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Dream Finders Homes, Inc.（DFH）とUNITED THERAPEUTICS Corp（UTHR）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 $790.2M、UNITED THERAPEUTICS Corpの約1.5倍）。UNITED THERAPEUTICS Corpの純利益率が高く（46.1% vs 4.8%、差は41.3%）。UNITED THERAPEUTICS Corpの前年同期比売上増加率が高い（7.4% vs -22.3%）。UNITED THERAPEUTICS Corpの直近四半期フリーキャッシュフローが多い（$173.3M 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 8.0%）
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。
ユナイテッド・セラピューティクスは米国のバイオテクノロジー企業で、異種移植を含む臓器移植関連の医薬品や技術を開発しています。主力製品の多くは肺疾患治療や臓器製造分野向けで、メリーランド州とノースカロライナ州に2つの本社を置き、米国各地やカナダにも拠点を構えています。
DFH vs UTHR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $790.2M |
| 純利益 | $58.8M | $364.3M |
| 粗利率 | — | 86.9% |
| 営業利益率 | 6.4% | 45.1% |
| 純利益率 | 4.8% | 46.1% |
| 売上前年比 | -22.3% | 7.4% |
| 純利益前年比 | -54.9% | 20.9% |
| EPS（希薄化後） | $0.57 | $7.66 |
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 | $1.2B | $790.2M | ||
| Q3 25 | $969.8M | $799.5M | ||
| Q2 25 | $1.2B | $798.6M | ||
| Q1 25 | $989.9M | $794.4M | ||
| Q4 24 | $1.6B | $735.9M | ||
| Q3 24 | $1.0B | $748.9M | ||
| Q2 24 | $1.1B | $714.9M | ||
| Q1 24 | $827.8M | $677.7M |
| Q4 25 | $58.8M | $364.3M | ||
| Q3 25 | $47.0M | $338.7M | ||
| Q2 25 | $56.6M | $309.5M | ||
| Q1 25 | $54.9M | $322.2M | ||
| Q4 24 | $130.5M | $301.3M | ||
| Q3 24 | $70.7M | $309.1M | ||
| Q2 24 | $80.9M | $278.1M | ||
| Q1 24 | $54.5M | $306.6M |
| Q4 25 | — | 86.9% | ||
| Q3 25 | — | 87.4% | ||
| Q2 25 | — | 89.0% | ||
| Q1 25 | — | 88.4% | ||
| Q4 24 | — | 89.7% | ||
| Q3 24 | — | 88.9% | ||
| Q2 24 | 19.2% | 89.1% | ||
| Q1 24 | 18.0% | 89.2% |
| Q4 25 | 6.4% | 45.1% | ||
| Q3 25 | 6.3% | 48.6% | ||
| Q2 25 | 6.4% | 45.6% | ||
| Q1 25 | 7.2% | 48.2% | ||
| Q4 24 | 10.8% | 48.6% | ||
| Q3 24 | 9.2% | 45.8% | ||
| Q2 24 | 10.0% | 44.7% | ||
| Q1 24 | 8.6% | 52.6% |
| Q4 25 | 4.8% | 46.1% | ||
| Q3 25 | 4.8% | 42.4% | ||
| Q2 25 | 4.9% | 38.8% | ||
| Q1 25 | 5.5% | 40.6% | ||
| Q4 24 | 8.4% | 40.9% | ||
| Q3 24 | 7.0% | 41.3% | ||
| Q2 24 | 7.7% | 38.9% | ||
| Q1 24 | 6.6% | 45.2% |
| Q4 25 | $0.57 | $7.66 | ||
| Q3 25 | $0.47 | $7.16 | ||
| Q2 25 | $0.56 | $6.41 | ||
| Q1 25 | $0.54 | $6.63 | ||
| Q4 24 | $1.28 | $6.23 | ||
| Q3 24 | $0.70 | $6.39 | ||
| Q2 24 | $0.81 | $5.85 | ||
| Q1 24 | $0.55 | $6.17 |
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 | $2.9B |
| 総負債低いほど良い | $1.6B | — |
| 株主資本純資産 | $1.4B | $7.1B |
| 総資産 | $3.7B | $7.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.13× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $234.8M | $2.9B | ||
