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Fidelity National Financial, Inc.（FNF）とInstalled Building Products, Inc.（IBP）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
Installed Building Products, Inc.の直近四半期売上が大きい（$747.5M vs $544.0M、Fidelity National Financial, Inc.の約1.4倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -21.5%、差は31.8%）。Fidelity National Financial, Inc.の前年同期比売上増加率が高い（10.3% vs -0.4%）。過去8四半期でFidelity National Financial, Inc.の売上複合成長率が高い（13.7% vs 3.9%）
フィデリティ・ナショナル・ファイナンシャルは米国のフォーチュン500にランクインする企業で、不動産・住宅ローン業界向けに所有権保険と決済サービスを提供している。2019年の所有権保険および不動産関連事業の年間売上高は約84億6900万ドルである。
Installed Building Products, Inc.は米国の大手建築製品取付サービス企業で、断熱材、雨どい、ガレージドア、防火システム、窓装飾品などの取付サービスを提供し、住宅新築、改修、商業建築の各分野で米国の広範な地域に事業を展開しています。
FNF vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $544.0M | $747.5M |
| 純利益 | $-117.0M | $76.6M |
| 粗利率 | — | 35.0% |
| 営業利益率 | 82.9% | 14.6% |
| 純利益率 | -21.5% | 10.2% |
| 売上前年比 | 10.3% | -0.4% |
| 純利益前年比 | -126.0% | 14.5% |
| EPS（希薄化後） | $-0.44 | $2.81 |
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 | $544.0M | $747.5M | ||
| Q3 25 | $553.0M | $778.2M | ||
| Q2 25 | $547.0M | $760.3M | ||
| Q1 25 | $455.0M | $684.8M | ||
| Q4 24 | $493.0M | $750.2M | ||
| Q3 24 | $506.0M | $760.6M | ||
| Q2 24 | $504.0M | $737.6M | ||
| Q1 24 | $421.0M | $692.9M |
| Q4 25 | $-117.0M | $76.6M | ||
| Q3 25 | $358.0M | $74.4M | ||
| Q2 25 | $278.0M | $69.0M | ||
| Q1 25 | $83.0M | $45.4M | ||
| Q4 24 | $450.0M | $66.9M | ||
| Q3 24 | $266.0M | $68.6M | ||
| Q2 24 | $306.0M | $65.2M | ||
| Q1 24 | $248.0M | $55.9M |
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 34.1% | ||
| Q1 24 | — | 33.8% |
| Q4 25 | 82.9% | 14.6% | ||
| Q3 25 | 81.9% | 13.7% | ||
| Q2 25 | 69.8% | 13.3% | ||
| Q1 25 | 24.4% | 10.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | 61.9% | 13.3% | ||
| Q2 24 | 90.9% | 12.9% | ||
| Q1 24 | 78.6% | 12.7% |
| Q4 25 | -21.5% | 10.2% | ||
| Q3 25 | 64.7% | 9.6% | ||
| Q2 25 | 50.8% | 9.1% | ||
| Q1 25 | 18.2% | 6.6% | ||
| Q4 24 | 91.3% | 8.9% | ||
| Q3 24 | 52.6% | 9.0% | ||
| Q2 24 | 60.7% | 8.8% | ||
| Q1 24 | 58.9% | 8.1% |
| Q4 25 | $-0.44 | $2.81 | ||
| Q3 25 | $1.33 | $2.74 | ||
| Q2 25 | $1.02 | $2.52 | ||
| Q1 25 | $0.30 | $1.64 | ||
| Q4 24 | $1.65 | $2.39 | ||
| Q3 24 | $0.97 | $2.44 | ||
| Q2 24 | $1.12 | $2.30 | ||
| Q1 24 | $0.91 | $1.97 |
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 | $2.6B | $321.9M |
| 総負債低いほど良い | $4.4B | $886.6M |
| 株主資本純資産 | $7.4B | $709.9M |
| 総資産 | $109.0B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.59× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $2.6B | $321.9M | ||
| Q3 25 | $3.5B | $333.3M | ||
| Q2 25 | $3.3B | $305.2M | ||
| Q1 25 | $4.5B | $298.7M | ||
| Q4 24 | $3.5B | $327.6M | ||
| Q3 24 | $5.0B | $406.2M | ||
| Q2 24 | $4.9B | $380.3M | ||
| Q1 24 | $3.5B | $399.9M |
| Q4 25 | $4.4B | $886.6M | ||
| Q3 25 | $4.4B | $880.8M | ||
| Q2 25 | $4.4B | $876.1M | ||
| Q1 25 | $4.4B | $872.4M | ||
| Q4 24 | $4.3B | $874.8M | ||
| Q3 24 | $4.2B | $872.3M | ||
| Q2 24 | $4.2B | $875.8M | ||
| Q1 24 | $3.9B | $875.0M |
| Q4 25 | $7.4B | $709.9M | ||
| Q3 25 | $8.4B | $678.6M | ||
| Q2 25 | $7.9B | $664.5M | ||
| Q1 25 | $7.9B | $660.9M | ||
| Q4 24 | $7.8B | $705.3M | ||
| Q3 24 | $8.1B | $716.4M | ||
| Q2 24 | $7.3B | $685.3M | ||
| Q1 24 | $7.1B | $679.2M |
| Q4 25 | $109.0B | $2.1B | ||
| Q3 25 | $106.6B | $2.1B | ||
| Q2 25 | $102.3B | $2.0B | ||
| Q1 25 | $98.2B | $2.0B | ||
| Q4 24 | $95.4B | $2.1B | ||
| Q3 24 | $94.7B | $2.1B | ||
| Q2 24 | $88.8B | $2.0B | ||
| Q1 24 | $84.5B | $2.0B |
| Q4 25 | 0.59× | 1.25× | ||
| Q3 25 | 0.53× | 1.30× | ||
| Q2 25 | 0.56× | 1.32× | ||
| Q1 25 | 0.56× | 1.32× | ||
| Q4 24 | 0.56× | 1.24× | ||
| Q3 24 | 0.52× | 1.22× | ||
| Q2 24 | 0.58× | 1.28× | ||
| Q1 24 | 0.55× | 1.29× |
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 | $1.5B | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $49.3M |
| FCFマージンFCF / 売上 | — | 6.6% |
| 設備投資強度設備投資 / 売上 | — | 2.1% |
| キャッシュ転換率営業CF / 純利益 | — | 0.85× |
| 直近12ヶ月FCF直近4四半期 | — | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | $64.9M | ||
| Q3 25 | $1.3B | $124.0M | ||
| Q2 25 | $1.9B | $90.4M | ||
| Q1 25 | $1.1B | $92.1M | ||
| Q4 24 | $1.5B | $74.8M | ||
| Q3 24 | $2.4B | $101.4M | ||
| Q2 24 | $1.4B | $79.0M | ||
| Q1 24 | $1.6B | $84.8M |
| Q4 25 | — | $49.3M | ||
| Q3 25 | — | $104.8M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $71.9M | ||
| Q4 24 | — | $52.9M | ||
| Q3 24 | — | $77.3M | ||
| Q2 24 | — | $58.2M | ||
| Q1 24 | — | $63.0M |
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 7.9% | ||
| Q1 24 | — | 9.1% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | 3.66× | 1.67× | ||
| Q2 25 | 6.82× | 1.31× | ||
| Q1 25 | 13.43× | 2.03× | ||
| Q4 24 | 3.32× | 1.12× | ||
| Q3 24 | 8.89× | 1.48× | ||
| Q2 24 | 4.45× | 1.21× | ||
| Q1 24 | 6.42× | 1.52× |
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
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
