vs
Builders FirstSource（BLDR）とFirst American Financial Corp（FAF）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
Builders FirstSourceの直近四半期売上が大きい（$3.4B vs $2.0B、First American Financial Corpの約1.6倍）。First American Financial Corpの純利益率が高く（10.3% vs 0.9%、差は9.4%）。First American Financial Corpの前年同期比売上増加率が高い（21.6% vs -12.1%）。First American Financial Corpの直近四半期フリーキャッシュフローが多い（$324.5M vs $106.7M）。過去8四半期でFirst American Financial Corpの売上複合成長率が高い（19.9% vs -7.1%）
Builders FirstSource, Inc.はフォーチュン500にランクインする建築資材の製造・供給企業です。1998年3月に設立され本社はテキサス州アービングに所在し、全米で1万5千人以上を雇用し、新築住宅建設、補修・リフォーム分野の専門事業者向けに製品やサービスを提供しています。
ファーストアメリカン・ファイナンシャル・コーポレーションは米国発の金融サービス企業で、不動産業界及び住宅ローン業界を対象に所有権保険や不動産取引関連の決済サービスを提供している。同社は長年の実績に基づく高品質なサービスで、国際的な不動産金融分野で高い知名度と信頼を獲得している。
BLDR vs FAF — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $3.4B | $2.0B |
| 純利益 | $31.5M | $211.9M |
| 粗利率 | 29.8% | — |
| 営業利益率 | 1.8% | 14.0% |
| 純利益率 | 0.9% | 10.3% |
| 売上前年比 | -12.1% | 21.6% |
| 純利益前年比 | -83.5% | 192.7% |
| EPS（希薄化後） | $0.29 | $2.04 |
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 | $3.4B | $2.0B | ||
| Q3 25 | $3.9B | $2.0B | ||
| Q2 25 | $4.2B | $1.8B | ||
| Q1 25 | $3.7B | $1.6B | ||
| Q4 24 | $3.8B | $1.7B | ||
| Q3 24 | $4.2B | $1.4B | ||
| Q2 24 | $4.5B | $1.6B | ||
| Q1 24 | $3.9B | $1.4B |
| Q4 25 | $31.5M | $211.9M | ||
| Q3 25 | $122.4M | $189.6M | ||
| Q2 25 | $185.0M | $146.1M | ||
| Q1 25 | $96.3M | $74.2M | ||
| Q4 24 | $190.2M | $72.4M | ||
| Q3 24 | $284.8M | $-104.0M | ||
| Q2 24 | $344.1M | $116.0M | ||
| Q1 24 | $258.8M | $46.7M |
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.7% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 32.8% | — | ||
| Q2 24 | 32.8% | — | ||
| Q1 24 | 33.4% | — |
| Q4 25 | 1.8% | 14.0% | ||
| Q3 25 | 5.8% | 12.5% | ||
| Q2 25 | 7.4% | 10.6% | ||
| Q1 25 | 5.0% | 6.1% | ||
| Q4 24 | 8.0% | 5.9% | ||
| Q3 24 | 10.1% | -10.3% | ||
| Q2 24 | 11.0% | 9.4% | ||
| Q1 24 | 9.6% | 4.1% |
| Q4 25 | 0.9% | 10.3% | ||
| Q3 25 | 3.1% | 9.6% | ||
| Q2 25 | 4.4% | 7.9% | ||
| Q1 25 | 2.6% | 4.7% | ||
| Q4 24 | 5.0% | 4.3% | ||
| Q3 24 | 6.7% | -7.4% | ||
| Q2 24 | 7.7% | 7.2% | ||
| Q1 24 | 6.7% | 3.3% |
| Q4 25 | $0.29 | $2.04 | ||
| Q3 25 | $1.10 | $1.84 | ||
| Q2 25 | $1.66 | $1.41 | ||
| Q1 25 | $0.84 | $0.71 | ||
| Q4 24 | $1.65 | $0.70 | ||
| Q3 24 | $2.44 | $-1.00 | ||
| Q2 24 | $2.87 | $1.11 | ||
| Q1 24 | $2.10 | $0.45 |
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 | $181.8M | $1.4B |
| 総負債低いほど良い | $4.4B | — |
| 株主資本純資産 | $4.4B | $5.5B |
| 総資産 | $11.2B | $16.2B |
| 負債/資本比率低いほどレバレッジが低い | 1.02× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $181.8M | $1.4B | ||
| Q3 25 | $296.2M | $2.9B | ||
