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Fair Isaac(FICO)とMadison Square Garden Entertainment Corp.(MSGE)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
Fair Isaacの直近四半期売上が大きい($512.0M vs $424.8M、Madison Square Garden Entertainment Corp.の約1.2倍)。Fair Isaacの純利益率が高く(30.9% vs 21.8%、差は9.1%)。Fair Isaacの前年同期比売上増加率が高い(16.4% vs 12.5%)。過去8四半期でMadison Square Garden Entertainment Corp.の売上複合成長率が高い(48.9% vs 8.6%)
FICO(旧社名Fair, Isaac and Company)は米国モンタナ州ボーズマンに本社を置くデータ分析企業で、1956年にビル・フェアとアール・アイザックにより創業されました。消費者の信用リスクを測定するFICOスコアは、米国の消費者融資業界で広く活用されています。
マディソンスクエアガーデン・エンターテイメント・コーポレーションはニューヨークに本拠を置く米国のスポーツホールディングカンパニーで、スポーツイベント運営、IP管理、商業化事業で豊富な実績と業界影響力を持っています。
FICO vs MSGE — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $512.0M | $424.8M |
| 純利益 | $158.4M | $92.7M |
| 粗利率 | 83.0% | — |
| 営業利益率 | 45.7% | 38.6% |
| 純利益率 | 30.9% | 21.8% |
| 売上前年比 | 16.4% | 12.5% |
| 純利益前年比 | 3.8% | 22.2% |
| EPS(希薄化後) | $6.61 | $1.94 |
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 | $512.0M | $424.8M | ||
| Q3 25 | $515.8M | $154.1M | ||
| Q2 25 | $536.4M | $145.1M | ||
| Q1 25 | $498.7M | $206.0M | ||
| Q4 24 | $440.0M | $377.6M | ||
| Q3 24 | $453.8M | $134.1M | ||
| Q2 24 | $447.8M | $177.6M | ||
| Q1 24 | $433.8M | $191.6M |
| Q4 25 | $158.4M | $92.7M | ||
| Q3 25 | $155.0M | $-21.7M | ||
| Q2 25 | $181.8M | $-27.2M | ||
| Q1 25 | $162.6M | $8.0M | ||
| Q4 24 | $152.5M | $75.9M | ||
| Q3 24 | $135.7M | $-19.3M | ||
| Q2 24 | $126.3M | $66.9M | ||
| Q1 24 | $129.8M | $2.8M |
| Q4 25 | 83.0% | — | ||
| Q3 25 | 82.3% | — | ||
| Q2 25 | 83.7% | — | ||
| Q1 25 | 82.4% | — | ||
| Q4 24 | 80.1% | — | ||
| Q3 24 | 80.3% | — | ||
| Q2 24 | 80.3% | — | ||
| Q1 24 | 80.0% | — |
| Q4 25 | 45.7% | 38.6% | ||
| Q3 25 | 46.0% | -19.3% | ||
| Q2 25 | 48.9% | -17.7% | ||
| Q1 25 | 49.3% | 13.3% | ||
| Q4 24 | 40.8% | 36.8% | ||
| Q3 24 | 43.4% | -13.8% | ||
| Q2 24 | 42.5% | -5.0% | ||
| Q1 24 | 44.9% | 8.8% |
| Q4 25 | 30.9% | 21.8% | ||
| Q3 25 | 30.1% | -14.0% | ||
| Q2 25 | 33.9% | -18.7% | ||
| Q1 25 | 32.6% | 3.9% | ||
| Q4 24 | 34.7% | 20.1% | ||
| Q3 24 | 29.9% | -14.4% | ||
| Q2 24 | 28.2% | 37.7% | ||
| Q1 24 | 29.9% | 1.5% |
| Q4 25 | $6.61 | $1.94 | ||
| Q3 25 | $6.41 | $-0.46 | ||
| Q2 25 | $7.40 | $-0.56 | ||
| Q1 25 | $6.59 | $0.17 | ||
| Q4 24 | $6.14 | $1.56 | ||
| Q3 24 | $5.44 | $-0.40 | ||
| Q2 24 | $5.05 | $1.32 | ||
| Q1 24 | $5.16 | $0.06 |
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 | $162.0M | $157.1M |
| 総負債低いほど良い | $3.2B | $554.6M |
| 株主資本純資産 | $-1.8B | $36.0M |
| 総資産 | $1.9B | $1.8B |
| 負債/資本比率低いほどレバレッジが低い | — | 15.40× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $162.0M | $157.1M | ||
| Q3 25 | $134.1M | $29.9M | ||
| Q2 25 | $189.0M | $43.0M | ||
