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AvalonBay Communities（AVB）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
AvalonBay Communitiesの直近四半期売上が大きい（$767.9M vs $566.0M、WillScot Holdings Corpの約1.4倍）。AvalonBay Communitiesの純利益率が高く（9040.6% vs -33.1%、差は9073.7%）。AvalonBay Communitiesの前年同期比売上増加率が高い（3.7% vs -6.1%）。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 $149.7M）。過去8四半期でAvalonBay Communitiesの売上複合成長率が高い（3.8% vs -1.8%）
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。
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。
AVB vs WSC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $767.9M | $566.0M |
| 純利益 | $166.0M | $-187.3M |
| 粗利率 | — | 50.4% |
| 営業利益率 | 64.2% | -32.5% |
| 純利益率 | 9040.6% | -33.1% |
| 売上前年比 | 3.7% | -6.1% |
| 純利益前年比 | -41.2% | -310.0% |
| EPS（希薄化後） | $1.18 | $-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 | $767.9M | $566.0M | ||
| Q3 25 | $766.8M | $566.8M | ||
| Q2 25 | $760.2M | $589.1M | ||
| Q1 25 | $745.9M | $559.6M | ||
| Q4 24 | $740.5M | $602.5M | ||
| Q3 24 | $734.3M | $601.4M | ||
| Q2 24 | $726.0M | $604.6M | ||
| Q1 24 | $712.9M | $587.2M |
| Q4 25 | $166.0M | $-187.3M | ||
| Q3 25 | $381.3M | $43.3M | ||
| Q2 25 | $268.7M | $47.9M | ||
| Q1 25 | $236.6M | $43.1M | ||
| Q4 24 | $282.1M | $89.2M | ||
| Q3 24 | $372.5M | $-70.5M | ||
| Q2 24 | $253.9M | $-46.9M | ||
| Q1 24 | $173.4M | $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 | 64.2% | -32.5% | ||
| Q3 25 | 65.7% | 21.0% | ||
| Q2 25 | 67.6% | 21.5% | ||
| Q1 25 | 68.5% | 21.3% | ||
| Q4 24 | 63.1% | 28.9% | ||
| Q3 24 | 65.4% | -5.9% | ||
| Q2 24 | 66.6% | -0.9% | ||
| Q1 24 | 67.2% | 22.1% |
| Q4 25 | 9040.6% | -33.1% | ||
| Q3 25 | 49.7% | 7.6% | ||
| Q2 25 | 35.3% | 8.1% | ||
| Q1 25 | 31.7% | 7.7% | ||
| Q4 24 | 38.1% | 14.8% | ||
| Q3 24 | 50.7% | -11.7% | ||
| Q2 24 | 35.0% | -7.7% | ||
| Q1 24 | 24.3% | 9.6% |
| Q4 25 | $1.18 | $-1.02 | ||
| Q3 25 | $2.68 | $0.24 | ||
| Q2 25 | $1.88 | $0.26 | ||
| Q1 25 | $1.66 | $0.23 | ||
| Q4 24 | $1.99 | $0.48 | ||
| Q3 24 | $2.61 | $-0.37 | ||
| Q2 24 | $1.78 | $-0.25 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $14.6M |
| 総負債低いほど良い | $9.3B | $3.6B |
| 株主資本純資産 | $11.6B | $856.3M |
| 総資産 | $22.2B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.80× | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $187.2M | $14.6M | ||
| Q3 25 | $123.3M | $14.8M | ||
| Q2 25 | $102.8M | $12.8M | ||
| Q1 25 | $53.3M | $10.7M | ||
| Q4 24 | $108.6M | $9.0M | ||
| Q3 24 | $552.4M | $11.0M | ||
| Q2 24 | $545.8M | $5.9M | ||
| Q1 24 | $287.9M | $13.1M |
