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Fidelity National Financial, Inc.(FNF)とMUELLER INDUSTRIES INC(MLI)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
MUELLER INDUSTRIES INCの直近四半期売上が大きい($962.4M vs $544.0M、Fidelity National Financial, Inc.の約1.8倍)。MUELLER INDUSTRIES INCの純利益率が高く(16.0% vs -21.5%、差は37.5%)。Fidelity National Financial, Inc.の前年同期比売上増加率が高い(10.3% vs 4.2%)。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 6.4%)
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。
Mueller Industriesは1917年創業の米国製造企業で、本社はテネシー州メンフィスに所在する。配管製品、産業用金属、空調機器を主力事業とし、2022年にフォーチュン1000にランクインした、年商数十億ドルの上場企業である。
FNF vs MLI — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $544.0M | $962.4M |
| 純利益 | $-117.0M | $153.7M |
| 粗利率 | — | — |
| 営業利益率 | 82.9% | 17.9% |
| 純利益率 | -21.5% | 16.0% |
| 売上前年比 | 10.3% | 4.2% |
| 純利益前年比 | -126.0% | 11.7% |
| EPS(希薄化後) | $-0.44 | $1.37 |
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 | $962.4M | ||
| Q3 25 | $553.0M | $1.1B | ||
| Q2 25 | $547.0M | $1.1B | ||
| Q1 25 | $455.0M | $1.0B | ||
| Q4 24 | $493.0M | $923.5M | ||
| Q3 24 | $506.0M | $997.8M | ||
| Q2 24 | $504.0M | $997.7M | ||
| Q1 24 | $421.0M | $849.7M |
| Q4 25 | $-117.0M | $153.7M | ||
| Q3 25 | $358.0M | $208.1M | ||
| Q2 25 | $278.0M | $245.9M | ||
| Q1 25 | $83.0M | $157.4M | ||
| Q4 24 | $450.0M | $137.7M | ||
| Q3 24 | $266.0M | $168.7M | ||
| Q2 24 | $306.0M | $160.2M | ||
| Q1 24 | $248.0M | $138.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 27.6% | ||
| Q2 24 | — | 27.3% | ||
| Q1 24 | — | 28.4% |
| Q4 25 | 82.9% | 17.9% | ||
| Q3 25 | 81.9% | 25.6% | ||
| Q2 25 | 69.8% | 26.7% | ||
| Q1 25 | 24.4% | 20.6% | ||
| Q4 24 | — | 18.4% | ||
| Q3 24 | 61.9% | 20.7% | ||
| Q2 24 | 90.9% | 21.0% | ||
| Q1 24 | 78.6% | 21.6% |
| Q4 25 | -21.5% | 16.0% | ||
| Q3 25 | 64.7% | 19.3% | ||
| Q2 25 | 50.8% | 21.6% | ||
| Q1 25 | 18.2% | 15.7% | ||
| Q4 24 | 91.3% | 14.9% | ||
| Q3 24 | 52.6% | 16.9% | ||
| Q2 24 | 60.7% | 16.1% | ||
| Q1 24 | 58.9% | 16.3% |
| Q4 25 | $-0.44 | $1.37 | ||
| Q3 25 | $1.33 | $1.88 | ||
| Q2 25 | $1.02 | $2.22 | ||
| Q1 25 | $0.30 | $1.39 | ||
| Q4 24 | $1.65 | $1.21 | ||
| Q3 24 | $0.97 | $1.48 | ||
| Q2 24 | $1.12 | $1.41 | ||
| Q1 24 | $0.91 | $1.21 |
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 | $1.4B |
| 総負債低いほど良い | $4.4B | — |
| 株主資本純資産 | $7.4B | $3.2B |
| 総資産 | $109.0B | $3.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.59× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $2.6B | $1.4B | ||
| Q3 25 | $3.5B | $1.3B | ||
| Q2 25 | $3.3B | $1.1B | ||
| Q1 25 | $4.5B | $873.6M | ||
| Q4 24 | $3.5B | $1.1B | ||
| Q3 24 | $5.0B | $969.6M | ||
| Q2 24 | $4.9B | $825.7M | ||
| Q1 24 | $3.5B | $1.4B |
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.2B | — | ||
| Q1 24 | $3.9B | — |
| Q4 25 | $7.4B | $3.2B | ||
| Q3 25 | $8.4B | $3.1B | ||
| Q2 25 | $7.9B | $2.9B | ||
| Q1 25 | $7.9B | $2.7B | ||
| Q4 24 | $7.8B | $2.8B | ||
| Q3 24 | $8.1B | $2.7B | ||
| Q2 24 | $7.3B | $2.5B | ||
| Q1 24 | $7.1B | $2.4B |
| Q4 25 | $109.0B | $3.7B | ||
| Q3 25 | $106.6B | $3.7B | ||
| Q2 25 | $102.3B | $3.5B | ||
| Q1 25 | $98.2B | $3.2B | ||
| Q4 24 | $95.4B | $3.3B | ||
| Q3 24 | $94.7B | $3.2B | ||
| Q2 24 | $88.8B | $3.1B | ||
| Q1 24 | $84.5B | $2.9B |
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.56× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.55× | — |
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 | $141.2M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $121.4M |
| FCFマージンFCF / 売上 | — | 12.6% |
| 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 | — | 0.92× |
| 直近12ヶ月FCF直近4四半期 | — | $686.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | $141.2M | ||
| Q3 25 | $1.3B | $310.1M | ||
| Q2 25 | $1.9B | $190.6M | ||
| Q1 25 | $1.1B | $113.6M | ||
| Q4 24 | $1.5B | $140.1M | ||
| Q3 24 | $2.4B | $231.4M | ||
| Q2 24 | $1.4B | $100.8M | ||
| Q1 24 | $1.6B | $173.6M |
| Q4 25 | — | $121.4M | ||
| Q3 25 | — | $291.8M | ||
| Q2 25 | — | $176.5M | ||
| Q1 25 | — | $97.0M | ||
| Q4 24 | — | $111.2M | ||
| Q3 24 | — | $205.7M | ||
| Q2 24 | — | $91.6M | ||
| Q1 24 | — | $157.2M |
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 27.1% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | 9.2% | ||
| Q1 24 | — | 18.5% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.9% |
| Q4 25 | — | 0.92× | ||
| Q3 25 | 3.66× | 1.49× | ||
| Q2 25 | 6.82× | 0.78× | ||
| Q1 25 | 13.43× | 0.72× | ||
| Q4 24 | 3.32× | 1.02× | ||
| Q3 24 | 8.89× | 1.37× | ||
| Q2 24 | 4.45× | 0.63× | ||
| Q1 24 | 6.42× | 1.25× |
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% |
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |