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AvalonBay Communities（AVB）とOMEGA HEALTHCARE INVESTORS INC（OHI）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
OMEGA HEALTHCARE INVESTORS INCの直近四半期売上が大きい（$319.2M vs $1.8M、AvalonBay Communitiesの約173.9倍）。AvalonBay Communitiesの純利益率が高く（9040.6% vs 51.6%、差は8988.9%）。OMEGA HEALTHCARE INVESTORS INCの前年同期比売上増加率が高い（14.3% vs 5.5%）。AvalonBay Communitiesの直近四半期フリーキャッシュフローが多い（$322.5M vs $203.9M）。過去8四半期でOMEGA HEALTHCARE INVESTORS INCの売上複合成長率が高い（14.5% vs 1.1%）
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。
オメガ・ヘルスケア・インベスターズ社は医療分野に特化した不動産投資信託で、主に米国と英国に所在する専門介護施設、高齢者住宅、長期ケア施設などの医療関連不動産の保有・賃貸・運営を行い、医療事業者と提携して質の高い医療サービス提供を支援しています。
AVB vs OHI — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $1.8M | $319.2M |
| 純利益 | $166.0M | $164.8M |
| 粗利率 | — | — |
| 営業利益率 | — | 53.7% |
| 純利益率 | 9040.6% | 51.6% |
| 売上前年比 | 5.5% | 14.3% |
| 純利益前年比 | -41.2% | 45.4% |
| EPS（希薄化後） | $1.18 | $0.56 |
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 | $1.8M | $319.2M | ||
| Q3 25 | $1.9M | $311.6M | ||
| Q2 25 | $1.6M | $282.5M | ||
| Q1 25 | $1.7M | $276.8M | ||
| Q4 24 | $1.7M | $279.3M | ||
| Q3 24 | $1.7M | $276.0M | ||
| Q2 24 | $1.8M | $252.7M | ||
| Q1 24 | $1.8M | $243.3M |
| Q4 25 | $166.0M | $164.8M | ||
| Q3 25 | $381.3M | $179.7M | ||
| Q2 25 | $268.7M | $136.6M | ||
| Q1 25 | $236.6M | $109.0M | ||
| Q4 24 | $282.1M | $113.3M | ||
| Q3 24 | $372.5M | $111.8M | ||
| Q2 24 | $253.9M | $113.9M | ||
| Q1 24 | $173.4M | $67.4M |
| Q4 25 | — | 53.7% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 52.1% | ||
| Q1 25 | — | 41.4% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 40.3% | ||
| Q2 24 | — | 47.1% | ||
| Q1 24 | — | 29.5% |
| Q4 25 | 9040.6% | 51.6% | ||
| Q3 25 | 20390.7% | 57.7% | ||
| Q2 25 | 16854.8% | 48.4% | ||
| Q1 25 | 13581.9% | 39.4% | ||
| Q4 24 | 16212.2% | 40.6% | ||
| Q3 24 | 21708.6% | 40.5% | ||
| Q2 24 | 13876.2% | 45.1% | ||
| Q1 24 | 9662.9% | 27.7% |
| Q4 25 | $1.18 | $0.56 | ||
| Q3 25 | $2.68 | $0.59 | ||
| Q2 25 | $1.88 | $0.46 | ||
| Q1 25 | $1.66 | $0.33 | ||
| Q4 24 | $1.99 | $0.41 | ||
| Q3 24 | $2.61 | $0.42 | ||
| Q2 24 | $1.78 | $0.45 | ||
| Q1 24 | $1.22 | $0.27 |
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 | $27.0M |
| 総負債低いほど良い | $9.3B | $4.3B |
| 株主資本純資産 | $11.6B | $5.2B |
| 総資産 | $22.2B | $10.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.80× | 0.82× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $187.2M | $27.0M | ||
| Q3 25 | $123.3M | $737.2M | ||
| Q2 25 | $102.8M | $734.2M | ||
| Q1 25 | $53.3M | $368.0M | ||
| Q4 24 | $108.6M | $518.3M | ||
| Q3 24 | $552.4M | $342.4M | ||
