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バイオジェン(BIIB)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
バイオジェンの直近四半期売上が大きい($2.3B vs $1.2B、Dream Finders Homes, Inc.の約1.9倍)。Dream Finders Homes, Inc.の純利益率が高く(4.8% vs -2.1%、差は7.0%)。バイオジェンの前年同期比売上増加率が高い(-7.1% vs -22.3%)。バイオジェンの直近四半期フリーキャッシュフローが多い($468.0M 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 -0.2%)
バイオジェンは米国マサチューセッツ州ケンブリッジに本拠を置く多国籍バイオテクノロジー企業で、神経疾患の治療分野を専門としています。主力製品には多発性硬化症治療薬のテクフィデラ、脊髄性筋萎縮症治療薬のスピンラザ、フリードライヒ運動失調症治療薬のスカイクラリスなどがあり、難病・神経疾患患者向けの革新的治療法の提供に注力しています。
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。
BIIB vs DFH — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $2.3B | $1.2B |
| 純利益 | $-48.9M | $58.8M |
| 粗利率 | 78.3% | — |
| 営業利益率 | -2.5% | 6.4% |
| 純利益率 | -2.1% | 4.8% |
| 売上前年比 | -7.1% | -22.3% |
| 純利益前年比 | -118.3% | -54.9% |
| EPS(希薄化後) | $-0.35 | $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 | $2.3B | $1.2B | ||
| Q3 25 | $2.5B | $969.8M | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | $2.4B | $989.9M | ||
| Q4 24 | $2.5B | $1.6B | ||
| Q3 24 | $2.5B | $1.0B | ||
| Q2 24 | $2.5B | $1.1B | ||
| Q1 24 | $2.3B | $827.8M |
| Q4 25 | $-48.9M | $58.8M | ||
| Q3 25 | $466.5M | $47.0M | ||
| Q2 25 | $634.8M | $56.6M | ||
| Q1 25 | $240.5M | $54.9M | ||
| Q4 24 | $266.7M | $130.5M | ||
| Q3 24 | $388.5M | $70.7M | ||
| Q2 24 | $583.6M | $80.9M | ||
| Q1 24 | $393.4M | $54.5M |
| Q4 25 | 78.3% | — | ||
| Q3 25 | 73.4% | — | ||
| Q2 25 | 77.1% | — | ||
| Q1 25 | 74.1% | — | ||
| Q4 24 | 76.2% | — | ||
| Q3 24 | 74.1% | — | ||
| Q2 24 | 77.8% | 19.2% | ||
| Q1 24 | 76.3% | 18.0% |
| Q4 25 | -2.5% | 6.4% | ||
| Q3 25 | 22.0% | 6.3% | ||
| Q2 25 | 28.1% | 6.4% | ||
| Q1 25 | 12.8% | 7.2% | ||
| Q4 24 | 11.9% | 10.8% | ||
| Q3 24 | 18.3% | 9.2% | ||
| Q2 24 | 28.3% | 10.0% | ||
| Q1 24 | 20.3% | 8.6% |
| Q4 25 | -2.1% | 4.8% | ||
| Q3 25 | 18.4% | 4.8% | ||
| Q2 25 | 24.0% | 4.9% | ||
| Q1 25 | 9.9% | 5.5% | ||
| Q4 24 | 10.9% | 8.4% | ||
| Q3 24 | 15.8% | 7.0% | ||
| Q2 24 | 23.7% | 7.7% | ||
| Q1 24 | 17.2% | 6.6% |
| Q4 25 | $-0.35 | $0.57 | ||
| Q3 25 | $3.17 | $0.47 | ||
| Q2 25 | $4.33 | $0.56 | ||
| Q1 25 | $1.64 | $0.54 | ||
| Q4 24 | $1.82 | $1.28 | ||
| Q3 24 | $2.66 | $0.70 | ||
| Q2 24 | $4.00 | $0.81 | ||
| Q1 24 | $2.70 | $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 | — | $234.8M |
| 総負債低いほど良い | $6.3B | $1.6B |
| 株主資本純資産 | $18.3B | $1.4B |
| 総資産 | $29.4B | $3.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.34× | 1.13× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $234.8M | ||
| Q3 25 | — | $251.0M | ||
| Q2 25 | — | $210.3M | ||
| Q1 25 | — | $297.5M | ||
| Q4 24 | — | $274.4M | ||
| Q3 24 | — | $204.9M | ||
| Q2 24 | — | $274.8M | ||
| Q1 24 | — | $239.4M |
| Q4 25 | $6.3B | $1.6B | ||
| Q3 25 | $6.3B | $1.8B | ||