| Q3 25 | $251.0M | $2.8B | ||
| Q2 25 | $210.3M | $3.0B | ||
| Q1 25 | $297.5M | $3.3B | ||
| Q4 24 | $274.4M | $3.3B | ||
| Q3 24 | $204.9M | $3.3B | ||
| Q2 24 | $274.8M | $3.0B | ||
| Q1 24 | $239.4M | $2.7B |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.4B | $7.1B | ||
| Q3 25 | $1.4B | $6.6B | ||
| Q2 25 | $1.3B | $7.2B | ||
| Q1 25 | $1.3B | $6.8B | ||
| Q4 24 | $1.2B | $6.4B | ||
| Q3 24 | $1.1B | $6.1B | ||
| Q2 24 | $1.0B | $5.7B | ||
| Q1 24 | $968.7M | $5.3B |
| Q4 25 | $3.7B | $7.9B | ||
| Q3 25 | $3.8B | $7.4B | ||
| Q2 25 | $3.7B | $7.9B | ||
| Q1 25 | $3.5B | $7.7B | ||
| Q4 24 | $3.3B | $7.4B | ||
| Q3 24 | $3.3B | $7.1B | ||
| Q2 24 | $3.0B | $6.7B | ||
| Q1 24 | $2.7B | $6.5B |
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $143.6M | $346.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $136.0M | $173.3M |
| FCFマージンFCF / 売上 | 11.2% | 21.9% |
| 設備投資強度設備投資 / 売上 | 0.6% | 21.9% |
| キャッシュ転換率営業CF / 純利益 | 2.44× | 0.95× |
| 直近12ヶ月FCF直近4四半期 | $-126.4M | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $143.6M | $346.2M | ||
| Q3 25 | $-131.0M | $562.1M | ||
| Q2 25 | $-68.5M | $191.7M | ||
| Q1 25 | $-44.7M | $461.2M | ||
| Q4 24 | $306.5M | $341.2M | ||
| Q3 24 | $-205.0M | $377.2M | ||
| Q2 24 | $-110.6M | $232.2M | ||
| Q1 24 | $-247.5M | $376.5M |
| Q4 25 | $136.0M | $173.3M | ||
| Q3 25 | $-135.7M | $351.6M | ||
| Q2 25 | $-78.8M | $129.5M | ||
| Q1 25 | $-47.9M | $386.3M | ||
| Q4 24 | $302.6M | $254.5M | ||
| Q3 24 | $-222.5M | $300.7M | ||
| Q2 24 | $-112.4M | $187.1M | ||
| Q1 24 | $-249.6M | $338.3M |
| Q4 25 | 11.2% | 21.9% | ||
| Q3 25 | -14.0% | 44.0% | ||
| Q2 25 | -6.8% | 16.2% | ||
| Q1 25 | -4.8% | 48.6% | ||
| Q4 24 | 19.4% | 34.6% | ||
| Q3 24 | -22.1% | 40.2% | ||
| Q2 24 | -10.6% | 26.2% | ||
| Q1 24 | -30.2% | 49.9% |
| Q4 25 | 0.6% | 21.9% | ||
| Q3 25 | 0.5% | 26.3% | ||
| Q2 25 | 0.9% | 7.8% | ||
| Q1 25 | 0.3% | 9.4% | ||
| Q4 24 | 0.3% | 11.8% | ||
| Q3 24 | 1.7% | 10.2% | ||
| Q2 24 | 0.2% | 6.3% | ||
| Q1 24 | 0.3% | 5.6% |
| Q4 25 | 2.44× | 0.95× | ||
| Q3 25 | -2.79× | 1.66× | ||
| Q2 25 | -1.21× | 0.62× | ||
| Q1 25 | -0.81× | 1.43× | ||
| Q4 24 | 2.35× | 1.13× | ||
| Q3 24 | -2.90× | 1.22× | ||
| Q2 24 | -1.37× | 0.83× | ||
| Q1 24 | -4.54× | 1.23× |
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
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
UTHR
| Tyvaso DPI | $338.6M | 43% |
| Remodulin | $128.0M | 16% |
| Nebulized Tyvaso | $125.7M | 16% |
| Orenitram | $121.2M | 15% |
| Unituxin | $62.3M | 8% |
| Adcirca | $7.8M | 1% |
| Other | $6.6M | 1% |