| Q2 24 | $545.8M | $35.2M | ||
| Q1 24 | $287.9M | $361.8M |
| Q4 25 | $9.3B | $4.3B | ||
| Q3 25 | $8.7B | $5.0B | ||
| Q2 25 | $8.7B | $5.0B | ||
| Q1 25 | $8.3B | $4.4B | ||
| Q4 24 | $8.1B | $4.8B | ||
| Q3 24 | $8.4B | $4.9B | ||
| Q2 24 | $8.4B | $4.7B | ||
| Q1 24 | $8.0B | $5.0B |
| Q4 25 | $11.6B | $5.2B | ||
| Q3 25 | $11.9B | $5.0B | ||
| Q2 25 | $11.9B | $5.0B | ||
| Q1 25 | $11.9B | $4.7B | ||
| Q4 24 | $11.9B | $4.5B | ||
| Q3 24 | $11.9B | $4.2B | ||
| Q2 24 | $11.7B | $3.7B | ||
| Q1 24 | $11.7B | $3.5B |
| Q4 25 | $22.2B | $10.0B | ||
| Q3 25 | $21.9B | $10.6B | ||
| Q2 25 | $21.8B | $10.5B | ||
| Q1 25 | $21.2B | $9.7B | ||
| Q4 24 | $21.0B | $9.9B | ||
| Q3 24 | $21.3B | $9.6B | ||
| Q2 24 | $21.0B | $8.8B | ||
| Q1 24 | $20.6B | $9.0B |
| Q4 25 | 0.80× | 0.82× | ||
| Q3 25 | 0.73× | 0.99× | ||
| Q2 25 | 0.72× | 1.00× | ||
| Q1 25 | 0.70× | 0.94× | ||
| Q4 24 | 0.68× | 1.07× | ||
| Q3 24 | 0.70× | 1.15× | ||
| Q2 24 | 0.71× | 1.26× | ||
| Q1 24 | 0.68× | 1.43× |
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 | $400.4M | $230.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $322.5M | $203.9M |
| FCFマージンFCF / 売上 | 17563.8% | 63.9% |
| 設備投資強度設備投資 / 売上 | 4246.2% | 8.4% |
| キャッシュ転換率営業CF / 純利益 | 2.41× | 1.40× |
| 直近12ヶ月FCF直近4四半期 | $1.4B | $797.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $400.4M | $230.6M | ||
| Q3 25 | $477.0M | $226.7M | ||
| Q2 25 | $377.8M | $239.3M | ||
| Q1 25 | $415.9M | $182.0M | ||
| Q4 24 | $328.8M | $229.0M | ||
| Q3 24 | $486.2M | $184.9M | ||
| Q2 24 | $380.0M | $184.1M | ||
| Q1 24 | $412.9M | $151.5M |
| Q4 25 | $322.5M | $203.9M | ||
| Q3 25 | $402.2M | $205.5M | ||
| Q2 25 | $317.1M | $226.5M | ||
| Q1 25 | $367.5M | $161.8M | ||
| Q4 24 | $271.9M | $213.5M | ||
| Q3 24 | $434.2M | $176.6M | ||
| Q2 24 | $333.0M | $177.0M | ||
| Q1 24 | $375.4M | $144.5M |
| Q4 25 | 17563.8% | 63.9% | ||
| Q3 25 | 21507.4% | 65.9% | ||
| Q2 25 | 19896.0% | 80.2% | ||
| Q1 25 | 21098.3% | 58.4% | ||
| Q4 24 | 15626.2% | 76.4% | ||
| Q3 24 | 25305.2% | 64.0% | ||
| Q2 24 | 18195.7% | 70.0% | ||
| Q1 24 | 20914.5% | 59.4% |
| Q4 25 | 4246.2% | 8.4% | ||
| Q3 25 | 3998.4% | 6.8% | ||
| Q2 25 | 3806.1% | 4.5% | ||
| Q1 25 | 2776.7% | 7.3% | ||
| Q4 24 | 3271.1% | 5.5% | ||
| Q3 24 | 3026.3% | 3.0% | ||
| Q2 24 | 2568.9% | 2.8% | ||
| Q1 24 | 2088.6% | 2.9% |
| Q4 25 | 2.41× | 1.40× | ||
| Q3 25 | 1.25× | 1.26× | ||
| Q2 25 | 1.41× | 1.75× | ||
| Q1 25 | 1.76× | 1.67× | ||
| Q4 24 | 1.17× | 2.02× | ||
| Q3 24 | 1.31× | 1.65× | ||
| Q2 24 | 1.50× | 1.62× | ||
| Q1 24 | 2.38× | 2.25× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