| Q4 25 | $9.3B | $3.6B | ||
| Q3 25 | $8.7B | $3.6B | ||
| Q2 25 | $8.7B | $3.7B | ||
| Q1 25 | $8.3B | $3.6B | ||
| Q4 24 | $8.1B | $3.7B | ||
| Q3 24 | $8.4B | $3.6B | ||
| Q2 24 | $8.4B | $3.5B | ||
| Q1 24 | $8.0B | $3.5B |
| Q4 25 | $11.6B | $856.3M | ||
| Q3 25 | $11.9B | $1.1B | ||
| Q2 25 | $11.9B | $1.0B | ||
| Q1 25 | $11.9B | $1.0B | ||
| Q4 24 | $11.9B | $1.0B | ||
| Q3 24 | $11.9B | $1.1B | ||
| Q2 24 | $11.7B | $1.2B | ||
| Q1 24 | $11.7B | $1.3B |
| Q4 25 | $22.2B | $5.8B | ||
| Q3 25 | $21.9B | $6.1B | ||
| Q2 25 | $21.8B | $6.1B | ||
| Q1 25 | $21.2B | $6.0B | ||
| Q4 24 | $21.0B | $6.0B | ||
| Q3 24 | $21.3B | $6.0B | ||
| Q2 24 | $21.0B | $6.0B | ||
| Q1 24 | $20.6B | $6.2B |
| Q4 25 | 0.80× | 4.15× | ||
| Q3 25 | 0.73× | 3.39× | ||
| Q2 25 | 0.72× | 3.55× | ||
| Q1 25 | 0.70× | 3.56× | ||
| Q4 24 | 0.68× | 3.62× | ||
| Q3 24 | 0.70× | 3.42× | ||
| Q2 24 | 0.71× | 2.88× | ||
| Q1 24 | 0.68× | 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 | $1.7B | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.4B | $149.7M |
| FCFマージンFCF / 売上 | 183.5% | 26.5% |
| 設備投資強度設備投資 / 売上 | 34.1% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 10.07× | — |
| 直近12ヶ月FCF直近4四半期 | $2.5B | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $158.9M | ||
| Q3 25 | $477.0M | $191.2M | ||
| Q2 25 | $377.8M | $205.3M | ||
| Q1 25 | $415.9M | $206.6M | ||
| Q4 24 | $1.6B | $178.9M | ||
| Q3 24 | $486.2M | $-1.6M | ||
| Q2 24 | $380.0M | $175.6M | ||
| Q1 24 | $412.9M | $208.7M |
| Q4 25 | $1.4B | $149.7M | ||
| Q3 25 | $402.2M | $186.9M | ||
| Q2 25 | $317.1M | $199.0M | ||
| Q1 25 | $367.5M | $202.0M | ||
| Q4 24 | $1.4B | $176.6M | ||
| Q3 24 | $434.2M | $-4.9M | ||
| Q2 24 | $333.0M | $169.4M | ||
| Q1 24 | $375.4M | $202.1M |
| Q4 25 | 183.5% | 26.5% | ||
| Q3 25 | 52.5% | 33.0% | ||
| Q2 25 | 41.7% | 33.8% | ||
| Q1 25 | 49.3% | 36.1% | ||
| Q4 24 | 191.0% | 29.3% | ||
| Q3 24 | 59.1% | -0.8% | ||
| Q2 24 | 45.9% | 28.0% | ||
| Q1 24 | 52.7% | 34.4% |
| Q4 25 | 34.1% | 1.6% | ||
| Q3 25 | 9.8% | 0.7% | ||
| Q2 25 | 8.0% | 1.1% | ||
| Q1 25 | 6.5% | 0.8% | ||
| Q4 24 | 26.1% | 0.4% | ||
| Q3 24 | 7.1% | 0.6% | ||
| Q2 24 | 6.5% | 1.0% | ||
| Q1 24 | 5.3% | 1.1% |
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | 4.41× | ||
| Q2 25 | 1.41× | 4.28× | ||
| Q1 25 | 1.76× | 4.80× | ||
| Q4 24 | 5.70× | 2.01× | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | — | ||
| Q1 24 | 2.38× | 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
AVB
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% |