| Q1 25 | $146.6M | $89.0M | ||
| Q4 24 | $184.3M | $54.9M | ||
| Q3 24 | $150.7M | $37.3M | ||
| Q2 24 | $156.0M | $33.3M | ||
| Q1 24 | $135.7M | $28.0M |
| Q4 25 | $3.2B | $554.6M | ||
| Q3 25 | $3.1B | $581.7M | ||
| Q2 25 | $2.8B | $568.8M | ||
| Q1 25 | $2.5B | $577.4M | ||
| Q4 24 | $2.4B | $584.7M | ||
| Q3 24 | $2.2B | $647.0M | ||
| Q2 24 | $2.1B | $599.2M | ||
| Q1 24 | $2.0B | $602.5M |
| Q4 25 | $-1.8B | $36.0M | ||
| Q3 25 | $-1.7B | $-65.8M | ||
| Q2 25 | $-1.4B | $-13.3M | ||
| Q1 25 | $-1.1B | $9.5M | ||
| Q4 24 | $-1.1B | $10.3M | ||
| Q3 24 | $-962.7M | $-48.7M | ||
| Q2 24 | $-829.3M | $-23.2M | ||
| Q1 24 | $-735.7M | $-94.6M |
| Q4 25 | $1.9B | $1.8B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.8B | $1.7B | ||
| Q4 24 | $1.7B | $1.6B | ||
| Q3 24 | $1.7B | $1.6B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.7B | $1.5B |
| Q4 25 | — | 15.40× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 60.61× | ||
| Q4 24 | — | 56.61× | ||
| 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 | $174.1M | $164.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $173.9M | — |
| FCFマージンFCF / 売上 | 34.0% | — |
| 設備投資強度設備投資 / 売上 | 0.0% | — |
| キャッシュ転換率営業CF / 純利益 | 1.10× | 1.77× |
| 直近12ヶ月FCF直近4四半期 | $750.6M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $174.1M | $164.4M | ||
| Q3 25 | $223.7M | $19.8M | ||
| Q2 25 | $286.2M | $-27.0M | ||
| Q1 25 | $74.9M | $56.8M | ||
| Q4 24 | $194.0M | $112.9M | ||
| Q3 24 | $226.5M | $-27.4M | ||
| Q2 24 | $213.3M | $212.0K | ||
| Q1 24 | $71.0M | $5.8M |
| Q4 25 | $173.9M | — | ||
| Q3 25 | $219.5M | — | ||
| Q2 25 | $284.4M | — | ||
| Q1 25 | $72.8M | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | $224.7M | — | ||
| Q2 24 | $211.6M | — | ||
| Q1 24 | $67.0M | — |
| Q4 25 | 34.0% | — | ||
| Q3 25 | 42.6% | — | ||
| Q2 25 | 53.0% | — | ||
| Q1 25 | 14.6% | — | ||
| Q4 24 | 43.9% | — | ||
| Q3 24 | 49.5% | — | ||
| Q2 24 | 47.2% | — | ||
| Q1 24 | 15.4% | — |
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.9% | — |
| Q4 25 | 1.10× | 1.77× | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 0.46× | 7.07× | ||
| Q4 24 | 1.27× | 1.49× | ||
| Q3 24 | 1.67× | — | ||
| Q2 24 | 1.69× | 0.00× | ||
| Q1 24 | 0.55× | 2.08× |
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
FICO
| Business To Business Scores | $248.6M | 49% |
| Saa S Products | $115.7M | 23% |
| Platform Software | $73.9M | 14% |
| Business To Consumer Scores | $55.9M | 11% |
| Technology Service | $19.2M | 4% |
MSGE
| Ticketing And Venue License Fee Revenues | $263.5M | 62% |
| Food Beverage And Merchandise Revenues | $64.3M | 15% |
| Related Party | $43.9M | 10% |
| Arena Licensing Fees And Other Leasing Revenue | $35.2M | 8% |
| Other | $15.9M | 4% |