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EPAM Systems（EPAM）とSEALED AIR CORP（SEE）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
EPAM Systemsの直近四半期売上が大きい（$1.4B vs $1.4B、SEALED AIR CORPの約1.0倍）。EPAM Systemsの純利益率が高く（7.8% vs 3.1%、差は4.6%）。EPAM Systemsの前年同期比売上増加率が高い（12.8% vs 2.6%）。EPAM Systemsの直近四半期フリーキャッシュフローが多い（$268.1M vs $257.7M）。過去8四半期でEPAM Systemsの売上複合成長率が高い（9.9% vs 2.7%）
EPAM Systems, Inc.は米国ペンシルベニア州ニュータウンに本社を置く企業で、ソフトウェアエンジニアリングサービス、デジタルプラットフォーム開発、デジタルプロダクトデザインを主力事業としており、MACHアライアンスの創設メンバーの1社でもあります。
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
EPAM vs SEE — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $1.4B |
| 純利益 | $109.4M | $43.8M |
| 粗利率 | 30.1% | 28.6% |
| 営業利益率 | 10.6% | 11.4% |
| 純利益率 | 7.8% | 3.1% |
| 売上前年比 | 12.8% | 2.6% |
| 純利益前年比 | 5.9% | 700.0% |
| EPS（希薄化後） | $1.97 | $0.30 |
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 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.2B | $1.3B |
| Q4 25 | $109.4M | $43.8M | ||
| Q3 25 | $106.8M | $255.1M | ||
| Q2 25 | $88.0M | $93.1M | ||
| Q1 25 | $73.5M | $113.5M | ||
| Q4 24 | $103.3M | $-7.3M | ||
| Q3 24 | $136.3M | $91.7M | ||
| Q2 24 | $98.6M | $98.3M | ||
| Q1 24 | $116.2M | $82.0M |
| Q4 25 | 30.1% | 28.6% | ||
| Q3 25 | 29.5% | 29.8% | ||
| Q2 25 | 28.8% | 30.7% | ||
| Q1 25 | 26.9% | 30.9% | ||
| Q4 24 | 30.4% | 30.0% | ||
| Q3 24 | 34.6% | 30.1% | ||
| Q2 24 | 29.3% | 31.2% | ||
| Q1 24 | 28.4% | 30.3% |
| Q4 25 | 10.6% | 11.4% | ||
| Q3 25 | 10.4% | 13.8% | ||
| Q2 25 | 9.3% | 15.0% | ||
| Q1 25 | 7.6% | 14.5% | ||
| Q4 24 | 10.9% | 11.7% | ||
| Q3 24 | 15.2% | 13.9% | ||
| Q2 24 | 10.5% | 15.4% | ||
| Q1 24 | 9.5% | 14.0% |
| Q4 25 | 7.8% | 3.1% | ||
| Q3 25 | 7.7% | 19.0% | ||
| Q2 25 | 6.5% | 7.0% | ||
| Q1 25 | 5.6% | 9.0% | ||
| Q4 24 | 8.3% | -0.5% | ||
| Q3 24 | 11.7% | 6.9% | ||
| Q2 24 | 8.6% | 7.4% | ||
| Q1 24 | 10.0% | 6.2% |
| Q4 25 | $1.97 | $0.30 | ||
| Q3 25 | $1.91 | $1.73 | ||
| Q2 25 | $1.56 | $0.63 | ||
| Q1 25 | $1.28 | $0.77 | ||
| Q4 24 | $1.80 | $-0.05 | ||
| Q3 24 | $2.37 | $0.63 | ||
| Q2 24 | $1.70 | $0.67 | ||
| Q1 24 | $1.97 | $0.56 |
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 | $1.3B | $344.0M |
| 総負債低いほど良い | — | $3.3B |
| 株主資本純資産 | $3.7B | $1.2B |
| 総資産 | $4.9B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.65× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.3B | $344.0M | ||
| Q3 25 | $1.2B | $282.5M | ||
| Q2 25 | $1.0B | $354.4M | ||
| Q1 25 | $1.2B | $335.2M | ||
| Q4 24 | $1.3B | $371.8M | ||
| Q3 24 | $2.1B | $386.0M | ||
| Q2 24 | $1.8B | $388.6M | ||
| Q1 24 | $2.0B | $352.8M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $3.7B | $1.2B | ||
| Q3 25 | $3.7B | $1.2B | ||
| Q2 25 | $3.7B | $953.1M | ||
| Q1 25 | $3.6B | $797.9M | ||
| Q4 24 | $3.6B | $624.5M | ||
| Q3 24 | $3.6B | $771.2M | ||
| Q2 24 | $3.4B | $650.1M | ||
| Q1 24 | $3.5B | $598.3M |
| Q4 25 | $4.9B | $7.0B | ||
| Q3 25 | $4.8B | $7.1B | ||
| Q2 25 | $4.7B | $7.2B | ||
| Q1 25 | $4.7B | $7.0B | ||
| Q4 24 | $4.8B | $7.0B | ||
| Q3 24 | $4.5B | $7.3B | ||
| Q2 24 | $4.2B | $7.3B | ||
| Q1 24 | $4.4B | $7.2B |
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | — | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
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 | $282.9M | $293.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $268.1M | $257.7M |
| FCFマージンFCF / 売上 | 19.0% | 18.5% |
| 設備投資強度設備投資 / 売上 | 1.1% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 2.59× | 6.70× |
| 直近12ヶ月FCF直近4四半期 | $612.7M | $458.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $282.9M | $293.6M | ||
| Q3 25 | $294.7M | $165.9M | ||
| Q2 25 | $53.2M | $136.6M | ||
| Q1 25 | $24.2M | $31.9M | ||
| Q4 24 | $130.3M | $244.2M | ||
| Q3 24 | $242.0M | $170.5M | ||
| Q2 24 | $57.0M | $188.2M | ||
| Q1 24 | $129.9M | $125.1M |
| Q4 25 | $268.1M | $257.7M | ||
| Q3 25 | $286.4M | $119.6M | ||
| Q2 25 | $43.4M | $93.2M | ||
| Q1 25 | $14.8M | $-12.0M | ||
| Q4 24 | $114.5M | $185.1M | ||
| Q3 24 | $237.0M | $115.2M | ||
| Q2 24 | $52.3M | $129.5M | ||
| Q1 24 | $123.2M | $78.0M |
| Q4 25 | 19.0% | 18.5% | ||
| Q3 25 | 20.5% | 8.9% | ||
| Q2 25 | 3.2% | 7.0% | ||
| Q1 25 | 1.1% | -0.9% | ||
| Q4 24 | 9.2% | 13.6% | ||
| Q3 24 | 20.3% | 8.6% | ||
| Q2 24 | 4.6% | 9.7% | ||
| Q1 24 | 10.6% | 5.9% |
| Q4 25 | 1.1% | 2.6% | ||
| Q3 25 | 0.6% | 3.4% | ||
| Q2 25 | 0.7% | 3.3% | ||
| Q1 25 | 0.7% | 3.5% | ||
| Q4 24 | 1.3% | 4.4% | ||
| Q3 24 | 0.4% | 4.1% | ||
| Q2 24 | 0.4% | 4.4% | ||
| Q1 24 | 0.6% | 3.6% |
| Q4 25 | 2.59× | 6.70× | ||
| Q3 25 | 2.76× | 0.65× | ||
| Q2 25 | 0.60× | 1.47× | ||
| Q1 25 | 0.33× | 0.28× | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | 1.77× | 1.86× | ||
| Q2 24 | 0.58× | 1.91× | ||
| Q1 24 | 1.12× | 1.53× |
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
EPAM
セグメントデータなし
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
