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BGC Group, Inc.（BGC）とDream Finders Homes, Inc.（DFH）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
Dream Finders Homes, Inc.の直近四半期売上が大きい（$1.2B vs $638.6M、BGC Group, Inc.の約1.9倍）。Dream Finders Homes, Inc.の純利益率が高く（4.8% vs 2.3%、差は2.6%）。BGC Group, Inc.の前年同期比売上増加率が高い（34.4% vs -22.3%）。BGC Group, Inc.の直近四半期フリーキャッシュフローが多い（$175.1M vs $136.0M）。過去8四半期でDream Finders Homes, Inc.の売上複合成長率が高い（21.0% vs 18.7%）
BGCグループはニューヨークとロンドンに本社を置く米国のグローバル金融サービス企業です。元々は大手金融会社カンター・フィッツジェラルドの一部門として設立され、2004年に独立した事業体となりました。
Dream Finders Homes, Inc.はアメリカの大手住宅建設企業で、入門層から高級層までの一戸建て住宅やタウンハウスを建設・販売しています。同社は高成長地域に事業を展開し、住宅ローン手配、権利保険、住宅保証などの付随サービスも提供しています。
BGC vs DFH — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $638.6M | $1.2B |
| 純利益 | $14.4M | $58.8M |
| 粗利率 | — | — |
| 営業利益率 | 3.9% | 6.4% |
| 純利益率 | 2.3% | 4.8% |
| 売上前年比 | 34.4% | -22.3% |
| 純利益前年比 | -43.0% | -54.9% |
| EPS（希薄化後） | $0.03 | $0.57 |
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 | $638.6M | $1.2B | ||
| Q3 25 | $620.8M | $969.8M | ||
| Q2 25 | $648.0M | $1.2B | ||
| Q1 25 | $534.6M | $989.9M | ||
| Q4 24 | $475.2M | $1.6B | ||
| Q3 24 | $448.9M | $1.0B | ||
| Q2 24 | $435.0M | $1.1B | ||
| Q1 24 | $453.6M | $827.8M |
| Q4 25 | $14.4M | $58.8M | ||
| Q3 25 | $27.9M | $47.0M | ||
| Q2 25 | $57.5M | $56.6M | ||
| Q1 25 | $55.2M | $54.9M | ||
| Q4 24 | $25.2M | $130.5M | ||
| Q3 24 | $14.7M | $70.7M | ||
| Q2 24 | $37.8M | $80.9M | ||
| Q1 24 | $49.2M | $54.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 18.0% |
| Q4 25 | 3.9% | 6.4% | ||
| Q3 25 | 5.4% | 6.3% | ||
| Q2 25 | 11.6% | 6.4% | ||
| Q1 25 | 15.0% | 7.2% | ||
| Q4 24 | 5.7% | 10.8% | ||
| Q3 24 | 4.4% | 9.2% | ||
| Q2 24 | 12.7% | 10.0% | ||
| Q1 24 | 15.7% | 8.6% |
| Q4 25 | 2.3% | 4.8% | ||
| Q3 25 | 4.5% | 4.8% | ||
| Q2 25 | 8.9% | 4.9% | ||
| Q1 25 | 10.3% | 5.5% | ||
| Q4 24 | 5.3% | 8.4% | ||
| Q3 24 | 3.3% | 7.0% | ||
| Q2 24 | 8.7% | 7.7% | ||
| Q1 24 | 10.8% | 6.6% |
| Q4 25 | $0.03 | $0.57 | ||
| Q3 25 | $0.06 | $0.47 | ||
| Q2 25 | $0.11 | $0.56 | ||
| Q1 25 | $0.11 | $0.54 | ||
| Q4 24 | $0.04 | $1.28 | ||
| Q3 24 | $0.03 | $0.70 | ||
| Q2 24 | $0.08 | $0.81 | ||
| Q1 24 | $0.10 | $0.55 |
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 | $851.5M | $234.8M |
| 総負債低いほど良い | $1.5B | $1.6B |
| 株主資本純資産 | $972.5M | $1.4B |
| 総資産 | $4.4B | $3.7B |
| 負債/資本比率低いほどレバレッジが低い | 1.58× | 1.13× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $851.5M | $234.8M | ||
| Q3 25 | $774.9M | $251.0M | ||
| Q2 25 | $827.8M | $210.3M | ||
| Q1 25 | $966.4M | $297.5M | ||
| Q4 24 | $711.6M | $274.4M | ||
| Q3 24 | $563.5M | $204.9M | ||