| Q2 25 | $6.3B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $6.3B | $1.3B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $6.3B | — | ||
| Q1 24 | $6.3B | — |
| Q4 25 | $18.3B | $1.4B | ||
| Q3 25 | $18.2B | $1.4B | ||
| Q2 25 | $17.6B | $1.3B | ||
| Q1 25 | $17.0B | $1.3B | ||
| Q4 24 | $16.7B | $1.2B | ||
| Q3 24 | $16.4B | $1.1B | ||
| Q2 24 | $15.9B | $1.0B | ||
| Q1 24 | $15.2B | $968.7M |
| Q4 25 | $29.4B | $3.7B | ||
| Q3 25 | $29.2B | $3.8B | ||
| Q2 25 | $28.3B | $3.7B | ||
| Q1 25 | $28.0B | $3.5B | ||
| Q4 24 | $28.0B | $3.3B | ||
| Q3 24 | $28.3B | $3.3B | ||
| Q2 24 | $26.8B | $3.0B | ||
| Q1 24 | $26.6B | $2.7B |
| Q4 25 | 0.34× | 1.13× | ||
| Q3 25 | 0.35× | 1.29× | ||
| Q2 25 | 0.36× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.38× | 1.03× | ||
| Q3 24 | 0.28× | — | ||
| Q2 24 | 0.40× | — | ||
| Q1 24 | 0.41× | — |
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 | $511.9M | $143.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $468.0M | $136.0M |
| FCFマージンFCF / 売上 | 20.5% | 11.2% |
| 設備投資強度設備投資 / 売上 | 1.9% | 0.6% |
| キャッシュ転換率営業CF / 純利益 | — | 2.44× |
| 直近12ヶ月FCF直近4四半期 | $2.1B | $-126.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $511.9M | $143.6M | ||
| Q3 25 | $1.3B | $-131.0M | ||
| Q2 25 | $160.9M | $-68.5M | ||
| Q1 25 | $259.3M | $-44.7M | ||
| Q4 24 | $760.9M | $306.5M | ||
| Q3 24 | $935.6M | $-205.0M | ||
| Q2 24 | $625.8M | $-110.6M | ||
| Q1 24 | $553.2M | $-247.5M |
| Q4 25 | $468.0M | $136.0M | ||
| Q3 25 | $1.2B | $-135.7M | ||
| Q2 25 | $134.3M | $-78.8M | ||
| Q1 25 | $222.2M | $-47.9M | ||
| Q4 24 | $721.6M | $302.6M | ||
| Q3 24 | $900.6M | $-222.5M | ||
| Q2 24 | $592.3M | $-112.4M | ||
| Q1 24 | $507.3M | $-249.6M |
| Q4 25 | 20.5% | 11.2% | ||
| Q3 25 | 48.4% | -14.0% | ||
| Q2 25 | 5.1% | -6.8% | ||
| Q1 25 | 9.1% | -4.8% | ||
| Q4 24 | 29.4% | 19.4% | ||
| Q3 24 | 36.5% | -22.1% | ||
| Q2 24 | 24.0% | -10.6% | ||
| Q1 24 | 22.1% | -30.2% |
| Q4 25 | 1.9% | 0.6% | ||
| Q3 25 | 1.8% | 0.5% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 1.5% | 0.3% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 1.4% | 1.7% | ||
| Q2 24 | 1.4% | 0.2% | ||
| Q1 24 | 2.0% | 0.3% |
| Q4 25 | — | 2.44× | ||
| Q3 25 | 2.73× | -2.79× | ||
| Q2 25 | 0.25× | -1.21× | ||
| Q1 25 | 1.08× | -0.81× | ||
| Q4 24 | 2.85× | 2.35× | ||
| Q3 24 | 2.41× | -2.90× | ||
| Q2 24 | 1.07× | -1.37× | ||
| Q1 24 | 1.41× | -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
BIIB
| Products | $1.7B | 73% |
| Tysabri Product | $244.5M | 11% |
| AVONEX | $119.2M | 5% |
| SKYCLARYS | $88.9M | 4% |
| Alzheimers Collaboration | $47.1M | 2% |
| IMRALDI | $43.5M | 2% |
| TECFIDERA | $36.9M | 2% |
| PLEGRIDY | $24.7M | 1% |
| QALSODY | $7.8M | 0% |
| BYOOVIZ | $4.3M | 0% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |