
| Q4 24 | $108.6M | $862.9M | ||
| Q3 24 | $552.4M | $1.5B | ||
| Q2 24 | $545.8M | $1.3B | ||
| Q1 24 | $287.9M | $1.3B |
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
| Q4 25 | $11.6B | $3.5B | ||
| Q3 25 | $11.9B | $3.4B | ||
| Q2 25 | $11.9B | $3.2B | ||
| Q1 25 | $11.9B | $3.1B | ||
| Q4 24 | $11.9B | $3.0B | ||
| Q3 24 | $11.9B | $2.4B | ||
| Q2 24 | $11.7B | $2.2B | ||
| Q1 24 | $11.7B | $2.1B |
| Q4 25 | $22.2B | $4.2B | ||
| Q3 25 | $21.9B | $4.1B | ||
| Q2 25 | $21.8B | $3.9B | ||
| Q1 25 | $21.2B | $3.7B | ||
| Q4 24 | $21.0B | $3.5B | ||
| Q3 24 | $21.3B | $2.9B | ||
| Q2 24 | $21.0B | $2.6B | ||
| Q1 24 | $20.6B | $2.6B |
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $1.7B | $104.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.4B | $63.9M |
| FCFマージンFCF / 売上 | 183.5% | 8.5% |
| 設備投資強度設備投資 / 売上 | 34.1% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 10.07× | 0.61× |
| 直近12ヶ月FCF直近4四半期 | $2.5B | $666.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $104.9M | ||
| Q3 25 | $477.0M | $239.3M | ||
| Q2 25 | $377.8M | $237.6M | ||
| Q1 25 | $415.9M | $256.4M | ||
| Q4 24 | $1.6B | $167.7M | ||
| Q3 24 | $486.2M | $231.7M | ||
| Q2 24 | $380.0M | $141.0M | ||
| Q1 24 | $412.9M | $248.1M |
| Q4 25 | $1.4B | $63.9M | ||
| Q3 25 | $402.2M | $196.8M | ||
| Q2 25 | $317.1M | $189.5M | ||
| Q1 25 | $367.5M | $216.0M | ||
| Q4 24 | $1.4B | $102.9M | ||
| Q3 24 | $434.2M | $197.9M | ||
| Q2 24 | $333.0M | $109.5M | ||
| Q1 24 | $375.4M | $232.1M |
| Q4 25 | 183.5% | 8.5% | ||
| Q3 25 | 52.5% | 26.7% | ||
| Q2 25 | 41.7% | 28.5% | ||
| Q1 25 | 49.3% | 33.9% | ||
| Q4 24 | 191.0% | 16.5% | ||
| Q3 24 | 59.1% | 31.9% | ||
| Q2 24 | 45.9% | 21.6% | ||
| Q1 24 | 52.7% | 50.7% |
| Q4 25 | 34.1% | 5.5% | ||
| Q3 25 | 9.8% | 5.8% | ||
| Q2 25 | 8.0% | 7.2% | ||
| Q1 25 | 6.5% | 6.3% | ||
| Q4 24 | 26.1% | 10.4% | ||
| Q3 24 | 7.1% | 5.5% | ||
| Q2 24 | 6.5% | 6.2% | ||
| Q1 24 | 5.3% | 3.5% |
| Q4 25 | 10.07× | 0.61× | ||
| Q3 25 | 1.25× | 1.33× | ||
| Q2 25 | 1.41× | 1.76× | ||
| Q1 25 | 1.76× | 1.90× | ||
| Q4 24 | 5.70× | 0.13× | ||
| Q3 24 | 1.31× | 1.60× | ||
| Q2 24 | 1.50× | 1.40× | ||
| Q1 24 | 2.38× | 2.68× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図