| Q2 24 | $571.7M | $274.8M | ||
| Q1 24 | $566.8M | $239.4M |
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.8B | $1.8B | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $945.0M | — |
| Q4 25 | $972.5M | $1.4B | ||
| Q3 25 | $965.3M | $1.4B | ||
| Q2 25 | $930.5M | $1.3B | ||
| Q1 25 | $963.8M | $1.3B | ||
| Q4 24 | $898.5M | $1.2B | ||
| Q3 24 | $860.1M | $1.1B | ||
| Q2 24 | $858.1M | $1.0B | ||
| Q1 24 | $912.1M | $968.7M |
| Q4 25 | $4.4B | $3.7B | ||
| Q3 25 | $5.8B | $3.8B | ||
| Q2 25 | $4.9B | $3.7B | ||
| Q1 25 | $4.9B | $3.5B | ||
| Q4 24 | $3.6B | $3.3B | ||
| Q3 24 | $4.4B | $3.3B | ||
| Q2 24 | $4.3B | $3.0B | ||
| Q1 24 | $4.4B | $2.7B |
| Q4 25 | 1.58× | 1.13× | ||
| Q3 25 | 1.90× | 1.29× | ||
| Q2 25 | 1.97× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.27× | 1.03× | ||
| Q3 24 | 1.68× | — | ||
| Q2 24 | 1.68× | — | ||
| Q1 24 | 1.04× | — |
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 | $180.4M | $143.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $175.1M | $136.0M |
| FCFマージンFCF / 売上 | 27.4% | 11.2% |
| 設備投資強度設備投資 / 売上 | 0.8% | 0.6% |
| キャッシュ転換率営業CF / 純利益 | 12.55× | 2.44× |
| 直近12ヶ月FCF直近4四半期 | $372.9M | $-126.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $180.4M | $143.6M | ||
| Q3 25 | $141.9M | $-131.0M | ||
| Q2 25 | $71.2M | $-68.5M | ||
| Q1 25 | $839.0K | $-44.7M | ||
| Q4 24 | $251.9M | $306.5M | ||
| Q3 24 | $88.3M | $-205.0M | ||
| Q2 24 | $-53.0M | $-110.6M | ||
| Q1 24 | $28.1M | $-247.5M |
| Q4 25 | $175.1M | $136.0M | ||
| Q3 25 | $137.2M | $-135.7M | ||
| Q2 25 | $65.0M | $-78.8M | ||
| Q1 25 | $-4.4M | $-47.9M | ||
| Q4 24 | $245.6M | $302.6M | ||
| Q3 24 | $78.8M | $-222.5M | ||
| Q2 24 | $-63.5M | $-112.4M | ||
| Q1 24 | $24.9M | $-249.6M |
| Q4 25 | 27.4% | 11.2% | ||
| Q3 25 | 22.1% | -14.0% | ||
| Q2 25 | 10.0% | -6.8% | ||
| Q1 25 | -0.8% | -4.8% | ||
| Q4 24 | 51.7% | 19.4% | ||
| Q3 24 | 17.5% | -22.1% | ||
| Q2 24 | -14.6% | -10.6% | ||
| Q1 24 | 5.5% | -30.2% |
| Q4 25 | 0.8% | 0.6% | ||
| Q3 25 | 0.8% | 0.5% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 1.0% | 0.3% | ||
| Q4 24 | 1.3% | 0.3% | ||
| Q3 24 | 2.1% | 1.7% | ||
| Q2 24 | 2.4% | 0.2% | ||
| Q1 24 | 0.7% | 0.3% |
| Q4 25 | 12.55× | 2.44× | ||
| Q3 25 | 5.09× | -2.79× | ||
| Q2 25 | 1.24× | -1.21× | ||
| Q1 25 | 0.02× | -0.81× | ||
| Q4 24 | 9.99× | 2.35× | ||
| Q3 24 | 5.99× | -2.90× | ||
| Q2 24 | -1.40× | -1.37× | ||
| Q1 24 | 0.57× | -4.54× |
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
BGC
| Commissions | $590.2M | 92% |
| Data Software And Post Trade | $36.7M | 6% |
| Fees From Related Parties | $4.6M | 1% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