| Q2 25 | $87.0M | $2.0B | ||
| Q1 25 | $115.4M | $2.0B | ||
| Q4 24 | $153.6M | $1.7B | ||
| Q3 24 | $328.1M | $3.0B | ||
| Q2 24 | $75.6M | $2.0B | ||
| Q1 24 | $697.5M | $1.5B |
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.7B | — |
| Q4 25 | $4.4B | $5.5B | ||
| Q3 25 | $4.3B | $5.3B | ||
| Q2 25 | $4.2B | $5.1B | ||
| Q1 25 | $4.4B | $5.0B | ||
| Q4 24 | $4.3B | $4.9B | ||
| Q3 24 | $4.4B | $5.1B | ||
| Q2 24 | $4.3B | $4.8B | ||
| Q1 24 | $5.0B | $4.8B |
| Q4 25 | $11.2B | $16.2B | ||
| Q3 25 | $11.4B | $17.6B | ||
| Q2 25 | $11.5B | $16.3B | ||
| Q1 25 | $11.4B | $15.5B | ||
| Q4 24 | $10.6B | $14.9B | ||
| Q3 24 | $10.9B | $16.6B | ||
| Q2 24 | $10.7B | $15.2B | ||
| Q1 24 | $11.2B | $14.7B |
| Q4 25 | 1.02× | — | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.86× | — | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.75× | — |
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 | $194.8M | $369.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $106.7M | $324.5M |
| FCFマージンFCF / 売上 | 3.2% | 15.8% |
| 設備投資強度設備投資 / 売上 | 2.6% | 2.2% |
| キャッシュ転換率営業CF / 純利益 | 6.19× | 1.74× |
| 直近12ヶ月FCF直近4四半期 | $853.3M | $762.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $194.8M | $369.3M | ||
| Q3 25 | $547.7M | $272.5M | ||
| Q2 25 | $341.0M | $361.8M | ||
| Q1 25 | $132.3M | $-52.8M | ||
| Q4 24 | $373.5M | $324.6M | ||
| Q3 24 | $730.0M | $236.9M | ||
| Q2 24 | $452.1M | $266.7M | ||
| Q1 24 | $317.2M | $69.3M |
| Q4 25 | $106.7M | $324.5M | ||
| Q3 25 | $461.9M | $223.1M | ||
| Q2 25 | $252.3M | $309.4M | ||
| Q1 25 | $32.4M | $-94.5M | ||
| Q4 24 | $273.8M | $266.2M | ||
| Q3 24 | $630.4M | $185.4M | ||
| Q2 24 | $364.0M | $210.0M | ||
| Q1 24 | $224.0M | $17.6M |
| Q4 25 | 3.2% | 15.8% | ||
| Q3 25 | 11.7% | 11.3% | ||
| Q2 25 | 6.0% | 16.8% | ||
| Q1 25 | 0.9% | -6.0% | ||
| Q4 24 | 7.2% | 15.8% | ||
| Q3 24 | 14.9% | 13.2% | ||
| Q2 24 | 8.2% | 13.0% | ||
| Q1 24 | 5.8% | 1.2% |
| Q4 25 | 2.6% | 2.2% | ||
| Q3 25 | 2.2% | 2.5% | ||
| Q2 25 | 2.1% | 2.8% | ||
| Q1 25 | 2.7% | 2.6% | ||
| Q4 24 | 2.6% | 3.5% | ||
| Q3 24 | 2.4% | 3.7% | ||
| Q2 24 | 2.0% | 3.5% | ||
| Q1 24 | 2.4% | 3.6% |
| Q4 25 | 6.19× | 1.74× | ||
| Q3 25 | 4.48× | 1.44× | ||
| Q2 25 | 1.84× | 2.48× | ||
| Q1 25 | 1.37× | -0.71× | ||
| Q4 24 | 1.96× | 4.48× | ||
| Q3 24 | 2.56× | — | ||
| Q2 24 | 1.31× | 2.30× | ||
| Q1 24 | 1.23× | 1.48× |
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
BLDR
| Specialty Building Products And Services | $949.0M | 28% |
| Windows Doors And Millwork | $893.5M | 27% |
| Lumber And Lumber Sheet Goods | $772.6M | 23% |
| Manufactured Products | $742.8M | 22% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
